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Axe Compute signs a $1.5 billion deal for Blackwell B300 dedicated AI cluster orders, with total contract value exceeding $3 billion already signed in 2026.

2026-07-27 15:48:24

Abstract generation in progress

PANews July 27, Axe Compute Inc. (Nasdaq code: AGPU) announced that it has signed a five-year dedicated AI infrastructure contract with a customer, with a total value of more than $1.5 billion. The company will deploy approximately 9,200 NVIDIA Blackwell B300 GPU cluster units in the United States, bringing its total contracted amount for 2026 to over $3 billion. The company expects to receive more than $534 million in customer advance payments within the next 30 days, covering most GPU and infrastructure capital expenditures. Annual recurring revenue (ARR) is expected to rise to approximately $696 million after the clusters are fully brought online, nearly doubling from the previously disclosed $385 million. The cluster follows a single-tenant architecture and is designed for high-intensity production-grade AI workloads such as real-time inference and continuous fine-tuning, which are designed, deployed, and self-operated by Axe Compute.

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