Brittany Kaiser, CEO of AlphaTON Capital ($ATON), Goes Live on X to Reveal the Strategy Behind Recent AI Infrastructure Play
Rhea-AI Summary
AlphaTON Capital (NASDAQ: ATON) CEO Brittany Kaiser will go live on X on Feb 19, 2026 to detail the firm’s GPU acquisition strategy, deployment of H200s/B200s, and the infrastructure behind Cocoon AI on Telegram.
Key claims include Cocoon AI growing 340% month-over-month, Telegram reaching 1 billion users, and AlphaTON positioning as a public vehicle for privacy-preserving, confidential compute tied to the Telegram ecosystem.
Positive
- Cocoon AI growth reported at 340% month-over-month
- Telegram reach cited at 1 billion users, expanding TAM exposure
- GPU deployment of H200s and B200s underpins infrastructure strategy
Negative
- Platform concentration risk from heavy exposure to Telegram ecosystem
- Data sovereignty risk as OpenAI IP questions may affect customer rights
News Market Reaction – ATON
In the Feb 19 session, ATON gained 1.22%, reflecting a mild positive market reaction. Argus tracked a peak move of +3.2% during that session. Argus tracked a trough of -5.2% from its starting point during tracking. Our momentum scanner triggered 9 alerts that day, indicating moderate trading interest and price volatility.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Previous AI Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Feb 17 | AI infrastructure lease | Positive | -6.3% | Closed $30M lease for 504 NVIDIA B200 GPUs with projected AI rental revenue. |
| Feb 10 | AI conference preview | Positive | +5.5% | Consensus Hong Kong presentation on privacy-preserving AI for Telegram’s 1B users. |
| Jan 30 | AI product launch | Positive | -14.4% | AlphaTON Claude Connector release linking Anthropic’s Claude AI with TON via Telegram. |
| Jan 28 | AI infra & financing | Positive | +10.5% | Reported $44M proceeds, $46M GPU investment, strong ROI/IRR metrics and large shelf. |
| Jan 21 | AI connector launch | Positive | -15.4% | Initial Claude Connector launch integrating Anthropic’s Claude AI with TON and Telegram. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
AI-tagged news has produced mixed reactions, with several sizable negative moves despite growth-focused announcements and infrastructure scaling highlights.
Recent AI-related updates show AlphaTON aggressively scaling Telegram-focused infrastructure. On Jan 21, it launched the Claude Connector for TON and Telegram. On Jan 28, it detailed revenue generation, a $46 million GPU purchase and a $420.69 million shelf, followed by further Claude Connector and confidential-AI news into late January. February AI disclosures added Consensus Hong Kong visibility and a $30 million B200 GPU lease. This X Spaces strategy discussion fits into that ongoing AI and Telegram infrastructure narrative.
Key Terms
gpu technical
privacy-preserving ai medical
confidential compute technical
superapp technical
data sovereignty technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
San Juan, Puerto Rico, USA, Feb. 18, 2026 (GLOBE NEWSWIRE) -- Brittany Kaiser, whistleblower, data rights pioneer, and the CEO of AlphaTON Capital (NASDAQ: ATON), joins Mario Nawfal X Space for a live conversation on confidential AI access and why everyone needs to own their digital identity.
For the first time, she will reveal the strategy behind AlphaTON's GPU acquisition playbook, the infrastructure powering Cocoon AI (Telegram’s AI), and why this Nasdaq listed company is building the future of Privacy-Preserving AI, Confidential Compute, and the rise of Telegram as the world's next great technology super app.
WHEN: Thursday, February 19 at 12:00 PM – 1:00 PM ET (45 min – 1 hour)
WHERE: Live on X Mario Nawfal's Show https://x.com/MarioNawfal
TICKER: $ATON — listed on Nasdaq
Once the live stream starts on X, we will share the link on our own X account: https://x.com/AlphaTONCapital
KEY POINTS
- Cocoon AI on Telegram: The world's first large-scale, privacy-first AI network embedded in a 1-billion-user superapp, and why it's already growing at
340% month-over-month. - #OwnYourNode: The movement democratizing AI infrastructure ownership, letting everyday people own a piece of the decentralized AI revolution.
- Data Sovereignty: As OpenAI explores claiming IP on customer-generated breakthroughs, what does this mean for individuals, enterprises, and governments?
- The Superapp Economy: How AlphaTON is building the compute backbone of the Telegram economy.
WHY YOU SHOULD TUNE IN
"The deployment of our first H200s and B200s alongside the #OwnYourNode program represents the beginning of a fundamental shift in how AI infrastructure is owned and operated. Now anyone can own a piece of the decentralized AI revolution powering Telegram's ecosystem." — Brittany Kaiser, CEO, AlphaTON Capital
Telegram is a global top-5 app with 1 billion users. AlphaTON Capital is the only publicly traded vehicle ($ATON, Nasdaq) providing direct exposure to the Telegram ecosystem through Privacy-Preserving and Confidential AI Compute infrastructure.
About AlphaTON Capital Corp.
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. The Company is delivering a comprehensive hyperscaler strategy on the Telegram ecosystem through a combination of software products, middleware data and AI training assets, and AI infrastructure hardware clusters deploying Confidential AI for the Telegram ecosystem.
Through its operations, AlphaTON Capital provides public market investors with institutional-grade exposure to the Telegram ecosystem and its one 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.
Website: https://alphatoncapital.com
Telegram Channel: https://t.me/alphatoncapital_official
Forward-Looking Statements
All statements in this press release, other than statements of historical facts, including without limitation, statements regarding the Company’s business strategy, plans and objectives of management for future operations and those statements preceded by, followed by or that otherwise include the words “believe,” “expects,” “anticipates,” “intends,” “estimates,” “will,” “may,” “plans,” “potential,” “continues,” or similar expressions or variations on such expressions are forward-looking statements. Forward-looking statements include statements concerning, among other things, the Company’s projections for its AI infrastructure expansion deployment; the Company’s expectations that its partnerships will create additional revenue streams and vertically integrate into the Company’s Confidential Compute AI Infrastructure; the Company’s belief that the assets it is building will drive significant long-term value; and other statements that are not historical fact. As a result, forward-looking statements are subject to certain risks and uncertainties, including, but not limited to: the timing, progress and results of the Company’s strategic initiatives, the Company’s reliance on third parties, the risk that the Company may not secure additional financing or TON, the uncertainty of the Company’s investment in TON, the uncertainty around the Company’s legacy business, the operational strategy of the Company, the Company’s executive management team, risks from Telegram’s platform and ecosystem, the potential impact of markets and other general economic conditions, and other factors set forth in “Item 3 – Key Information-Risk Factors” in the Company’s Annual Report on Form 20-F for the year ended March 31, 2025 and included in the Company’s Form 6-Ks filed with the Securities and Exchange Commission on September 3, 2025 and January 13, 2026. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, undue reliance should not be placed on them as actual results may differ materially from these forward-looking statements. The forward-looking statements contained in this press release are made as of the date hereof, and the Company undertakes no obligation to update publicly or revise any forward-looking statements or information, 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