Japan's compute boom turns vending machine and toilet makers into hot AI stocks

PAstynome · x · 2026-10-03

A viral observation on TSE: as Japan builds out massive compute infrastructure, old-school manufacturers are surging — one vending machine maker is up 500%+ this year because its tech translates well to data center cooling, and toilet maker Toto is being traded as an AI chip play. The author calls this the dominant theme on the TSE right now.

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