Core Insights - Movano Inc. shares are experiencing a significant increase in premarket trading, attributed to a long-term GPU lease agreement announced by Corvex, Inc. with a high-performance battery technology provider [1][8] Group 1: Corvex's GPU Lease Agreement - Corvex has secured a dedicated cluster of NVIDIA H200 GPUs to support the customer's AI development and research initiatives, including proprietary algorithms [2] - The customer chose Corvex for its superior value, confidential AI enablement, and hyperscaler-class operations compared to other AI cloud infrastructure providers [3] - Corvex's GPU cluster architecture maximizes compute density while maintaining elasticity, allowing flexibility for peak demand periods [3] Group 2: Security and Management Solutions - Corvex enables the customer to extend AI offerings into secure environments through a managed on-premise solution [4] - The company provides a fully managed Kubernetes service that avoids hyperscaler costs and lock-in [4] - Corvex's solution automates resource scheduling to enhance GPU utilization, reduce idle capacity, and lower infrastructure costs while allowing scalability for peak demands [5] Group 3: Cost Efficiency and Market Position - The deployment offers a hyperscaler-grade GPU management experience at a lower cost, allowing the customer's engineering team to focus on AI model development rather than infrastructure management [6] - Corvex's offering includes leading cost-per-compute for continuous workloads and a custom-designed on-premise GPU solution, facilitating expansion into security-conscious environments [7] - The architecture supports security features to protect sensitive data while aligning with governance and compliance standards [8] Group 4: Market Reaction - Movano shares rose by 167.10% to $18.51 during premarket trading following the announcement [8]

Core Insights - Corvex, an AI cloud computing company, has entered a long-term GPU lease agreement with a provider of high-performance battery technologies, focusing on GPU-accelerated infrastructure for AI workloads [1][8] Group 1: Deployment and Technology - The deployment involves a dedicated cluster of NVIDIA H200 GPUs, which will support the customer's core AI development and proprietary algorithms [2] - Corvex's architecture maximizes compute density while maintaining elasticity, allowing flexibility for burst capacity during peak demand periods [3] - The company is enabling the customer to extend its AI offerings into secure environments through a managed on-premise solution with hardware-enforced encryption and compliance features [4] Group 2: Cost Efficiency and Management - Corvex provides a fully managed Kubernetes service designed to simplify orchestration and reduce operational burdens, maximizing GPU utilization and lowering infrastructure costs [5] - The deployment reflects a growing demand for secure, cost-effective GPU infrastructure among AI model builders and enterprises [6] Group 3: Company Overview - Corvex specializes in GPU-accelerated infrastructure for AI workloads, offering secure, scalable, and cost-efficient computational resources [7]

Core Insights - AlphaTON Capital Corp has successfully deployed its first NVIDIA H200 GPUs on Telegram's Cocoon AI Network, marking a significant milestone in decentralized AI computing infrastructure [1][4] - The company is launching the OwnYourNode initiative in partnership with Atlantian Cybernetics Development Cluster (AC|DC), aimed at democratizing access to AI infrastructure ownership [3][5] - The initiative allows individuals and institutions to purchase fractionalized GPUs, whole GPUs, and mini clusters, enabling broader participation in the AI ecosystem [5][6] Deployment and Technology - The H200 GPUs represent advanced AI computing technology from TSMC, Intel, Nvidia, and SuperMicro, providing superior performance for complex machine learning workloads [4] - The deployment adds critical computing capacity to Telegram's decentralized AI infrastructure, supporting its mission to deliver secure AI services to over one billion users [4][9] OwnYourNode Initiative - The OwnYourNode program offers flexible ownership options, including fractionalized GPU ownership for entry-level participants, whole GPU ownership for complete control, and mini cluster solutions for institutions [5][6] - All node owners will benefit from the revenue generated by their computing resources, aligning economic incentives with network growth [6] Strategic Partnership - The partnership with AC|DC is described as a pivotal moment in redefining digital infrastructure, allowing broader participation and collective benefit in the intelligence economy [7][8] - The initiative aims to transform compute from a utility into a shared civic asset, promoting a future where AI benefits are co-created by the communities they serve [9] Company Overview - AlphaTON Capital Corp is a leading technology public company scaling the Telegram super app, with an addressable market of 1 billion monthly active users [10] - The company employs a comprehensive M&A and treasury strategy to generate sustainable returns for shareholders while maintaining governance standards and reporting transparency as a Nasdaq-listed entity [10]

