NTT

NTT is a major in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in Japan. Its key suppliers include Vertiv, Schneider Electric, Eaton. Its key customers include Amazon (Annapurna Labs), Microsoft, Alphabet (Google).

Japanese telecom giant; NTT Global Data Centers is a top-five operator.

Ticker
TSE: 9432
Headquarters
Japan
Revenue
$7.1B (FY2026) · -91.6% YoY
Net income
$6.3B
Operating margin
4.5%
Market position
major
Value-chain segment
Data Center Operators (Colo)
Key products
NTT Global Data Centers, NTT Communications network, NTT Docomo mobile, e-shelter European data centers, Nexcenter DC platform

About NTT

NTT, headquartered in Japan, operates in the Data Center Operators (Colo) segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include NTT Global Data Centers, NTT Communications network, NTT Docomo mobile, e-shelter European data centers, Nexcenter DC platform. wafergraph maps 4 tracked suppliers and 5 tracked customers for NTT across the value chain. It has a supply-chain criticality score of 8/100, with 19 companies downstream of it.

Key products

  • NTT Global Data Centers
  • NTT Communications network
  • NTT Docomo mobile
  • e-shelter European data centers
  • Nexcenter DC platform

Suppliers

Customers

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Sources

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