AlphaTON Capital Secures First NVIDIA B300 Chips with Supermicro HGX Systems

Rhea-AI Summary

AlphaTON Capital (NASDAQ: ATON) announced it has secured its first NVIDIA B300 GPUs integrated into Supermicro HGX liquid-cooled systems and will deploy the initial allocation this week. The hardware will be added via partner Atlantic AI to power the Cocoon AI Network for Telegram, with an emphasis on privacy-first, enterprise-grade AI compute for large language models, training, and advanced AI workloads. The company framed the deployment as a step toward democratizing high-performance AI and scaling privacy-centric infrastructure across the Telegram and TON ecosystems.

Positive

• Initial NVIDIA B300 GPU allocation deploying this week
• Integration into Supermicro HGX liquid-cooled systems for high performance
• Partnership with Atlantic AI enables rapid GPU deployment and scaling

Negative

• None.

News Market Reaction

-16.67% 2.7x vol

23 alerts

-16.67% News Effect

+3.3% Peak Tracked

-33.9% Trough Tracked

-$2M Valuation Impact

$10M Market Cap

2.7x Rel. Volume

On the day this news was published, ATON declined 16.67%, reflecting a significant negative market reaction. Argus tracked a peak move of +3.3% during that session. Argus tracked a trough of -33.9% from its starting point during tracking. Our momentum scanner triggered 23 alerts that day, indicating elevated trading interest and price volatility. This price movement removed approximately $2M from the company's valuation, bringing the market cap to $10M at that time. Trading volume was elevated at 2.7x the daily average, suggesting increased selling activity.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Addressable users: 1 billion monthly active users

1 metrics

Addressable users 1 billion monthly active users Telegram super app addressable market cited for Cocoon AI Network

Market Reality Check

Price: $0.6401 Vol: Volume 152,136 is far bel...

low vol

$0.6401 Last Close

Volume Volume 152,136 is far below the 20-day average of 2,265,815, suggesting limited trading participation ahead of/around this AI hardware announcement. low

Technical Shares at $1.32 are trading below the $4.65 200-day moving average, reflecting a longer-term downtrend into this news.

Peers on Argus

ATON fell 6.38% while several asset-management peers also traded lower (e.g., EQ...

ATON fell 6.38% while several asset-management peers also traded lower (e.g., EQS -5.75%, BCG -13.36%), but no names appeared on the momentum scanner and one peer (RMCO +0.41%) was up, pointing to stock-specific rather than coordinated sector trading.

Historical Context

5 past events · Latest: Dec 11 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 11	Data center agreement	Positive	-2.1%	Signed 60‑month colocation deal securing up to 4,330 kW GPU capacity.
Dec 09	Investor outreach	Positive	-4.5%	CEO presented 2026 roadmap and Cocoon AI strategy at global finance events.
Dec 08	GPU deployment, program	Positive	+6.7%	Deployed NVIDIA H200 GPUs and launched fractional #OwnYourNode ownership program.
Dec 05	AMA, roadmap event	Positive	-4.1%	Announced technical AMA to reveal 2026 strategy and monetization blueprint.
Dec 04	Large shelf filing	Positive	+8.2%	Exited baby-shelf limits and filed <b>$420.69M</b> registration for AI expansion.

Pattern Detected

Recent positive strategic and infrastructure news has often seen mixed-to-negative next-day price reactions, with only some AI/GPU expansion headlines aligning with upward moves.

Recent Company History

This announcement follows a series of infrastructure and capital-markets milestones for AlphaTON. On Dec 4, the company filed a $420.69M shelf to fund GPU/AI expansion and acquisitions, which saw shares rise 8.18%. On Dec 8, deployment of NVIDIA H200 GPUs and launch of the #OwnYourNode program drove a 6.67% gain. However, subsequent roadmap, AMA, and data-center announcements on Dec 5, Dec 9, and Dec 11 all drew negative price reactions, showing inconsistent follow-through to otherwise upbeat operational updates.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-11-06

An effective Form F-3 shelf filed on Nov 6, 2025 registers the resale of up to 189,719 ordinary shares by an existing shareholder. The company itself will not receive proceeds from these sales, but the structure allows registered holders to sell into the market over time.

Market Pulse Summary

The stock dropped -16.7% in the session following this news. A negative reaction despite technically...

Analysis

The stock dropped -16.7% in the session following this news. A negative reaction despite technically constructive AI infrastructure news fits a recent pattern where several upbeat announcements were followed by declines of 2–5%. The stock already traded about 90% below its 52‑week high and well under its $4.65 200‑day average, so sentiment appeared fragile. Existing shelf capacity and prior ATM activity may keep investors focused on financing and execution risk even as GPU capabilities expand.

