Hitachi's nuclear revenue rises as SMR delivery date approaches. The bulk of the Japanese conglomerate's Energy segment business is in electrical grid equipment. Sales are strong, but inflation and long delivery timelines bear watching, company executives said. Published Oct. 30, 2026 By Brian Martucci Power grid equipment continued to make up the vast majority of Hitachi, Ltd.'s Energy segment revenues in the most recent quarter, but its nuclear division saw a 48% year-over-year increase as the company prepares to deliver the first of four small modular reactors to Ontario Power Generation in 2030. In the United States, the Tennessee Valley Authority has tapped the joint venture to build at least one BWRX-300 in its territory, with delivery set for 2032. "With the start of the construction of the first [SMR] in Canada as a foothold, we will advance the deployment of the SMR business in North America, Poland and other parts of Europe," Hitachi said in its 2025 annual report. However, it also spoke generally about the potential risks the company faces as it takes on ambitious projects around the world, without mentioning its nuclear investment specifically. "High-risk projects, such as long-term projects or projects involving new technologies... may result in significant changes to the assumptions underlying the estimates related to those contracts... or their termination," the company said. By the numbers: Hitachi, Ltd. Q2 2026 ¥960.4B (~$6B) Q2 Energy segment global revenue, up 28% year over year ¥1,566.2B (~$9.9B) Q2 Energy segment global orders, up 47% year over year, driven by transmission and data center demand ¥320.6B (~$2B) Q2 Energy segment revenue in North America, up 49% year over year ¥4,060B (~$25.6B) Projected Energy segment global revenue for full-year fiscal 2026, up 26% year over year The Japanese conglomerate's Energy segment is divided into Nuclear Energy and Power Grids, which manufactures and markets high-voltage components, power conversion products, energy storage systems and other electrical equipment for commercial, industrial and utility customers. Its Power Grid division saw revenues of ¥893.7 billion, or about $5.7 billion, in the most recent quarter - a 27% increase over the same period last year, the company said this week. Nuclear Energy took in ¥65.3 billion, or about $415 million, over the same period. In total, Hitachi's Energy segment saw a 28% increase in revenue and a nearly 50% increase in orders, the company said. Significant drivers included large-scale power infrastructure projects and demand from data center customers, with "notable strength" in North America. Continued AI tailwinds. Tomomi Kato, Hitachi's chief financial officer, told investors and stock analysts on Wednesday that the company has seen broad-based order growth thanks to the data center boom. Those orders will be reflected in company revenues beginning next year, he said. The Energy segment reported second-quarter orders of ¥1,566.2 billion, or nearly $10 billion, with particular strength from transmission and data center customers. Speaking in Japanese, Tomomi said the conglomerate has seen no signs of a pullback in AI-related investment. "So far, we are not seeing any delays or any payment issues," he said through a translator. Some of the company's other segments are also increasing their focus on the energy sector. Anand Birje, CEO of Hitachi's newly consolidated, California-based digital services business, said the conglomerate was using its proprietary technology platform to improve performance and productivity for its energy customers. The company says HMAX Energy, its energy-oriented digital solution, can help its customers reduce revenue loss from equipment downtime by up to 60%. "There's massive transformation happening [in] everything from transmission to distribution to pricing to load management using data, cloud and AI, along with our ecosystem partners," Birje said in English. One of those partners is chipmaking giant NVIDIA. Last October, Hitachi said it would provide "grid-to-rack architecture" to the 800-volt data center architecture NVIDIA and its customers expect to become the industry standard for high-performance computing facilities. Supply chain and long-lead order risk. With its order backlog swelling thanks to AI and general electrification demand, Tomomi said Hitachi was doing its best to meet delivery timelines - and manage cost pressures in an inflationary environment. On long-lead contracts, "we use indexing" to ensure Hitachi can pass along cost increases during production and fulfillment, he said. "Otherwise, we cannot accept a long-term contract... I think we are doing a good job managing the process," Tomomi said.

