iPower Launches AI Infrastructure Strategy

iPower (Nasdaq: IPW) launched an AI infrastructure strategy, aiming to be a dedicated capital provider for GPU clusters and AI infrastructure assets.

Rhea-AI Summary

iPower (Nasdaq: IPW) launched an AI infrastructure strategy, aiming to be a dedicated capital provider for GPU clusters and AI infrastructure assets.

The company plans to use its existing $30 million December 2025 financing facility and has committed up to $3 million to purchase sUSDai, a yield-bearing instrument backed by GPU-collateralized loans. This provides exposure to AI infrastructure revenue streams in what is described as a downside-protected structure. iPower targets strong ROIC through disciplined asset selection and intends to scale the portfolio using its capital markets experience and ecosystem relationships.

Positive

• Launch of AI infrastructure capital provider strategy focused on GPU and AI assets
• Plans to utilize existing $30 million December 2025 financing facility for AI investments
• Commitment of up to $3 million to sUSDai GPU-collateralized loan exposure
• Described exposure to AI infrastructure revenue via downside-protected sUSDai structure
• Stated focus on strong ROIC through disciplined asset selection

Negative

• None.

Argus May 19 session

-7.55% close to close Open Argus

Details

News Market Reaction – IPW

On May 19, the day this news came out, IPW closed 7.55% below the previous close.

Data tracked by StockTitan Argus for the May 19 session.

Key Figures

Financing facility size: $30 million Initial sUSDai commitment: Up to $3 million

Financing facility size

$30 million

Existing December 2025 facility to fund AI infrastructure strategy

Initial sUSDai commitment

Up to $3 million

Committed from new financing proceeds into GPU-backed sUSDai

Historical Context

5 past events · Latest: Apr 29

5 events

1. Apr 29

   Balance sheet update

   24h Move

   +5.0%

   Reported collateral cash and digital assets exceeding remaining institutional note balance.

2. Apr 17

   Sublease income deal

   24h Move

   +4.5%

   Announced >$2.6M contracted non-dilutive rental income from facility sublease.

3. Feb 23

   Crypto hardware MOU

   24h Move

   -31.7%

   Disclosed MOU to distribute crypto infrastructure hardware and explore validator roles.

4. Feb 20

   Q2 2026 earnings

   24h Move

   -31.7%

   Reported revenue drop to $7.1M, operating loss, and net loss of $1.2M.

5. Feb 10

   Share buyback launch

   24h Move

   +3.3%

   Authorized first-ever $2M share repurchase citing stronger capital structure.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

ai infrastructure, gpu, yield-bearing, collateralized loans, +3 more

7 terms

ai infrastructure technical

"launch of its AI infrastructure strategy, positioning the Company as a dedicated capital"

AI infrastructure consists of the hardware, software, and systems needed to develop, run, and support artificial intelligence applications. Think of it as the foundation and tools that enable AI to process large amounts of data quickly and accurately, similar to how a strong foundation supports a building. For investors, AI infrastructure is important because it underpins advancements in technology that can drive new business opportunities and competitive advantages.

gpu technical

"capital provider for GPU clusters and AI infrastructure assets. The AI infrastructure"

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.

yield-bearing financial

"to purchase sUSDai, a yield-bearing instrument backed by GPU-collateralized loans,"

An asset described as yield-bearing regularly pays money to its holder, such as interest from a bond or dividends from a stock, instead of only changing in market price. For investors this matters because these payments provide steady income, help cushion portfolio volatility, and compound over time like a stream of small deposits, so yield-bearing choices are often used to generate cash flow or balance growth-focused holdings.

collateralized loans financial

"sUSDai, a yield-bearing instrument backed by GPU-collateralized loans, giving iPower"

A collateralized loan is a loan backed by specific assets that the lender can seize if the borrower fails to repay, like a mortgage secured by a house or a car loan secured by the vehicle. For investors, collateral lowers the lender’s loss risk and often leads to lower interest rates, but the quality and liquidity of the pledged assets affect how much protection the collateral actually provides in a market downturn.

return on invested capital financial

"Targeting strong returns on invested capital (ROIC) through disciplined asset selection"

A percentage that shows how effectively a company turns the money invested in its business—both borrowed funds and shareholders’ equity—into operating profit after taxes. It tells investors whether a company earns more from its core operations than it costs to fund those operations; think of it like the annual return you’d expect from renovating a rental property—higher percentages mean the company uses capital more efficiently and is more likely to create value for shareholders.

roic financial

"Targeting strong returns on invested capital (ROIC) through disciplined asset selection"

Return on invested capital (ROIC) measures how well a company turns the money it uses to run and grow the business into profit, expressed as a percentage. Think of it like how much fruit a tree yields for each seed and watering dollar invested: higher ROIC means management is extracting more value from each dollar put into the company. Investors use it to compare how efficiently different companies deploy capital and whether returns justify the risk of holding the stock.

