Axe Compute Signs $1.5 Billion AI Contract, Total Contracts Exceeding $3 Billion by 2026

Axe Compute Inc. has signed a five-year dedicated AI infrastructure contract worth over $1.5 billion with a client, which will deploy approximately 9,200 NVIDIA Blackwell B300 GPU clusters in the United States, raising the company's total signed contracts for 2026 to over $3 billion. The company expects to receive over $534 million in customer prepayments within the next 30 days, covering most of the GPU and infrastructure capital expenditures. Annual Recurring Revenue (ARR) is expected to increase to approximately $696 million after the full deployment of the clusters, nearly doubling from the previously disclosed $385 million. The cluster is designed for single-tenant architecture, aimed at high-intensity production-grade AI workloads such as real-time inference and continuous fine-tuning, and is designed, deployed, and operated by Axe Compute.

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