AlphaTON Capital Successfully Deploys First Fleet of Nvidia B200 GPUs to Telegram's Cocoon AI Network, Powering Privacy-First AI for One Billion Users
Rhea-AI Summary
AlphaTON Capital (NASDAQ: ATON) deployed its first fleet of Nvidia B200 GPUs to Telegram's Cocoon AI network on Dec 1, 2025, creating a new revenue stream tied to Telegram's privacy-first AI rollout. The deployment was executed with partner Atlantian Cybernetic Development Cluster (ACDC), which committed additional Nvidia chips for AlphaTON's Q4 2025 expansion. Telegram reported 1 billion monthly active users (2025), positioning Cocoon as a large privacy-focused AI platform where GPU operators are already generating revenue.
Positive
- Deployed Nvidia B200 GPU fleet on Dec 1, 2025
- Positions AlphaTON to serve Telegram's 1 billion monthly users
- ACDC committed expanded Nvidia chips for Q4 2025 expansion
Negative
- None.
News Market Reaction
On the day this news was published, ATON declined 9.52%, reflecting a notable negative market reaction. Argus tracked a peak move of +25.4% during that session. Argus tracked a trough of -13.3% from its starting point during tracking. Our momentum scanner triggered 22 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 $14M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers showed mixed moves (e.g., EQS +0.45%, RMCO +2.10%, BCG -11.54%), while ATON was down 2.08%, pointing to stock-specific dynamics rather than a broad asset-management sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 09 | Investor outreach | Positive | -4.5% | CEO presented 2026 roadmap and Cocoon-related revenue initiatives at global forums. |
| Dec 08 | AI infrastructure | Positive | +6.7% | Announced H200 GPU deployment on Cocoon and #OwnYourNode fractional GPU ownership. |
| Dec 05 | Product roadmap | Positive | -4.1% | Scheduled inaugural technical AMA to present 2026 roadmap and monetization blueprint. |
| Dec 04 | Shelf financing | Positive | +8.2% | Exited baby-shelf limits and filed <b>$420.69M</b> shelf to fund GPU/AI buildout and M&A. |
| Dec 01 | AI deployment | Positive | -9.5% | First Nvidia B200 GPU fleet deployed to Cocoon, creating a new AI-linked revenue stream. |
Recent news has often been positive but met with selling; 3 of the last 5 announcements saw negative next-day moves despite growth and AI/infrastructure positioning.
Over recent weeks, AlphaTON highlighted multiple growth and AI initiatives. On Dec 1, 2025 it announced the first Nvidia B200 GPU fleet on Cocoon, followed by a $420.69M shelf filing on Dec 4 to fund GPU/AI and M&A expansion. Subsequent updates included a technical AMA unveiling a 2026 roadmap, an Abu Dhabi investor tour, and H200 GPU deployment plus the #OwnYourNode program. Against this backdrop, today’s AI deployment news fits a continuing push to monetize Telegram’s large user base via decentralized AI infrastructure.
Regulatory & Risk Context
An active Form F-3 shelf dated Nov 6, 2025 registers resale of up to 189,719 ordinary shares for a selling shareholder, providing liquidity for those holders but no proceeds to AlphaTON. Separately, a $15,307,818 ATM program under an effective Form F-3 allows primary share sales into the market over time, which can incrementally increase float.
Market Pulse Summary
The stock moved -9.5% in the session following this news. A negative reaction despite operational progress would fit the pattern of several AI-tag announcements that were followed by selloffs, even when highlighting new GPU capacity or strategic partnerships. Investors have also faced equity overhang from an active Form F-3 shelf and a $15,307,818 ATM program, which enable share sales over time and may pressure sentiment when combined with volatility around Cocoon-related growth plans.
Key Terms
gpu technical
decentralized artificial intelligence technical
data breach technical
AI-generated analysis. Not financial advice.
Deploying on Cocoon’s Launch Day Positions AlphaTON at the Forefront of the Decentralized AI Revolution as Telegram’s Cocoon AI Is Set to Surpass OpenAI's User Base
Dover, Delaware, Dec. 01, 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 the successful deployment of its first fleet of Nvidia B200 GPUs to Telegram's Cocoon AI network, marking a historic milestone in decentralized artificial intelligence infrastructure, and adding a new revenue stream to its business.
The deployment comes as Telegram founder Pavel Durov announced the official launch of Cocoon (Confidential Compute Open Network) today, declaring: "Our decentralized confidential Cocoon computing network is operational. The first requests from users for artificial intelligence are now handled by Cocoon with
Durov emphasized the transformative nature of the platform, stating: "Centralized compute providers such as Amazon and Microsoft act as expensive intermediaries that drive up prices and reduce privacy. Cocoon solves both the economic and confidentiality issues associated with legacy AI compute providers."
A Billion Users Ready for Native AI
With Telegram reaching 1 billion monthly active users as of 2025, the platform now commands a larger user base than OpenAI's ChatGPT, which currently serves 800 million weekly active users. This positions Telegram and its Cocoon network as the world's largest privacy-focused AI platform, and perhaps the largest AI platform at all, as CEO Pavel Durov has stated that Telegram is integrating native AI features directly into the messaging experience of over one billion users globally. “Telegram users can expect new AI-related features built on
The curtain is now rising on Telegram's ambitious vision to democratize AI access while preserving user privacy—a stark contrast to centralized alternatives. As AI capabilities become embedded directly within Telegram's ecosystem, users will experience seamless, privacy-protected AI assistance without sacrificing their data to Big Tech intermediaries.
Strategic Partnership Accelerates Infrastructure Buildout
AlphaTON's deployment was executed in partnership with Atlantian Cybernetic Development Cluster (ACDC), a strategic holding company focused on regenerative systems design, ethical AI, and civic infrastructure. ACDC secured the initial fleet of Nvidia B200 GPUs and has committed to an expanded range of Nvidia chips for AlphaTON's Q4 2025 infrastructure expansion plans.
"We believe technology should strengthen trust, uplift communities, and improve quality of life," said Matt McCarthy, co-founder of ACDC alongside Josh Hambrook. "Our mission is to build systems that connect people, data, and infrastructure, laying the groundwork for a more sustainable, human-centered future. Join us in shaping what's possible."
As a Cognitive Scientist, McCarthy brings unique expertise to the partnership, having previously collaborated with AlphaTON CEO Brittany Kaiser on the landmark McCarthy v. Equifax case at the Supreme Court of Minnesota. Their successful legal action against Equifax for property damage resulting from the company's massive data breach created precedent-setting case law establishing data as property. This principle resonates deeply with Cocoon's mission to give users true ownership and control over their digital information.
About Atlantian Cybernetic Development Cluster
ACDC is a strategic holding company based in Atlantic Canada that focuses on creating innovation ecosystems encompassing civic infrastructure, life sciences, ethical AI, and regenerative systems design. Through its portfolio companies, including Atlantic Artificial Intelligence, Virelia Biosystems, House of Manwë Civic Design Studio, EchoPlx Compute and Northern Signal Ops, ACDC architects technology solutions that serve sovereignty, trust, and life itself. For more information, visit https://ac-dc.ca.
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 and 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 potentially first-in-class therapies that target known checkpoint resistance pathways to potentially 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 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 announce about GPU deployment on Dec 1, 2025 for ATON?
How does the Cocoon deployment affect ATON's revenue prospects?
What user base does Telegram report that could impact ATON adoption?
Who partnered with AlphaTON for the Cocoon GPU deployment for ATON?
Does AlphaTON plan further infrastructure expansion in 2025 for ATON?
Will Cocoon's confidentiality claims affect ATON's AI services on Telegram?
