NTT DATA is repositioning itself from a traditional IT services integrator into a full-stack AI infrastructure company spanning sovereign cloud, GPUaaS, hyperscale data centers, cybersecurity, AI platforms, managed services, networking, and industry-specific AI applications. The Tokyo-based company now operates across more than 70 countries and regions with approximately 200,000 employees and FY2025 consolidated net sales exceeding ¥5.0 trillion. Overseas business now represents roughly 60% of revenue, helping propel NTT DATA to the No. 8 position globally in IT services revenue, according to Gartner-based rankings presented by the company.
FY2025 marked a record year for the company. NTT DATA reported net sales of ¥5.0046 trillion, up 7.9% year over year, while operating profit climbed 50.7% to ¥488.2 billion. Profit rose 90.4% to ¥265.1 billion, and total new orders increased 21.1% to ¥6.0105 trillion. The data center business alone contributed ¥1.0882 trillion in new orders and ¥3.1997 trillion in order backlog. The company forecasts FY2026 net sales of ¥5.190 trillion while continuing to invest aggressively in AI infrastructure, cloud, and global delivery expansion.
A central pillar of the strategy is the creation of NTT DATA AIVista in Silicon Valley. The organization is designed to accelerate AI-native business creation, recruit advanced AI talent, deepen ecosystem partnerships, and strengthen NTT DATA’s AI market position. The unit is led by Bratin Saha, whose background includes senior leadership positions at NVIDIA and AWS. NTT DATA describes AIVista as the orchestrator for a broader “Core AI Platform” strategy that integrates AI agents, workflow orchestration, data management, LLM integration, and industry-specific AI models tailored for banking, insurance, manufacturing, government, and enterprise operations.
The infrastructure layer underneath that AI strategy is increasingly significant. NTT DATA’s “Next-Gen Infrastructure” roadmap combines public cloud, sovereign cloud, GPUaaS, data centers, networking, and cybersecurity into a unified stack. The company explicitly references support for OpenAI, Google, Anthropic, Mistral AI, tsuzumi2, and open-source LLMs within its architecture. The sovereign cloud strategy appears especially important as governments and enterprises seek AI deployments with regional control, security assurances, compliance frameworks, and local data residency.
Data centers now sit at the center of NTT DATA’s long-term expansion plans. The company currently operates approximately 1,630 MW of global data center capacity distributed across the Americas (675 MW), EMEA (430 MW), India (425 MW), and APAC (100 MW). NTT DATA plans to expand beyond 3 GW by FY2030 while targeting a leading position in cloud and AI inference infrastructure. Its strategy emphasizes hyperscaler demand, large-scale AI campuses, suburban Tier 1 and Tier 2 markets, and “cash recycling” using third-party capital beyond traditional REIT structures.
The company’s infrastructure investments already rank among the largest globally. FY2025 data center investment totaled ¥377.9 billion ($2.5 billion), while FY2026 investment is expected to increase to ¥505.0 billion ($3.3 billion). The business generated FY2025 data center net sales of ¥520.3 billion and EBITDA of ¥282.1 billion with EBITDA margins reaching 55% including transfer gains. NTT DATA increasingly positions the business as an AI infrastructure platform provider rather than simply a colocation operator.
Another notable element is the company’s shift toward AI inference infrastructure. NTT DATA’s FY2026 strategy slides repeatedly emphasize “emergence of demand for inference, on top of learning” and “shifting to large-scale DCs.” This aligns with a broader industry trend where hyperscalers and enterprises are rapidly expanding inference-oriented deployments to support enterprise copilots, agentic AI systems, retrieval infrastructure, and sovereign AI workloads.
The company’s FY2030 targets illustrate the scale of ambition. NTT DATA aims to increase EBITDA from roughly ¥800 billion in FY2025 to ¥1.2 trillion by FY2030. Strategic priorities include AI innovation investments, M&A, data center expansion, consulting growth, and workforce enhancement in AI implementation and industry specialization.
