Hyperscale Data Issues Letter to Stockholders
Hyperscale Data (NYSE American: GPUS) announced a strategic transformation focusing on two core pillars: AI-optimized data centers and digital asset accumulation. The company unveiled a new policy to retain all mined Bitcoin (current mining rate ~190 BTC annually) and build XRP positions, with weekly holding reports starting September 2, 2025.
The company is expanding its Michigan facility from 30MW to 70MW over 20 months, with potential growth to 340MW, while developing two Montana facilities for an additional 20MW combined capacity. Hyperscale Data plans to separate its Ault Capital Group subsidiary, which holds diverse assets in lending, defense, fintech, and other sectors, to emerge as a pure-play AI data center and digital asset company.
The company reaffirmed its 2025 revenue guidance of $125-135 million, with total assets of $214 million and stockholder equity of $8 million as of June 30, 2025.
Hyperscale Data (NYSE American: GPUS) ha annunciato una trasformazione strategica incentrata su due pilastri principali: data center ottimizzati per l'IA e accumulo di asset digitali. La società ha introdotto una nuova politica per mantenere tutto il Bitcoin estratto (attuale ritmo di mining ~190 BTC annui) e costruire posizioni in XRP, con report settimanali sulle riserve a partire dal 2 settembre 2025.
L'azienda sta ampliando la struttura in Michigan da 30MW a 70MW in 20 mesi, con la possibilità di estensione fino a 340MW, mentre sta sviluppando due impianti in Montana per una capacità combinata aggiuntiva di 20MW. Hyperscale Data prevede di separare la controllata Ault Capital Group, che detiene asset diversificati in prestiti, difesa, fintech e altri settori, per diventare una società focalizzata esclusivamente su data center per IA e asset digitali.
La società ha confermato la guidance di ricavi per il 2025 di 125-135 milioni di dollari, con attività totali pari a 214 milioni di dollari e patrimonio netto degli azionisti di 8 milioni di dollari al 30 giugno 2025.
Hyperscale Data (NYSE American: GPUS) anunció una transformación estratégica centrada en dos pilares: centros de datos optimizados para IA y acumulación de activos digitales. La compañía presentó una nueva política para retener todo el Bitcoin minado (ritmo actual de minado ~190 BTC anuales) y construir posiciones en XRP, con informes semanales de tenencias a partir del 2 de septiembre de 2025.
La empresa ampliará su instalación en Michigan de 30MW a 70MW en 20 meses, con potencial de crecer hasta 340MW, y está desarrollando dos instalaciones en Montana para una capacidad combinada adicional de 20MW. Hyperscale Data planea escindir su filial Ault Capital Group, que posee activos diversos en préstamos, defensa, fintech y otros sectores, para convertirse en una compañía centrada exclusivamente en centros de datos para IA y activos digitales.
La compañía reafirmó su proyección de ingresos para 2025 de 125-135 millones de dólares, con activos totales de 214 millones y un patrimonio neto de 8 millones de dólares al 30 de junio de 2025.
Hyperscale Data (NYSE American: GPUS)는 AI 최적화 데이터센터와 디지털 자산 축적이라는 두 가지 핵심 축에 집중하는 전략적 전환을 발표했습니다. 회사는 채굴한 모든 비트코인 보유(현재 채굴 속도 약 연간 190 BTC) 및 XRP 포지션 구축을 위한 새로운 정책을 공개했으며, 2025년 9월 2일부터 주간 보유 보고서를 제공할 예정입니다.
회사는 미시간 시설을 30MW에서 70MW로 20개월에 걸쳐 확장하고, 최대 340MW까지 추가 성장 가능성을 모색하고 있으며, 몬태나에 두 개의 시설을 개발해 총 20MW의 추가 용량을 확보할 계획입니다. Hyperscale Data는 대출, 방위, 핀테크 등 다양한 자산을 보유한 자회사 Ault Capital Group을 분리해 AI 데이터센터 및 디지털 자산에 전념하는 순수 플레이 기업으로 거듭날 계획입니다.
회사는 2025년 매출 가이던스 1.25억–1.35억 달러를 재확인했으며, 2025년 6월 30일 기준 총자산 2.14억 달러와 자본총계 800만 달러를 보고했습니다.
