By Stock Titan
Publication Date: 2026-04-22 12:00:00
Axe Compute (NASDAQ:AGPU) signed a 36-month, ~$260 million enterprise contract to deploy a dedicated cluster of 2,304 NVIDIA B300 GPUs and AI-focused high-speed storage in a single U.S. Tier 3 data center. Deployment targets Q3 2026 with 4.8 MW of dedicated N+1 power and take-or-pay, prepaid billing.
The agreement is the largest in company history, provides long-dated revenue visibility, includes enterprise service levels and renewal options, and is structured to deliver dedicated, U.S.-based GPU capacity for training, fine-tuning, and high-throughput inference.
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Positive
- Contract value: $260 million over 36 months
- Hardware scale: 2,304 NVIDIA B300 GPUs
- Power committed: 4.8 MW with N+1 redundancy
- Deployment timeline: targeted Q3 2026
- Contracted structure: take-or-pay with deposit and prepayment
- Largest enterprise engagement in company history
Negative
- Concentration: entire cluster in a single U.S. Tier 3 data center
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