Worth reading
27Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
4000
Hundreds of millions of yenWording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
FormulatedTotal investment planApproximately ¥400 billion (business budget, Phase I plan)
Key initiatives
01Proceed with discussions on land use, infrastructure development, power supply and other conditions for developing the AI data center
Plan assumptionsExpansion of data center demand with the spread of generative AI
Risks identified by the company
The project's details, scale, schedule, project costs and other aspects of the plan may change depending on the results of discussions and coordination with relevant government authorities, power suppliers and other parties concerned.
The project may not be implemented.
| Item | Details |
|---|---|
| Plan name | AI Data Center Development Plan |
| Progress against the plan | Formulated |
| Total investment plan | Approximately ¥400 billion (business budget, Phase I plan) |
| Plan assumptions | Expansion of data center demand with the spread of generative AI |
| Key initiatives | Proceed with discussions on land use, infrastructure development, power supply and other conditions for developing the AI data center |
| Risks identified | The project's details, scale, schedule, project costs and other aspects of the plan may change depending on the results of discussions and coordination with relevant government authorities, power suppliers and other parties concerned., The project may not be implemented. |
| Date of board resolution | 9 September 2026 |
| Publication date | 9 September 2026 |
Items this document does not state (17)
Plan periodSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceInvestment amount by sectorSegment targetNon-financial targetsResults under the previous planReason for revision or withdrawalSize of the Target Market
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Demand for data centers continues to expand with the spread of generative AI. The company determined that using the property as a site for its AI data center business and proceeding with development would contribute to enhancing corporate value.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.