June 25, 2026 | Read online

AI Spotlight: (GPUS) Just Signed Its First Bn-Dollar AI Agreement

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Hyperscale Data, Inc. (NYSE American: GPUS) Just Hit Tate Remington’s Watchlist This Morning—Thursday, June 25, 2026

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Take A Look At (GPUS) While It’s Still Early…

June 25, 2026

AI Spotlight: (GPUS) Just Signed Its First Bill-Dollar AI Agreement

Dear Reader,

Every major technology cycle eventually reaches a point where infrastructure becomes more valuable than the idea itself.

That dynamic may now be unfolding for Hyperscale Data, Inc. (NYSE American: GPUS).

On June 24, 2026, the company announced that its subsidiary, Alliance Cloud Services, LLC, signed a Master Services Agreement (MSA) with a California-based neocloud provider to deliver 20 megawatts of AI compute capacity from its Michigan data center campus.

The agreement begins with a 10-year term and includes two additional five-year extension options. If fully exercised, management expects the initial deployment to generate more than $1.2B in revenue. Should the customer elect to expand capacity to 52 MW, the potential value of the relationship increases to over $3B.

Perhaps most importantly, this is no longer conceptual. The MSA has been executed, deployment preparations are already underway, and the company expects high-margin AI infrastructure services to begin generating revenue as early as late September 2026.

To support the rollout, Hyperscale Data is procuring equipment and retrofitting approximately 60,000 square feet of its Michigan campus, with expected investment totaling $100M to $120M.

The announcement also reinforces the company's broader strategic shift. Management has indicated it expects to wind down B-T-C mining operations at the Michigan campus as AI deployments ramp, reallocating available power toward higher-margin AI colocation services. The newly signed customer agreement provides both a committed client and a defined timeline for that transition.

That shift mirrors one of the market's emerging infrastructure themes. As demand for AI compute continues to outpace available capacity, analysts have increasingly highlighted the advantage held by former B-T-C miners that already control large-scale power, cooling, and data center infrastructure—often referring to them as the emerging "power landlords" of AI.

(GPUS) now appears positioned within that conversation, supported by a signed long-term customer agreement and a near-term commercialization schedule.

The financial outlook continues to strengthen as well. Management recently introduced 2026 revenue guidance of $180M to $200M, representing approximately 80% to 100% year-over-year growth compared to preliminary 2025 revenue of roughly $100M. First-quarter 2026 revenue reached approximately $44M, increasing 76% year over year.

The balance sheet also provides additional flexibility. Hyperscale Data reported holdings of approximately 726.9 B-T-C, valued near $45.9M, alongside roughly $40.2M in ca-sh, giving the company a sizable digital treasury as it continues expanding its AI infrastructure platform.

Why Hyperscale Data Is Emerging as an AI Infrastructure Story to Watch

Hyperscale Data, Inc., (GPUS) is an AI infrastructure company focused on developing and operating high-density data centers designed to support artificial intelligence, cloud computing, and high-performance computing workloads through its Alliance Cloud Services subsidiary. The company is transitioning from its historical B-T-C mining business toward AI infrastructure by leveraging its existing powered data center assets and available electrical capacity.

(GPUS)'s strategy centers on converting existing infrastructure into higher-margin AI colocation and compute services. Management has stated that available power previously allocated to B-T-C mining is expected to be redirected toward AI deployments as customer demand grows, positioning the company to benefit from increasing demand for AI compute infrastructure.

(GPUS) also maintains a diversified portfolio that includes digital assets, robotics initiatives, financial technology, and energy-related operations while continuing to expand its AI infrastructure platform. The company recently provided 2026 revenue guidance of $180M to $200M, reflecting management's expectation that AI infrastructure will become an increasingly significant contributor to future growth.

The AI Infrastructure Race Is Becoming a Power Race

Artificial intelligence is fueling one of the largest infrastructure investment cycles in recent history. According to McKinsey, global demand for AI-ready data center capacity could require approximately $6.7T to $7.2T in cumulative investment by 2030, with power availability emerging as one of the industry's most significant constraints rather than computing hardware alone.

That imbalance is reshaping how infrastructure assets are valued. Goldman Sachs Research estimates global data center power demand could increase by roughly 50% by 2027 and as much as 165% by 2030, driven largely by AI workloads. As a result, companies that already control energized campuses, utility connections, and cooling infrastructure may be able to deploy AI capacity considerably faster than new developments requiring years of permitting and construction.

