AlphaTON Capital Corp (NASDAQ: ATON), the world’s largest public technology company scaling the Telegram super app with AI infrastructure and Telegram applications for its addressable market of 1 billion monthly active users, today announces the signing and closing of a $30 million strategic AI compute infrastructure lease, adding 504 NVIDIA B200 chips to its deployment capacity in Canada. This additional GPU deployment, delivered to the data center this week, increases AlphaTON’s AI revenue, achieving a 1.7x return multiple and 40% IRR.
Immediate deployment provides:
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Immediate income stream: This deployment is expected to generate a minimum of $1.2 million in monthly revenue starting March 2026 with hourly rental of B200 to AI developers, enterprises and the Telegram ecosystem.
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Average income per chip B200 =
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504 (NVIDIA B200 chips) x $4 per chip x 24 hours x 30 days per month = $1.45 million estimated revenue per month
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Based on current estimates, AlphaTON B200 and B300 chips will be fully online by April 2026, representing an estimated total revenue of 1,080 chips per month = $3.11 million.
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Growing Market Demand: More than 1 billion users of Telegram, one of the largest super apps in the world and approximately $7.2 trillion in AI computing technology required by 2030 across all AI infrastructure.
Explosive growth in demand for privacy-centric AI
Recent market dynamics have transformed AI infrastructure from a speculative sector into a systemic economic necessity. Big Tech spent more than $400 billion on AI infrastructure in 2025 and is expected to spend more than $600 billion in cumulative AI capital spending in 2026. The U.S. government considers this a national priority, taking a 10% stake in Intel to ensure domestic semiconductor supremacy and send a clear message that AI infrastructure has become critical national infrastructure.
“Many AI workloads cannot be run on Big Tech infrastructure due to privacy, sovereignty and data protection constraints. » commented Brittany Kaiser, CEO of AlphaTON Capital.
Recently, a parallel trend has emerged, including the demand for sovereign and privacy-preserving AI infrastructure. Regulatory developments in the European Union, strict data localization requirements in key markets, and growing business awareness of data security risks are creating unprecedented demand for alternatives to big tech infrastructure. North America is uniquely positioned to become a global leader in this area, combining democratic governance, strong privacy protections, abundant clean energy, and stable regulatory frameworks that support innovation without sacrificing users’ data rights.
Recent milestones for the Confidential AI Compute division:
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February 2026: This week’s deployment of 504 NVIDIA B200 GPUs marks AlphaTON Capital’s third major deployment in less than three months.
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January 2026: The company also signed a $46 million deal to acquire a half-cluster of 576 NVIDIA B300 GPUs scheduled for delivery in March 2026, supported by a five-year colocation agreement with atNorth AB in Sweden.
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November 2025: The company deployed its first pilot fleet of B200s on Telegram’s Cocoon AI network, generating revenue in December last year. AlphaTON’s Cocoon AI network deployment has seen 340% monthly growth in inference requests since its launch in November 2025, with high availability reflecting users’ willingness to pay for a truly private computing network.
The pace of deployment of these three major GPU implementations, with the third planned for March 2026, demonstrates AlphaTON Capital’s operational capacity to secure and deploy rare AI infrastructure at scale.
Capital-efficient AI infrastructure
The latest deployment of AlphaTON, a half-cluster of 504 NVIDIA B200 chips in Canada, represents a strategic shift toward capital-efficient growth through operating lease structures while positioning Canada as a global leader in permissionless confidential computing and privacy-centric AI infrastructure. This partnership allows AlphaTON Capital to rapidly scale its confidential computing capacity while preserving the flexibility of its balance sheet. and remaining focused on closing critical market gaps.
The 504 B200 GPUs will be housed in a sustainable, energy-efficient data center in Canada, developed over years of HPC infrastructure deployment. Canada offers exceptional advantages for AI infrastructure: abundant clean hydroelectric power, competitive energy costs, a stable regulatory environment favorable to digital innovation, and a climate naturally suited to data center cooling, thereby reducing operational costs while maintaining environmental sustainability.
About AlphaTON Capital Corp. (Nasdaq: ATON)
AlphaTON Capital Corp (NASDAQ: ATON) is the world’s first public technology company developing the Telegram super-app, with an addressable market of 1 billion monthly active users. The company offers a comprehensive hyperscaler strategy across the Telegram ecosystem through a combination of software products, data middleware and AI training assets, as well as AI infrastructure hardware clusters deploying confidential AI for the Telegram ecosystem.
Through its operations, AlphaTON Capital provides public market investors with institutional-grade exposure to the Telegram ecosystem and its billion-user platform while maintaining the governance standards and reporting transparency of a Nasdaq-listed company. Led by Chief Executive Officer Brittany Kaiser, Executive Chairman and Chief Investment Officer Enzo Villani, and Chief Business Development Officer Yury Mitin, the Company’s activities span network validation and staking operations, Telegram-based application development, and strategic investments in TON-based decentralized financial protocols, gaming platforms, and commercial applications.
AlphaTON Capital, through its legacy businesses, is also advancing first-in-class therapies targeting known checkpoint resistance pathways to achieve durable therapeutic responses and improve patient quality of life. AlphaTON Capital actively engages in the drug development process and provides strategic advice to guide the development of new immunotherapy assets and combinations of assets.
AlphaTON Capital Corp is a company incorporated in the British Virgin Islands and traded on Nasdaq under the symbol “ATON”.
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Forward-looking statements
All statements contained in this press release, other than statements of historical fact, including, without limitation, statements regarding the Company’s business strategy, management’s plans and objectives for future operations and statements preceded, followed by or otherwise including the words “believe”, “expects”, “anticipates”, “intends”, “estimates”, “will”, “may”, “plans”, “potential”, “continue”, or similar expressions or variations of these expressions are forward-looking statements. Forward-looking statements include statements regarding, among other things, the Company’s projections regarding the deployment of its AI infrastructure expansion; the Company’s expectations that its partnerships will create additional revenue streams and vertically integrate into the Company’s Confidential Compute AI infrastructure; the Company’s belief that the assets it constructs will generate significant value over the long term; and other statements that are not historical facts. Accordingly, forward-looking statements are subject to certain risks and uncertainties, including, but not limited to: the timing, progress and results of the Company’s strategic initiatives, the Company’s dependence on third parties, the risk that the Company may not obtain additional financing or TON, the uncertainty of the Company’s investment in TON, uncertainty around the Company’s historical operations, the Company’s operating strategy, the Company’s management team, risks related to the Telegram platform and ecosystem, the potential impact of markets and other general economic conditions and other factors set forth in “Item 3 – Key Information – Risk Factors” of the Company’s Annual Report on Form 20-F for the fiscal year ended March 31, 2025 and included in the Company’s Form 6-K filed with the Securities and Exchange Commission on September 3, 2025 and January 13, 2026. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, undue reliance should not be placed thereon as actual results may differ materially from these forward-looking statements. The forward-looking statements contained in this press release are made as of the date hereof and the Company undertakes no obligation to publicly update or revise any forward-looking statements or information, except as required by law.
Investor relations:
AlphaTON Capital Corp.
(email protected)
(203) 682-8200
Media inquiries:
Richard Laermer
RP RLM
(email protected)
(212) 741-5106 ext. 216
