Press Release Bull: a New Brand to Drive the Future of Advanced Computing Paris, France – January 29, 2026 – Bull, a leading brand in advanced computing and AI, is officially launched today, marking the return of a historically rooted technology name, reimagined for a new era. Reinvented through a new identity and a clear sense of purpose, Bull is a global leader in high-performance computing, artificial intelligence and quantum innovation, with the ambition to shape a more responsible digital world, throu ...

San Juan, Puerto Rico, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Axe Compute Inc. (NASDAQ: AGPU), a next-generation computing infrastructure company focused on high-performance and AI-driven solutions, announced it will serve as a sponsor of the Sequire Investor Summit Puerto Rico 2026, taking place January 20–22, 2026 at the iconic Condado Vanderbilt Hotel in San Juan. Hosted by DNA, the Sequire Investor Summit is a premier investor conference bringing together over 500 institutional and retail investors, family o ...

Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $343 million, up 2% sequentially and 1% year over year, despite not recognizing any hyperscale hardware revenue [5][17] - Non-GAAP gross margins were 30%, down 0.8 percentage points year over year [17] - Non-GAAP operating income was $42 million, up 1% year over year, leading to Non-GAAP diluted earnings per share of $0.49, flat year over year [6][20] Business Line Data and Key Metrics Changes - Advanced Computing revenue was $151 million, up 9% compared to the prior quarter but down 15% year over year [9][18] - Integrated Memory revenue was $137 million, up 41% year over year [11][18] - Optimized LED revenue was $55 million, down 18% sequentially [13][18] Market Data and Key Metrics Changes - The company is seeing a shift from hyperscaler deployments to broader enterprise adoption, with early signs of workloads evolving towards inference-oriented use cases [6][10] - Demand for memory products is strong across networking, telecommunications, and computing customers, with a focus on addressing AI workload requirements [11][12] Company Strategy and Development Direction - The company is transitioning from a holding company to an AI solutions provider, focusing on customer diversification and new business development [8][14] - Partnerships with ecosystem partners like Nvidia and AMD are being strengthened to support customer success in AI deployments [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position for long-term success, citing a strong balance sheet and a growing customer base [15][28] - The outlook for FY26 includes expectations of 6% net sales growth and $2 of non-GAAP diluted EPS, with a focus on diversifying the customer sales mix [24][27] Other Important Information - The company signed an agreement to sell its remaining 19% stake in Zillia Technologies for $46 million, expected to close in Q3 FY26 [14] - Cash flows from operating activities increased by 125% to $31 million compared to Q1 of the previous year [23] Q&A Session Summary Question: Outlook for fiscal first half versus second half - Management indicated that Q2 revenue is expected to be down sequentially, particularly in advanced computing, but anticipates stronger performance in the second half due to pipeline opportunities [30][36] Question: Challenges in memory supply - Management noted that they are navigating supply constraints effectively, which has allowed for a more favorable outlook for memory revenue growth [32][36] Question: Enterprise engagements and diversification efforts - Management highlighted a shift from hyperscaler spending to enterprise deployments, indicating a strong pipeline for future growth [48][49] Question: Inventory levels as a leading indicator - Management stated that while inventory remains elevated, it is being managed effectively, and inventory turns are healthy [52] Question: Customization of ICE platform - Management is working on integrating their ICE platform with best-of-breed open-source software to provide a comprehensive solution for customers [54][55]

