{"schema_version":"secwatch.filing_event.v1","accession":"0001171843-26-003492","form_type":"8-K","ticker":"AGPU","cik":"0001446159","company_name":"Axe Compute Inc.","filed_at":"2026-05-15T22:13:27+00:00","discovered_at":"2026-05-18T10:05:00.355486+00:00","generated_at":"2026-05-18T10:09:08.718759+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Axe Compute signs $260M contract, Q1 net loss $7.7M, first compute revenue","bullets":["$260M 36-month take-or-pay contract for 2,304 NVIDIA B300 GPUs; deployment Q3 2026, expected $21M/quarter revenue.","Q1 2026 net loss $7.7M ($0.36 EPS) on $35K revenue; includes $4.3M non-cash mark-to-market loss on digital assets.","First compute services revenue recognized; contract liabilities $645K from customer prepayments.","Appointed Kyle Okamoto President and Jeremy Yaukey-Witter CFO; evaluating sale of Drug Discovery business.","Liquidity $36.5M: $6.9M cash, $20.2M in ATH digital assets, $9.4M current digital asset receivable."],"urls":{"canonical":"https://secwatch.observer/filing/0001171843-26-003492","json":"https://secwatch.observer/filing/0001171843-26-003492.json","markdown":"https://secwatch.observer/filing/0001171843-26-003492.md","text":"https://secwatch.observer/filing/0001171843-26-003492.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1446159/000117184326003492/0001171843-26-003492-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1446159/000117184326003492/f8k_051526.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-18T10:09:08.718759+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"50380fcb25af133acbce5e23555139f718080b93","claim":"Axe Compute Inc. reported first quarter ended March 31, 2026 results: revenue $35 thousand, net income $7.7 million, EPS $0.36 per share.","evidence_excerpt":"FIRST QUARTER 2026 FINANCIAL HIGHLIGHTS Total Revenue: $35 thousand in Q1 2026, compared to $110 thousand in Q1 2025. The Q1 2026 sales primarily reflects sales from the legacy Drug Discovery Services segment, with $7 thousand contributed by the Compute Services segment reflecting a handful of initial contract deployments that commenced in late March 2026 and will contribute revenue over the respective contract service periods beyond March 31, 2026.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1446159/000117184326003492/0001171843-26-003492-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Revenue","value":"$35 thousand"},{"label":"Net income","value":"$7.7 million"},{"label":"EPS","value":"$0.36 per share"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}