GMO Internet's board resolved on August 10 to buy fixed assets worth a planned ¥10.1bn: up to 64 servers equipped with Nvidia's B300 chip, plus the peripheral equipment needed to run them. The company says the purchase is meant to add capacity for GMO GPU Cloud, its GPU cloud service, citing the service's current provision status and demand. The filing does not describe what customers use the service for beyond that.
| Feature | Detail |
|---|---|
| Asset | Up to 64 servers equipped with Nvidia B300 chips, plus peripheral equipment |
| Planned cost | ¥10.1bn, including peripheral equipment |
| Counterparty | Nvidia Corporation (Santa Clara, California) |
| Schedule | Sequential delivery starting January 2027 |
| Earnings impact | Judged minor for the fiscal year ending December 2026 |
The counterparty is Nvidia Corporation of Santa Clara, California. GMO Internet says it has a partner agreement with Nvidia and takes part in the Nvidia Partner Network, but reports no capital relationship, no personnel ties, and no related-party status with the chipmaker.
Delivery is scheduled to begin in January 2027 and proceed sequentially, rather than arrive as a single shipment. Both the ¥10.1bn price tag and the 64-unit count are described in the filing as planned figures, not finalized totals. GMO Internet's own outlook statement says the effect on its consolidated results for the fiscal year ending in December 2026 will be minor, which fits a delivery schedule that only starts the following January. Any cost or earnings drag from depreciating this hardware lands in later periods, not the current one.
The filing is a fixed-asset disclosure, not a strategy statement: it confirms hardware, price, and counterparty, but says nothing about contract length, financing, or how this capacity compares with GMO's existing GPU cloud footprint. The company says it will disclose further if anything material arises.