OSS Announces New Commercial Robotics Customer
Rhea-AI Summary
One Stop Systems (Nasdaq: OSS) received an initial purchase order from a leading autonomous construction and mining equipment manufacturer for its Gen5 ruggedized, 3U, liquid-cooled short-depth server (SDS).
OSS expects approximately $2 million in 2026 orders and a five-year pipeline of $10 million to $15 million to support commercial autonomy deployments.
Positive
- Initial 2026 orders of $2 million
- Five-year expected pipeline of $10M–$15M
- Replaced an incumbent compute provider for a commercial customer
- Gen5 supports DC power for direct heavy-equipment integration
- Liquid-cooled, short-depth design enables high-density AI at the edge
Negative
- Initial 2026 orders are modest at $2 million
- Five-year $10M–$15M pipeline described as expected, not firm
News Market Reaction
On the day this news was published, OSS declined 0.74%, reflecting a mild negative market reaction. Argus tracked a trough of -15.4% from its starting point during tracking. Our momentum scanner triggered 30 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 $248M at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
OSS was down 1.35% prior to this news while peers showed mixed moves: QMCO up 3.7%, ALOT up 2.13%, YIBO flat, UAVS down 6.31%, and DDD down 2.19%. This pattern points to stock-specific rather than broad sector activity.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 09 | Product showcase | Positive | +4.4% | AFCEA West demo of HSB Sensor Bridge for tactical edge AI workloads. |
| Jan 27 | Platform award | Positive | +3.9% | New multi-year platform win with aerospace prime and $1.1M initial order. |
| Jan 07 | Defense partnership | Positive | +22.2% | Pre-production order to develop integrated vision system for U.S. Army vehicles. |
| Dec 30 | Business divestiture | Positive | +0.4% | Sale of Bressner for $22.4M to refocus on AI, ML, and rugged edge markets. |
| Dec 23 | Follow-on order | Positive | +2.1% | Follow-on Safran production order and increased five-year sales expectations. |
Recent OSS contract and program announcements have been followed by positive 1-day price reactions, suggesting the market has rewarded new design wins and strategic shifts.
Over the last few months, OSS has reported several program and contract wins plus a strategic divestiture. A defense partnership and follow-on military orders drove price gains of up to 22.2%, while a multi-year aerospace award and a technology showcase at AFCEA West also saw positive reactions. The sale of Bressner for $22.4M modestly lifted the stock as OSS refocused on AI and rugged edge markets. Today’s commercial autonomy customer news fits this pattern of program-based growth initiatives.
Market Pulse Summary
This announcement highlights OSS securing a new commercial robotics customer for its Gen5 rugged, liquid-cooled short-depth server, with expected 2026 orders of about $2 million and a five-year pipeline of $10–$15 million. It extends the company’s push into commercial AI and autonomy alongside prior defense and aerospace wins. Investors may watch how quickly the pipeline converts, follow-on program awards, and integration of this platform into broader industrial edge deployments.
Key Terms
liquid-cooled technical
dc power technical
AI-generated analysis. Not financial advice.
OSS to provide Gen5, ruggedized, 3U, liquid-cooled, short-depth-server (SDS) to support autonomous construction and mining equipment manufacturer
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ESCONDIDO, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- One Stop Systems, Inc. (OSS or the Company) (Nasdaq: OSS), a leader in rugged Enterprise Class compute for artificial intelligence (AI), machine learning (ML) and sensor processing at the edge, today announced it received an initial purchase order from a leading manufacturer of autonomous construction and mining equipment. OSS expects to receive approximately
OSS will provide a Gen5 ruggedized, 3U, liquid-cooled, short-depth server (SDS), engineered to support commercial autonomous operation of heavy equipment in the construction and mining sectors. The order leverages OSS’s core competencies in rugged enterprise-class system design, advanced liquid-cooling technologies, and low-latency AI compute, enabling real-time perception, decision-making, and autonomy for mission-critical industrial applications. The platform is optimized for deployment in mobile, power-constrained environments commonly found in off-highway and industrial equipment.
