AlphaTON Capital Deploys First H200 GPUs on Cocoon AI Network, Launches Revolutionary #OwnYourNode Program to Democratize AI Infrastructure Ownership

Rhea-AI Summary

AlphaTON Capital (NASDAQ: ATON) announced deployment and activation of its first NVIDIA H200 GPUs on Telegram's Cocoon AI Network on December 8, 2025, and said the H200s are now online and generating revenue. The company launched the #OwnYourNode program with Atlantian Cybernetics Development Cluster (AC|DC) to offer fractional GPU ownership, whole GPUs, and mini clusters to retail and institutional participants. AlphaTON positioned the move as expanding compute capacity for Telegram's decentralized AI ecosystem, targeting an addressable base of 1 billion monthly active users. The announcement invites individuals and institutions to sign up for priority access at AlphaTON's website.

Positive

• Activated first H200 GPUs on Dec 8, 2025
• Launched #OwnYourNode fractional and whole GPU ownership program

Negative

• Program pricing and purchase terms were not disclosed

Key Figures

Telegram users 1 billion monthly active users Addressable market cited for Cocoon AI network

Market Reality Check

$1.65 Last Close

Volume Volume 237,807 is well below the 20-day average of 2,272,844, suggesting limited pre-news positioning. low

Technical Shares at 1.65 are trading below the 200-day MA of 4.88, reflecting a longer-term downtrend.

Peers on Argus 1 Up

Sector peers in Asset Management show mixed moves (e.g., EQS +6.51%, RMCO -5.31%), and only one momentum-scanned peer (MGLD +7.69%) appears, pointing to stock-specific drivers for ATON.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 04	Shelf registration	Positive	+8.2%	Exiting baby-shelf limits and filing large GPU-focused shelf registration.
Dec 01	GPU deployment	Positive	-9.5%	First Nvidia B200 fleet deployed to Cocoon AI, adding new revenue stream.
Nov 26	GPU financing deal	Positive	-12.6%	Agreements for 1,000+ B200 GPU cluster funded by equity and debt.
Nov 26	GPU investment	Positive	-12.6%	Announcement of <b>$82.5M</b> GPU infrastructure investment for Cocoon AI.
Nov 25	Treasury strategy	Positive	-21.5%	Plan to acquire high-yield Telegram bonds for treasury and TON accumulation.

Pattern Detected

Recent positive AI and financing headlines often coincided with negative next-day moves, with only the Dec 4 shelf filing showing a clear positive reaction.

Recent Company History

Over the last few weeks, AlphaTON announced multiple capital and AI infrastructure milestones. On Nov 25, it moved to accumulate Telegram bonds for treasury. On Nov 26, it detailed an $82.5M Nvidia B200 GPU project funded by equity and debt. On Dec 1, it deployed its first B200 fleet to Cocoon AI, and on Dec 4 it exited baby-shelf limits with a new shelf registration. Today’s H200 deployment and #OwnYourNode program extend this Cocoon-focused GPU buildout and monetization strategy.

Regulatory & Risk Context

Active S-3 Shelf Registration 2025-11-06

An active Form F-3 shelf filed on Nov 6, 2025 registers up to 189,719 reseller shares; the company receives no proceeds, but it facilitates secondary liquidity. A separate 424B5 ATM program allows issuance of up to $15,307,818 in ordinary shares, with proceeds earmarked for digital assets, TON ecosystem investments, debt service, and general purposes.

Market Pulse Summary

This announcement adds H200 GPUs to Cocoon AI and introduces #OwnYourNode, opening fractional and full GPU node ownership to a broad base of participants. It builds on prior B200 deployments and sizeable GPU infrastructure commitments, aiming to monetize Telegram’s 1 billion-user ecosystem. Investors may track uptake of node ownership, realized GPU revenue, and future use of the active shelf and ATM programs when evaluating sustainability of this AI-focused strategy.

Key Terms

gpu technical

"first NVIDIA H200 GPUs on Telegram's Cocoon AI Network."

A GPU (graphics processing unit) is a specialized computer chip designed to handle many calculations at once, originally for rendering images and video but now widely used for tasks like artificial intelligence, data analysis and high-performance computing. Investors watch GPU demand and prices because strong sales often signal growth for chip makers and their customers, affect profit margins and capital spending, and can forecast wider trends in gaming, AI adoption and cloud services.

decentralized ai technical

"critical infrastructure for decentralized AI computing."

