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#NEC

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News, Society & Economy

Three Pacific Islands Just Got Their First-Ever Internet Cable — and It's the Story of How the Quad Quietly Outbid China

NEC has completed the East Micronesia Cable System (EMCS), a 2,250-kilometer optical submarine cable that gives three Pacific island nations their first-ever fiber connectivity. For Tarawa, Nauru, and Kosrae — roughly 100,000 people who had only known the 600-millisecond delay of satellite internet — the upgrade is transformative. The backstory is equally striking: in 2018, China's HMN Tech (formerly Huawei Marine) underbid NEC and Alcatel Submarine Networks by more than 20%. A 2020 US diplomatic warning to Micronesia, the World Bank's withdrawal, and a 2021 Japan-US-Australia rescue plan rewrote the project. Five years later, the cable is in the water.

Tech & Science

Submarine Cable Power Play: NEC Goes After 35% of the Internet's Backbone as US, France, and Japan Lock Out China

Submarine cables carry 99% of international data traffic, and just three companies — SubCom (US), Alcatel Submarine Networks (France), and NEC (Japan) — control roughly 90% of new construction. Japan now wants 35% of that market by 2030, and NEC's CEO is targeting 40%. We unpack the AI-era infrastructure race, the Taiwan Strait cable cuts, the exclusion of China's HMN, and why undersea cables have become the new front line of geopolitics.

Tech & Science

NEC Becomes Anthropic's First Japanese Global Partner: 30,000 AI-Native Engineers, Claude Cowork for Banks and Government, and Why Not OpenAI

NEC has begun a strategic partnership with Anthropic, becoming the first Japanese company named as a global partner. The deal embeds Claude Opus 4.7 and Claude Cowork into NEC's BluStellar DX platform for banks, manufacturers, and local governments, and deploys Claude across roughly 30,000 employees. We break down NEC's three-layered AI strategy spanning its own cotomi LLM, the national Physical AI initiative, and now Anthropic, and examine why Tokyo's IT giants are hedging toward Claude over ChatGPT.

Business & Finance

Japan's $6.3B AI Counterattack: SoftBank, NEC, Sony and Honda Launch National AI Company to Challenge US and China with Physical AI

SoftBank, NEC, Honda, and Sony have established a new company to develop Japan's own AI foundation model, backed by $6.3 billion in government support over five years. Instead of competing head-on with US and Chinese tech giants in general-purpose AI, Japan is betting on 'Physical AI', AI that controls robots and factory equipment using the country's deep manufacturing expertise.