CEO says energy, resource constraints can be source of growth for trading house Marubeni, one of Japan's five big trading houses, sees physical constraints for energy and resources arising from the AI boom as an opportunity for growth. (Photo by Yuki Kohara) TOKYO -- Japanese trading house Marubeni is betting on physical bottlenecks such as demand for energy and natural resources stemming from the artificial intelligence boom to drive its growth, expanding its exposure to businesses that supply and manage the power, metals and communications infrastructure needed to support rising demand for computing power.