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NTT SUPPLY CHAIN TRACE

CLOUD PROVIDERS🇯🇵 Japan · 9432 · TSE

NTT is Japan's largest telco and a major investor in sovereign AI computing infrastructure, building domestic capacity through NTT DATA and its cloud services while developing IOWN — a next-generation optical network that aims to dramatically cut data center power consumption. Its investment in Rapidus and domestic AI hardware reflects Japan's whole-of-industry approach to semiconductor and AI sovereignty. As a major end buyer of AI servers and data center infrastructure, NTT's procurement directly shapes demand for the entire upstream supply chain in Japan.

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Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸
POWER & COOLINGsupplies power & cooling to

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies GPU servers to

Wiwynn

Major ODM server manufacturer for hyperscalers

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SERVER ODMssupplies GPU servers to

Cisco Systems

#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments

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NETWORKINGsupplies networking equipment to

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NTT

Japan's largest telco building domestic AI infrastructure

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About this company

QWhat is NTT's role in the AI chip supply chain?

Japan's largest telco building domestic AI infrastructure

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