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SO
Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report
['July', 'Min Read']
Yahoo Finance
Software and firmware services provide an incremental revenue opportunity where customers require a complete confidential-compute stack rather than bare-metal infrastructure alone.
Targeted contract margins of 20%-25% establish an initial framework for evaluating compute economics as reported revenue begins to scale.
ALPHA-02 is the next major deployment milestone and is expected to approximately double ALP's operating Blackwell fleet.
The servers have an aggregate cost of approximately $40.9 million, of which $8.6 million had been deposited as of March 31, leaving approximately $32.3 million of remaining hardware consideration.
ALPHA-02 will therefore validate ALP's ability to coordinate hardware delivery, project financing, colocation readiness, power availability, networking, installation, customer contracting, and commissioning within the targeted quarter.