The Gen5 platform is able to incorporate a DC power design, which enables direct integration into heavy equipment electrical systems without the need for additional power conditioning. This capability, combined with OSS’s liquid-cooled, short-depth architecture, allows high-density AI acceleration to be deployed in space, power, and thermally constrained autonomous environments.
“We are pleased to support a leading autonomous construction and mining equipment manufacturer,” said Mike Knowles, President and CEO of OSS. “OSS was selected to replace an incumbent compute provider based on our ability to deliver higher-performance AI acceleration, advanced liquid cooling, and enterprise-grade reliability in harsh, mobile operating environments. As autonomous systems move from pilot programs to scaled commercial deployment, we believe customers are increasingly prioritizing platforms that can perform consistently at the edge. As a result, we believe OSS is well positioned to win additional commercial opportunities as autonomy adoption accelerates.”
The program represents another step in OSS’s strategy to expand its presence in commercial AI, autonomy, and industrial edge markets, complementing its established defense, aerospace and data center business and supporting the Company’s long-term objective of driving multi-year, program-based revenue opportunities.
About One Stop Systems
One Stop Systems, Inc. (Nasdaq: OSS) is a leader in AI enabled solutions for the demanding 'edge'. OSS designs and manufactures Enterprise Class compute and storage products that enable rugged AI, sensor fusion and autonomous capabilities without compromise. These hardware and software platforms bring the latest data center performance to harsh and challenging applications, whether they are on land, sea or in the air.
OSS products include ruggedized servers, compute accelerators, flash storage arrays, and storage acceleration software. These specialized compact products are used across multiple industries and applications, including autonomous trucking and farming, as well as aircraft, drones, ships and vehicles within the defense industry.
OSS solutions address the entire AI workflow, from high-speed data acquisition to deep learning, training and large-scale inference, and have delivered many industry firsts for industrial OEM and government customers.
As the fastest growing segment of the multi-billion-dollar edge computing market, AI enabled solutions require-and OSS delivers-the highest level of performance in the most challenging environments without compromise.
OSS products are available directly or through global distributors. For more information, go to www.onestopsystems.com. You can also follow OSS on X, YouTube, and LinkedIn.
Forward-Looking Statements
One Stop Systems cautions you that statements in this press release that are not a description of historical facts are forward-looking statements. Words such as, but not limited to, "anticipate," "aim," "believe," "contemplate," "continue," "could," "design," "estimate," "expect," "intend," "may," "might," "plan," "possible," "potential," "predict," "project," "seek," "should," "suggest," "strategy," "target," "will," "would," and similar expressions or phrases, or the negative of those expressions or phrases, are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. These statements are based on the Company's current beliefs and expectations. The inclusion of forward-looking statements should not be regarded as a representation by One Stop Systems or its partners that any of its plans or expectations will be achieved, including but not limited to the potential and/or the results of this program, the fitness and actual performance of OSS's products for autonomous construction and mining equipment and in heavy equipment environments, actual revenue derived from current and expected development and purchase orders, our growth with this new commercial customer, the performance reliability of the platform in certain conditions, and the timing of shipments to fulfill orders and revenue recognized. Actual results may differ from those set forth in this press release due to the risk and uncertainties inherent in our business, including risks described in our prior press releases and in our filings with the Securities and Exchange Commission (SEC), including under the heading "Risk Factors" in our latest Annual Report on Form 10-K and any subsequent filings with the SEC. You are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof, and the company undertakes no obligation to revise or update this press release to reflect events or circumstances after the date hereof. All forward-looking statements are qualified in their entirety by this cautionary statement, which is made under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995.
Media Contacts:
Robert Kalebaugh
One Stop Systems, Inc.
Tel (858) 518-6154
Email contact
Investor Relations:
Andrew Berger
Managing Director
SM Berger & Company, Inc.
Tel (216) 464-6400
Email contact
FAQ
What did OSS (OSS) announce on February 11, 2026 about a new customer?
How much revenue does OSS expect from the new customer in 2026 (OSS)?
What is the five-year pipeline value OSS cited for the autonomous equipment program (OSS)?
What technical features of OSS's Gen5 server support heavy equipment autonomy (OSS)?
Why was OSS selected over the incumbent compute provider by the customer (OSS)?
How does the Gen5 server integrate with heavy-equipment electrical systems (OSS)?
