Nikkei Reports MHI to Partner with US Firm on AI Data Center Technology, Highlighting One Stop Solution Strength

研报英文原文证据摘录

Nikkei Reports MHI to Partner with US Firm on AI Data Center Technology, Highlighting One Stop Solution Strength

Update

July 15, 2026 12:40 AM GMT

Morgan Stanley MUFG Securities Co., Ltd.+MMitsubishi Heavy Industries (7011) | Japan Takeshi Kitaura

Equity Analyst

Nikkei Reports MHI to Partner Takeshi.Kitaura@morganstanleymufg.comMorgan Stanley Asia Limited+ +81 3 6836-5427

Lisa Jiang

Equity Analystwith US Firm on AI Data Center Lisa.Jiang1@morganstanley.com +852 2239-1282

Morgan Stanley MUFG Securities Co., Ltd.+Technology, Highlighting One Takumi Okano

Research Associate

Takumi.Okano@morganstanleymufg.com +81 3 6836-8411Stop Solution Strength

The Jul 15 Nikkei reported that Mitsubishi Heavy Industries (MHI) is considering

partnering with NVIDIA (covered by Joseph Moore) on AI data center technology.

According to the article, NVIDIA is considering adopting MHI's cooling and energy

management technologies at its next generation facilities. The companies have not Mitsubishi Heavy Industries (7011.T, 7011 JT)

issued press releases etc. on the matter. If accurate, the partnership would Heavy Industries | Japan

underscore MHI's strength in one-stop solution offering for data centers. MHI is Stock Rating Overweight

capable of providing comprehensive solutions across power (large gas turbines, gas Industry View Attractive

Price target ¥5,700

engines, emergency generators, distributed power, power distribution equipment), Shr price, close (Jul 14, 2026) ¥3,746

cooling (turbo chillers, air-cooled heat pump chillers, immersion cooling, direct-to- Mkt cap, curr, basic (bn) ¥12,587.6

Avg daily trading value (bn) ¥113.2

chip liquid cooling), and digital/operations (energy management, remote monitoring,

integrated HVAC control, cybersecurity, maintenance services), and its Energy