Japan Specialist

Mark Chadwick

Equity Bottom-Up

<ul>
<li>The share price of Sakura Internet has risen by over 500%, adding Y230 billion in market cap, since investors began pricing in the AI opportunity</li>
<li>We use pricing data from Amazon AWS to model the revenue opportunity for Sakura’s GPU AI-cloud</li>
<li>We estimate that 2,500 H100 GPUs could yield an equity value of Y49 billion, far less than the value the market has ascribed</li>
</ul>


The share price of Sakura Internet has risen by over 500%, adding Y230 billion in market cap, since investors began pricing in the AI opportunity
We use pricing data from Amazon AWS to model the revenue opportunity for Sakura’s GPU AI-cloud
We estimate that 2,500 H100 GPUs could yield an equity value of Y49 billion, far less than the value the market has ascribed


Sakura Internet (3778) | Estimating the Value of 2,500 GPUs

Japan

SAKURA internet Inc. provides comprehensive Internet service to businesses. The Company operates a data center and leases space to store clients' servers and network equipment.  Sakura Internet also offers web hosting and Internet connectivity services.

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Sakura internet (3778 JP)

Sakura Internet (3778) | Estimating the Value of 2,500 GPUs

Sakura Internet's share price soars over 500% on AI opportunity, but revenue potential for GPU AI-cloud falls short of market valuation.

Mark Chadwick

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Sakura Internet (3778) | Estimating the Value of 2,500 GPUs

​Sakura Internet's share price soars over 500% on AI opportunity, but revenue potential for GPU AI-cloud falls short of market valuation.

Mark Chadwick

Sakura Internet's share price soars over 500% on AI opportunity, but revenue potential for GPU AI-cloud falls short of market valuation.