The original expectation was to end the continuous large-scale generative AI project, and Japanese digital infrastructure service provider Sakura Internet has revised financial testing and reduced the risk of pure interests by 90%.
Sakura The financial report was released after the Japanese stock market on the 28th, pointing out that due to the original expectation of the end of the continuous large-scale generative AI project, the "GPU-based facility service" revenue has been slowed down, coupled with the inevitable growth investment, resulting in a temporary increase in costs. This year (April 2025-March 2026) The target of merger is downgraded from the original estimated 40.4 billion yen, to 36.5 billion yen, to increase by 16.2% year-on-year, the target of merger is downgraded from the original estimated 3.8 billion yen, to 350 million yen, to reduce the target of merger is downgraded by 91.6%, and the target of merger is also downgraded from 2.4 billion yen, to 200 million yen, to reduce the target of merger is downgraded by 93.2%.
(Source: Sakura, the same below)
Sakura cuts the "GPU Basic Facilities Service" target this year from 15.8 billion yen to 8.5 billion yen.
Sakura pointed out that the financial review was due to the reduction of "GPU-based facility services" and the reduction in profitability. On the other hand, in order to meet the future growth of market demand, GPU has been fully guaranteed. Servers equipped with NVIDIA (Nvidia) new GPU "B200" will be launched and provide services in August, and will prepare for market changes such as rapid expansion in demand in the future.
Sakura also announced its financial report last quarter (April-June 2025): Benefiting from the demand for "GPU-based facility services", the combined revenue increased by 26.2% to 7.492 billion yen compared with the same period last year, and the revenue reached a record high in the same period of the year, but due to strategic competition for talents and other strategic activities. Investment, resulting in a temporary increase in costs, coupled with the increase in server repair costs, data center rentals and power costs, the combined amount of 457 million yen (231 million yen profits in the same period last year) and the combined amount of 324 million yen (41 million yen profits in the same period last year).
Last quarter, Sakura's "GPU Basic Facilities Service" revenue was 1.363 billion yen, an increase of 174.0% compared with the same period last year; "Cloud Service" revenue was 3.698 billion yen, an increase of 9.8% compared with the same period last year; "Other Services" revenue was 1.627 billion yen, an increase of 30.9% compared with the same period last year.