Logizard's June 2026 fiscal year saw revenue rise 11.9% year on year to 2,436 million yen, while net profit grew 6.7% to 302 million yen, setting a record high. Its core cloud services expanded steadily, and development and implementation services, which had lagged in the first half, rebounded in the fourth quarter to drive double-digit revenue growth. Monthly recurring revenue came to 168 million yen, up 13.2% from a year earlier, and has continued to post record growth rates since the second quarter. For the June 2027 fiscal year, revenue is forecast to rise 15.3% to 2,808 million yen, while net profit is expected to fall 4.6% to 288 million yen as upfront investment in the new Bit Waybill business gets fully under way. The company has positioned the three years from the June 2027 fiscal year through the June 2029 fiscal year as an investment phase, and aims for revenue of 3,113 million yen and operating profit of 539 million yen in the June 2028 fiscal year.
Unauthorized Access Hits SoftBank Subsidiary IDC Frontier, Municipal and Corporate Websites Unreachable
IDC Frontier, a SoftBank subsidiary that provides cloud services, announced on the 7th that it suffered unauthorized access by a third party, causing an outage in its IDCF Cloud service for municipalities and businesses. The outage occurred around 3:40 a.m. that day, leaving some services unavailable. The company said it received an external ransomware attack, and the cloud management platform automatically executed a shutdown. The company has not disclosed details of its service customers, but numerous websites, including those of Ibaraki Prefecture, the city of Kodaira in Tokyo, Jiji Press, and Tobu Zoo, became impossible to view or update. To prevent secondary damage and data leaks, the company has cut off its network and is working to identify the detailed intrusion route while rushing to set up an alternative environment.
IDC Frontier Inc. · Regulation · Negative IDC Frontier itself suffered the unauthorized access and ransomware attack, forcing a network shutdown and service outage.
9434.JP · Regulation · Negative Its subsidiary IDC Frontier was hit by unauthorized access and ransomware, creating regulatory/legal exposure for SoftBank Corp.
9984.JP · Regulation · Negative Subsidiary IDC Frontier suffered a ransomware/unauthorized-access breach, exposing SoftBank Group to legal and regulatory fallout.
PROEN secures BOI investment promotion card for Cloud business with 8-year corporate tax exemption
PROEN Corp, or PROEN, has received an investment promotion card from the Board of Investment, or BOI, for its Cloud Service business, granting an exemption from corporate income tax on net profits from the promoted business for up to 8 years, with the total exempted tax amount not exceeding 100% of the investment, excluding land costs and working capital, along with import duty benefits on machinery under specified conditions. Chief Executive Officer Kittiphun Sribua-iam disclosed that this BOI privilege extends the company's digital infrastructure business and opens the opportunity to generate increased revenue from Cloud services in the future. The promotion card requires the project to have an investment of no less than 282.86 million baht, excluding land costs and working capital, and to commence operations within 36 months from the date the promotion card is issued. The project scope covers Cloud Service offerings including Infrastructure as a Service, or IaaS, and Platform as a Service, or PaaS, along with conditions regarding the Data Center, connectivity systems, and standards for security and service provision. The company also plans to organize training to develop knowledge and skills in using Cloud Service continuously every quarter for a period of 3 years from the date the promotion card is received. The Cloud business is expected to help create a new revenue base and support the recovery of operating results in the period ahead.
PROEN.BK · Regulation · Positive PROEN received a BOI investment promotion card granting an 8-year corporate income tax exemption and import duty benefits for its Cloud Service business.
ST Dou Shen signs computing power contract worth about 800 million yuan for 60 months
On the evening of September 30, ST Dou Shen (300010) disclosed that its wholly owned subsidiary Dou Shen Hong Kong recently signed a Cloud Computing Service Agreement with a certain customer, with a total contract value of about 119 million US dollars, equivalent to about 800 million yuan. The service period of the agreement is 60 months, and the customer will prepay 40 percent of the total order amount as agreed and pay service fees monthly. ST Dou Shen did not disclose specific customer information, stating that the contract involves confidentiality clauses and that it has completed internal procedures for exemption from disclosure of confidential information. The company said the contract is a large-scale computing power service project for the implementation of its intelligent computing service business, an important practice in cultivating a second growth curve, and reflects the extension of its business from AI applications to the computing power infrastructure field. Wind data shows that since mid-August 2026, ST Dou Shen's stock price has risen by more than 120 percent cumulatively.