Financial Data and Key Metrics Changes - The company concluded Q3 2025 with $182,000 in cash and cash equivalents, down from $612,000 as of December 31, 2024 [13] - The net loss for Q3 2025 was $77.7 million, compared to a loss of $3.1 million in Q3 2024, primarily due to a $74.4 million loss on remeasurement of a derivative liability [13] - Revenue for Q3 2025 was $3.6 million, largely unchanged from $3.9 million in the same period in 2024 [14] - General and administrative expenses increased to $2.6 million in Q3 2025 from $1.5 million in Q3 2024 [15] Business Line Data and Key Metrics Changes - The company launched a digital asset treasury strategy focused on Aethir's ATH token, representing a new business line aimed at generating revenue through AI infrastructure [3][4] - The investment in ATH tokens is expected to create a new revenue stream by converting tokens into GPU compute capacity [6][7] Market Data and Key Metrics Changes - AI infrastructure spending is projected to reach $2.8 trillion globally by 2029, indicating a significant growth opportunity for the company [7][26] - The demand for AI compute power is outpacing supply by more than 10 times, highlighting a critical market need [26][27] Company Strategy and Development Direction - The company aims to leverage its strategic compute reserve to democratize access to AI infrastructure while generating revenue [7][39] - The digital asset strategy includes passive staking, active staking, GPU leasing, and token rotation to diversify revenue sources [18][20] - The company plans to utilize ATH tokens to rent GPUs and provide AI infrastructure to enterprises, creating a virtuous cycle of revenue generation [30][39] Management's Comments on Operating Environment and Future Outlook - Management emphasized the importance of building a strategic compute reserve to address the growing demand for AI infrastructure [27][39] - The company is optimistic about its partnership with Aethir and the potential for significant revenue growth in the AI infrastructure market [40] Other Important Information - The company holds approximately 5.7 billion ATH tokens with a market value of approximately $145.9 million as of November 10, 2025 [17] - The strategic compute reserve is expected to allow the company to onboard NVIDIA's latest GPUs to meet enterprise demand [39] Q&A Session Summary Question: What is the company's strategy regarding the ATH tokens? - The company plans to actively manage ATH tokens through staking, leasing, and token rotation to maximize returns and generate cash flow [18][20] Question: How does the company plan to address the supply-demand imbalance in AI infrastructure? - The company aims to stimulate supply by monetizing ATH holdings and providing GPU access to enterprises, addressing the critical shortage in AI infrastructure [27][30]

Core Viewpoint - CoreWeave is the first AI cloud provider to deploy NVIDIA's latest GB300 NVL72 systems, aiming for significant global scaling of these deployments [1][5] Performance Enhancements - The NVIDIA GB300 NVL72 offers a 10x boost in user responsiveness, a 5x improvement in throughput per watt compared to the previous NVIDIA Hopper architecture, and a 50x increase in output for reasoning model inference [2] Technological Collaboration - CoreWeave collaborated with Dell, Switch, and Vertiv to establish the initial deployment of the NVIDIA GB300 NVL72 systems, enhancing speed and efficiency for AI cloud services [3] Software Integration - The GB300 NVL72 deployment is integrated with CoreWeave's cloud-native software stack, including CoreWeave Kubernetes Service (CKS) and Slurm on Kubernetes (SUNK), along with hardware-level data integration through Weights & Biases' platform [4] Market Leadership - CoreWeave continues to lead in providing first-to-market access to advanced AI infrastructure, expanding its offerings with the new NVIDIA GB300 systems alongside its existing fleet [5] Benchmark Achievement - In June 2025, CoreWeave achieved a record in the MLPerf® Training v5.0 benchmark using nearly 2,500 NVIDIA GB200 Grace Blackwell Superchips, completing a complex model in just 27.3 minutes [6] Company Background - CoreWeave, recognized as one of the TIME100 most influential companies and featured in Forbes Cloud 100 ranking in 2024, has been operating data centers across the US and Europe since 2017 [7]