Expansion of the AIDC (AI Data Center) Business in Japan and Globally
First written in FY2025-H1. 14 of 22 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-10-13.
2 other companies' latest entry also says "Advanced".
- 2026-10-13AdvancedOccurring Fact
「当中間連結会計期間においては、AIDC事業の基盤構築の一環として、日本国内における第一期約3MW規模のデータセンター容量および電力容量の優先的な確保に向けた基本条件について合意し、保証金USD2,202,864の支払いを完了いたしました。当中間連結会計期間においては、このうち2MWについてSOF（Service Order Form）を締結し、NRC（初期構築費用）に係る作業を開始しております。」
AIDC事業について、国内約3MWのデータセンター・電力容量確保に向けた基本条件合意、保証金支払い、2MW分のSOF締結および初期構築作業開始へ進展している。 - FY2027-H1AdvancedAnnual report
「The Company agreed on the basic terms for the priority securing of approximately 3MW of data center capacity and power capacity for Phase 1 in Japan and completed payment of a USD2,202,864 deposit. During the interim consolidated accounting period, the Company entered into an SOF (Service Order Form) for 2MW of this capacity and began work related to NRC (initial construction costs).」
Following agreement on the basic terms for securing approximately 3MW of capacity and power for Phase 1 in Japan and payment of the deposit, the AIDC business progressed to the execution of an SOF for 2MW and the start of initial construction work. The remaining 1MW, GPU procurement, customer contracts and revenue recognition remain undetermined. - FY2026SoftenedAnnual report
「During the fiscal year under review, the AIDC business had not yet made a material contribution to earnings, but the development of related funding channels, partner networks and business infrastructure was progressing in stages and could lead to the launch of specific projects in the new consolidated fiscal year.」
While funding channels and the partner network for the AIDC business are being developed, the business has not yet contributed to earnings for the year or progressed to specific capital investment or the start of operations, with the wording weakened to indicate only a possibility. - FY2026-H1AdvancedAnnual report
「In April of the same year, the Company also entered into a memorandum of understanding with Golden Gain for the integrated development of next-generation AI data centers and battery energy storage systems (BESS), and is pursuing close cooperation toward establishing a sustainable AIDC business through stronger domestic AI infrastructure and optimized power costs, from site selection and evaluation of business feasibility through to the formulation of an overall plan.」
The AIDC business has taken concrete shape through site selection, business feasibility evaluation and overall planning, as well as the execution of a memorandum of understanding with Golden Gain for the integrated development of an AI data center and BESS. - FY2025Further development of the AIDC business plan and continued partnership discussionsAnnual report
「To meet the rapidly growing demand for AI technology, the Company launched a new AIDC business (AI data center business). … Hardware and other items for the AIDC business: ¥1,374 million; data center rental and management costs: ¥55 million; contingency expenses: ¥71 million; total: ¥1,500 million.」
The AIDC business has taken concrete shape as a new business involving the construction of a data center for GPU clusters and a ¥1,500 million funding allocation plan. Although the basic agreement with Ubitus expired on 26 November 2024, discussions toward a colocation services agreement are continuing. - FY2025-H1First statedAnnual report
「Based on the success of its GPU sales business, the Company entered into a basic agreement with 株式会社ユビタス regarding a future business partnership for the AIDC business (AI data center business). The Company is considering plans to expand the AIDC business in Japan and globally.」
Building on its GPU sales business, the Company entered into a basic agreement with 株式会社ユビタス toward a business partnership for the AIDC business and is considering plans to expand in Japan and globally.