NTT

Full briefing

NTT (Nippon Telegraph and Telephone) is Japan's largest telecommunications company and a major investor in AI infrastructure. NTT is building domestic AI computing capacity through NTT DATA and its cloud services division, and is a key customer for Japanese AI hardware and data center suppliers. The company is developing IOWN (Innovative Optical and Wireless Network), a next-generation optical network architecture that aims to dramatically reduce data center power consumption. NTT's investment in AI infrastructure is strategically important to Japan's ambitions to build sovereign AI computing capacity independent of US hyperscalers. NTT is also a significant investor in the Rapidus foundry initiative, reflecting the Japanese government's whole-of-industry approach to semiconductor sovereignty.