AI
GenAI
US vs. Japan IT Industries — "Product" and "Service," and the AI Reshuffle
In the US, an "IT company" means Microsoft or NVIDIA; in Japan, it means NTT Data or Fujitsu. The same words point to different things. One side mass-produces products for the world; the other supports each customer's bespoke operations. That structural gap has split revenue, talent, and competitiveness. How does generative AI reshape it? A look from Japan's weaknesses and strengths.