TDSE Inc.
Category: AI Infrastructure
Japan-based AI and data science solutions company providing consulting, AI agent platforms, and data analytics products for regulated industries, listed on Tokyo Stock Exchange Growth (7046). TDSE Inc. was founded in 2013. The company is led by Naoki Higashigaki (東垣直樹). Based in Shinjuku, Tokyo, Japan. Team size: 101-500. Total funding raised: $13.2M. Latest round: IPO. Key investors include C-Six-Eight Co., Ltd. (シー・シックス・エイト; largest shareholder ~17–18%, successor to Technos Japan via Apr 2026 merger), Aioi Nissay Dowa Insurance (~7.6%), NTT Data (~7.6%).
- Founded
- 2013
- Headquarters
- Shinjuku, Tokyo, Japan
- Team size
- 101-500
- Total funding
- $13.2M
Value proposition
End-to-end AI and data science solutions from consulting to product deployment, with a focus on on-premise AI agent platforms for regulated Japanese industries requiring data sovereignty and security.
Products and solutions
TDSE AI Forge (on-premise AI agent platform), Dify (official Japan sales/development partner), Databricks (Silver Tier partner), Cognigy (conversational AI), TDSE Eye (visual inspection AI), KAIZODE (process improvement), Quid (SNS analysis), QA Generator, GX CLOUD × Dify (NVIDIA DGX B200 cloud + Dify)
Unique value
Fully on-premise AI agent platform (TDSE AI Forge) bundling NVIDIA DGX hardware, Dify no-code development, and NeMo Guardrails for safety, purpose-built for Japanese regulated industries (manufacturing, finance, pharma, public sector) that cannot use cloud AI services.
Target customer
Large Japanese enterprises in manufacturing, financial services, insurance, pharmaceuticals/healthcare, public infrastructure, and retail/consumer goods that need secure, on-premise AI deployment.
Industries served
Manufacturing, Financial Services/Insurance, Pharmaceuticals/Healthcare, Public Infrastructure/Construction, Telecommunications/Media, Retail/Distribution
Technology advantage
~80% of employees are data scientists/engineers including PhDs from CERN and JAXA; official Dify sales/development partner (first in Japan); Databricks Silver Tier partner; NVIDIA hardware integration expertise; 600+ client delivery track record; deep domain knowledge in Japanese regulatory and compliance requirements for AI.
How they differentiate
1) 14 years of AI/data science consulting heritage vs. pure-play AI platform vendors; 2) Exclusive partnerships with Dify (first official Japan partner) and Databricks (Silver Tier); 3) Fully on-premise, buyout pricing model for data-sensitive industries; 4) Hybrid approach combining traditional predictive AI (demand forecasting, pricing) with generative AI agents; 5) End-to-end from assessment to deployment to internalization support.
Main competitors
BrainPad Inc. (TSE:3655), DATAFLUCT, AIQ (Japan Data Science Consortium)
Key partnerships
NVIDIA (DGX Spark/B200 hardware for AI Forge), Dify (Official Sales & Development Partner, first in Japan), Databricks (Silver Tier Partner), Cognigy (Conversational AI Partner), Mitsubishi Research Institute (PC Operation Agent validation), Komlock lab (Agentic Commerce/JPYC stablecoin experiment)
Notable customers
Konica Minolta Japan, Recruit, NTT Data, Aioi Nissay Dowa Insurance, major Japanese manufacturers, retailers, and financial institutions (600+ total client track record)
Major milestones
2013: Founded as Tecnos Data Science Engineering, 2018: Listed on TSE Mothers (Dec 18, IPO price ¥3,200), 2020: Naoki Higashigaki appointed CEO, 2021: Renamed to TDSE Inc., 2025: Launched GX CLOUD × Dify with NVIDIA DGX B200, 2026: Launched TDSE AI Forge (on-premise AI agent platform), 2026: Announced new mid-term plan "SHIFT2028" targeting AI agent market
Growth metrics
FY2025 (Mar 2025): Revenue ¥2.70B; FY2026 (Mar 2026): Revenue ¥3.01B (+11.4%, record); FY2027 forecast: Revenue ¥3.2B / OP ¥130M (SHIFT2028 investment year); Q1 FY2027 (Apr–Jun 2026): Revenue ¥788M (+17.6% YoY); Market cap: ~¥2.8B; Employees: ~194 (Apr 2026), ~80% DS/engineers
Market positioning
Mid-tier specialized AI/data science solutions provider for Japanese enterprise market, positioned between global SIers (Accenture, IBM Japan) and pure-play AI startups. Publicly listed on TSE Growth with ~¥3B revenue, targeting AI agent market as primary growth driver under new mid-term plan "SHIFT2028".
Geographic focus
Japan (primary), with some Asia-Pacific expansion through partner networks
About Naoki Higashigaki (東垣直樹)
Ex-Technos Japan (Solution Center Deputy Center Director); joined TDSE predecessor and became CEO in 2020
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Official website: https://www.tdse.jp