This morning's top stories include DataSec securing a large order from a US company for a GPU cluster for an AI data center, ニッカトー's upward revision to its first-half earnings forecast, and Ｓワイヤー's application to change its market segment.
DataSec announced that it had received a large order from a US AI infrastructure company to provide a GPU cluster for a planned AI data center. The order is worth $175.20 million annually, with the total value of the 3-year contract expected to reach $525.60 million. The order is said to have already been reflected in the current fiscal year's earnings forecast.
ニッカトー raised its first-half ordinary profit forecast by 37% and expects to post a record high profit for the first time in 19 fiscal years. It also raised its full-year forecast and increased the dividend by ¥4.
Ｓワイヤー applied to change its market segment to the TSE Standard Market. Attention will focus on developments regarding its future trading segment.
Following Norges Bank's filing of a Large Volume Holding Report, it was learned that the bank's stake in Timee had reached 5.04%.
篠崎屋 expects ordinary profit for the current fiscal year to improve to a 28% increase from the previous fiscal year.