Komori
Occurring Fact3905Datasection Inc.Information and Communications, Services and Others

Notice regarding a large order (planned)

The Company has received a large order worth US$175.2 million per year from a US-based AI infrastructure company for usage capacity for servers equipped with NVIDIA GPUs at an AI data center scheduled to open. However, the order will become effective upon receipt of the initial deposit scheduled by 25 September 2026.

Worth reading
46Recurring
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
175.2
US$ million (annual order value)
Wording
Avoiding a definitive answer
How definitive the wording is.

Large order received for GPU cluster provisioning

Subject Entity

Datasection Inc. (initial contracting party; the contractual position may be transferred to an overseas wholly owned subsidiary)

Target Locations / Products

Usage capacity for servers equipped with NVIDIA GPUs at an AI data center scheduled to be opened by the Company’s group. The data center location and the GPU models and quantities have not been disclosed.

Occurrence18 September 2026 (order date)
Same day
Awareness or receipt of notice18 September 2026 (order received from the customer as of this date)
This disclosure09/18/2026
Amount of Impact on Business Performance

No specific impact on revenue or profit has been stated. Revenue for the current fiscal year is expected to be lower than initially projected, while profit is expected to increase.

Accounting period in which recognized

Fiscal year ending March 2027 (current fiscal year)

Impact on Earnings Forecast

This project is included in the consolidated earnings forecast for the fiscal year ending March 2027, which has already been disclosed. If an amendment to the consolidated earnings forecast becomes necessary, the Company will disclose it promptly.

Outlook

An initial deposit of US$131.4 million is scheduled to be received by 25 September 2026, at which point the order will become effective. Provision is scheduled to begin in stages from October 2026, with all usage capacity scheduled to be provided in November or December of the same year. Discussions are under way toward entering into contracts with lender investors to fund the acquisition of GPU servers.

Planned follow-up disclosure

If an amendment to the consolidated earnings forecast for the current fiscal year becomes necessary, the Company will disclose it promptly.

Event that occurred
ItemDetails
Event nameLarge order received for GPU cluster provisioning
Date of occurrence18 September 2026 (order date)
Date recognized / date notice received18 September 2026 (order received from the customer as of this date)
Subject EntityDatasection Inc. (initial contracting party; the contractual position may be transferred to an overseas wholly owned subsidiary)
Target Locations / ProductsUsage capacity for servers equipped with NVIDIA GPUs at an AI data center scheduled to be opened by the Company’s group. The data center location and the GPU models and quantities have not been disclosed.
Amount of Impact on Business PerformanceNo specific impact on revenue or profit has been stated. Revenue for the current fiscal year is expected to be lower than initially projected, while profit is expected to increase.
Accounting period in which recognizedFiscal year ending March 2027 (current fiscal year)
Impact on Earnings ForecastThis project is included in the consolidated earnings forecast for the fiscal year ending March 2027, which has already been disclosed. If an amendment to the consolidated earnings forecast becomes necessary, the Company will disclose it promptly.
OutlookAn initial deposit of US$131.4 million is scheduled to be received by 25 September 2026, at which point the order will become effective. Provision is scheduled to begin in stages from October 2026, with all usage capacity scheduled to be provided in November or December of the same year. Discussions are under way toward entering into contracts with lender investors to fund the acquisition of GPU servers.
Planned follow-up disclosureIf an amendment to the consolidated earnings forecast for the current fiscal year becomes necessary, the Company will disclose it promptly.
Items this document does not state (15)
CauseType of litigation or proceedingCourt or authorityPlaintiffDefendantDate of filing / date of actionClaim amount / surcharge amountAmount of receivables at risk of non-collection or delayed collectionSuspended operationsScheduled resumption dateInvestigation structureMeasures to prevent recurrenceDirectors' and officers' liabilityVoting rights ownership percentage before the changeVoting rights ownership percentage after the change

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.

Although service commencement will be delayed from the initially assumed July 2026, the contract price per unit will exceed the expected price per unit, resulting in an expected decrease in revenue and an increase in profit for the current fiscal year.

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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice regarding a large order (planned) | Datasection Inc. (3905) timely disclosure | Komori