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confidence high
sentiment positive
materiality 0.70
Quanome's XDT signs first enterprise AI inference deal worth over $100M; 60-month term, service start ~2 months
Lakeside Holding Ltd
- XDT Infrastructure I, LLC, an indirect wholly-owned Quanome subsidiary, signed a Master Services Agreement and initial Order to provide dedicated AI inference capacity for an enterprise customer.
- Initial order has a 60-month term from the service-ready date and total commitment value exceeding $100 million; service expected to start in about two months subject to service-start conditions.
- Separately, Quanome signed a purchase agreement and order for 32 additional GPU server units at an aggregate price of approximately $18.8 million, for delivery to a designated U.S. data center.
- XDT's first customer agreement; CEO Yang Li said it marks progress toward long-term recurring revenue from managed AI technology services under the Quantum and AI Systems stream.
- Company cites U.S. Census Bureau survey data: 17%-20% of U.S. businesses used AI between December 2025 and May 2026, with 20%-23% expecting to within six months.