Datasection Inc.
Notice Regarding Large Orders (Plan)
Announces a large order for GPU-class clusters for an AI data center at the US-based facility. Contract term is 3 years, with annual order value of 17.52 million USD and a 5-year total of 87.6 million USD. Initial payment scheduled for September 25, 2026. Based on FX assumptions; deposit and borrowings to be applied toward unfunded funds. May impact the initial sales forecast but is expected to contribute positively to profits. The YoY earnings outlook for the fiscal year ending March 2027 may be delayed.
Key Figures
- 年間受注額: 175.2 百万米ドル
- 3年総額: 525.6 百万米ドル
- 5年総額: 876 百万米ドル
AI要約
Key points
Today, a large order for GPU-class clusters for AI data centers at the US-based enterprise customer was announced. The contract term is 3 years, with annual orders of approximately 17.52 million USD and a total of 52.56 million USD over 3 years, potentially reaching 87.6 million USD over 5 years. Initial payment is scheduled for September 25, 2026.
Outlook and impact
The project is included in the consolidated earnings forecast, but there is a possibility of delays from the initial service start date, while unit prices are expected to rise. This could result in sales being lower than expected for the period, but profits are anticipated to increase. In case of delays, management will promptly issue revised disclosures.
DataSekhiyon Co., Ltd.
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