Decentralized AI is a type of artificial intelligence that operates across many computers or devices rather than relying on a single central system. This approach can make the technology more secure, transparent, and resistant to control by any one entity. For investors, decentralized AI offers the potential for more open and trustworthy applications, reducing risks associated with centralized control or manipulation.

machine learning technical

"machine learning workloads required by the Cocoon AI Network."

Machine learning is a set of computer programs that learn patterns from large amounts of data and improve their predictions or decisions over time, like a recipe that gets better each time it’s adjusted based on taste tests. For investors it matters because these systems can speed up analysis, spot trends or risks humans might miss, automate routine work, and potentially create competitive advantages or cost savings that affect a company’s performance.

confidential compute technical

"complex, confidential compute, machine learning workloads required"

Confidential compute is a technology that keeps data protected while it is being used or processed by software, using hardware-based isolation so sensitive information stays encrypted and inaccessible to outsiders, including system operators. For investors, it matters because it reduces risk from data breaches, enables safer cloud services and new business models that require sharing sensitive information, and can be a competitive or regulatory advantage for companies handling confidential data.

AI-generated analysis. Not financial advice.

Partnership with Atlantian Cybernetics Development Cluster (AC|DC) Enables Retail and Institutional Access to Fractionalized GPU Ownership in Telegram's Decentralized AI Ecosystem

ABU DHABI, UNITED ARAB EMIRATES, Dec. 08, 2025 (GLOBE NEWSWIRE) -- AlphaTON Capital Corp (NASDAQ: ATON), the world's leading public technology company scaling the Telegram super app, with an addressable market of 1 billion monthly active users, today announced the successful deployment and activation of its first NVIDIA H200 GPUs on Telegram's Cocoon AI Network. The H200s are now online and actively generating revenue, marking a significant milestone in the company's strategy to provide critical infrastructure for decentralized AI computing.

In conjunction with this deployment, AlphaTON Capital is launching a groundbreaking program in partnership with Atlantian Cybernetics Development Cluster (AC|DC) to democratize access to AI infrastructure ownership. The #OwnYourNode initiative will enable individuals and institutions to purchase fractionalized GPUs, whole GPUs, and mini clusters, allowing unprecedented participation in supporting and profiting from the growth of Telegram's Cocoon AI network.

"The deployment of our first H200s alongside the #OwnYourNode program represents more than just hardware going online, it's the beginning of a fundamental shift in how AI infrastructure is owned and operated," said Brittany Kaiser, CEO of AlphaTON Capital. "With the #OwnYourNode program, we're breaking down the barriers that have traditionally kept everyday people out of the AI infrastructure market. Now anyone can own a piece of the decentralized AI revolution powering Telegram's ecosystem and participate in both the economic value and ethical, privacy-centric, tech stack created by these powerful computing resources."

The H200 GPUs, in addition to the B200s AlphaTON announced deployment of last week, represent some of the most advanced AI computing technology from TSMC, Intel, Nvidia, and SuperMicro, offering superior performance for the complex, confidential compute, machine learning workloads required by the Cocoon AI Network. AlphaTON Capital's deployment adds critical computing capacity to Telegram's decentralized AI infrastructure, supporting the network's mission to provide secure, distributed AI services to over one billion users.

Democratizing AI Infrastructure Through the #OwnYourNode Program

The #OwnYourNode program offers flexible ownership options designed to accommodate participants at every level:

• Fractionalized GPU Ownership: Enabling entry-level participation with fractional shares of GPU computing power
• Whole GPU Ownership: Full ownership of individual GPU nodes for those seeking complete control
• Mini Cluster Solutions: Multi-GPU packages for institutions and serious participants seeking scaled deployment

All node owners will benefit from the revenue generated by their computing resources as they support the Cocoon AI Network's operations, creating a direct economic incentive aligned with network growth.

