Outlook for expansion of the data center and cloud markets driven by generative AI, DX, and data utilization
First written in FY2025-H1. 1 of 3 entries say "Worsened", first in 2026-04-30. Latest entry: FY2026-H1.
BroadBand Tower moved to the "Worse" side of this theme in 2026.
2 other companies' latest entry also says "Other".
- FY2026-H1Growing demand for AI processing infrastructure and networksAnnual report
「In addition to growing demand for cloud services and data centers, investment in IT infrastructure to build out AI processing platforms is continuing, and the market is expected to expand over the medium to long term. Demand for data centers and network-related services is also expected to increase, driven by growing data processing demand accompanying the spread of AI and advances in networking.」
The explanation of market expansion driven by generative AI, DX, and data utilization has become more specific, citing IT infrastructure investment in AI processing infrastructure, demand for data processing, and data center demand accompanying advances in network capabilities. - 2026-04-30WorsenedEarnings
「Uncertainty surrounding prices and corporate earnings has increased due to military action by the United States and Israel against Iran, retaliatory attacks by Iran against neighboring countries, concerns over crude oil supply associated with the closure of the Strait of Hormuz, and the yen's weakening trend.」
The company states that uncertainty surrounding prices and corporate earnings has increased because of the situation in the Middle East, concerns over crude oil supply associated with the closure of the Strait of Hormuz, and the yen's depreciation. - FY2025-H1First statedAnnual report
「In the information services industry to which the group belongs, the data center and cloud markets are expected to continue expanding over the medium to long term, driven by generative AI, advances in software and hardware technologies, responses to corporate DX (digital transformation) and efforts to utilise data.」
The company expects the data center and cloud markets to expand over the medium to long term, driven by generative AI, software and hardware technologies, corporate DX initiatives, and efforts to utilize data.