Komori
Business alliance2338Quantum Solutions Co.,Ltd.Information and Communications, Services and Others

Notice Regarding Agreement on Basic Terms and Payment of a Deposit to Secure Data Center Capacity for the AI Infrastructure (AIDC) Business

The Company has agreed with Telstra Japan K.K. on the basic terms for prioritizing the securing of data center capacity and power capacity in Japan, and has decided to pay a security deposit. The capacity covered is approximately 3 MW in Phase 1, and the formal usage agreement will be discussed going forward.

Worth reading
49Recurring
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
3
MW
Wording
Avoiding a definitive answer
How definitive the wording is.

Agreements reached under this partnership

2338Quantum Solutions Co.,Ltd.
Alliance partnerTelstra Japan
Details of the alliance
  1. 1

    The Company plans to pay a security deposit to prioritize the securing of data center capacity and power capacity.

These are items that the documents state the two companies will work on. The lines above and below represent arrangements between the two companies.

Numerical targets under the alliance

The Company plans to secure approximately 3 MW of data center capacity in Phase 1. This is envisioned as an AI infrastructure platform capable of accommodating several hundred high-performance GPUs.

About the partner
Business DescriptionInternational telecommunications services
LocationMinato-ku, Tokyo
Share capital¥97.250 million
Net SalesNot disclosed
Operating profitNot disclosed
Impact on Business Performance

The impact on consolidated results for the fiscal year ending February 2027 is currently under review.

Date of board resolution2 July 2026Alliance start dateEarly July 2026 (予定)Share Acquisition Date and Payment DateThe initial installment is scheduled to be paid after approval by the Board of Directors, with the remaining balance scheduled to be paid by around 10 July 2026.
Agreements reached under this partnership
ItemDetails
Name of alliance partnerTelstra Japan
Alliance partner's business activitiesInternational telecommunications services
Alliance partner's locationMinato-ku, Tokyo
Alliance partner's capital¥97.250 million
Alliance partner's net salesNot disclosed
Alliance partner's operating incomeNot disclosed
Details of the allianceThe Company plans to pay a security deposit to prioritize the securing of data center capacity and power capacity.
Numerical targets under the allianceThe Company plans to secure approximately 3 MW of data center capacity in Phase 1. This is envisioned as an AI infrastructure platform capable of accommodating several hundred high-performance GPUs.
Date of board resolution2 July 2026
Alliance start dateEarly July 2026 (予定)
Share Acquisition Date and Payment DateThe initial installment is scheduled to be paid after approval by the Board of Directors, with the remaining balance scheduled to be paid by around 10 July 2026.
Impact on Business PerformanceThe impact on consolidated results for the fiscal year ending February 2027 is currently under review.
Items this document does not state (11)
Type of allianceNumber of shares acquiredAcquisition priceShareholding ratioOverview of the joint ventureOwnership ratioDispatch of directors and officersContract PeriodShareholding PolicyContract DateChange in major shareholders

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 serving high-performance GPUs is growing as generative AI and large-scale AI models become more widespread, intensifying competition to secure capacity capable of supporting high-power, high-density GPU servers.

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.
Notice Regarding Agreement on Basic Terms and Payment of a Deposit to Secure Data Center Capacity for the AI Infrastructure (AIDC) Business | Quantum Solutions Co.,Ltd. (2338) timely disclosure | Komori