豆神香港 · Demand · Positive Dou Shen Hong Kong itself signed the ~800M yuan 60-month cloud computing service agreement with a customer, with 40% prepayment.
300010.CS · Demand · Positive Wholly owned subsidiary Dou Shen Hong Kong signed a ~$119M/800M yuan 60-month cloud computing service contract with a customer, a large-scale computing power service order.
Akamai announced that SoftServe, an AI and technology services company with expertise in data and cloud solutions, has joined the Akamai Partner Connect program. The partnership is aimed at helping enterprises optimize multicloud environments, lower infrastructure costs, and accelerate edge AI deployments. SoftServe's offerings under the program include cloud strategy support to optimize compute resources and budget for long-term growth, custom-built small and large language models and AI inferencing optimized for distributed infrastructure and GPU networks, and advisory and development services for deep and emerging technologies. The collaboration provides AI consulting, digital modernization, and specialized managed services to customers in verticals including high tech, healthcare, financial services, and industrial and manufacturing. SoftServe Vice President of Technology Olga Salaichuk said the partnership handles complex back-end tasks so client teams can focus on building, while Akamai Senior Vice President of Global Cloud Sales Parimal Pandya said SoftServe's AI expertise combined with Akamai's global scale builds a foundation for customers' biggest projects. Akamai and SoftServe are exhibiting at NVIDIA GTC Berlin 2026, October 20 to 22, at booths 3064 and 7028, respectively.
Cloud & Digital Infrastructure › Edge & Content Delivery ▲Technology
AKAM · Demand · Positive SoftServe joins Akamai's Partner Connect program, expanding channel partners that bring enterprises to Akamai's cloud/edge AI offerings.
SoftServe · Demand · Positive SoftServe joins Akamai Partner Connect, gaining a partnership channel to deliver its AI, cloud, and managed services to enterprises.
Nvidia in talks with insurers to spread AI chip financing risk
Nvidia has held talks with insurance companies about shifting part of the financing risk tied to its chips as the chipmaker seeks to expand demand beyond major technology companies, the Financial Times reported on Tuesday. The discussions include potential insurance for loans extended to smaller "neocloud" companies, which could protect lenders if a borrower defaults and Nvidia chips pledged as collateral cannot be resold for enough to cover the debt, the FT reported, citing people familiar with the talks. The discussions are at an early stage and may not result in any deals. The move is part of Nvidia CEO Jensen Huang's broader push to make chips and AI infrastructure easier for outside investors to finance, with Huang arguing that chips should be viewed as an "investable asset class" similar to other expensive, long-lived technology assets. Nvidia has shared data on chip depreciation and the expected future value of computing power with at least one insurer, and is also working with broker Howden Re on a structure involving insurers, while exploring the use of insurance groups to syndicate risk to hedge funds and other alternative investors, with the potential size of deals possibly exceeding the balance sheets of even large insurers. The insurance push comes after Nvidia offered to backstop part of financing deals designed to unlock $500 billion of capital from Wall Street firms including Goldman Sachs and Apollo, and after the company separately announced a record $150 billion share buyback on Monday.
Cloud & Digital Infrastructure › Hyperscale Cloud (IaaS / PaaS) Capital
NVDA · Capital · Positive Nvidia is in talks with insurers to spread AI chip financing risk, part of efforts to unlock outside financing and expand chip demand.
Howden Group · Capital · Positive Nvidia is working with broker Howden Re on an insurance structure to syndicate chip financing risk.
Uniserve Reports Fiscal 2026 Revenue of $10,187K, Net Loss of $4,704K
Uniserve Communications Corporation reported revenues of $10,187K for the fiscal year ended May 31, 2026, up from $6,972K in the prior fiscal year. The annual fiscal 2026 operating loss was $2,501K compared to an operating loss of $1,681K a year earlier, while the net loss widened to $4,704K from a restated net loss of $1,702K. The company restated its fiscal 2025 comparatives to reflect the correct accounting treatment for the $196,700 fair value of 1,000,000 share purchase warrants granted in connection with a debt facility, a change that reduced previously reported finance charges and net loss for that year. Uniserve, a sovereign Canadian digital infrastructure platform providing managed IT, connectivity, cloud, cybersecurity and data centre services, is led by Chairman and CEO Gautam Lohia.
Cloud & Digital Infrastructure › Specialized / Developer & Managed-Hosting Cloud Capital
Uniserve Communications Corporation · Capital · Negative Fiscal 2026 net loss widened to $4,704K from $1,702K and operating loss grew to $2,501K despite higher revenue
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