Komori
M&A and Subsidiary Changes3778SAKURA internet Inc.Information and Communications, Services and Others

GPUクラウドサービスへの追加投資に関するお知らせ

GPUクラウドサービス向けに、H200搭載GPUサーバ(GPU 1,072基)を84.3億円、H100搭載サーバ(GPU 40基)を2.6億円で追加調達することを決めた。納期が遅れる見込みのB200は発注を維持し、納入後にサービスへ追加投入する予定。

Worth reading
31Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
86.9
Hundreds of millions of yen
Wording
Conditional
How definitive the wording is.

This transaction

GPUクラウドサービスへの追加投資
Counterparty販売会社(名称Not disclosed)
Disclosing companySAKURA internet Inc.
Subject of this transaction
TimelineThe spacing between the points is proportional to the actual number of days.White points represent dates designated as scheduled dates in the document.
Consideration and expenses
Acquisition priceH200:84.3億円、H100:2.6億円
Impact on Business Performance

Currently under review

Procedures and assumptions
Management structure after acquisition商号・代表者・従業員の処遇はNot disclosed。H200およびH100はGPUクラウドサービスで利用予定
This transaction
ItemDetails
Transaction nameGPUクラウドサービスへの追加投資
Counterparty name販売会社(名称Not disclosed)
Acquisition priceH200:84.3億円、H100:2.6億円
Impact on Business PerformanceCurrently under review
Date of board resolution2024年10月28日
Execution Date / Effective Date納入予定:2024年12月(予定)。機材のサービス利用開始予定時期は、H200が2025年2月以降(予定)、H100が2024年12月末~2025年1月(予定)
Management structure after acquisition商号・代表者・従業員の処遇はNot disclosed。H200およびH100はGPUクラウドサービスで利用予定
Items this document does not state (25)
Name of the Subject CompanyBusiness Description of the Subject CompanyLocation of the Subject CompanyCapital Stock of the Subject CompanyDate of Establishment of the Subject CompanyNet Sales of the Subject CompanyOperating Profit of the Subject CompanyNet Income of the Subject CompanyNet Assets of the Subject CompanyExpenses other than the acquisition priceType of ConsiderationMerger ratio/share exchange ratioTender offer priceMinimum number of shares to be purchasedTender offer periodNumber of shares acquiredVoting rights ownership percentageFunding arrangementsGoodwill amountAmount of extraordinary income (loss)Contract DateValuation methodologyIndependent valuation institutionSpecial CommitteeConditions Precedent to Execution

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.

B200の納期が当初想定より延期となる見込みであるため、市場の需要に応えるためにH200を先行調達する。また、高火力DOKおよび開発中の仮想マシン版でサービスを提供するためH100を追加調達し、中小口案件を増やして売上構成を分散し、国内GPU市場でデファクトスタンダードの地位を確立することを目指している。

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.
GPUクラウドサービスへの追加投資に関するお知らせ | SAKURA internet Inc. (3778) timely disclosure | Komori