GigaStream Toyama于12月19日与富山县南砺市达成协议，规划建置日本最大的资料中心园区，潜在容量上看3.1GW。第一期地方核准出售约131,000平方公尺土地，规模足以支撑约400MW。该公司主打先行整备土地、电力、光纤与法规许可，让营运商以购买或租赁方式快速进场建置。

开发商创办人Daniel Cox指出，日本新增资料中心供给长期落后需求，且在AI带动的近期需求激增之前就已存在缺口，核心瓶颈多与土地（以及能源整合）相关。他估计若单一公司在日本从零开始，自行取得土地与能源并完成建置，可能需要6至7年，明显慢于其他先进经济体；因此主张仿效美国把流程拆分，由专业开发商先把场址与能源基础设施准备好。

在供给受限的同时，瓶颈仍集中于土地取得、施工产能与电力供应；东京与大阪合计约占全国资料中心的85%，政府因此强调区域分散以舒缓壅塞。IDC Japan预测该市场在至2028年的五年内将「几乎翻倍」至超过5兆日圆（约320亿美元）。政策面也把资料中心视为吸引外资的一环：2030年外国直接投资目标为120兆日圆，较2024年的53兆日圆大幅提高；南砺距东京与大阪各约250公里、且被认为地震等灾害风险较低，成为其选址卖点。

GigaStream Toyama signed a Dec. 19 agreement with Nanto City, Toyama Prefecture, to develop Japan’s largest data-center campus: up to 3.1 GW potential capacity. The first phase includes about 131,000 m² of land, sized to support roughly 400 MW, with the company pre-securing land, power, fiber, and approvals so operators can buy or lease and build quickly.

Founder Daniel Cox argues Japan’s supply has lagged demand even before the AI surge, largely because land and energy must be assembled by each operator. He estimates a single company starting from scratch can take 6–7 years to finish a facility in Japan, longer than peers, and says a U.S.-style industrial-park model—like specialist site developer Lancium in Texas, later occupied by big tech and cloud firms—can compress timelines by splitting responsibilities.

Constraints remain acute: land acquisition, construction capacity, and power supply, with Tokyo and Osaka hosting about 85% of data centers, prompting government calls for regional diversification. IDC Japan forecasts the market will almost double to over ¥5 trillion (~$32B) in the five years to 2028. Policymakers also link data centers to raising inbound investment, targeting ¥120 trillion of FDI by 2030 versus ¥53 trillion in 2024; Toyama’s low-hazard profile and ~250 km distance from both metros are pitched as advantages.