Josh Hambrook, CEO of Atlantian Cybernetics Development Cluster (AC|DC), AlphaTON’s partner on this decentralized compute initiative, said, “At pivotal moments in history, societies redefine the foundations on which their future will stand. The #OwnYourNode initiative reflects such a moment. For decades, the core infrastructure that shapes our digital lives has been concentrated in ways that limit broad participation and collective benefit. By opening direct ownership of advanced compute to individuals and institutions, we are widening the circle of agency and enabling people to take part in the intelligence economy rather than simply observe it.

Our strategic partnership with AlphaTON is not only a technical achievement. It is the beginning of a new civic architecture for AI. When citizens, entrepreneurs, educators, researchers, and nations can hold real stake in the systems that analyze their world, the relationship between society and technology begins to change. Power becomes more distributed. Value becomes more accessible. Innovation becomes more accountable to the communities it touches.

The activation of H200 GPUs on the Cocoon network is a signal that participation in AI will no longer be reserved for a select few. Humanity deserves infrastructure that includes rather than excludes, and systems that strengthen resilience rather than concentrate vulnerability. #OwnYourNode is designed to advance this shift by transforming compute from a distant utility into a shared civic asset. It is a step toward a future in which the benefits of AI are co-created by the people the technology is intended to serve.”

How to Participate

Individuals and institutions interested in being among the first to own nodes on Telegram's Cocoon AI network can sign up for priority access at:  https://alphatoncapital.com/ownyournode/

About AlphaTON Capital Corp. (Nasdaq: ATON)

AlphaTON Capital Corp (NASDAQ: ATON) is the world's leading technology public company scaling the Telegram super app, with an addressable market of 1 billion monthly active users while managing a strategic reserve of digital assets. The Company implements a comprehensive M&A and treasury strategy that combines direct token acquisition, validator operations, and strategic ecosystem investments to generate sustainable returns for shareholders. Through its operations, AlphaTON Capital provides public market investors with institutional-grade exposure to the TON ecosystem and Telegram's 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, development of Telegram-based applications, and strategic investments in TON-based decentralized finance protocols, gaming platforms, and business applications.

AlphaTON Capital Corp is incorporated in the British Virgin Islands and trades on Nasdaq under the ticker symbol "ATON". AlphaTON Capital, through its legacy business, is also advancing first-in-class therapies targeting known checkpoint resistance pathways to achieve durable treatment responses and improve patients' quality of life. AlphaTON Capital actively engages in the drug development process and provides strategic counsel to guide the development of novel immunotherapy assets and asset combinations. To learn more, please visit https://alphatoncapital.com/.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements relate to future events or AlphaTON's future financial performance and involve known and unknown risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied by these forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, the development and adoption of AI technologies, cryptocurrency market volatility, regulatory developments, technical challenges in infrastructure deployment, and general economic conditions. AlphaTON undertakes no obligation to update any forward-looking statements, except as required by law.

Investor Relations:
AlphaTON Capital Corp
AlphaTON@icrinc.com
(203) 682-8200

Media Inquiries:
Richard Laermer
RLM PR
AlphaTON@rlmpr.com
(212) 741-5106 X 216

Richard Laermer
AlphaTON (at) rlmpr.com

FAQ

What did AlphaTON (ATON) announce on December 8, 2025 about H200 GPUs?

AlphaTON announced the deployment and activation of its first NVIDIA H200 GPUs on Telegram's Cocoon AI Network and said the H200s are online and generating revenue.

What is the #OwnYourNode program from AlphaTON (ATON) and AC|DC?

#OwnYourNode is a program to sell fractional GPU shares, whole GPUs, and mini clusters so individuals and institutions can own compute nodes on Cocoon AI.

How can investors or individuals participate in AlphaTON's ATON #OwnYourNode offering?

Interested parties can sign up for priority access at https://alphatoncapital.com/ownyournode/ to learn purchase options and availability.

Does AlphaTON (ATON) report revenue from the H200 deployment?

AlphaTON said the H200 GPUs are generating revenue, but the announcement did not provide specific revenue figures.

How does AlphaTON (ATON) say the H200 deployment affects Telegram's Cocoon AI network?

AlphaTON said the deployment adds critical computing capacity to support Cocoon AI's secure, distributed services for Telegram users.

What ownership options does AlphaTON (ATON) offer under #OwnYourNode?

The program offers fractionalized GPU ownership, whole GPU ownership, and mini cluster solutions for different investor sizes.