Fujitsu has officially confirmed that it will cease its mainframe business by 2035, coinciding with the company’s centenary. This announcement was made by CEO Takahito Tokita during a recent briefing on the company’s medium-term management strategy.
Tokita indicated that the future of Fujitsu lies in AI supercomputers and potentially quantum computers. The company is developing these systems using its proprietary Monaka CPUs, in collaboration with Broadcom, and is also working on inferencing chips with French firm Scaleway. By 2035, these advanced computing systems are expected to become mainstream, marking a significant shift from the traditional mainframe architecture.
In his remarks, Tokita emphasized that AI will be integral to all of Fujitsu’s future endeavors. He stated, “We have built a globally standardized data platform. Starting this fiscal year, based on this data platform, we will accelerate the full-scale implementation of AI-driven management using our own AI.” This initiative aims to enhance decision-making speed and quality across the organization.
Fujitsu will continue to operate under the “Uvance” brand, which combines consultancy services with IT-as-a-service offerings. However, the company plans to transition away from traditional systems integration and hourly billing models. Instead, Tokita described a new earnings structure focused on value and outcomes, aiming for a more balanced revenue distribution throughout the fiscal year.
Despite a slight year-over-year revenue decline of 1.3% to $22.3 billion, Fujitsu reported a profit increase of 31% to $2.2 billion. Tokita acknowledged the need for improvement in the company’s pricing model, which will be adjusted to reflect factors such as personnel workload and data requirements.
Regarding its role in the defense sector, Tokita noted that advanced technologies, including AI and future quantum computing capabilities, are critical for national security. He mentioned ongoing discussions with defense officials from Japan, the UK, and Australia about potential collaborations to enhance global stability.
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