AGMH Announces Strategic Upgrade: Access to Global Top-Tier Storage Chip Supply Chain and Accelerates R&D of AI All-Flash Storage Server Systems
Rhea-AI Summary
AGMH (NASDAQ: AGMH) launched a strategic procurement initiative on Feb 5, 2026 to secure enterprise-grade NAND flash and controller chips from global tier-one suppliers to support its proprietary all-flash storage server systems for AI workloads. Focus: supply-chain resilience, NVMe-based high-density designs, energy-efficient AI storage, and accelerated R&D toward storage-compute convergence.
The program targets deep hardware optimization, intelligent tiering, and reduced total cost of ownership for hyperscale and edge AI deployments.
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Market Reality Check
Peers on Argus
AGMH gained 2.5% while close peers were mixed: SCKT 0.45%, KTCC 2.1%, BTCT -0.81%, EBON -5.19%, TACT 0.28%. Momentum scanner only flagged OSS at -4.02%, suggesting stock-specific factors.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 03 | AI financing update | Positive | -4.8% | Strategic financings for AI chip and server R&D and supply chain build-out. |
| Jan 20 | AI innovation push | Positive | -3.4% | Launch of AI-focused all-flash clustered storage server and related optimizations. |
Recent AI-focused announcements have been followed by negative price reactions despite growth-oriented positioning.
Over the past month, AGMH has issued multiple AI-related updates. On Jan 20 and Feb 3, AI infrastructure and supply-chain financings led to moves of -3.37% and -4.76%. These focused on ASIC design, all-flash storage servers, and global AI supply chains. Today’s AI storage chip procurement and R&D acceleration continue this pivot toward vertically integrated AI infrastructure, building on the same themes of custom hardware, supply resilience, and data-center efficiency.
Historical Comparison
In recent AI-tagged releases, AGMH saw average moves of -4.06% despite growth messaging. Today’s AI storage supply-chain and R&D upgrade extends that same infrastructure narrative.
AI-tagged news shows a progression from launching the ValleyVerse Kraken all-flash server to securing AI-focused financing and now upgrading access to top-tier storage chips, deepening the AI infrastructure stack.
Regulatory & Risk Context
An effective Form F-3 shelf dated 2026-01-21 allows AGMH to offer up to US$60,000,000 of securities from time to time, with no usage reported yet. This provides flexibility to raise capital that could intersect with its AI infrastructure expansion plans.
Market Pulse Summary
This announcement highlights AGMH’s push into AI-native storage infrastructure by securing access to enterprise-grade NAND Flash and developing all-flash servers optimized for AI workloads. It builds on earlier AI news about custom ASICs and clustered storage platforms, while the stock remained far below its 44.995 52-week high and 3.25 200-day MA at a price of 1.64. Investors may watch how this strategy interacts with the existing US$60,000,000 F-3 shelf and recent financing arrangements.
Key Terms
nand flash technical
solid-state drives technical
nvme technical
AI-generated analysis. Not financial advice.
NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- AGM Group Holdings Inc. (NASDAQ: AGMH, “AGMH” or the “Company”), a technology company focus on high-performance computing and frontier innovation, today launched a large-scale strategic procurement initiative targeting leading global semiconductor suppliers. This program focus on securing high-performance enterprise-grade NAND Flash memory and associated controller chips, which will exclusively support AGMH’s independently developed all-flash storage server systems designed specifically for AI workloads. This move marks a critical milestone in the Company's efforts to build a robust, high-efficiency AI infrastructure ecosystem.
Addressing AI Compute Bottlenecks: From "Compute-Centric" to "Storage-Compute Co-Design"
As generative AI (AIGC) and large language models (LLMs) continue to scale exponentially in parameter size, data center storage subsystems are now facing unprecedented demands in throughput and latency. Traditional hard disk drives (HDDs), and even general-purpose solid-state drives (SSDs), can no longer keep pace with the extreme performance of modern GPU clusters. Thus, storage has become a key bottleneck limiting AI training efficiency.