Financial Data and Key Metrics Changes - Revenue for Q1 2026 was $343 million, up 2% sequentially and 1% year over year, despite not recognizing any hyperscale hardware revenue [5][17] - Non-GAAP gross margins were 30%, reflecting a favorable mix and execution in the quarter [5][17] - Non-GAAP operating income was $42 million, up 1% year over year, leading to Non-GAAP diluted earnings per share of $0.49, flat year over year [6][20] Business Line Data and Key Metrics Changes - Advanced Computing revenue was $151 million, up 9% compared to the prior quarter but down 15% year over year [9][18] - Integrated Memory revenue was $137 million, up 41% year over year [11][18] - Optimized LED revenue was $55 million, down 18% sequentially [13][18] Market Data and Key Metrics Changes - The company is seeing a shift from hyperscaler deployments to broader enterprise adoption, with early signs of workloads evolving towards inference-oriented use cases [6][10] - Demand signals for the memory portfolio are strong across various sectors, including networking and telecommunications [11] Company Strategy and Development Direction - The company is transitioning from a holding company to an AI solutions provider, focusing on customer diversification and new business development [8][14] - Partnerships with ecosystem partners like NVIDIA and AMD are being strengthened to support customer success in AI deployments [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's position for long-term success, citing a strong balance sheet and growing customer base [15][28] - The outlook for fiscal year 2026 anticipates a solid performance, with expectations for stronger second-half sales driven by AI opportunities [24][25] Other Important Information - The company signed an agreement to sell its remaining 19% stake in Zilia Technologies for $46 million, expected to close in Q3 of fiscal 2026 [14] - Cash flows from operating activities increased by 125% to $31 million compared to Q1 of last year [23] Q&A Session Summary Question: Fiscal first half versus fiscal second half guidance - Management indicated that the second quarter revenue is expected to be down, with advanced computing likely driving the sequential decline [30][33] Question: Challenges or constraints in shipping products - Management noted that they are navigating supply constraints effectively, which has allowed for a more favorable outlook for memory revenue [31][32] Question: Enterprise engagements and diversification efforts - Management highlighted a shift from hyperscalers to broader enterprise applications, with a strong pipeline of opportunities [46][49] Question: Inventory levels as a leading indicator for future shipments - Management stated that inventory levels are healthy and that they are buying to orders rather than forecasts [51][52] Question: Customization of ICE to be compatible with open-source platforms - Management is working on building a software stack that combines their ICE platform with best-of-breed third-party software [54][55] Question: Changes in optical memory and related technologies - Management did not see any immediate changes but acknowledged the validation of market opportunities in enhancing bandwidth performance [58]

技术筑基平台聚能 项目以"技术筑基，平台聚能"为理念，为算力建设、产业协同、成果转化及人才培养提供全方位支撑。其中，长 沙人工智能创新中心已建成200P算力，为全省最大AI公共算力平台；国家自主创新示范区成果展示馆集中呈现长 株潭540余件科创成果。结合国家级知识产权保护中心、创业基地、数据标注基地及"柳枝行动"孵化品牌，共同形 成推动创新的内生动力。 长沙晚报掌上长沙12月26日讯（全媒体记者 刘嘉）世界计算·长沙智谷在湖南湘江新区核心区加速崛起，以其总投 资180亿元、总建筑面积约300万平方米的规模，为长沙全力建设全球研发中心城市赋能添力。 据悉，项目由资产规模达748亿元的湖南麓谷发展集团牵头运营，已集聚人工智能、大数据等前沿领域企业200余 家，并依托200P算力的全省最大AI公共算力平台等八大支撑体系，构建从技术研发到成果转化的全链条生态，推 动先进计算产业集群发展。 产业集聚态势瞩目 园区聚焦算力、算法、算据、计算应用四大核心要素，重点布局人工智能、大数据、区块链、基础软件、5G技 术、工业互联网、信息安全等前沿产业。截至目前，已累计签约企业200余家，吸引了天数智芯、非雀医疗、麦济 生物等众多 ...

会见中，范波代表市委、市政府对国家先进计算产业创新中心给予苏州发展的关心支持表示感谢。 他说，当前，苏州正深入学习贯彻党的二十届四中全会精神和习近平总书记对江苏、苏州工作重要讲话 重要指示精神，认真落实省委部署要求，加快建设"人工智能+"城市。光合组织与苏州合作起步较早、 进展顺利。希望光合组织继续加大在苏州投资布局力度，推动更多企业将创新资源、前沿技术、优质项 目放在苏州。我们将积极营造市场化、法治化、国际化一流营商环境，为企业提供最优服务保障。 历军对苏州给予国家先进计算产业创新中心的支持帮助表示感谢。他说，苏州经济实力雄厚、产业 体系完备、创新资源密集，国家先进计算产业创新中心将持续扩大在苏州的投资布局，推动更多算力行 业产业链上下游企业落户苏州、深耕发展，助力苏州加快建设"人工智能+"城市，携手为科技强国建设 作出更大贡献。 省政府副秘书长桂俊，苏州市副市长毛伟，昆山市主要负责同志参加。 12月17日，苏州市委书记范波会见了来苏出席光合组织2025人工智能创新大会的国家先进计算产业 创新中心主任、曙光信息产业股份有限公司总裁历军一行。 海光产业生态合作组织（简称光合组织）于2021年4月成立，依托国家 ...