View in glossary

capital markets financial

"Leveraging iPower’s capital markets experience and ecosystem relationships to scale"

Capital markets are places where people and organizations buy and sell long-term investments like stocks and bonds. They help connect those who need money to grow or fund projects with investors looking to earn returns over time. For investors, capital markets are important because they offer opportunities to invest, save, and grow their wealth through a variety of financial assets.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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• Company intends to pursue investments across the AI infrastructure stack, including an initial investment in sUSDai
• Utilizes existing $30M facility to build dedicated GPU and AI asset portfolio

RANCHO CUCAMONGA, Calif., May 19, 2026 (GLOBE NEWSWIRE) -- iPower Inc. (Nasdaq: IPW) today announced the launch of its AI infrastructure strategy, positioning the Company as a dedicated capital provider for GPU clusters and AI infrastructure assets. The AI infrastructure market faces a fundamental supply-demand imbalance – GPU capacity is difficult to source and deploy, and operators face significant capital constraints in meeting surging demand. This leaves customers facing significant delays in building the AI capabilities they need.

iPower intends to address this gap by acting as a flexible capital provider and strategic partner to infrastructure operators across the technology stack, initially via its existing $30 million December 2025 financing facility. As a first step, the Company has committed up to $3 million from new financing proceeds to purchase sUSDai, a yield-bearing instrument backed by GPU-collateralized loans, giving iPower direct exposure to AI infrastructure revenue streams in a downside protected structure.

“We are in the early innings of the most significant technological adoption in this generation, and compute infrastructure is the critical bottleneck standing between enterprises and adoption. We believe iPower is well-capitalized to address the opportunity in this space. Our initial deployment into sUSDai is the first step in what we intend to build into a meaningful presence as a capital provider in the AI infrastructure ecosystem,” said Lawrence Tan, CEO of iPower Inc.

iPower’s AI infrastructure strategy is focused on several key initiatives:

• Pursuing investments across the AI infrastructure stack, including an initial investment in sUSDai
• Targeting strong returns on invested capital (ROIC) through disciplined asset selection
• Leveraging iPower’s capital markets experience and ecosystem relationships to scale the portfolio as the strategy matures
  

The Company intends to provide updates on additional developments as it executes the strategy.

About iPower Inc.

iPower Inc. (Nasdaq: IPW) is a technology- and data-driven company executing a focused strategy at the intersection of AI infrastructure and real-world commerce. The Company’s platform includes established e-commerce supply chain operations and a growing AI infrastructure investment strategy. Leveraging its operating experience, ecosystem relationships, and capital market access, iPower is building a scalable platform designed to generate durable long-term value for stockholders. For more information, please visit www.meetipower.com.

Forward-Looking Statements

All statements other than statements of historical fact in this press release are forward-looking statements. These forward-looking statements, including iPower’s launch of its new AI infrastructure strategy, its ability to successfully deploy capital to fund such strategy, or generate revenue following the launch of such strategy, involve known and unknown risks and uncertainties and are based on current expectations and projections about future events and financial trends that iPower believes may affect its financial condition, results of operations, business strategy, and financial needs. Investors can identify these forward-looking statements by words or phrases such as “may,” “will,” “expect,” “anticipate,” “aim,” “estimate,” “intend,” “plan,” “believe,” “potential,” “continue,” “is/are likely to,” or other similar expressions. iPower undertakes no obligation to update forward-looking statements to reflect subsequent events or circumstances, or changes in its expectations, except as may be required by law. Although iPower believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct. iPower cautions investors that actual results may differ materially from the anticipated results and encourages investors to review other factors that may affect its future results and performance in iPower’s filings with the SEC, including its Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K.

Media & Investor Contact

IPW.IR@meetipower.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What is iPower's new AI infrastructure strategy announced on May 19, 2026 (NASDAQ: IPW)?

iPower launched an AI infrastructure strategy to act as a capital provider for GPU clusters and AI assets. According to iPower, the plan targets investments across the AI infrastructure stack, aiming to support operators facing GPU supply and capital constraints while seeking attractive returns.

How will iPower (IPW) use its $30 million December 2025 facility in the AI strategy?

iPower intends to use its existing $30 million December 2025 financing facility to fund AI infrastructure investments. According to iPower, this capital will support GPU clusters and related AI assets, positioning the company as a flexible financing partner to infrastructure operators across the technology stack.

What does iPower's $3 million commitment to sUSDai mean for IPW investors?

iPower has committed up to $3 million from new financing proceeds to purchase sUSDai. According to iPower, sUSDai is a yield-bearing instrument backed by GPU-collateralized loans, giving the company direct exposure to AI infrastructure revenue streams in a downside-protected structure.

How does iPower plan to generate returns from its AI infrastructure investments (NASDAQ: IPW)?

iPower aims to target strong returns on invested capital from its AI infrastructure portfolio. According to iPower, the strategy relies on disciplined asset selection, GPU-backed financing exposure via sUSDai, and leveraging its capital markets experience and ecosystem relationships to scale investments over time.

Why is iPower focusing on GPU and AI infrastructure financing now?

iPower is responding to what it describes as a fundamental supply-demand imbalance in AI compute infrastructure. According to iPower, GPU capacity is hard to source, and operators face capital constraints, creating an opportunity for a dedicated, flexible capital provider to support AI infrastructure growth.