Sales of GPU Servers for AI Development
First written in FY2024-Q2. 5 of 13 entries say "Softened", first in FY2024. Latest entry: 2026-10-13.
Quantum Solutions moved to the "Worse" side of this theme in 2026.
0 other companies' latest entry also says "Softened".
- 2026-10-13SoftenedOccurring Fact
「なお、当中間連結会計期間においてはサービス運営開始には至っていないため、AIDC事業に係る営業収益の計上はありません。」
AIDC事業は基盤整備を進めているものの、当中間期にはサービス運営開始や営業収益の計上に至っていない。 - FY2027-H1WorsenedAnnual report
「Subsequently, in light of the fact that the specific supply volume and delivery schedule had not been finalized, the parties mutually agreed to terminate the sale and purchase agreement on 18 September of the same year, and on 24 September confirmed the full refund of the initial payment of USD8,300,000.」
The procurement of GPU servers for AIDC was mutually terminated because the supply volume and delivery schedule were not finalized after the agreement was signed and the initial payment was made, and USD8.3 million was refunded. As of the filing date, no new purchase order had been issued. - FY2026SoftenedAnnual report
「Accordingly, during the consolidated fiscal year, the AIDC business made no contribution to revenue, and we recorded only ¥9 million in sales as general-purpose server-related revenue.」
The business originating from GPU server sales declined from ¥457 million in the previous fiscal year to ¥9 million, and although the company is proceeding with the transition to the AIDC business, it has not yet contributed to earnings in the current fiscal year. - FY2026-H1ReframedAnnual report
「The company is strategically pursuing a transformation of its business into the AIDC (AI data center) business, leveraging the technical capabilities and market knowledge developed through GPU server sales and infrastructure solutions since the previous fiscal year. During the current interim consolidated accounting period, however, the business had not yet contributed to earnings.」
The business originating from GPU server sales generated only ¥2 million in general-purpose server revenue during the current interim consolidated accounting period, with the focus shifting to the stage of strategically transitioning to the AIDC business. - FY2025AdvancedAnnual report
「As a result, several large transactions planned since the previous consolidated fiscal year were completed, and the company recorded sales of ¥457 million during the current consolidated fiscal year.」
GPU server sales progressed to the completion of large transactions and the recognition of annual sales of ¥457 million. This was a substantial increase from sales of ¥24 million in the previous fiscal year. - FY2025-H1AdvancedAnnual report
「In the AI infrastructure business, the company sold 97 GPU servers during the second-quarter consolidated accounting period and recorded a substantial profit. This indicates steady progress in the company's GPU sales business.」
GPU server sales progressed from ¥54 million in sales recognized in the previous quarter to the sale of 97 units in the second quarter, bringing equipment sales revenue for the current interim consolidated accounting period to ¥463 million. Meanwhile, 2 transactions totaling ¥86 million were delayed to the fourth quarter due to a review of the transaction terms. - FY2025-Q1Sales recognized, downward revision to expected amount, continued delayAnnual report
「Several large transactions planned since the previous fiscal year have been completed sequentially. In the first quarter of 2024, the company recognized sales of ¥54 million from two GPU servers and expects to recognize sales from other transactions in the second quarter. Although the transactions have been delayed relative to the original schedule, the company plans to remain profitable in the second quarter, following the first quarter. The total expected sales from GPU server sales for the fiscal year ending February 2025 had been ¥1,209 million, but following a decrease of ¥488 million, the revised expected sales amount is ¥721 million.」
GPU server sales progressed to the recognition of ¥54 million from 2 units, while large transactions remained delayed. Expected sales for the fiscal year ending February 2025 were revised from ¥1,209 million to ¥721 million. - FY2024SoftenedAnnual report
「Although the business has been delayed relative to the original schedule, it is progressing as planned, and the company is coordinating the commencement of deliveries to customers, including major search engine companies, after procuring high-performance GPU servers from KAYTUS.」
GPU server sales had progressed as far as the signing of the agreement, but were delayed relative to the original schedule. The transaction was not completed during the current consolidated fiscal year and did not lead to significant reported sales. - FY2024-Q3AdvancedAnnual report
「In September 2023, the company entered into a distribution agreement with KAYTUS SINGAPORE PTE. LTD. (hereinafter, “KAYTUS”) and began selling GPU servers for AI development. The business is currently progressing as planned, and the company has begun procuring high-performance GPU servers from KAYTUS and providing them to customers, including major search engine companies.」
GPU server sales under the distribution agreement with KAYTUS have progressed from scheduled commencement to actual sales and deliveries. - FY2024-Q2First statedAnnual report
「In September 2023, the company entered into a distribution agreement with KAYTUS SINGAPORE PTE. LTD. (hereinafter, “KAYTUS”) and plans to begin selling GPU servers for AI development. The business is currently progressing as planned, and the company plans to procure high-performance GPU servers from KAYTUS and provide them to customers, including major search engine companies.」
A new business to procure high-performance GPU servers under the distribution agreement with KAYTUS SINGAPORE PTE. LTD. and sell them for AI development has been presented as having reached the signing of the agreement in September 2023, with sales scheduled to begin.