Komori
Management planning2338Quantum Solutions Co.,Ltd.Information and Communications, Services and Others

Notice of Completion of Initial Security Deposit Payment to Secure Data Center Capacity for the AI Infrastructure (AIDC) Business

To secure priority access to data center capacity for use in the AIDC business, the Company paid the initial US$1 million installment of the deposit to Telstra Japan and proceeded with the reservation process. The execution of a definitive agreement and the timing of service commencement have not yet been determined.

Worth reading
22Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
1000000
USD
Wording
Avoiding a definitive answer
How definitive the wording is.

Items stated in the management plan

Publication date2 July 2026

This document does not state the plan name, plan period, or numerical targets.

Key initiatives
01Procedures for payment of the remaining deposit
02Discussions toward execution of a definitive data center utilization agreement
03Preparation for the installation of GPU equipment and commencement of services
Plan assumptionsCustomer Demand, Procurement policy for next-generation GPU equipment, including NVIDIA B300, Funding Plan, Status of discussions with prospective partners
Non-financial targetsIndicator First-phase data center capacity / Target value Approximately 3 MW / Timing Not disclosed, Indicator Data center capacity at facilities operated by the Equinix Group / Target value Approximately 2 MW / Timing Not disclosed
Risks identified by the company
Status of future discussions
Progress in securing funding
Technical verification and other factors
Items stated in the management plan
ItemDetails
Non-financial targetsIndicator First-phase data center capacity / Target value Approximately 3 MW / Timing Not disclosed, Indicator Data center capacity at facilities operated by the Equinix Group / Target value Approximately 2 MW / Timing Not disclosed
Plan assumptionsCustomer Demand, Procurement policy for next-generation GPU equipment, including NVIDIA B300, Funding Plan, Status of discussions with prospective partners
Key initiativesProcedures for payment of the remaining deposit, Discussions toward execution of a definitive data center utilization agreement, Preparation for the installation of GPU equipment and commencement of services
Risks identifiedStatus of future discussions, Progress in securing funding, Technical verification and other factors
Publication date2 July 2026
Items this document does not state (20)
Plan namePlan periodProgress against the planSales TargetOperating profit targetOperating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetResults under the previous planReason for revision or withdrawalSize of the Target MarketDate of board resolution

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 initial payment enables the Company to proceed with the process of securing priority access to the relevant data center capacity for a certain period.

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 of Completion of Initial Security Deposit Payment to Secure Data Center Capacity for the AI Infrastructure (AIDC) Business | Quantum Solutions Co.,Ltd. (2338) timely disclosure | Komori