@billgrass1 It will tale time they can randomly throw everything and yeah plan is there it will be taking time not expecting anything so bumps and ups sooon
Introducing Forum Edge AI, a JV with Edge Node AI, an approved Nvidia partner, to deploy AI inference compute at already-powered U.S. data sites and mobile towers. Forum 2027 revenue guidance of $125 million-$175 million
β Joint Venture: Forum owns 51% of the joint venture and is the sole manager
β 2027 Revenue $125 million-$175 million guidance reflects only the initial deployment phase which runs through mid-2027; cash flow positive expected in early 2027
β No equity issued to stand up initial deployment nor required to achieve 2027 revenue guidance. Compute capex is funded through customer deposits and matched-term equipment financing; each site held in its own SPV with no cross-collateralization
β ~11 MW of compute capacity from initial deployment being fully allocated to long-term off-take partners
β Initial deployment sites already have power, permits and structures in place: 1) Dallas: 2 MW energized today, stepping up through early 2027; 2) High Point, N.C.: 6-building campus with 9 MW of live utility power; 3) First mobile tower site in Texas, under agreements with SBA Communications and Tillman
β The JV is the result of the strategic review by the special committee of Forum's board. Given the scale and tenor of the venture, the committee has suspended further exploration of alternatives at this time