Tripleize's board has decided to sell its entire stake in Zerofield Co., Ltd., the subsidiary that runs the company's GPU Server Business, and until a price is agreed it has pulled its full-year earnings forecast for the year to August 2026.
The GPU unit sells GPU servers for AI development and runs a modular data centre brand called DINO. In the fiscal year to August 2025 it generated ¥1.119bn in revenue, but management says scaling the infrastructure business further would require a level of investment that doesn't fit neatly inside Tripleize's plans, and that continuing to run it in-house is not necessarily the best path for either company's growth. The segment also took a hit from the crypto downturn this year: nine-month revenue fell to ¥590mn, with an operating loss of ¥28mn that included a ¥23mn impairment on crypto holdings, even as gross margin improved to 59.5% from 49.9% a year earlier.
Because the sale price and closing date are still unresolved, Tripleize cannot yet determine whether Zerofield will be booked as a discontinued operation under IFRS 5. That uncertainty led the company to withdraw every line of the guidance it issued in October 2025, which had called for consolidated revenue of ¥5.837bn and operating profit of ¥81mn, and reset the entire forecast to "undetermined."
The core AI Solutions business, meanwhile, is doing the opposite of struggling. AI Integration and AI Product sales rose almost 116% year on year, while Engineering revenue, still recovering from last year's staff reductions, came in at 88.3% of the year-earlier level. Group-wide nine-month revenue reached ¥4.205bn with operating profit of ¥143mn. Tripleize says a new full-year guidance range will follow once the Zerofield sale terms are finalized.