Fujitsu Unveils 10-Year Vision: Exiting Mainframe Business by 2035

A Strategic Pivot Before the Centennial Milestone

Japanese tech giant Fujitsu recently disclosed its FY2025 financial results and mid-term management plan, along with a comprehensive outlook for the next decade. According to the roadmap, 2035 will mark Fujitsu's 100th anniversary — a pivotal milestone at which the company expects to exit the mainframe business that has long underpinned its operations and fully embrace a new era centered on AI.

This decision signals Fujitsu's formal departure from traditional IT infrastructure, redirecting resources toward next-generation computing architectures such as AI supercomputers and quantum computers.

FY2025 Results Show Steady Progress

According to the latest financial report, Fujitsu's consolidated revenue for FY2025 (ending March 31, 2026) came in at 3,502.9 billion yen (approximately 151.9 billion RMB), a year-over-year decline of 1.3%. However, excluding the impact of business restructuring, actual revenue grew 0.9%, reflecting a relatively solid overall performance. More notably, the company's adjusted operating profit surged 27.1%, demonstrating substantial progress in profitability optimization.

Fujitsu executives forecast total revenue of 3,510 billion yen for FY2026 and anticipate server prices to rise by approximately 30%. This projection aligns closely with the current global trend of surging demand for AI computing power and tight supply of high-performance servers.

From Mainframes to AI: A Profound Business Transformation

The mainframe business was once one of Fujitsu's core pillars, with deep market roots in critical sectors such as Japanese finance and government. However, as cloud computing has become widespread and AI technology has advanced rapidly, the market for traditional mainframes has been steadily shrinking. Fujitsu's decision to make an orderly exit from this segment over the next decade reflects both a clear-eyed assessment of industry trends and a proactive move to inject new growth momentum into a century-old enterprise.

According to Fujitsu's vision, by 2035, next-generation computing architectures including AI supercomputers and quantum computers will have entered practical application. At that point, Fujitsu will have completed its full transformation from a traditional IT services provider to an "AI-driven enterprise." This means AI will no longer be merely one business segment for Fujitsu — it will be the core driving force permeating all of its products, services, and operational processes.

Industry Implications and Future Outlook

Fujitsu's 10-year transformation plan offers a valuable reference case for the entire IT industry. Currently, major global tech companies are accelerating their positioning in the AI and quantum computing arenas, and traditional IT infrastructure faces unprecedented pressure to evolve. IBM previously announced a similar strategic shift for its mainframe business, redirecting more resources toward hybrid cloud and AI.

For enterprise users in Japan and across the Asia-Pacific region, Fujitsu's exit from the mainframe business will create real demand for system migration and architecture upgrades — a process that harbors significant market opportunities. At the same time, the anticipated 30% rise in server prices serves as a reminder for the industry to pay attention to the challenges posed by escalating AI computing costs.

As the AI wave sweeps across the globe, whether Fujitsu can successfully complete this profound self-reinvention over the next decade will serve as an important window into the transformation of Japan's technology industry.