To address this industry-wide challenge, AGMH’s strategic procurement initiative aims to holistically resolve compute-storage decoupling by establishing direct access to premium semiconductor resources, include:
- Strengthening Supply Chain Resilience and Security: By procuring directly from tier-one wafer and chip manufacturers, AGMH mitigates risks related to geopolitical tensions and market volatility, ensuring long-term stability for its AI infrastructure business.
- Enabling Deep Hardware Optimization: Leveraging top-tier flash components alongside AGMH’s proprietary firmware algorithms and hardware architecture, the Company is developing storage solutions finely tuned for high-concurrency, random read/write patterns typical in AI applications.
- Reducing Total Cost of Ownership (TCO): With superior energy efficiency and high IOPS density inherent to all-flash architectures, AGMH’s AI storage systems are expected to significantly lower power consumption and cooling expenses in data centers, thereby improving capital and operational expenditure efficiency.
Building a Data-Centric Next-Generation AI Computing Platform
The CEO of AGMH said: “In the era of AI, computing power serves as the engine driving model evolution, while storage acts as the fuel supply that sustains high-performance operations. Without solving the data delivery bottleneck, even the most advanced GPUs cannot reach their full potential. Our collaboration with globally renowned semiconductor partners not only demonstrates AGMH’s capabilities in advanced component integration but also signifies a decisive step toward becoming a provider of core AI infrastructure technologies. Moving forward, we remain committed to advancing storage-compute convergence and delivering integrated, energy-efficient, and scalable AI computing platforms to customers worldwide.”
Product Vision: Purpose-Built All-Flash Architecture for AI Workloads
AGMH’s next-generation all-flash storage server systems currently under development will focus on the following technological innovations:
- End-to-End NVMe Support: Maximizes native flash performance by minimizing protocol overhead and dramatically reducing data loading time during AI model training, thus increasing overall GPU utilization.
- High-Density Design: Incorporates modular chassis and advanced thermal management to deliver petabyte-scale high-speed capacity within constrained rack space, suitable for both hyperscale cloud environments and edge computing nodes.
- Intelligent Tiering Management: Utilizes proprietary software-defined storage (SDS) technology to identify hot and cold data streams dynamically, enhancing real-time inference efficiency while extending media lifespan.
This strategic initiative focus on reinforcing global supply chain partnerships and internal R&D capabilities—represents a significant advancement in AGMH’s vertical integration strategy and commitment to building an AI-native infrastructure platform. AGMH will continue to drive a dual-engine strategy of “deep hardware innovation + advanced algorithm design,” empowering industries to accelerate their transformation into the intelligent era.
About AGM GROUP HOLDINGS INC.
AGM GROUP HOLDINGS INC. is one of the few publicly-listed companies at US market with both ASIC chip design (“ASIC”) and crypto miner (“Crypto”) production capabilities and its released crypto miner has competitive product performance and parameters. For more information, please visit the Company’s website at https://agmhgroup.com/
Forward-Looking Statements
Certain statements in this announcement are forward-looking statements. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company's current expectations and projections about future events that the Company believes may affect its financial condition, results of operations, business strategy and financial needs. Investors can identify these forward-looking statements by words or phrases such as "approximates," "assesses," "believes," "hopes," "expects," "anticipates," "estimates," "projects," "intends," "plans," "will," "would," "should," "could," "may" or similar expressions. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results in the Company's registration statement and other filings with the U.S. Securities and Exchange Commission.
For more information, please contact:
AGM GROUP HOLDINGS INC.
Investor Relations Department
Email: ir@agmhgroup.com
https://agmhgroup.com/
FAQ
What did AGMH (AGMH) announce on February 5, 2026 about its semiconductor supply chain?
How will AGMH's procurement initiative affect its AI all-flash storage development?
What technical features will AGMH's next-generation all-flash storage servers include?
What operational benefits does AGMH cite from its all-flash architecture for data centers?
Does AGMH say this initiative changes its business strategy or market focus for AI infrastructure?