Hitachi unveils a new global Digital Services company turning cloud, Data and AI into measurable business outcomes: Hitachi Digital. Uniting GlobalLogic and Hitachi Digital Services under a single global brand, Hitachi Digital will deliver end-to-end capabilities that help organizations in complex, mission-critical industries drive business transformation Hitachi, Ltd. (TSE:6501, "Hitachi") today announced plans to launch Hitachi Digital Inc. ("Hitachi Digital"), a new global digital services company, on April 1, 2027, in accordance with the integration plan announced in January 2026[1]. Hitachi Digital will unite Hitachi's U.S. subsidiaries, GlobalLogic Inc. ("GlobalLogic") and Hitachi Digital Services LLC ("Hitachi Digital Services") under a single company using the Hitachi brand, with a brand campaign launching today. Hitachi Digital will steadily guide enterprise digital transformation at the convergence of cloud, data and AI toward concrete business results. With approximately 35,000 professionals in 27 countries and more than 880 active clients, Hitachi Digital combines product and software engineering with enterprise systems and operational expertise, backed by more than 100 years of Hitachi experience building and operating mission-critical infrastructure. Hitachi Digital delivers sustainable solutions across both the physical and digital tech stack, engineering new digital products and AI capabilities for its clients, modernizing the enterprise core behind them, and running them reliably at scale. The success of this differentiated combination will be driven by the dedicated Hitachi Digital teams centered on Forward Deployed Engineers (FDEs) supporting clients around the world. "Our clients need one partner who understands how an industry works, maintains deep technology ecosystem relationships, while engineering what's new, modernizing what's underneath and keeping it all running across the enterprise," said Anand Birje, CEO and Chairman, Hitachi Digital. "Hitachi Digital brings digital engineering and operations together as one company, at global scale, with the industrial depth of Hitachi behind us. We can be our clients' one trusted partner from strategy through operations, engineering what the world depends on." Driving Digital Transformation at Scale Hitachi Digital will serve as a strategic partner across the full transformation lifecycle, bringing deep domain expertise in key vertical industries and AI-era focused service lines including Physical AI, Data and Intelligence, Cloud and Site Reliability Engineering (SRE), and Enterprise Applications. The insights and technical expertise gained through delivering these comprehensive services will continue to fuel our IP differentiation, including HMAX by Hitachi ("HMAX"), a next-generation suite of solutions that brings the power of AI to social infrastructure. Furthermore, our strategic alliance partnerships across the full tech stack, from the data layer to frontier AI labs, will be multiplied and amplified. The two companies coming together as Hitachi Digital have been recognized by leading industry analysts for their differentiated capabilities, resulting in rankings from ISG Research as a Leader in Intelligent Robotics and Physical AI Services, Digital Engineering Services, and Generative AI Services. "Hitachi Digital Services has been recognized for connecting edge intelligence, robotics and AI-driven decision layers into secure, mission-critical environments. GlobalLogic has demonstrated differentiated strength across augmented design, R&D Services, intelligent operations and connected experience, and integrated platform and application services by leading with consulting, AI-first engineering and deep domain expertise. These outcomes are the result of what is now Hitachi Digital's differentiation - a fusion of deep industrial heritage with enterprise-grade AI orchestration," said Gowtham Sampath, Assistant Director and Principal Analyst, ISG Research. Accelerating Physical AI What further sets Hitachi Digital apart is the Hitachi Group's long-standing operational technology (OT) and domain knowledge in industrial businesses. Backed by that knowledge, Hitachi Digital will accelerate the implementation of both enterprise AI and Physical AI in industries including manufacturing, mobility and energy, as well as across the Hitachi Group through its "customer zero" initiatives. Hitachi Digital's synergy revenue with the Hitachi Group grew 46 percent year-on-year in the first half. Central to the work at the Hitachi Group and beyond are the company's FDEs, who work directly in clients' operational environments to put these AI capabilities into practice. These teams of AI specialists, data scientists and engineers work alongside clients and technology partners to apply new AI and digital capabilities inside complex enterprise and operational environments. Hitachi Digital will continue to scale through investment in AI, data and cloud talent, including FDEs, along with expanded alliances and acquisitions across the technology ecosystem. Hitachi Digital will also drive adoption of Lumada 