Axe Compute secures $1.5B five-year AI infrastructure contract; 2026 signed value tops $3B

Axe Compute Inc.

Five-year, $1.5B contract for dedicated NVIDIA Blackwell B300 cluster (9,200+ GPUs) via Axe Build program.
Total 2026 signed contracted value exceeds $3B, nearly double earlier this year.
Expects over $534M in customer prepayments over next 30 days to fund capex.
ARR expected to reach ~$696M upon deployment, nearly double the $385M run rate reported earlier.
Monthly revenue from deployments starting this quarter, with further activations in Q4 2026.

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