Axe Compute在获得15亿美元人工智能基础设施合同后跃升

2026-07-27 20:48

Shares of Axe Compute (AGPU) rose nearly 16% premarket on Monday after the company announced a new five-year customer agreement with a total committed contract value of over $1.5B to deploy an Nvidia (NVDA) Blackwell-based dedicated AI infrastructure cluster in the U.S.
The contract, secured through Axe Compute’s Build program, supplies over 9,200 Nvidia Blackwell B300 GPUs in a purpose‑built cluster designed, deployed, owned, and operated by Axe Compute.
Together with previous Build agreements, this new contract lifts Axe Compute’s total 2026 signed contracted value to more than $3 billion, the company said.
Axe Compute anticipates receiving over $534 million in aggregate customer prepayments over the next 30 days in connection with this agreement and the previously announced contracts.
Revenue from this agreement, as well as previous contracts, is anticipated to boost the annual run rate to over $696 million upon deployment, nearly double the $385 million run rate the company reported earlier this month, it added.
Press release

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