Alpha Compute

Powering the century with confidential compute, AI-native applications and data ownership infrastructure.

Infrastructure without apology. Nasdaq: $ALP

[Alpha Compute @AlphaCompute]

Alpha Compute has closed its majority acquisition of @GAMEEToken. Alpha Games is born – led by GAMEE founder Bozena Rezab, EVP (@anestetica).

￭ 120M registered users
￭ 61M on Telegram
￭ Q1 2026 revenue +56% YoY ￭ 60% controlling interest from @animocabrands

Nasdaq: $ALP
Where Compute Meets Culture.

[Alpha Compute @AlphaCompute]

Congratulations! The vera rubins are LIVE!🙌

[NVIDIA @nvidia]

Thanks for the warm-up, @MichaelDell. 💚

We can't wait for you to see what we have planned for tomorrow.

[NVIDIA @nvidia]

Thanks for the warm-up, @MichaelDell. 💚

We can't wait for you to see what we have planned for tomorrow.

[Alpha Compute @AlphaCompute]

@ysiu @ARC8App @GAMEEToken We are honored to be partners with @animocabrands on scaling @GAMEEToken @ARC8App and beyond! The future of AI and on-chain gaming is bright.

[Yat Siu @ysiu]

.@AlphaCompute NASDAQ:ALP complete the majority acquisition of @ARC8App and a whole lot of @GAMEEToken $GAMEE delivering 56% CAGR to $ALP and purchasing $2 million of $GMEE tokens within 90 days of closing. Full details in the below announcement. https://t.co/Ol9Hlx6s7x

[Animoca Brands @animocabrands]

Where compute meets culture 🤝

Congratulations to our subsidiary GAMEE for this great milestone!

Incredible to see @AlphaCompute (NASDAQ: ALP) complete its majority acquisition of @ARC8App.

This also establishes Alpha Games, Alpha Compute’s new AI gaming division, to be led by GAMEE’s founder @anestetica, as executive vice president.

[GAMEE @GAMEEToken]

📣 BREAKING!

Alpha Compute (Nasdaq: ALP) has completed its acquisition of a 60% controlling stake in GAMEE.

This marks the beginning of an exciting new chapter, bringing together GAMEE’s gaming platform, $GMEE token and community with @AlphaCompute’s AI infrastructure to unlock new possibilities for AI-powered gaming experiences and digital ownership.

Read the official announcement 👇
https://t.co/yCqBTBTUQ5

[Alpha Compute @AlphaCompute]

Excited for what’s ahead with @GAMEEToken.

Bozena Rezab is the kind of CEO we want to build with: clear vision, serious execution, and a real understanding of where gaming and AI are going.

[GAMEE @GAMEEToken]

GAMEE on stage at #Forbes! 🔥

GAMEE Co-Founder Bozena Rezab (@anestetica) spoke yesterday at a Forbes event about the GAMEE journey – from becoming one of Telegram’s biggest gaming platforms, to building across continents as a European company working closely with partners in Hong Kong and the United States.

The discussion also touched on growth, collaboration, and what comes next for GAMEE.

Great opportunity to share the GAMEE story. More to come! 🚀

[Alpha Compute @AlphaCompute]

Alpha Compute has signed a definitive two-year agreement with a leading AI laboratory for ALPHA-01 — the Company’s first enterprise-scale NVIDIA B200 compute fleet.

Total contract value: $32.2M
￭ 504 NVIDIA B200 GPUs
￭ Canadian data center
￭ 100% hydro-powered
￭ $16.1M in annual recurring revenue
￭ $7.5M upfront payment

This marks Alpha Compute’s first enterprise-scale customer agreement — and validates demand for sovereign, high-performance AI infrastructure.

“We are building the backbone of the AI economy.”
— Brittany Kaiser, CEO, Alpha Compute (Nasdaq: ALP)

Sovereign Intelligence by Design.

[Digital Finance Forum @DigitalFinForum]

We are pleased to announce @AlphaCompute as a Gold Sponsor at the Bermuda Digital Finance Forum 2026!

Learn more and register:
https://t.co/VKse5l6Ia4

Alpha Compute builds and operates businesses at the intersection of confidential computing, artificial intelligence, and digital assets. As AI reshapes how data is created, stored, and processed, demand for privacy-preserving computation has become structural. Blockchain-native architectures protect sensitive information through design, not just policy. AlphaCompute's portfolio is positioned at this threshold, providing the technical foundation for next-generation privacy infrastructure. The company manages strategic treasury positions in digital assets, supporting blockchain and decentralized AI ecosystems that deliver privacy protections to users. AlphaCompute provides AI Confidential Compute through decentralized infrastructure, supporting partners including Telegram, Animoca Brands, Midnight Blockchain, and more.

