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How definitive the wording is.Contents of this document
Summary of Q&AFiscal year ending March 20264 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Regarding the sales destinations and end demand for computing resources in the AIDC business, the company responded that it is expanding its connection destinations to include multiple overseas marketplaces, neo-cloud operators, and Token as a Service providers. The names of individual companies have not been disclosed due to confidentiality obligations and other reasons.
- Regarding GPU server utilization, the company responded that デジタルダイナミック社 is the operator and that it has deferred disclosure of specific utilization rates.
- Regarding the source of funds for distributions to GPU owners, the company responded that it does not provide the funds and that the distribution scheme falls within the remit of デジタルダイナミック社.
- Regarding the sources of recovery for investments in the Fukushima and Kagoshima data centers, the company responded that the primary source would be recurring operating income from the investee entities, rather than GPU server sales.
- The company responded that the GPUs servers at the Fukushima and Kagoshima data centers would be procured and owned by the investee entities.
- Regarding a capital alliance or integration with デジタルダイナミック社, the company responded that there were no decisions requiring disclosure at this time.
- Regarding power procurement, the company responded that it would secure a stable supply of 2 MW for Fukushima and 4 MW for Kagoshima at completion, and that it was discussing expansion of Kagoshima's capacity to 19 MW.
- The company responded that distributed AIDC, modular and containerized data centers, GPU operations, computing resources incorporating AI models, and liquid immersion cooling could generate additional revenue and upside beyond the planned figures.
- The company responded that it was preparing a scheme to receive GPU operating income in bitcoin and other crypto-assets and deposit it into the lending business. The timing and amount of the earnings contribution have not been determined.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
- Power costs as a percentage of data center operating costs80%
New initiatives
- Monetization of computing power from GPU servers through collaboration with デジタルダイナミック社
- Expansion and acceleration of distributed AIDC development
- Provision of modular and containerized data center solutions
- Provision of computing resources combining GPUs and AI models, delivered via APIs and on a token basis
- Collaboration with FDE-type operators
- Use of next-generation liquid immersion cooling and consideration of providing it to external data center operators
- A deposit scheme connecting GPU operating income with the crypto-asset finance business
Key KPIsA metric the company considers important as a management benchmark.
- Installed inference-focused GPU serversApproximately 5,000
- Assets under custody in the lending businessApproximately ¥4–5 billion
- Fukushima data center power at completion2 MW
- Kagoshima data center power at completion4 MW
- Future power expansion plan for the Kagoshima data center19 MW
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Fiscal year ending March 2026 |
| Key KPIs | Indicator name Installed inference-focused GPU servers / Value Approximately 5,000 / Year on year against the same period last year Not disclosed, Indicator name Assets under custody in the lending business / Value Approximately ¥4–5 billion / Year on year against the same period last year Not disclosed, Indicator name Fukushima data center power at completion / Value 2 MW / Year on year against the same period last year Not disclosed, Indicator name Kagoshima data center power at completion / Value 4 MW / Year on year against the same period last year Not disclosed, Indicator name Future power expansion plan for the Kagoshima data center / Value 19 MW / Year on year against the same period last year Not disclosed |
| Assumptions Underlying the Business Outlook | Item Power costs as a percentage of data center operating costs / Value 80% |
| Key points of the Q&A | Regarding the sales destinations and end demand for computing resources in the AIDC business, the company responded that it is expanding its connection destinations to include multiple overseas marketplaces, neo-cloud operators, and Token as a Service providers. The names of individual companies have not been disclosed due to confidentiality obligations and other reasons., Regarding GPU server utilization, the company responded that デジタルダイナミック社 is the operator and that it has deferred disclosure of specific utilization rates., Regarding the source of funds for distributions to GPU owners, the company responded that it does not provide the funds and that the distribution scheme falls within the remit of デジタルダイナミック社., Regarding the sources of recovery for investments in the Fukushima and Kagoshima data centers, the company responded that the primary source would be recurring operating income from the investee entities, rather than GPU server sales., The company responded that the GPUs servers at the Fukushima and Kagoshima data centers would be procured and owned by the investee entities., Regarding a capital alliance or integration with デジタルダイナミック社, the company responded that there were no decisions requiring disclosure at this time., Regarding power procurement, the company responded that it would secure a stable supply of 2 MW for Fukushima and 4 MW for Kagoshima at completion, and that it was discussing expansion of Kagoshima's capacity to 19 MW., The company responded that distributed AIDC, modular and containerized data centers, GPU operations, computing resources incorporating AI models, and liquid immersion cooling could generate additional revenue and upside beyond the planned figures., The company responded that it was preparing a scheme to receive GPU operating income in bitcoin and other crypto-assets and deposit it into the lending business. The timing and amount of the earnings contribution have not been determined. |
| New initiatives | Monetization of computing power from GPU servers through collaboration with デジタルダイナミック社, Expansion and acceleration of distributed AIDC development, Provision of modular and containerized data center solutions, Provision of computing resources combining GPUs and AI models, delivered via APIs and on a token basis, Collaboration with FDE-type operators, Use of next-generation liquid immersion cooling and consideration of providing it to external data center operators, A deposit scheme connecting GPU operating income with the crypto-asset finance business |
Items this document does not state (25)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
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.The company explained its policy of monetizing computing power, operating data centers, providing AI models, developing liquid immersion cooling, and connecting GPU operating income with its crypto-asset finance business, taking into account the increase in installed GPU servers and the expansion of connection destinations.
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.