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Fujitsu transforms into AI company through Nvidia partnership and structural reforms

Monday, February 2, 2026 at 08:10 PM

Fujitsu is undergoing a strategic shift into an AI-focused enterprise, highlighted by a significant partnership with Nvidia to build AI infrastructure and internal reforms led by CEO Takahito Tokita.

Context

Fujitsu is executing a high-stakes transition from a hardware-centric legacy to an AI-led services powerhouse, fueled by an expanded partnership with Nvidia. Under the leadership of CEO Takahito Tokita, the firm is integrating Nvidia’s advanced Blackwell GPUs and AI software into its proprietary "Kozuchi" platform. This structural pivot aims to capitalize on the surge in enterprise demand for sovereign AI, moving Fujitsu away from low-margin PC and mobile manufacturing toward high-value cloud and AI consulting. The strategic overhaul centers on Fujitsu Uvance, a business segment the company expects to drive a significant portion of its ¥3.2 trillion revenue target by FY2025. By streamlining operations and shedding non-core assets, Fujitsu is repositioning itself as a critical layer in the global AI supply chain. This transformation is timed to leverage Japan's push for domestic AI infrastructure, providing a stable, high-margin growth engine that differentiates the company from its historical competitors.

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