Hyperscale Data (NYSE American: GPUS) a annoncé une transformation stratégique axée sur deux piliers : des centres de données optimisés pour l'IA et l'accumulation d'actifs numériques. La société a dévoilé une nouvelle politique visant à conserver tous les Bitcoins minés (rythme actuel d'extraction ~190 BTC par an) et à constituer des positions en XRP, avec des rapports hebdomadaires sur les avoirs à partir du 2 septembre 2025.
L'entreprise étend son site du Michigan de 30MW à 70MW sur 20 mois, avec un potentiel de montée à 340MW, et développe deux installations dans le Montana pour une capacité supplémentaire combinée de 20MW. Hyperscale Data prévoit de séparer sa filiale Ault Capital Group, qui détient des actifs diversifiés dans le crédit, la défense, la fintech et d'autres secteurs, pour devenir une société purement dédiée aux centres de données IA et aux actifs numériques.
La société a confirmé ses prévisions de revenus 2025 à 125–135 millions de dollars, avec un actif total de 214 millions de dollars et des capitaux propres de 8 millions de dollars au 30 juin 2025.
Hyperscale Data (NYSE American: GPUS) gab eine strategische Neuausrichtung mit zwei Kernsäulen bekannt: KI-optimierte Rechenzentren und Ansammlung digitaler Vermögenswerte. Das Unternehmen stellte eine neue Richtlinie vor, wonach es alle geschürften Bitcoins behalten will (derzeitige Mining-Rate ~190 BTC pro Jahr) und Positionen in XRP aufbauen wird, mit wöchentlichen Bestandsberichten ab dem 2. September 2025.
Die Firma erweitert ihre Anlage in Michigan von 30MW auf 70MW innerhalb von 20 Monaten, mit Potenzial auf bis zu 340MW, und entwickelt zwei Standorte in Montana mit zusammen weiteren 20MW Kapazität. Hyperscale Data plant die Abspaltung der Tochtergesellschaft Ault Capital Group, die vielfältige Vermögenswerte in Kreditvergabe, Verteidigung, Fintech und anderen Bereichen hält, um als reines Unternehmen für KI-Rechenzentren und digitale Vermögenswerte aufzutreten.
Das Unternehmen bestätigte die Umsatzprognose für 2025 von 125–135 Millionen US-Dollar, mit Gesamtvermögen von 214 Millionen und einem Eigenkapital von 8 Millionen US-Dollar zum 30. Juni 2025.
- Strategic focus on high-growth sectors: AI data centers and digital assets
- Significant power capacity expansion planned from 30MW to potentially 340MW in Michigan facility
- Strong revenue guidance of $125-135 million for 2025
- New transparent reporting policy with weekly digital asset holdings updates
- Company's largest shareholder has invested over $51 million, showing strong alignment with stockholders
- Montana facilities development currently on hold
- Current market capitalization of only $16 million suggests significant undervaluation concerns
- Limited stockholder equity of $8 million as of June 30, 2025
- Potential funding requirements for planned expansion not yet secured
Insights
Hyperscale pivots to Bitcoin retention and AI infrastructure, signaling major strategic shift despite concerning financial position.
Hyperscale Data's announcement represents a significant strategic pivot toward becoming a pure-play AI infrastructure and digital asset company. The most substantial change is their decision to retain all mined Bitcoin rather than selling it to cover expenses—a major shift that transforms their balance sheet strategy. With a current mining rate of approximately 190 Bitcoin annually, this accumulation approach marks a fundamental business model change.
Looking at the financial reality, there's a concerning disconnect between their ambitious plans and current position. The company reports a market capitalization of just $16 million despite claiming $214 million in total assets and only $8 million in stockholder equity—suggesting significant leverage and potential financial fragility. Their revenue guidance of $125-135 million for 2025 shows confidence, but doesn't address how they'll fund operations without Bitcoin sales.
The planned separation of Ault Capital Group aims to create a clearer investment thesis, allowing Hyperscale to be valued specifically as an AI infrastructure and digital assets company rather than a conglomerate. This could potentially improve market perception, but also represents a structural risk during transition.
Their data center expansion plans—increasing from 30MW to potentially 340MW—are ambitious but explicitly contingent on "securing appropriate funding" and utility agreements, highlighting execution uncertainties. The weekly transparency reports on digital asset holdings are a positive governance step, but don't address the fundamental challenge: supporting operations and funding expansion without liquidating mined assets requires alternative capital sources not clearly identified in this announcement.
