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confidence high
sentiment positive
materiality 0.65
Quanome signs $100.9M 60-month AI capacity deal with XPERT; orders 32 GPUs from Compal for $18.8M
Lakeside Holding Ltd
- XDT Infrastructure signed a Token Factory Master Services Agreement with XPERT SOFTWARE SOLUTIONS PTE. LTD. for AI inference capacity; aggregate committed fees ~$100.9M over a 60-month term.
- Monthly fee is fixed for the term and not reduced for usage below committed levels; ~$45.0M prepayment payable in two tranches tied to procurement milestones, none due or paid yet.
- Capacity runs on NVIDIA accelerated infrastructure with full physical isolation of GPU capacity; agreement covers export-control, customer-eligibility and data-handling undertakings.
- Separately, Quanome will buy 32 additional GPU server units from Compal Electronics for ~$18.8M under Purchase Agreement No. 2, with 20% down and the remaining 80% payable before shipment.
- Servers go to a designated US data center; deal completion is subject to payment, Compal's production and delivery, product registration and supply-chain conditions.