Core Insights - AMD and Eviden have been selected to build Alice Recoque, a next-generation supercomputer aimed at enhancing high-performance computing (HPC) and AI capabilities in Europe, marking it as France's first and Europe's second Exascale supercomputer [1][3] Project Overview - The Alice Recoque project has a total cost of €544 million, funded by EuroHPC JU, the Digital Europe Programme, and the Jules Verne Consortium, which includes contributions from France, the Netherlands, and Greece [2] - The supercomputer will be operated by the Grand équipement national de calcul intensif (GENCI) and the Commissariat à l'énergie atomique et aux énergies alternatives (CEA) [1] Technological Features - Alice Recoque will utilize next-generation AMD EPYC™ CPUs and AMD Instinct™ MI430X GPUs, designed for sovereign AI and scientific computing, integrated into Eviden's BullSequana XH3500 platform [6][10] - The system is expected to deliver over one exaflop of HPL performance while achieving up to 50% better energy efficiency per GPU compared to other Exascale systems [8][9] Strategic Importance - The supercomputer aims to address Europe's critical societal, scientific, and industrial challenges through large-scale simulations, data analysis, and AI [4] - It represents a significant step towards European digital sovereignty, sustainability, and scientific excellence, fostering collaboration among various European nations [3][5] Energy Efficiency and Sustainability - Alice Recoque is designed to be energy-efficient, utilizing 25% fewer racks and components than other Exascale systems, aligning with Europe's green computing goals [8][9] - The system incorporates advanced cooling technologies and real-time energy optimization to enhance sustainability [10]

Core Insights - The Alice Recoque supercomputer will enhance Europe's AI and research capabilities while ensuring energy efficiency and technological sovereignty [1][4][21] Funding and Collaboration - The project has an overall cost of 554 million euros over five years, funded by EuroHPC JU and the Digital Europe Programme, with contributions from the Jules Verne consortium [3][20] - Collaboration involves multiple European entities, including France's GENCI, CEA, and partners from the Netherlands and Greece [3][22] Technical Specifications - Alice Recoque will exceed one Exaflop per second, marking a fiftyfold increase in computing capacity compared to the previous system while only increasing electrical power by five times [2][20] - The system will consist of 94 racks and will utilize next-gen AMD EPYC CPUs and AMD Instinct MI430X GPUs, along with European SiPearl Rhea2 processors [6][11][20] Energy Efficiency - The architecture will achieve up to 50% better energy efficiency per GPU compared to existing Exascale systems and is designed to meet Europe's green computing goals [12][20] - The system will utilize warm water for cooling, ensuring 100% of rack components are cooled efficiently [15][20] Applications and Impact - Alice Recoque aims to address significant societal, scientific, and industrial challenges, including climate modeling, healthcare innovation, and advanced materials [4][7][25] - The supercomputer will support the development of next-generation European foundational AI models and enhance data processing capabilities for scientific instruments [7][8][21] Strategic Importance - The project is seen as a cornerstone for reinforcing Europe's technological leadership in high-performance computing and AI [18][24] - It reflects a collective European ambition for digital sovereignty and aims to strengthen the European tech ecosystem [21][22]

