AlphaTON Capital Secures $82.5 Million Strategic GPU Infrastructure to Power Privacy-First Decentralized Artificial Intelligence Cluster after Successful Pilot Launch of Telegram’s Cocoon AI

Core Insights - AlphaTON Capital Corp. has announced a strategic investment to acquire a high-performance compute cluster of over 1,000 Nvidia B200 GPUs valued at approximately $68 million, enhancing its position as a compute provider for Telegram's Cocoon AI network [2][6] - The total assets of AlphaTON will increase to $97 million, combining the GPU acquisition with a $27 million Digital Asset Treasury [1] - The investment aims to create diversified revenue streams through high-performance compute and GPU rental services, with projected internal rates of return (IRR) of 59.7% and net present value (NPV) of $59.6 million [8][15] Transaction Structure and Financing - The acquisition will be financed through a combination of $30 million in equity capital from AlphaTON and $52.5 million in debt financing facilitated by Vertical Data, totaling approximately $82.5 million [7][3] - The debt facility will be fully amortized over 36 months, maintaining debt service coverage ratios above 1.0x throughout the amortization schedule [3] Strategic Infrastructure Partnership - AlphaTON has partnered with CUDO Compute, a leading European NVIDIA Cloud Partner, to deploy and operate the GPU cluster, ensuring production-grade uptime and scalable governance [4] - SNET Energy UK Ltd will provide expertise in sustainable-power data center development, while Vertical Data will assist with GPU cluster deployment and hardware sourcing [5] Hardware Specifications and Capabilities - The compute cluster will feature over 1,000 Nvidia B200-class GPUs, designed for AI inference and training, with a target utilization rate of 90% [6] - The infrastructure is modular and upgradable, accommodating rapid advancements in AI hardware [6] Revenue Projections and Financial Model - Revenue projections are based on conservative assumptions, including a 20% annual price compression in the first year and 10% in subsequent years, with consistent EBITDA margins ranging from 64-73% over a five-year forecast [9] - Year 1 gross profit margins are projected at 32% [9] Strategic Rationale - AlphaTON is committed to an "AI For Good" initiative, promoting ethical access and user data sovereignty in AI technologies, positioning itself as a decentralized alternative to major tech companies [10][11] - The investment supports the development of a sovereign compute layer for Telegram's nearly one billion users, ensuring privacy and freedom [11][12] Market Context and Competitive Positioning - The investment aligns with a growing demand for AI infrastructure, with McKinsey projecting a 3.5x growth in data center AI workload capacity between 2025 and 2030 [18] - The U.S. government's support for AI infrastructure, including a 10% equity stake in Intel, indicates the sector's importance and resilience [19]