Axe Compute Inc.'s SEC filings document the company's transition to an enterprise GPU compute infrastructure and digital asset treasury business. Material-event reports cover operating and financial results, the former Predictive Oncology name history, capital-structure changes, and enterprise infrastructure agreements involving dedicated GPU capacity and AI-focused high-speed storage.
The filings also record governance and executive-compensation matters, including board and officer appointments, resignations, employment agreements, and separation arrangements. Additional disclosure categories include shareholder voting matters, risk references tied to ATH token volatility, liquidity sources, and the company's public-company reporting obligations as Nasdaq-listed AGPU.
Axe Compute Inc. has filed a shelf registration to offer, from time to time, up to $1,000,000,000 of common stock, preferred stock, warrants, debt securities and units. Securities may be sold in one or more offerings, with specific terms and pricing set in future supplements.
The company focuses on providing high-performance GPU compute infrastructure for AI workloads under long-term service agreements, while exploring strategic alternatives for its legacy oncology drug discovery business. It also holds a large ATH token position as a Strategic Compute Reserve to secure access to GPU capacity.
On July 17, 2026, the market value of common stock held by non-affiliates was $76.6 million, and the company’s Strategic Compute Reserve included about 6.148 billion ATH valued at approximately $27.0 million at $0.0044 per token.
Axe Compute Inc. announced a new five‑year customer contract with total committed value of over $1.5 billion to deploy a dedicated NVIDIA Blackwell‑based AI infrastructure cluster in the United States.
With previously announced Build agreements, 2026 signed contracted value now exceeds $3 billion. The new contract supplies more than 9,200 NVIDIA Blackwell B300 GPUs and is expected to increase annual run rate to roughly $696 million, compared with a $385 million run rate reported earlier in July 2026.
Axe Compute anticipates receiving over $534 million in aggregate customer prepayments within 30 days, which it plans to combine with project‑level financing to fund GPU and infrastructure capital expenditures. Management expects Build deployments to begin generating monthly revenue this quarter, with additional cluster activations in the fourth quarter of 2026.
Axe Compute Inc. secured more than $1.3 billion in new customer contracts across the United States and Europe through its Axe Compute Build program, surpassing its 2026 goal of $1 billion in signed contracts. The agreements extend its design-deploy-own-operate model into additional geographies and add large-scale, dedicated AI infrastructure capacity tailored to customer workloads and governance needs.
The contracts are structured as five-year commitments with extension options and significant upfront prepayments, with prepayments expected in Q3 2026 and revenue expected to begin in late Q4 2026. Upon deployment, the company states these deals are expected to boost ARR to over $384 million. Management also indicates it believes it could close up to an additional $2 billion in contracts this year that could contribute to ARR, while highlighting execution, supply chain, customer and funding risks in extensive forward-looking statements.
Axe Compute Inc., a Delaware-based AI infrastructure company listed on Nasdaq as “AGPU,” filed an amended shelf registration allowing it to offer up to $1,000,000,000 of common stock, preferred stock, debt securities, warrants, units, or subscription rights from time to time after effectiveness.
The business centers on providing high-performance GPU compute for AI workloads via custom enterprise deployments and rapid-access capacity sourced from third parties. A legacy oncology drug discovery operation remains non-core and is under strategic review. The company’s treasury strategy relies heavily on ATH, the Aethir network’s utility token: the Strategic Compute Reserve held about 6.148 billion ATH valued at approximately $27.0 million on July 17, 2026, creating concentrated digital-asset exposure. Recent developments include a 36‑month, $260 million enterprise infrastructure contract for 2,304 NVIDIA B300 GPUs and leadership changes with a new President and Chief Financial Officer.
Axe Compute Inc. files an amendment to its shelf registration to offer up to $1,000,000,000 of common stock, preferred stock, warrants, debt securities, units or subscription rights, to be sold from time to time by prospectus supplement.
The company discloses its Strategic Compute Reserve of approximately 6.166 billion ATH with a reported market value of $26.8 million as of July 1, 2026, and a recently signed enterprise infrastructure contract with an aggregate value of approximately $260 million for a 36-month deployment of 2,304 NVIDIA B300 GPUs.
Axe Compute Inc. filed a shelf registration to offer up to $1,000,000,000 of securities. The prospectus registers up to $1,000,000,000 of common stock, preferred stock, warrants, debt securities, units or subscription rights to be offered from time to time by prospectus supplement. The document discloses the Company’s Strategic Compute Reserve of approximately 6.197 billion ATH tokens valued at $29.1 million as of June 8, 2026, and an enterprise contract with an aggregate value of $260 million for a 36-month deployment of 2,304 NVIDIA B300 GPUs with targeted deployment beginning in Q3 2026. The prospectus describes governance, capital structure and distribution mechanics and states that net proceeds will be used for general corporate purposes, compute operations, infrastructure deployments and to grow the Strategic Compute Reserve.
Axe Compute Inc. is updating its risk disclosures to reflect a strategic shift from an asset-light model to purchasing, owning, and operating GPU computing infrastructure in dedicated data centers. This model is capital-intensive and will require substantial and growing funding from customer deposits, operations, and equity or debt financing.
The company highlights risks around rapid GPU obsolescence, potential impairment charges, concentration of revenue in a few large contracts, and dependence on reliable data center power and cooling, including 4.8 megawatts of committed power for its largest deployment. It also notes reliance on NVIDIA and complex global supply chains, exposure to export controls and geopolitical tensions, and execution risk for a targeted third-quarter 2026 deployment tied to a large, approximately $260 million enterprise engagement.
Additional risks include possible underutilization of purpose-built capacity, plans to incur secured or asset-backed indebtedness, limited operating history with owned GPU infrastructure, sensitivity to volatile energy costs and new environmental rules, cybersecurity and operational failures, and heightened liquidity dependence, including on ATH digital asset holdings.
Axe Compute Inc. director Theodore Zhu reported two open market purchases of the company’s Common Stock. On May 29, 2026, he acquired 11,250 shares at a share price of $6.61. On May 28, 2026, he acquired an additional 3,750 shares at a weighted average price of $6.61 from multiple trades between $6.59 and $6.65. Following these transactions, Zhu directly owned 20,144 shares of Axe Compute Inc. common stock.
Blacher Joshua reported acquisition or exercise transactions in this Form 4 filing.
Axe Compute Inc. reported that Co-Chief Financial Officer Joshua Blacher received a stock-based compensation award. He was granted 9,389 shares of common stock in the form of restricted stock units, at no cash cost per share.
The RSUs vested in full on May 14, 2026 and are scheduled to be settled in shares no later than June 13, 2026. After this grant, Blacher directly owns 15,856 shares of Axe Compute common stock.