Core Insights - The 2025 Internet Yuelu Conference will be held in Changsha from September 14 to 16, with the theme "AI Leading, Imagining Xiangjiang" [3] - The conference reflects the growth of Hunan's digital economy, evolving from a closed-door discussion to a strategic industry leader [3][4] - The event has grown significantly over the years, with participation increasing from 12 entrepreneurs to over 30,000 attendees [4] Industry Development - The conference will take place at the World Computing Changsha Smart Valley, a key industrial park with a total investment of 18 billion and over 3 million square meters of construction area [6] - This park focuses on advanced computing, including AI, big data, blockchain, and 5G technology, aiming to build a self-controlled advanced computing industry cluster [6][8] - The park has already incubated over 30 benchmark solutions in industrial quality inspection and autonomous driving [8] Policy Impact - Hunan's policies have evolved from merely inviting businesses to actively creating future industries, marking a shift from "attracting investment" to "inviting intelligence" [9] - The introduction of supportive policies in 2014 positioned mobile internet as a strategic emerging industry, coinciding with the 20th anniversary of China's full access to the international internet [8][9] - The region's focus on advanced computing as a key industry reflects a proactive approach to shaping future economic landscapes [9] Technological Advancements - The National Supercomputing Center in Changsha operates the "Tianhe" supercomputer, capable of 20 quintillion calculations per second, showcasing Hunan's capabilities in advanced computing [14] - Local companies are integrating core components into powerful computing devices, supporting a wide range of applications [15] - The establishment of research institutes and innovation platforms in collaboration with universities is driving advancements in advanced computing and digital transformation [15][17] Collaborative Ecosystem - The interconnectedness of various industries in Hunan demonstrates a robust ecosystem where technological breakthroughs in one company can trigger collaborative responses across the sector [17] - Major companies in engineering machinery are incorporating sensors and IoT modules, enhancing their products with intelligent capabilities [17] - The region's advanced computing ecosystem is characterized by resilience and vitality, resembling a rich and diverse rainforest rather than isolated entities [17]

Core Insights - The first quarter of 2025 has presented significant challenges for technology investors, with the S&P 500 facing struggles due to trade tensions and economic policy shifts, leading to dramatic market valuation compressions for innovative companies [1] - Current market conditions have created a rare buying opportunity across various emerging technology subsectors, with transformative companies trading at steep discounts to their potential future values [2] - For investors looking beyond current volatility, three diverse technology disruptors present compelling opportunities for portfolio positioning in the upcoming technological revolution [3] Company Insights Applied Digital - Applied Digital is at the forefront of a critical shift in artificial intelligence (AI) with a focus on power-efficient data infrastructure, despite an 8% year-to-date decline [4] - Morgan Stanley projects a potential 36GW power shortfall for U.S. data centers by 2028, positioning Applied Digital to capitalize on this emerging challenge [4] - The company has secured strategic investments from Nvidia and a $5 billion financing facility from Macquarie Asset Management, although it carries a substantial debt load of $479.6 million and ongoing net losses despite robust revenue growth [5] - The investment narrative for Applied Digital centers on infrastructure emerging as a strategic asset, potentially rivaling AI software in driving the next phase of computing innovation [6] Joby Aviation - Joby Aviation is emerging as a leader in electric urban air mobility, with its stock down 23% year to date, reflecting broader market struggles and industry volatility [8] - The company's air taxis can carry a pilot and four passengers at speeds up to 200 mph, significantly reducing travel times, and it is expanding its market presence through alliances with Virgin Atlantic and Delta Air Lines [9] - Joby plans to carry its first commercial passengers by late 2025 or early 2026, backed by over $933 million in cash reserves and a $500 million commitment from Toyota [10] - Success for Joby hinges on navigating complex FAA certification processes and establishing new regulatory frameworks for urban air mobility operations, which could impact commercialization timelines and costs [11] Poet Technologies - Poet Technologies has seen a 35% decline in shares year to date, presenting a compelling entry point for investors focused on optical infrastructure for AI networks [12] - The company's Optical Interposer platform integrates electronic and photonic components onto single chips, producing high-speed optical engines essential for next-generation data centers [12] - With AI development accelerating, TrendForce projects optical transceiver demand to grow at a 56.5% annual rate, positioning Poet to capitalize on this expansion through partnerships with industry leaders [13] - The company has strengthened its financial position with over $110 million in recent funding and is expanding manufacturing capabilities in Malaysia to meet anticipated demand [13] - Poet's future success depends on flawless manufacturing execution and widespread adoption among hyperscale data centers expanding their AI infrastructure [14]