Japanese publicly traded company Quantum Solutions disclosed that it has again sold 1,000 Ethereum, generating approximately $1.9 million. The proceeds will be used to purchase NVIDIA GPU equipment to advance the company’s plan to build an AI data center in Japan.
The transaction was completed on July 30 through its Hong Kong subsidiary, GPT Pals Studio, at an average price of approximately $1,903 per token. The company expects to record a loss of approximately $100,000 from this sale but continues to proceed with its plan to convert its Ethereum reserves into AI computing power assets.
Funds shift toward NVIDIA GPUs
As disclosed, the proceeds from the sale will be used to purchase Nvidia B300 and GB300 GPU systems as the core hardware for a new AI data center. This project is related to a memorandum of understanding signed with Integrated Capital on June 1, 2026, aiming to jointly build AI infrastructure capable of supporting large language models and other high-compute applications.
This means that Quantum's focus on fund allocation has shifted from holding crypto assets to directly investing in AI computing resources. For a publicly traded company previously known for its Ethereum reserves, this adjustment is significant.
1,904 ETH have been sold within two months.
Quantum was once regarded as one of the Japanese publicly traded companies with the largest Ethereum holdings. After purchasing over 2,000 ETH in October 2025, the company continued to increase its position, raising its holdings to 6,668.8 ETH by early June 2026.
However, over the past two months, the company’s strategy has clearly shifted. Since mid-June, Quantum has sold a cumulative total of 1,904 ETH, representing approximately 29% of its previous holdings. Since most of these tokens were acquired at the end of 2025, when Ethereum’s price was above $4,000, the recent sale prices are significantly lower than their historical purchase cost.
- An additional 1,000 ETH will be sold on July 30.
- Total sold: 1,904 ETH
- In early June, the holding reached 6,668.8 ETH.
Some of the remaining position is still restricted.
Currently, approximately 3,050 ETH remain pledged as collateral for loans in Singapore, and an additional 1,714.8 ETH are held in GPT Pals Studio’s trading account. If the company continues to sell, it may need to first release some of the pledged collateral or adjust the related financing structure.
From an asset allocation perspective, Quantum is transitioning Ethereum from a long-term reserve asset to a funding source for AI expansion. The company is betting that revenue generated from future AI data centers could exceed the returns from holding ETH.
However, this approach carries real risks. On one hand, GPU hardware depreciates over time; on the other hand, if the crypto market rebounds and Ethereum’s price rises, the company’s opportunity cost of selling early will increase.
Additional information: The sale was executed by GPT Pals Studio, Quantum’s Hong Kong subsidiary. Should further reductions be made, the available position size suggests that operational flexibility may be constrained by margin requirements.