NTT's Optical Network Dominance Dream Shattered: AI and Nvidia Rewrite Telecom Giants' Calculus
AI News Flash: Japan’s largest telecom group NTT faces a strategic turning point. Since proposing the IOWN (Innovative Optical and Wireless Network) concept in 2019, the company aimed to replace existing electronic signal transmission infrastructure with all-optical infrastructure for next-gen low-latency, high-performance networks. However, the explosive growth of generative AI has completely rewritten the competitive landscape—U.S. chip and infrastructure leaders like Nvidia, carrying massive computing power demands and capital, are quickly entering the optical network space, eroding NTT’s first-mover advantage built through IOWN.