NTT DOCOMO BUSINESS announced its business strategy for fiscal 2026 on September 28, making artificial intelligence the focus of its business expansion and targeting revenue of 2.6 trillion yen in fiscal 2030. The plan follows revenue of approximately 2 trillion yen in fiscal 2025, according to an article published in MONOist.
The company is focusing on three interconnected areas: renewing its platform, strengthening its four core business areas, and expanding partner management. These areas are linked to a broader vision for an AI-Centric ICT platform that combines computing, networks, and AI and security services supported by data and identity management.
Specific Financial and Operational Targets
NTT DOCOMO BUSINESS aims to increase revenue from its four business areas to 5 trillion yen in fiscal 2027 and then to 7 trillion yen in fiscal 2030. These areas include artificial intelligence and the Internet of Things, the internet, and BPO and digital transformation services, as well as another sector whose details were not fully explained in the article because of extraction limitations.
The company is introducing a data platform called Trusted Data Fabric to connect AI with data. Its functions include Trusted AI for verifying AI outputs, Trusted Identity for verifying the identities of users and machines, and Trusted Data Access for accessing data while maintaining its protection.
Data Centers and Networks at the Heart of the Plan
The company plans to expand data centers dedicated to AI, using an architecture based on containers and data centers and connecting them to renewable energy. It also plans to establish a Container DC Park in autumn 2027, with a focus on integrating GPU units, an essential element for running AI workloads.
NTT DOCOMO BUSINESS is working with EXAWIZARDS to develop AI agents that can be used in private cloud environments, allowing companies to deploy AI while maintaining a closed operating environment. It also indicated that it would provide Network as a Service, or NaaS, to support this infrastructure.
Expanding Skills and Partnerships
In terms of human resources, the company aims to train 5,000 employees to use AI, in addition to launching the FDE Light program for approximately 4,000 employees, with the goal of expanding these capabilities to 1,000 specialists by 2027. It is also working to strengthen cybersecurity services in cooperation with NTT DATA to address attacks that use AI or advanced technologies.
The company is also relying on a partner network that currently includes approximately 200 companies, with the goal of increasing the rate of business generated by partners to 50% by fiscal 2035. The cooperation mentioned includes its partnership with Mujin to integrate digital twin and robotics technologies into its AI platform.
Why Does This News Matter?
What is actually changing is not the launch of a single product, but the transformation of AI into an operational layer extending from data centers and GPU units to networks, identity, data access, and human skills. This means that companies working with NTT DOCOMO BUSINESS may obtain integrated infrastructure, AI, and security services instead of purchasing each component from a separate provider.
However, the announced targets, including doubling revenue and training thousands of employees, remain future objectives. The article does not provide sufficient details about the costs of expansion, the locations of data centers, or the success metrics for the Trusted Data Fabric platform—points that will determine how feasible the plan is to implement.