Focus Will Be on AI Data Centers and Digital Asset Accumulation, Including Retaining All Mined Bitcoin
Dear Stockholders:
Bitcoin and Balance Sheet Strategy
To begin with, we will keep all of the Bitcoin we mine. Effective immediately, we will keep every Bitcoin we mine, which will become a significant component of our balance sheet. We no longer intend to sell any Bitcoin to cover expenses. This change in corporate policy marks the beginning of a new chapter.
Further, we are actively adding to our digital asset holdings. In addition to Bitcoin, we are building a position in XRP. Beginning September 2, 2025, we will publish weekly reports of both our Bitcoin and XRP holdings to provide complete visibility; digital assets, held transparently and securely, will form a cornerstone of long-term stockholder value.
Defining the Pure Play
When I first became involved with Hyperscale Data in 2016, the Company was very much a work in progress. We faced setbacks, made course corrections, and worked through challenging times. But we stayed the course. Over the years, we built a strong leadership team, acquired key assets and established the foundation for what Hyperscale Data is today: a company with data centers that are being transformed to support artificial intelligence ("AI") computing requirements and continuing Bitcoin mining operations, which we believe positions Hyperscale Date to create lasting value for stockholders.
Hyperscale Data is evolving into a pure play company with two strategic pillars: (1) AI-optimized data centers; and (2) a growing amount digital asset kept on our balance sheet, which will be conducted through the Company's wholly owned subsidiary Sentinum, Inc. ("Sentinum").
- AI Infrastructure: Our data center in our
Michigan facility, which is owned by Alliance Cloud Services, LLC ("ACS"), a wholly owned subsidiary of Sentinum, is preparing to incrementally increase the power capacity from its current capacity of approximately 30 megawatts ("MW") to what we expect to become 70 MW over the next 20 months through new natural gas distribution infrastructure that will enable on-site power generation. Ultimately, we anticipate that the facility's power capacity will reach approximately 340 MW, subject to the negotiation and execution of an agreement with the local utility provider and securing appropriate funding. Sentinum is building out and developing fully operational data centers on two properties inMontana for which we have land leases and corresponding power purchase agreements. If we complete the initial phase of development of theMontana facilities, which is currently on hold, then we would expect theMontana facilities to provide up to a combined 20 MW of power. In short, we are attempting to creating a "superstructure" AI campus designed to meet surging demand from large-scale AI clients. - Digital Asset Treasury: Our current mining run rate is approximately 190 Bitcoin annually. Instead of selling the Bitcoin that we generate from our self-mining operations, we will now begin to hold the coins we produce and report these as a separate line our balance sheet and continue to accumulate Bitcoin and XRP when opportunities arise. The strategy is straightforward; grow our infrastructure while building a reserve of premier digital assets.
This model of pairing scalable AI hosting with a transparent, accretive digital asset strategy positions Hyperscale Data for potential long-term growth.
Separation of Ault Capital Group
In contrast, Hyperscale Data's other wholly owned subsidiary, Ault Capital Group, Inc. ("ACG"), will remain a diversified holding company with exposure across lending, defense, fintech, blockchain, hospitality, and industrial services.
ACG either wholly owns or has a direct controlling interest in, among other entities:
- Circle 8 Holdco LLC, which wholly owns Circle 8 Crane Services, LLC, a crane rental and lifting solutions provider for oilfield, construction, commercial and infrastructure markets,
- askROI, Inc., which operates a unique, generative AI-driven platform, including OnlyBulls, a mobile-only app,
- Ault Markets, Inc., which wholly owns Ault DAO LLC, a decentralized autonomous organization limited liability company, which operates the Ault blockchain, a public network that, while not yet operational, is designed to provide decentralized-finance tools,
- Ault Lending, LLC, a
California licensed lender, - Ault Global Real Estate Equities, Inc., which owns and operates four hotels,
- RiskOn International, Inc., which wholly owns BitNile.com, Inc., which operates a social gaming platform, and
- TurnOnGreen, Inc., which wholly owns TOG Technologies, Inc. and Digital Power Corporation, which provide commercial electronics solutions and electric vehicle charging solutions.
In addition, Hyperscale Data recently confirmed that its defense affiliate, Gresham Worldwide, Inc. ("Gresham Worldwide"), received final court approval of its Chapter 11 plan of reorganization, clearing the path for emergence on October 1, 2025. Upon emergence, Gresham Worldwide is expected to reconsolidate as a subsidiary of ACG.
