Fujitsu (6702) Investor Update summary

Technology strategy and growth drivers

• Focus on modernization, Uvance, consulting, and data intelligence as main pillars for business growth, integrating AI with other technologies for differentiated solutions.

• Five key technologies underpin the strategy, with AI as a central focus, supported by computing, network, and security.

• Upfront investments in specialized technology fields and global leadership in AI, computing, and network.

• Partnerships with Cohere, Supermicro, and AMD strengthen AI, server, and computing capabilities.

• Emphasis on digital trust, misinformation mitigation, and converging technologies for sustainability transformation by 2030.

Advancements in computing and AI

• Launch of FUJITSU-MONAKA, a 2nm ARM-based CPU, targeting high performance, energy efficiency, and carbon neutrality for data centers.

• Ongoing investment in quantum computing, with milestones including 64-qubit, 256-qubit by 2025, and 1,000-qubit by 2026 systems.

• STAR architecture reduces required physical qubits, advancing practical quantum computing.

• Quantum-HPC hybrid solutions accelerate next-gen quantum chemical calculations.

• AI Computing Broker reduces GPU power consumption by up to 59% and supports multi-GPU/server environments.

AI technologies and enterprise solutions

• Fujitsu Kozuchi provides a generative AI framework for enterprises, supporting large-scale, varied data and compliance.

• AI solutions include root cause analysis, vision analytics, and amalgamation technology for flexible enterprise needs.

• Emphasis on AI security, trust, and governance to ensure reliable and compliant AI usage.

• Enterprise AI solutions address data sensitivity, security, and customization needs.

• Integration of generative AI, knowledge graph frameworks, and optimization technologies to enhance offerings.