We’re excited to have AlphaCompute join this year’s forum as a sponsor!

[Anthony Pompliano 🌪 @APompliano]

Anthropic CEO just told the world there is insatiable demand for data centers and AI compute.

This bull market is only starting.

[Milk Road AI @MilkRoadAI]

The CEO of the world's largest asset manager just said something that should reframe how every investor thinks about the AI trade.

Larry Fink, managing $11.5 trillion at BlackRock, stood at the Milken Institute Global Conference and said four words that matter, "We just don't have enough compute."

"The United States is short power. We're short compute. We're short chips. And there's going to be shortages in all three and memory, four things. I actually believe a new asset class will be buying futures of compute."

Think about what that means.

Fink is predicting that compute becomes a tradable commodity like oil, like grain, like natural gas where investors buy forward contracts on future capacity because the shortage is so structural and so predictable that a derivatives market will emerge to price it.

That is not a minor observation from a finance executive but rather the chairman of the most powerful capital allocator on the planet telling you that compute scarcity is a multi-year, investable megatrend.

The data backs him up completely.

Data centers will consume 70% of all memory chips produced globally in 2026.

Advanced HBM production from Samsung, SK Hynix, and Micron is sold out through 2026 and into 2027 and a single AI server consumes 10-20x more memory than a conventional workload server.

DRAM supply growth is running at just 16% annually while AI infrastructure demand is growing at 80%+.

The chip crunch, the power crunch, and the compute crunch are not temporary dislocations, they are structural, and they will get worse before they get better.

Fink also said something the bears keep getting wrong: "There is not an AI bubble. There is the opposite. We have supply shortages. Demand is growing much faster than anyone has ever anticipated."

This is why the Milk Road Pro portfolio is built the way it is, long the companies producing and supplying the constrained resources: chips, memory, compute infrastructure, and power.

Check out Milk Road Pro, link below to access our full thesis and plays.

[Andrew Curran @AndrewCurran_]

BlackRock CEO Larry Fink predicts a compute futures market.

[Digital Finance Forum @DigitalFinForum]

We are pleased to announce Brittany Kaiser, CEO at
@AlphaCompute, as a speaker at the Bermuda Digital Finance Forum 2026!

Learn more and register:
https://t.co/gUC7tuxTc0

[Alpha Compute @AlphaCompute]

The first large-scale confidential AI compute cluster we've built is days from going live.

■ ALPHA-01 — 504 NVIDIA B200 GPUs in Canada, 100% hydro-powered, running inside Intel TDX trusted execution environments. Machines are installed. Final testing underway. Customers online May 8.

Three more clusters follow this year:
￭ ALPHA-02 — 576 NVIDIA B300s at Equinix AtNorth, Sweden. June.
￭ ALPHA-03 — Canadian expansion to 1,000+ B200s. August.
￭ ALPHA-04 — Sweden expansion to 1,000+ B300s. September.

Projected annual revenue at full deployment: $72M.

"The May 8 handover marks a pivotal milestone — the moment our infrastructure business moves from pipeline to production. Our machines are in final testing, and customers will be coming online shortly. We've been building secure infrastructure for frontier AI workloads, and that infrastructure is now reaching enterprise-scale deployments." — Brittany Kaiser, CEO, Alpha Compute (Nasdaq: ALP)

Sovereign Intelligence by Design.

[Alpha Compute @AlphaCompute]

Global AI spending crosses $2.5T in 2026. The market reaches $3.5T by 2033.

The workloads that matter most cannot run on infrastructure they do not control.

Alpha Compute is where they can.

Read the full announcement: https://t.co/vODmyhtlJ0

[Alpha Compute @AlphaCompute]

We are Alpha Compute (Nasdaq: $ALP).

Confidential AI compute on hardware-enforced TEEs.

Guaranteed by architecture.

Sovereign intelligence by design.

https://t.co/vODmyhtlJ0

[Alpha Compute @AlphaCompute]

Already powering Telegram's Cocoon AI.

Alongside Animoca Brands, Midnight Network, and others building on privacy-native infrastructure.