次世代原発「SMR」でデータセンターの電力需要を賄う？／ハイパースケーラーも関連企業に出資／2030年には電力消費量が24年の2倍以上増える試算も／日本でも建て替え計画【和島英樹｜日本株の銘柄選び】

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"Next-generation SMR nuclear power plants attracting increasing interest towards practical application" Commentary: Hideki Wajima (Nikkei CNBC commentator) Moderator: Sasaki Manami (Nikkei CNBC Caster) 〈Table of Contents〉 00:00 What is the next-generation nuclear power plant "SMR"? • SMR = Small Module Reactor ➩ Small size allows it to meet the increasing power demand of data centers • Data center power consumption is expected to reach 945 billion kWh by 2030 ➩ It is also expected to more than double from 460 billion kWh in FY2024 01:45 Hyperscalers are also actively investing in SMRs • Amazon, Google, Meta, etc. 03:33 Features and advantages of SMRs • SMRs cost less than a fraction of conventional reactor construction costs at under 300,000 kW • Construction period can be shortened by about half 04:39 Is Japan also considering replacing existing reactors with SMRs? Guidelines are set to replace up to 5 nuclear power plants by the 2040s. Japan plans to have nuclear power account for approximately 20% of its power generation mix in fiscal year 2040. Nuclear power plants take about 20 years from investigation to operation. ➩ SMR is expected to take several years to about 10 years. 07:14 X-Energy, which listed on Nasdaq. IPO in April | X-Energy (XE). Largest ever IPO related to nuclear power 08:18 Toyo Tanso (5310) Received an order for graphite products for high-temperature gas reactors from X Energy in November 2025 Received an order worth approximately 5 to 6 billion yen, and it is included in the medium-term plan 09:35 Japan Steel Works (5631) World leader in pressure vessels for nuclear power plants SMR construction project in Canada is progressing ➩ Already secured an order related to SMR 10:19 Hitachi, Ltd. (6501) At the Japan-US summit, a joint venture between GE Bernova and Hitachi in Tennessee * Announces SMR construction project in Alabama (estimated up to $40 billion) 10:56 IHI (7013) Signed a memorandum of understanding with X Energy in March of this year for collaboration in the field of high-temperature gas-cooled reactor technology Also invested in NuScale Power, USA 11:40 Mitsubishi Heavy Industries (7011) Develops small PWRs (Pressurized Water Reactors) 12:28 Sukegawa Electric Industry (7711) Research and development company specializing in heat treatment Develops liquid metals used in SMRs 📢 Check out Nikkei CNBC's recommended videos here!! ●Learning from Shigeru Fujimoto: "Investment Techniques That Go Behind the Scenes"    • 【89歳現役トレーダー・藤本茂さんに学ぶ「人の裏を行く投資術」】投資歴70年・資産2...   ●Stock Selection Tips 🫛 "What is the Optoelectronic Fusion CPO that Will Lead the Next Generation?"    • 注目の技術「光電融合」関連銘柄／光技術はAI社会支える基幹インフラ／エヌビディアも光...   ▼Stock Market Outlook▼ ・Ryoji Musha (Representative, Musha Research)    • 【AIでアメリカと中国の力関係が変わる｜武者陵司氏】日韓台は中国とアメリカに対して貿...   ・Yasuji Yajima (Nissei Basic Research Institute)    • 【高市政権の成長戦略と金利上昇の綱引き｜ニッセイ基礎研究所 矢嶋康次氏】衆院選で政策...   ・Shingo Ide (Nissei Basic Research Institute)    • 【イラン情勢が描く「3つの株価シナリオ」│井出 真吾氏】①短期収束②長期化③中東全面...   ・Eiji Kinouchi (Daiwa Securities)    • 【日経平均6万円でも実感ない上昇──続くK字相場とAI主導の構造│大和証券 木野内栄...   ▼Foreign Exchange/Dollar-Yen Exchange Rate Commentary▼ ・Ogawa Masaki (Sony Financial Group)    • 【選挙後、なぜ円高？市場が見た「通貨の信認」｜ソニーフィナンシャルグループ 尾河 眞...   Yoshio Iguchi (Traders Securities)    • 【中東リスク後も円安が続く理由──介入は効くのか？｜トレイダーズ証券 井口 喜雄氏】...   ▼Financial and Economic Commentary▼ Toshihiro Nagahama (Daiichi Life Asset Management Economic Research Institute)    • 責任ある積極財政の財源をどうする【サナエノミクス徹底解説│第一ライフ資産運用経済研究...   ▼US Economy▼ Ryo Ono (Mizuho Research Institute)    • 【米国経済が抱える4つの課題│小野 亮氏】雇用状況は縮小均衡化？／SaaSの死から米...   🔍Unlimited access to information useful for investment decisions! 👀 ▼Investment points interpreted by professionals are here▼ https://online.nikkei-cnbc.co.jp/prog... #Hideki Wajima #Japanese stocks #SMR #Small modular reactor #Nuclear power plant #Data center #Electricity demand #Decarbonization #Energy policy #Next generation nuclear power plant #Amazon #google #meta #Toyo Carbon #NSK #Hitachi #IHI #Mitsubishi Heavy Industries #Sukegawa Electric Industry #Nikkei average #TOPIX #Growth 250 #Japanese stocks #US stocks #Dow Jones average #NASDAQ #Stock price #Stock market #Tokyo Stock Exchange #NY market #Breaking news #Investment #Stock investment #Asset management #Latest #Market #News #Nikkei CNBC #Why #NIkkei225 #JPY #Japan #Japanase #yen #Index #Stock #Market #Latest #NikkeiStockAverage #closingsession