Group 1 - The event is named NTT PR/IR Day, focusing on the theme "Toward the Future with IOWN" [1][2] - Presentations will cover topics of high interest to investors, followed by a Q&A session [2] - The event is scheduled to conclude around 5:45 p.m. and will be available on demand later [2] Group 2 - Mr. Riaki Hoshino, Senior Executive Vice President and CTO of NTT Inc, will present on "Low-Power Optical Computing for the AI Era" [3]

AI Market Growth and Power Consumption - The global AI market is predicted to grow 20 times compared to 2021, reaching $1.8 trillion by 2030[6, 7] - Data center power consumption is predicted to double by 2030 compared to 2024, reaching 945 TWh[6, 7] - GPU servers consume 5.9 times the power of traditional servers[211, 212] IOWN Technology and Solutions - IOWN consists of the All-Photonics Network (APN), Photonics-Electronics Convergence devices (PEC), and Data-Centric Infrastructure (DCI)[3, 4] - IOWN 2.0 photonics-electronics convergence device was used in the AI camera analysis at the NTT Pavilion at the Osaka-Kansai Expo, achieving a computer with 1/8 the power consumption[23, 24] - NTT's GPU as a Service delivers compute resources when and where needed, based on AI utilization[244, 245] Opto-Electronic Convergence and Roadmap - In large-volume electrical communications, power consumption increases dramatically as the transmission distance increases, while optical communication has the advantage of hardly increasing power consumption[15, 16, 35, 36] - IOWN 3.0 will achieve dramatic power reductions by using the advanced photonics-electronics convergence device PEC-3 to achieve optical wiring between semiconductor packages such as CPUs and GPUs[37, 38] - Commercialization target for 6.4T Optical engine & 102.4T CPO-SW Module is Q4 2026, with manufacturing capacity expansion underway (5,000 Units per Line per Month)[95] Collaboration and Partnerships - IOWN photonic disaggregated computing is realized by combining NTT's photonics-electronics convergence technology with the latest technologies from chip/switch manufacturers[26, 31] - Partnership Established: Broadcom + Accton[99] - Broadcom Tomahawk 6 enables 512 XPUs connected in a single hop with 200G PAM4, scaling up cluster size compared to alternatives[191, 192]