Key Terms

gpus, large language models, neural network training, decentralized computing, +1 more

5 terms

gpus technical

"announced it has secured its first NVIDIA B300 GPUs composed of Supermicro's"

GPUs are specialized computer chips originally designed to draw images on screens but now widely used to speed up tasks like artificial intelligence, scientific calculations, and data analysis. For investors, GPU demand is a signal about where computing power is being deployed — rising GPU sales can boost makers of chips and the datacenters that use them, influence supply chains and prices, and indicate which companies have a performance edge, much like a restaurant gaining an advantage by hiring many fast, skilled cooks.

large language models technical

"The NVIDIA B300 GPUs deliver next-generation performance for large language models,"

Large language models are advanced AI systems trained on vast amounts of text to understand and generate human-like writing, like a very fast reader and writer that learns patterns in words and sentences. They matter to investors because they can change how companies operate—automating customer service, speeding analysis, cutting costs, creating new products—and they introduce risks around accuracy, security and regulation that can affect a firm’s revenue and reputation.

neural network training technical

"next-generation performance for large language models, neural network training, and advanced"

The process of teaching a computer model to recognize patterns and make predictions by showing it large amounts of example data and adjusting its internal settings until its answers match known outcomes. Like training a student with practice problems and feedback, successful training determines how accurate and reliable the model will be; that reliability affects product performance, forecasting, costs, competitive advantage and regulatory risk—factors investors use to judge a company’s future prospects.

decentralized computing technical

"privacy-first AI infrastructure in the decentralized computing sector."

Decentralized computing is a way of running software and storing data across many separate computers rather than relying on a single central machine or office — like using a neighborhood of kitchens to prepare a meal instead of one big restaurant. For investors it matters because spreading tasks and data can reduce single points of failure, improve resilience and scale, and enable new business models and revenue streams, while also changing costs and regulatory risks.

liquid-cooled systems technical

"Integrated into Supermicro's cutting-edge liquid-cooled systems, this deployment will"

Liquid-cooled systems circulate a liquid (often water or a coolant mix) through pipes or channels to remove heat from equipment, like processors, batteries, or industrial machinery. Investors care because these systems can enable higher performance, longer life and smaller footprints than air cooling, but they also add cost, complexity and maintenance needs — affecting capital spending, operating expenses and the scalability of a product or facility.

AI-generated analysis. Not financial advice.

Immediate Deployment of Advanced Compute Through Partner Atlantic AI Will Be Added This Week to Power the Cocoon AI Network

NEW YORK, NY, Dec. 15, 2025 (GLOBE NEWSWIRE) -- AlphaTON Capital Corp (NASDAQ: ATON), the world's leading technology public company scaling the Telegram super app, with an addressable market of 1 billion monthly active users, today announced it has secured its first NVIDIA B300 GPUs composed of Supermicro's advanced HGX Systems through its strategic partner Atlantic AI. This deployment is the next step in adding the world’s most advanced compute power to the Cocoon AI Network, bringing enterprise-grade artificial intelligence capabilities with military-grade privacy protection to everyday users worldwide.

The initial NVIDIA B300 chip allocation, which will be deployed this week, represents AlphaTON’s high level commitment to privacy-first AI infrastructure in the decentralized computing sector. The NVIDIA B300 GPUs deliver next-generation performance for large language models, neural network training, and advanced AI workloads. Integrated into Supermicro's cutting-edge liquid-cooled systems, this deployment will provide unprecedented computational capacity for Telegram's Cocoon AI's vision of democratized, privacy-centric artificial intelligence.

"Securing access to NVIDIA B300 HGX GPUs is a transformative moment for AlphaTON Capital and the future of privacy-centric AI," said Brittany Kaiser, CEO of AlphaTON Capital. "We're bringing the world's most high-performance compute infrastructure to Cocoon AI, creating a new paradigm where ordinary users can access the same AI capabilities that were previously reserved for tech giants and government agencies. This deployment represents more than just hardware, it's about fundamentally shifting the power dynamics of artificial intelligence away from centralized control and toward user sovereignty."

The partnership with Atlantic AI enables AlphaTON Capital to rapidly deploy and scale GPU allocations while maintaining the security and reliability standards required for privacy-critical applications. The Supermicro systems feature advanced cooling technology and energy-efficient designs that support sustainable, long-term operations at scale.

This acquisition builds on AlphaTON Capital's recent strategic initiatives, including partnerships with industry leaders and its commitment to establishing the company as a premier provider of privacy-focused AI infrastructure within the Telegram and TON ecosystems.

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
RLM PR
AlphaTON (at) rlmpr.com

FAQ

What did AlphaTON Capital (ATON) announce on December 15, 2025?

AlphaTON announced it secured initial NVIDIA B300 GPUs in Supermicro HGX systems and will deploy them this week via partner Atlantic AI.

When will the NVIDIA B300 GPUs be deployed for ATON's Cocoon AI Network?

The press release states the initial GPU allocation will be deployed this week after December 15, 2025.

How will the Supermicro HGX systems affect Cocoon AI's capabilities?

The Supermicro HGX liquid-cooled systems with NVIDIA B300 GPUs are said to provide next-generation compute for large language models and advanced AI workloads.

What role does Atlantic AI play in AlphaTON's GPU deployment?

Atlantic AI is the strategic partner enabling AlphaTON to rapidly deploy and scale GPU allocations while maintaining security and reliability standards.

Does the announcement mention financial terms or costs for the ATON GPU acquisition?

No; the announcement describes the hardware, partners, and deployment timing but does not disclose financial terms or costs.