$GPUSJul 8, 2026, 10:30 AMAI processed
GPUS reaffirms 2026 revenue guidance $180–$200M; Q3 call to discuss Ault Capital divestiture, MSA could add $1.2B–$3.0B
AI Summary
Hyperscale Data (GPUS) reaffirmed fiscal 2026 revenue guidance of $180–$200M and said a recently announced master services agreement (initially ~20 MW, with options up to +32 MW) could produce in excess of $1.2B over the maximum term and up to $3.0B if expansion options are exercised. The company will host a stockholder conference call in Q3 to outline the planned divestiture of Ault Capital Group (expected Q2 2027), the exchange mechanics for Series F preferred shares, financing plans and the long‐term growth strategy for each standalone business.
Positives
- Reaffirmed FY2026 revenue guidance of $180M–$200M
- Signed an MSA that could generate >$1.2B over its maximum term and up to >$3.0B if additional capacity options are exercised
- Announced a Q3 stockholder call to provide details and timing on the planned divestiture of Ault Capital Group
Negatives
- MSA revenue projections are conditional on customer exercising capacity options and term extensions
- Divestiture is expected but not completed (targeted for Q2 2027), leaving execution and timing risk
- Conference call date/time and full transaction details have not yet been provided