Separating these businesses will allow Hyperscale Data to be valued for what it truly is: an AI data center and digital asset company.
Leadership and Alignment
Our leadership team is fully aligned with stockholders:
- William B. Horne, CEO – leading Hyperscale Data into its next phase as a pure play AI and Bitcoin company.
- Henry Nisser, President & General Counsel – guiding us through legal and regulatory complexities.
- Kenneth S. Cragun, CFO – ensuring disciplined financial stewardship post-separation.
Ault & Company, Inc., which I control, is Hyperscale Data's largest stockholder with more than
After separation, I will focus primarily on ACG while continuing to oversee the monetization of Hyperscale Data's digital asset portfolio.
Market Valuation
During my 35 years of professional experience, either working on Wall Street or with public companies, I have seen markets both reward and misprice companies. As I write this, Hyperscale Data's market capitalization is approximately
Given our recent announcement affirming full-year 2025 revenue guidance of
Our plan is simple:
- Build world-class AI infrastructure,
- Grow our digital asset treasury, and
- Report with transparency each week.
By executing on these priorities, we believe Hyperscale Data's true value will become impossible for the market to ignore.
Looking Forward
Our mission is clear: Expand the capacity of our AI data centers, mine Bitcoin efficiently, hold digital assets in treasury, and report to stockholders with transparency. This combination of scalable infrastructure plus a growing digital asset base gives Hyperscale Data a strong foundation to enhance our value.
Markets may undervalue us today, but we are confident that disciplined execution of this strategy will lead to significant long-term growth for our stockholders.
For more information on Hyperscale Data and its subsidiaries, Hyperscale Data recommends that stockholders, investors and any other interested parties read Hyperscale Data's public filings and press releases available under the Investor Relations section at hyperscaledata.com or available at www.sec.gov.
About Hyperscale Data, Inc.
Through its wholly owned subsidiary Sentinum, Hyperscale Data owns and operates a data center at which it mines digital assets and offers colocation and hosting services for the emerging AI ecosystems and other industries. Hyperscale Data's other wholly owned subsidiary, ACG, is a diversified holding company pursuing growth by acquiring undervalued businesses and disruptive technologies with a global impact.
Hyperscale Data currently expects the divestiture of ACG (the "Divestiture") to occur in the first quarter of 2026. Upon the occurrence of the Divestiture, the Company will be an owner and operator of data centers to support high-performance computing services, as well as a holder of digital assets. Until the Divestiture occurs, the Company will continue to provide, through ACG and its wholly and majority-owned subsidiaries and strategic investments, mission-critical products that support a diverse range of industries, including an AI software platform, social gaming platform, equipment rental services, defense/aerospace, industrial, automotive and hotel operations. In addition, ACG is actively engaged in providing private credit and structured finance through a licensed lending subsidiary. Hyperscale Data's headquarters are located at 11411 Southern Highlands Parkway, Suite 190,
On December 23, 2024, the Company issued one million (1,000,000) shares of a newly designated Series F Exchangeable Preferred Stock (the "Series F Preferred Stock") to all common stockholders and holders of the Series C Preferred Stock on an as-converted basis. The Divestiture will occur through the voluntary exchange of the Series F Preferred Stock for shares of Class A Common Stock and Class B Common Stock of ACG (collectively, the "ACG Shares"). The Company reminds its stockholders that only those holders of the Series F Preferred Stock who agree to surrender such shares, and do not properly withdraw such surrender, in the exchange offer through which the Divestiture will occur, will be entitled to receive the ACG Shares and consequently be stockholders of ACG upon the occurrence of the Divestiture.
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements generally include statements that are predictive in nature and depend upon or refer to future events or conditions, and include words such as "believes," "plans," "anticipates," "projects," "estimates," "expects," "intends," "strategy," "future," "opportunity," "may," "will," "should," "could," "potential," or similar expressions. Statements that are not historical facts are forward-looking statements. Forward-looking statements are based on current beliefs and assumptions that are subject to risks and uncertainties.
Forward-looking statements speak only as of the date they are made, and the Company undertakes no obligation to update any of them publicly in light of new information or future events. Actual results could differ materially from those contained in any forward-looking statement as a result of various factors. More information, including potential risk factors, that could affect the Company's business and financial results are included in the Company's filings with the
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SOURCE Hyperscale Data Inc.
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