Prince | AI GPU Cluster

Axe Compute ($AGPU) now trades on @binance as a 20x perpetual and as AGPUB, a 1:1 backed tokenized stock. Two routes, 24/7, in USDT to tokenized GPU compute. AGPU has also been listed across multiple exchanges in various forms, including @Gate, @Aster_DEX , @HTX_Global, @bitget, @okx, and @Bybit_Official . @AxeCompute's stock is now reachable from crypto exchange accounts, in USDT, outside New York trading hours. What it means for AI compute tokenization and why it’s important👇

A lot of people ask me how the GPU neocloud business works. So I thought I would provide a little bit of an example. This is how GPUs actually get paid for in this market using IREN's public numbers as a reference. Step 1: the customer signs a multi-year take-or-pay contract and prepays. On IREN's recent 3-year contracts, prepayments covered 45% to 55% of the GPU cost. Step 2: a lender funds most of the rest, secured by the contracted GPUs. For the Microsoft contract that was investment-grade financing at around 6%, which together with prepayments covers 96% of the GPU capex. For a customer without an investment-grade rating, it was 9% fixed. Step 3: the data centre is a separate, long-life asset. IREN says it has funded construction with cash so far. Recent 3-year contracts bring in more than $20M of revenue per MW and pay back the GPUs in around two years. At that payback, 9% instead of 6% on the loan barely changes the economics. So the customer's prepayment and credit do most of the heavy lifting. Who the customer is matters far more than what the market thinks of AI on any given day, and I think that's the thing to follow.

Not all neoclouds are the same. The useful question is which neoclouds can fund the gap between buying GPUs and getting paid Prepayments, financing, and delivery timing matter more than a headline backlog numbers. Same AI demand. Very different risks

Aethir ACCELERATE Presents AI ACCESS Spotlight. Featuring @Sogni_Protocol Creative AI has a bottleneck, and it’s the meter. Every new variation costs credits. Expensive hardware and heavy censorship add more friction. So creators settle for work they’re not happy with, or never finish at all. Here’s how Sogni is fixing that🧵

Major ATH tokenomics update: we’re introducing daily ATH burns, funded by a share of network fees. Every burn goes to a public burn address, where tokens are permanently removed from supply. The mechanism goes live in November. We’re also replacing the fixed platform fee with a floating network fee, set by a published formula that reads market conditions. When the market weakens, the fee falls and the share that gets burned rises. Cloud Hosts are protected by design: the fee can never exceed the value of Cloud Host rewards. The underlying host emissions schedule remains unchanged. The update changes the fee mechanism applied around those rewards. A dashboard tracking daily, monthly and cumulative ATH burned will be available in November. Burns that follow real network activity, and you can check every one of them. Read the full announcement below👇

Congratulations on this amazing milestone to @AxeCompute, the team that's building premium-quality enterprise AI compute services.

At SF Tech Week: everyone agrees the compute demand is crazy A question popping up at multiple meetings within the infra circle is if the compute shortage due to real capacity, or hoarding and bad matching and utilization? Shortage means H100 contracts up 40% this year, Blackwell up ~50%. And hearing most datacenters have a degree of under utilization. Compute can be genuinely scarce and still badly underutilized at the same time. The question is what data would prove the difference over time.

Faster builds, more capacity. Congrats to @AxeCompute on a multi-year strategic partnership with @PenguinSolutions to speed up Axe Compute Build and take on more projects. Axe designs, owns and operates dedicated AI infrastructure for enterprises. Penguin now adds expert deployment, its ClusterWareAI software and 24x7 network operations across multiple Axe sites, including large GPU clusters. Looking forward to Axe bringing $3.45B+ in contracted customer projects into production faster!

A milestone moment for Axe Compute at NASDAQ! Congratulations to the entire Axe Compute team on ringing the NASDAQ bell today At Aethir, we're proud to help @AxeCompute build the next generation of AI infrastructure together The future of compute is just getting started! $AGPU

This year's @kbwofficial is a wrap, and Seoul delivered. Three days at Walkerhill, September 29 to October 1, with a program built around institutional finance, AI integration, and real-world adoption. Full halls, side events that ran late, and a builder community that came with real questions. What stood out to our team was how often the conversation turned to compute. Teams across Korea's Web3 and AI scenes want GPU capacity they can reach quickly and scale without a long procurement cycle. Thank you to everyone who spent time with the Aethir team in Seoul. We're already looking forward to next year.

Congratulations to our partner, @AxeCompute on taking full ownership of the Georgia AI Cluster SPV and compute hardware, including 2,304 NVIDIA B300 GPUs. Axe Compute has acquired 100% of the SPV, a clear step further into AI infrastructure ownership: - Customer agreement extended from three to five years, through 2031 - Axe expects ~$364.6M in revenue over the five-year customer agreement - Non-dilutive, with no new equity issued - Axe Compute and Duos plan to expedite additional SPV sites Excited to hear more!

If you know you know Don’t say I didn’t tell you

The trade-off isn't data centers versus nothing. If the US slows new AI capacity, the workloads, capital and infrastructure buildout go elsewhere. @AxeCompute is already engaged in Sweden, Australia, the UAE, and the Middle East. Compute is becoming a national capability, and the demand for enterprise-grade compute services continues to grow rapidly.

Axe Compute has received more than $184M in customer prepayments and signed over $266M in new AI infrastructure contracts since the Q2 earnings call. Total contracted value signed over the past seven months now exceeds $3.45B. Full release: investors.axecompute.com/new… $AGPU

Axe Compute has received more than $184M in customer prepayments and signed over $266M in new AI infrastructure contracts since the Q2 earnings call. Total contracted value signed over the past seven months now exceeds $3.45B. Full release: investors.axecompute.com/new… $AGPU