AlphaTON Capital Corp. reported the signing and closing of a strategic $30 million AI compute infrastructure lease agreement, adding 504 NVIDIA B200 chips to its deployment capacity in Canada. This additional deployment of GPUs, being delivered to the data center this week, scales AlphaTON's AI revenue, achieving a 1.7x return multiple and 40% IRR.
The immediate deployment provides: Immediate Revenue Stream: This deployment is expected to deliver a minimum of $1.2m in revenue monthly starting in March 2026 with hourly rental of B200s to AI developers, enterprises and the Telegram ecosystem. Average Revenue per B200 chip = $4 to $6 per hour for AI deployment and/or 4.41 TON per hour for Cocoon AI deployment; 504 (NVIDIA B200 chips) x $4per chip x 24 hours x 30 days per month = $1.45m estimated revenue per month; Based on current estimates, AlphaTON B200 and B300 chips will be fully online by April 2026, therefore 81080 total chips estimated revenue per month = $3.11m. Growing Market Demand: More than 1 billion Telegram users, one of the largest super apps on Earth and an estimated $7.2 trillion in AI compute technology required by 2030 across all AI infrastructure.
Recent market dynamics have transformed AI infrastructure from a speculative sector into a systemic economic necessity. Big Tech spent over $400 billion on AI infrastructure in 2025 and is projected to spend over $600 billion in cumulative AI capital expenditures in 2026. The U.S. government views this as a national priority, taking a 10% stake in Intel to ensure domestic semiconductor supremacy and to send a clear message: AI infrastructure has become critical national infrastructure.
Recently, a parallel trend including the demand for sovereign, privacy-preserving AI infrastructure has emerged. Regulatory developments in the European Union, stringent data localization requirements in key markets, and growing enterprise 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 space combining Digital governance, strong privacy protections, abundant clean energy, and stable regulatory frameworks that support innovation without sacrificing user's data rights.
Recent Milestones for Confidential AI Compute Division: February 2026: This week's deployment of 504 NVIDIA B200 GPUs marks AlphaTON Capital's third major deployment in under three months; January 2026: The company has also signed a $46 million agreement to acquire a 576 NVIDIA B300 GPU half-cluster scheduled for delivery in March 2026, supported by a five-year colocation agreement with atNorth AB in Sweden; November 2025: The company deployed its first pilot fleet of B200s to Telegram's Cocoon AI network, generating revenue by December of last year. AlphaTON's Cocoon AI network deployment has experienced 340% month-over-month growth in inference requests since launch in November 2025, with high uptime reflecting users' willingness to pay for a truly confidential computing network. The pace of deployment of these three major GPU implementations, with the third scheduled for March 2026, demonstrates AlphaTON Capital's operational capacity to secure and deploy scarce AI infrastructure at scale.
AlphaTON's newest deployment, a 504 B200 chip half-cluster in Canada, represents a strategic shift toward capital-efficient growth through operational leasing structures while positioning Canada as a global leader in missionless confidential computing and privacy-centric AI infrastructure. This partnership enables AlphaTON Capital to rapidly scale its confidential compute capacity while preserving balance sheet flexibility. and maintaining its focus on addressing the critical market gap.
The 504 B200 GPUs will be hosted in an energy-efficient, sustainable data center in Canada developed through years of HPC infrastructure deployment. Canada offers exceptional advantages for AI infrastructure: abundant clean hydroelectric power, competitive energy costs, a stable regulatory environment supportive of digital innovation, and innovation, and the regulatory environment supportive of digital innovation.
