Core Insights - AlphaTON Capital Corp has announced a strategic investment of approximately $68 million to acquire a high-performance compute cluster consisting of over 1,000 Nvidia B200 GPUs, enhancing its position as a compute provider for Telegram's Cocoon AI network [1][5][10] 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, resulting in a total project capitalization of approximately $82.5 million [6][2] - The debt facility will be fully amortized over 36 months, maintaining debt service coverage ratios above 1.0x throughout the amortization schedule [2] Strategic Infrastructure Partnership - AlphaTON has partnered with CUDO Compute, SNET Energy UK Ltd, and Vertical Data to deploy and operate the GPU cluster, ensuring technical excellence and sustainable power [3][4] Hardware Specifications and Capabilities - The compute cluster will feature cutting-edge AI inference and training capabilities, designed for 90% target utilization, generating revenue through dedicated workloads for Cocoon AI and external GPU rentals [5][7] Projected Financial Performance - The investment is projected to yield an internal rate of return (IRR) of 59.7% and a net present value (NPV) of $59.6 million, with conservative revenue projections accounting for 20% annual price compression in the first year [7][8] - The financial model indicates consistent EBITDA margins ranging from 64-73% over a five-year forecast horizon, with Year 1 gross profit margins of 32% [8] Successful Pilot Program - AlphaTON successfully launched a pilot program for Cocoon AI on November 25, 2025, validating the technology and paving the way for further deployment [8] Strategic Rationale - The company aims to democratize AI through its "AI For Good" initiative, focusing on ethical access, user data sovereignty, and environmental responsibility [9][10] - AlphaTON's investment supports the development of a decentralized compute layer that respects user privacy and content rights, contrasting with centralized models prevalent in the industry [11] Market Context and Competitive Positioning - The investment aligns with a growing demand for AI infrastructure, with McKinsey projecting a 3.5x increase in data center AI workload capacity between 2025 and 2030 [17] - The U.S. government's support for AI infrastructure, including a 10% equity stake in Intel, underscores the sector's importance [18]

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, positioning itself as a key compute provider for Telegram's Cocoon AI network [1][6][10] 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, resulting in a total project capitalization of approximately $82.5 million [2][6] - The debt facility will be fully amortized over 36 months, maintaining debt service coverage ratios above 1.0x throughout the schedule [2] 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 [3] - 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 [4] 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% [5][12] - The investment is projected to yield an internal rate of return (IRR) of 59.7%, with a projected net present value (NPV) of $59.6 million and a return on investment (ROI) of 615% over five years [7] Revenue Streams and Financial Projections - The cluster will generate revenue through dedicated workloads for Cocoon AI and external GPU rentals via CUDO Compute's marketplace [7] - Revenue projections account for conservative assumptions, including a 20% annual price compression in the first year and a 10% in subsequent years, with consistent EBITDA margins ranging from 64-73% over a five-year forecast [8] Strategic Rationale - AlphaTON aims to democratize AI with an "AI For Good" initiative, focusing on ethical access, user data sovereignty, and environmental responsibility [9][10] - The company emphasizes the importance of decentralized AI services, contrasting its approach with the centralized models of major tech companies [11] Deployment Timeline and Commercial Milestones - The transaction is expected to close in Q4 2025, with hardware delivery and performance validation planned for Q1 2026, followed by full implementation of Cocoon AI workloads in Q2 2026 [13][15] Market Context and Competitive Positioning - The investment aligns with a significant growth forecast in AI infrastructure, with data center AI workload capacity projected to grow 3.5x from 2025 to 2030 [16] - The U.S. government's support for AI infrastructure, including a 10% equity stake in Intel, underscores the sector's importance [17]

Telegram Founder Durov: Using Technology to Protect Our Digital Rights and FreedomOn October 30, at the Blockchain Life 2025 summit in Dubai, Telegram founder Pavel Durov stated that users are losing their digital freedom, with private information at risk of being misused by third parties — even in traditionally free countries where privacy and free speech are being restricted. He proposed a solution: building "decentralized AI" that belongs to the people，not to corporations or governments. Telegram is deve ...

RT THE HUNTER ✴️ (@TrueGemHunter)Warden Protocol is setting a high standard for decentralized AI.Their approach allows AI agents to operate on chain with verifiable outputs, supported by a flexible and cross chain compatible L1.Users get a next level experience through the @wardenprotocol App, while developers gain a powerful toolkit for building AI native applications.With $WARD at the core, this is a project with both strong fundamentals and long term potential ...

RT THE HUNTER ✴️ (@TrueGemHunter)Warden Protocol is setting a high standard for decentralized AI.Their approach allows AI agents to operate on chain with verifiable outputs, supported by a flexible and cross chain compatible L1.Users get a next level experience through the @wardenprotocol App, while developers gain a powerful toolkit for building AI native applications.With $WARD at the core, this is a project with both strong fundamentals and long term potential ...

Stay positive 💚THE HUNTER ✴️ (@TrueGemHunter):Warden Protocol is setting a high standard for decentralized AI.Their approach allows AI agents to operate on chain with verifiable outputs, supported by a flexible and cross chain compatible L1.Users get a next level experience through the @wardenprotocol App, while developers https://t.co/YqcN5gs35L ...

RT THE HUNTER ✴️ (@TrueGemHunter)Warden Protocol is setting a high standard for decentralized AI.Their approach allows AI agents to operate on chain with verifiable outputs, supported by a flexible and cross chain compatible L1.Users get a next level experience through the @wardenprotocol App, while developers gain a powerful toolkit for building AI native applications.With $WARD at the core, this is a project with both strong fundamentals and long term potential ...

Warden Protocol is setting a high standard for decentralized AI.Their approach allows AI agents to operate on chain with verifiable outputs, supported by a flexible and cross chain compatible L1.Users get a next level experience through the @wardenprotocol App, while developers gain a powerful toolkit for building AI native applications.With $WARD at the core, this is a project with both strong fundamentals and long term potential ...

Core Insights - AlphaTON Capital has appointed Logan Ryan Golema as Chief Technology Officer to enhance the development of the TON ecosystem and Cocoon AI projects, indicating a shift from potential to actual production [3][9] - Golema's extensive experience in blockchain, AI, and Web3 positions him as a key figure in driving the company's initiatives, particularly in creating decentralized technology for Telegram's vast user base [5][9] Company Developments - The appointment of Golema is seen as a strategic move to ensure disciplined, execution-focused growth, reinforcing AlphaTON's commitment to delivering tangible results in a competitive market [6][9] - Golema's leadership was highlighted during the TOKEN2049 "Origins" Hackathon, where he successfully guided developer teams in creating practical applications within the Telegram platform [4][5] Strategic Initiatives - Golema's mandate includes deploying AlphaTON's GPU infrastructure to support the Cocoon AI initiative, which aims to provide decentralized AI solutions for Telegram's 1 billion users [6][9] - The company is focused on building infrastructure that promotes data ownership, aligning with broader trends in the tech industry [6][9] Investor Engagement - To enhance transparency and communication with investors, Golema will participate in an upcoming AMA session to discuss his strategic vision for AlphaTON [7]

New York, NY, Nov. 20, 2025 (GLOBE NEWSWIRE) -- AlphaTON Capital (Nasdaq: ATON), a dominant force in the Telegram and TON ecosystem - more than 1B users strong - today announced a key appointment to spearhead the development of next-generation blockchain and decentralized AI infrastructure.   The company today announced the appointment of Logan Ryan Golema as Chief Technology Officer, a move that signals a decisive shift from promise to production within the TON and Telegram ecosystems. Golema is not a new ...