Profile: NTT DATA in 2026
| Infrastructure Category | 2026 Profile |
|---|---|
| Global Operating Footprint | Operations in more than 70 countries and regions, with overseas business accounting for approximately 60% of consolidated net sales. |
| Workforce Scale | Approximately 200,000 employees globally, including large delivery, engineering, consulting, managed services and infrastructure operations teams. |
| Major Workforce Regions | Europe: 48,700+; Japan: 48,800+; India: 39,500+; South America: 24,500+; North America: 15,300+; APAC: 10,300+; Middle East & Africa: 9,000+; China: 4,600+. |
| Current Data Center Capacity | Approximately 1,630 MW in operation worldwide as of March 31, 2026. |
| Data Center Capacity by Region | Americas: approximately 675 MW; EMEA: approximately 430 MW; India: approximately 425 MW; APAC: approximately 100 MW. |
| Planned Data Center Capacity | Approximately 770 MW of planned capacity, including 370 MW in North America, 260 MW in EMEA, 80 MW in India and 60 MW in APAC. |
| FY2030 Data Center Target | Targeting more than 3 GW of capacity and a leading position in cloud and AI inference infrastructure. |
| AI Infrastructure Stack | Data centers, public cloud, sovereign cloud, GPUaaS, network services and cybersecurity integrated around NTT DATA’s Core AI Platform. |
| Cloud Ecosystem | Supports major public cloud platforms including AWS, Microsoft Azure, Google Cloud and Oracle Cloud Platform. |
| Sovereign Cloud Strategy | Positioned for regulated enterprise and government AI workloads requiring security, sovereignty, compliance and regional data control. |
| GPUaaS Partners Shown | NVIDIA and Dell Technologies appear in NTT DATA’s GPUaaS infrastructure slide. |
| AI Platform Layer | NTT DATA AIVista provides the company’s Core AI Platform, including agent/workflow functions, data management and LLM integration. |
| LLM Ecosystem | Architecture references OpenAI, Google, Anthropic, Mistral AI, tsuzumi2 and open-source LLMs. |
| Target Workloads | Cloud AI inference, sovereign AI, industry-specific AI agents, enterprise modernization, regulated workloads and hyperscaler deployments. |
| Target Markets | Tier 1 and Tier 2 markets, suburban data center zones, hyperscaler cloud platforms and large-scale AI infrastructure deployments. |
| Capital Strategy | NTT DATA plans to use third-party capital and cash recycling to expand data center capacity while maintaining financial discipline. |
| Data Center Investment | FY2025 data center investment totaled approximately $2.5 billion; FY2026 data center investment is projected at approximately $3.3 billion. |
| Data Center Business Scale | FY2025 data center net sales reached ¥520.3 billion, with order backlog of ¥3.1997 trillion. |
| Strategic Position | A global IT services firm increasingly operating as a full-stack AI infrastructure provider across consulting, cloud, data centers, security, networking and AI platforms. |
NTT DATA AI Infrastructure Footprint
| Infrastructure Domain | Strategic Positioning in 2026 |
|---|---|
| Global AI Campus Expansion | NTT DATA is scaling hyperscale-ready AI campuses across North America, Europe, India and APAC with a target exceeding 3 GW of operational data center capacity by FY2030. |
| Key Data Center Markets | Major infrastructure hubs include Northern Virginia, Silicon Valley, Phoenix, London, Frankfurt, Tokyo, Osaka, Mumbai, Chennai, Bengaluru, Singapore, Jakarta and Johannesburg. |
| India AI Infrastructure Hub | India is emerging as one of NTT DATA’s most important AI infrastructure regions, combining hyperscaler growth, sovereign cloud demand, subsea connectivity and large-scale AI inference expansion. |
| India Expansion Strategy | NTT DATA plans major capacity expansion across Mumbai, Chennai, Bengaluru and Delhi NCR as part of a broader AI-ready infrastructure strategy focused on cloud and enterprise workloads. |
| Subsea Cable Infrastructure | The company references approximately 125,000 km of subsea cable infrastructure and more than 16 Tbps of subsea transport capacity integrated into its global data center and networking platform. |
| MIST Subsea System | The MIST cable system links Malaysia, India, Singapore and Thailand with more than 200 Tbps of design capacity and supports hyperscaler and AI traffic growth into India. |
| I-AM Subsea Cable | NTT DATA participates in the I-AM subsea cable initiative connecting Japan, Malaysia, Singapore, South Korea, Taiwan and the Philippines with approximately 320 Tbps design capacity. |
| Carrier-Neutral Interconnection | NTT DATA operates a large interconnection ecosystem supporting cloud on-ramps, metro connectivity, internet exchanges, cross-connects and subsea-integrated campus architectures. |
| AI Inference Infrastructure | The company increasingly emphasizes AI inference infrastructure rather than training-only deployments, including large-scale enterprise AI workloads and sovereign AI environments. |
| Hyperscaler Strategy | NTT DATA continues to focus heavily on hyperscaler cloud providers and AI platform operators requiring sustained, multi-region infrastructure delivery capability. |
| Sovereign AI Infrastructure | Sovereign cloud and sovereign AI are strategic pillars for regulated industries and government deployments requiring regional data residency, security and compliance controls. |
| Integrated AI Stack | NTT DATA combines data centers, cloud integration, networking, cybersecurity, GPUaaS, AI orchestration and enterprise consulting within a unified infrastructure stack. |
| AI Platform Architecture | The company’s Core AI Platform integrates AI agents, workflow orchestration, enterprise data management and multi-LLM support for industry-specific AI deployments. |
| Strategic Differentiator | Unlike most AI infrastructure competitors, NTT DATA spans physical infrastructure, subsea networking, cloud integration, cybersecurity, AI orchestration and enterprise managed services simultaneously. |
| Competitive Positioning | NTT DATA increasingly resembles a hybrid of Equinix, Accenture, IBM Consulting and a hyperscale AI infrastructure operator rather than a traditional IT services provider. |
🌐 Analysis: NTT DATA occupies a unique position in the emerging AI infrastructure stack because it combines hyperscale data center ownership, managed services, systems integration, consulting, sovereign cloud, cybersecurity, and AI orchestration within a single organization. Unlike pure-play AI infrastructure firms such as CoreWeave, Equinix, Digital Realty, or Nebius, NTT DATA already maintains deep enterprise and government relationships globally while also operating substantial physical infrastructure capacity.
🌐 The company’s strategy increasingly resembles a hybrid of Accenture, Equinix, IBM Consulting, and a hyperscale infrastructure operator. Compared to Accenture and Deloitte, NTT DATA has substantially larger owned infrastructure assets. Compared to Equinix and Digital Realty, it has much deeper AI consulting and application integration capabilities. Compared to cloud-native AI firms, it possesses a far larger global enterprise services footprint. The emphasis on sovereign AI environments, industry-specific AI agents, and inference-oriented infrastructure also places NTT DATA directly into the competitive landscape emerging around enterprise AI factories and national AI cloud deployments
