Alpha Compute Secures $32.2M AI Lab Contract, $75M GPU Financing, Acquires 60% of GAMEE
NBIS•NBIS secured a two-year $32.2M AI lab contract delivering $16.1M in annual revenue via a dedicated 504-GPU NVIDIA B200 cluster powered by hydroelectric energy. It also arranged $43M in GPU-asset financing, obtained a $31.9M secured GPU loan, and agreed to acquire 60% of GAMEE for up to $11M.
1. AI Lab Contract and Cluster Deployment
NBIS signed a two-year definitive lease for a 504-GPU NVIDIA B200 cluster valued at $32.2 million, guaranteeing $16.1 million of annual contracted revenue and a $7.5 million upfront payment for reserved compute capacity powered by 100% hydroelectric energy.
2. GPU-Backed Financing Agreements
In April, NBIS secured a $43 million strategic GPU hardware and financing agreement with Vertical Data to deploy NVIDIA B300 clusters, followed by a binding term sheet for a $31.9 million non-recourse senior secured loan backed by Dell B300 NVIDIA GPU assets, aligning debt with deployed infrastructure.
3. GAMEE Acquisition and Growth Strategy
NBIS agreed to acquire a 60% stake in consumer gaming platform GAMEE for up to $11 million, valuing the company at $18 million enterprise value. GAMEE’s 119 million registered users, 56% y/y revenue growth to $926,000 in 1Q26, and Telegram-native audience are expected to create a consumer distribution layer for AI-enabled applications.
4. Expansion Roadmap and Advisory Enhancements
NBIS holds rights of first refusal to expand its Canada site to over 1,000 B200 GPUs and its Sweden cluster to more than 1,000 B300 GPUs under ALPHA-03 and ALPHA-04, supporting up to $72 million annual revenue if fully operational. The company also appointed AI infrastructure veteran Tom Richer to its advisory board and plans to establish a U.S. government contracting entity in 3Q26.