3.0, empowering co-creation for client innovation and continue to expand its business. "With the launch of Hitachi Digital, Hitachi will evolve into a global digital services company capable of providing end-to-end solutions ranging from enterprise AI to Physical AI," said Jun Abe, Executive Vice President and Head of the Digital Systems & Services Sector, Hitachi. "By uniting GlobalLogic's digital engineering with Hitachi Digital Services' enterprise and operational expertise, and leveraging the FDE team as a driving force, together with Hitachi's OT and domain knowledge in social infrastructure, we will work alongside clients throughout their business transformation and help maximize value creation. Through these efforts, we will strongly advance our clients' digital transformation globally, drive the growth of Lumada 3.0 and contribute to the harmonized society envisioned in Hitachi's management plan, 'Inspire 2027.'" About Hitachi Digital Inc. Hitachi Digital, a wholly owned subsidiary of Hitachi, Ltd., is a global digital services company that helps organizations in complex, mission-critical industries turn cloud, data and AI into measurable business outcomes. Formed by uniting GlobalLogic and Hitachi Digital Services, the company brings digital engineering and operations together, from enterprise AI to Physical AI, with approximately 35,000 professionals in 27 countries. Hitachi Digital engineers what the world depends on. Visit us at www.hitachidigital.com. About Hitachi, Ltd. Through its Social Innovation Business (SIB) that brings together IT, OT (Operational Technology) and products, Hitachi aims to be a global leader in continuously transforming social infrastructure through digital, contributing to a harmonized society where the environment, well-being and economic growth are in balance. Hitachi operates worldwide across four sectors - Digital Systems & Services, Energy, Mobility and Connective Industries - as well as a Strategic SIB Business Unit focused on new growth areas. With Lumada at its core, Hitachi creates value by combining data, technology and domain knowledge to solve customer and social challenges. Revenues for FY2025 (ended March 31, 2026) totaled 10,586.7 billion yen, with 606 consolidated subsidiaries and approximately 290,000 employees worldwide. Visit us at www.hitachi.com. Trademark notice All trademarks and product names are the property of their respective owners.

Hitachi unveils a new global Digital Services company turning cloud, Data and AI into measurable business outcomes: Hitachi Digital. Business Wire Published Oct 27, 2026 Uniting GlobalLogic and Hitachi Digital Services under a single global brand, Hitachi Digital will deliver end-to-end capabilities that help organizations in complex, mission-critical industries drive business transformation SANTA CLARA, Calif. & TOKYO - Hitachi, Ltd. (TSE:6501, "Hitachi") today announced plans to launch Hitachi Digital Inc. ("Hitachi Digital"), a new global digital services company, on April 1, 2027, in accordance with the integration plan announced in January 2026[1]. Hitachi Digital will unite Hitachi's U.S. subsidiaries, GlobalLogic Inc. ("GlobalLogic") and Hitachi Digital Services LLC ("Hitachi Digital Services") under a single company using the Hitachi brand, with a brand campaign launching today. Hitachi Digital will steadily guide enterprise digital transformation at the convergence of cloud, data and AI toward concrete business results. Story continues below With approximately 35,000 professionals in 27 countries and more than 880 active clients, Hitachi Digital combines product and software engineering with enterprise systems and operational expertise, backed by more than 100 years of Hitachi experience building and operating mission-critical infrastructure. Top Stories Interested in more newsletters? Browse here. Hitachi Digital delivers sustainable solutions across both the physical and digital tech stack, engineering new digital products and AI capabilities for its clients, modernizing the enterprise core behind them, and running them reliably at scale. The success of this differentiated combination will be driven by the dedicated Hitachi Digital teams centered on Forward Deployed Engineers (FDEs) supporting clients around the world. "Our clients need one partner who understands how an industry works, maintains deep technology ecosystem relationships, while engineering what's new, modernizing what's underneath and keeping it all running across the enterprise," said Anand Birje, CEO and Chairman, Hitachi Digital. "Hitachi Digital brings digital engineering and operations together as one company, at global scale, with the industrial depth of Hitachi behind us. We can be our clients' one trusted partner from strategy through operations, engineering what the world depends on." Driving Digital Transformation at Scale Hitachi Digital will serve as a strategic partner across the full transformation lifecycle, bringing deep domain expertise in key vertical industries and AI-era focused service lines including Physical AI, Data and Intelligence, Cloud and Site