One of the more closely watched themes has been the migration of B-T-C miners into AI infrastructure. Many mining operators already possess tens or even hundreds of megawatts of installed power capacity, purpose-built data centers, and advanced cooling systems. Rather than constructing new facilities, several companies are repurposing these assets to serve AI compute customers, where long-term infrastructure contracts may offer more predictable ca-sh flows than traditional B-T-C mining operations.

(GPUS)'s strategy aligns with this broader industry transition. The company controls a 617,000-square-foot Michigan data center campus with approximately 28 MW currently energized and management outlining expansion potential exceeding 300 MW. Combined with its recently announced AI services agreement carrying potential contract value of more than $1.2B, expandable to over $3B, (GPUS) is positioning existing infrastructure to participate in one of the fastest-growing segments of the digital economy rather than relying primarily on B-T-C mining.

Key Execution Milestones

Signed AI Infrastructure Agreement Worth Up to $3B: (GPUS) announced that its subsidiary, Alliance Cloud Services, executed a Master Services Agreement (MSA) with a California-based neocloud provider for 20 MW of AI compute capacity at its Michigan data center campus. The agreement carries an initial 10-year term with extension options expected to generate more than $1.2B in revenue if fully exercised. Should the customer expand capacity to 52 MW, total potential contract value exceeds $3B. Management expects services to begin generating high-margin revenue as early as late September 2026 while investing approximately $100M to $120M to prepare the facility.

Advanced AI Contract Negotiations Announced: Just days before signing the agreement, the company disclosed it had entered advanced negotiations toward the same AI infrastructure contract. Management outlined plans to transition power away from B-T-C mining at its Michigan campus in favor of higher-margin AI colocation services, while noting long-term campus expansion potential of more than 300 MW.

Share Repurchase Offer Completed: (GPUS) announced the final results of its previously announced $5M tender offer, completing a capital allocation initiative funded with existing ca-sh. The program followed management's stated focus on enhancing shareholder value while continuing to invest in AI infrastructure expansion.

ATM Program Terminated: (GPUS) announced it would terminate its at-the-market (ATM) equity offering program and stated it did not intend to conduct any additional sales under the facility. Management indicated it may evaluate other capital market alternatives in the future as appropriate.

$5M Share Repurchase Launched: Hyperscale Data commenced a tender offer to repurchase up to $5M of its Class A common stock using existing ca-sh resources. The move reflected management's effort to deploy capital while continuing its transition toward becoming an AI-focused data center operator.

7 Reasons (GPUS) Is On Our Watchlist Today — Thursday, June 25, 2026

1. Multi-Bil-Dollar AI Agreement: A newly signed AI compute agreement covering 20 MW carries potential revenue exceeding $1.2B, with expansion rights pushing the potential above $3B.

2. Pivot Toward AI: Management is transitioning available power from B-T-C mining to higher-margin AI colocation and infrastructure services.

3. Revenue Around the Corner: Initial AI services are expected to launch as early as late September 2026, providing a defined commercialization timeline.

4. Accelerating Financial Outlook: The company projects $180M–$200M in 2026 revenue after generating approximately $44M in Q1, up 76% year over year.

5. Well-Capitalized Balance Sheet: (GPUS) reported approximately 726 B-T-C valued near $45.9M, along with roughly $40.2M in ca-sh.

6. Built for Scale: The company owns a 617,000-square-foot Michigan data center campus with 28 MW currently energized and expansion potential exceeding 300 MW.

7. Expanding Beyond AI: Production has begun on the company's first 30 OPR-R2 humanoid robots, with deployment planned during Q3 2026.

Take A Look At (GPUS) While It’s Still Early…

Taken together, these developments suggest (GPUS) is evolving beyond its legacy business and positioning itself around some of today's fastest-growing technology themes. A signed multi-year AI infrastructure agreement, a transition toward AI compute services, expanding data center capacity, improving financial guidance, a sizable B-T-C treasury, and emerging robotics initiatives all contribute to a story that continues to gain momentum.

While execution remains the key factor to watch, the company has laid out a series of measurable milestones with several expected to unfold over the coming months.

(GPUS) will be one of the names we'll be watching closely throughout today's session.

Take a closer look before the market moves.

And stay tuned for our next update—it could arrive at any time.

Sincerely,
Tate Remington
Chief Editor, Market Maven Insights

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