Reliability Engineering (SRE), and Enterprise Applications. The insights and technical expertise gained through delivering these comprehensive services will continue to fuel our IP differentiation, including HMAX by Hitachi ("HMAX"), a next-generation suite of solutions that brings the power of AI to social infrastructure. Furthermore, our strategic alliance partnerships across the full tech stack, from the data layer to frontier AI labs, will be multiplied and amplified. The two companies coming together as Hitachi Digital have been recognized by leading industry analysts for their differentiated capabilities, resulting in rankings from ISG Research as a Leader in Intelligent Robotics and Physical AI Services, Digital Engineering Services, and Generative AI Services. Story continues below "Hitachi Digital Services has been recognized for connecting edge intelligence, robotics and AI-driven decision layers into secure, mission-critical environments. GlobalLogic has demonstrated differentiated strength across augmented design, R&D Services, intelligent operations and connected experience, and integrated platform and application services by leading with consulting, AI-first engineering and deep domain expertise. These outcomes are the result of what is now Hitachi Digital's differentiation - a fusion of deep industrial heritage with enterprise-grade AI orchestration," said Gowtham Sampath, Assistant Director and Principal Analyst, ISG Research. Accelerating Physical AI What further sets Hitachi Digital apart is the Hitachi Group's long-standing operational technology (OT) and domain knowledge in industrial businesses. Backed by that knowledge, Hitachi Digital will accelerate the implementation of both enterprise AI and Physical AI in industries including manufacturing, mobility and energy, as well as across the Hitachi Group through its "customer zero" initiatives. Hitachi Digital's synergy revenue with the Hitachi Group grew 46 percent year-on-year in the first half. Central to the work at the Hitachi Group and beyond are the company's FDEs, who work directly in clients' operational environments to put these AI capabilities into practice. These teams of AI specialists, data scientists and engineers work alongside clients and technology partners to apply new AI and digital capabilities inside complex enterprise and operational environments. Hitachi Digital will continue to scale through investment in AI, data and cloud talent, including FDEs, along with expanded alliances and acquisitions across the technology ecosystem. Hitachi Digital will also drive adoption of Lumada 3.0, empowering co-creation for client innovation and continue to expand its business. "With the launch of Hitachi Digital, Hitachi will evolve into a global digital services company capable of providing end-to-end solutions ranging from enterprise AI to Physical AI," said Jun Abe, Executive Vice President and Head of the Digital Systems & Services Sector, Hitachi. "By uniting GlobalLogic's digital engineering with Hitachi Digital Services' enterprise and operational expertise, and leveraging the FDE team as a driving force, together with Hitachi's OT and domain knowledge in social infrastructure, we will work alongside clients throughout their business transformation and help maximize value creation. Through these efforts, we will strongly advance our clients' digital transformation globally, drive the growth of Lumada 3.0 and contribute to the harmonized society envisioned in Hitachi's management plan, 'Inspire 2027.'" Backgrounder: About Hitachi Digital Inc. Hitachi Digital, a wholly owned subsidiary of Hitachi, Ltd., is a global digital services company that helps organizations in complex, mission-critical industries turn cloud, data and AI into measurable business outcomes. Formed by uniting GlobalLogic and Hitachi Digital Services, the company brings digital engineering and operations together, from enterprise AI to Physical AI, with approximately 35,000 professionals in 27 countries. Hitachi Digital engineers what the world depends on. Visit us at About Hitachi, Ltd. Through its Social Innovation Business (SIB) that brings together IT, OT (Operational Technology) and products, Hitachi aims to be a global leader in continuously transforming social infrastructure through digital, contributing to a harmonized society where the environment, well-being and economic growth are in balance. Hitachi operates worldwide across four sectors - Digital Systems & Services, Energy, Mobility and Connective Industries - as well as a Strategic SIB Business Unit focused on new growth areas. With Lumada at its core, Hitachi creates value by combining data, technology and domain knowledge to solve customer and social challenges. Revenues for FY2025 (ended March 31, 2026) totaled 10,586.7 billion yen, with 606 consolidated subsidiaries and approximately 290,000 employees worldwide. Visit us at Trademark notice All trademarks and product names are the property of their respective owners. View source version on businesswire.com: Media contact Amanda Naiman Head of Communications, Hitachi Digital Quick Picks