AlphaTON Capital
Rents dedicated confidential NVIDIA GPU capacity for AI workloads.
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Profile
Rents dedicated NVIDIA GPU clusters under multiyear off-take agreements for AI training, inference, and research. Its Digital & Compute segment targets confidential and sovereign workloads, while a legacy Immuno-Oncology portfolio remains from its predecessor.
Acquires or leases NVIDIA GPUs and rents dedicated cluster capacity to enterprises, technology companies, AI laboratories, and decentralized-AI ecosystems for training, inference, and research. The Digital & Compute business combines dedicated hardware with hardware-enforced trusted execution environments for confidential computing, data-residency needs, and sovereign workloads.
Operates through third-party data centers in Canada and Sweden, with a BVI-domiciled parent, U.S. employees, and a Lisbon office. GAMEE provides Telegram-based distribution and customer acquisition, while legacy Immuno-Oncology businesses remain. Capacity execution depends on NVIDIA hardware, equipment finance, colocation providers, customer utilization, and the Telegram/Cocoon ecosystem.
Company facts
Key statistics
Year to date −78.2% · Average volume (30d) 6.4M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating |
|---|---|---|---|
| Aug 17, 2026 | BMO Capital | Upgrade | Outperform |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jan 12, 2026Q3 FY26 | −$0.35 | −$4.13 | −1,080.0% | — | — | — | +42.86% |
| Jan 5, 2026 | −$4.20 | −$1.26 | +70.0% | — | — | — | +24.78% |
| Oct 8, 2025Q2 FY26 | — | −$2.57 | — | — | — | — | −23.46% |
| Mar 28, 2025Q3 FY25 | — | −$0.17 | — | — | — | — | −3.65% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $48.5K | $48.5K | |
| Gross profit | $0 | $0 | $0 | $0 | $48.5K | $48.5K | |
| Operating income | −$1.5M | −$1.5M | −$3.1M | −$4.5M | −$8.5M | −$8.5M | |
| Net income | −$1.9M | −$1.9M | −$5.6M | −$10.4M | −$13.7M | −$13.7M | |
| Diluted EPS | −$0.17 | −$0.17 | −$2.57 | −$4.13 | −$0.84 | −$0.84 | |
| Gross margin | — | — | — | — | 100.0% | 100.0% | |
| Operating margin | — | — | — | — | -17,455.7% | -17,455.7% |
Fiscal years (4-quarter sums)FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0 · FY26 $97.0K
Balance sheet, Mar 31, 2026Cash & short-term investments $1.8M · Total debt $138.0K · Total assets $19.5M · Shareholders' equity $7.2M
Dividends
No dividends on record.
Ownership
Shares outstanding 23.53M · Float 18.85M
This issuer lists more than one class and the share count spans them all, so a stake here reads as a share of the whole company, not of this class.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % of company | Form | Filed |
|---|---|---|---|---|
| Jane Street Group, LLC | 1.35M | 5.60% of class | 13G | Jun 16, 2026 |
| Kendall Brazos Duncan | 1.17M | 5.30% of class | 13G | Jul 10, 2026 |
| Fiorenzo Villani · director, officer: Chief Investment Officer | 243.8K | 1.04% | Form 4 | Apr 7, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Amazon
Hyperscale AI cloud capacity and confidential-computing alternative.
- Microsoft
Azure unifies GPU cloud, confidential computing, and enterprise AI.
- Alphabet Class A
Google Cloud combines AI infrastructure with confidential regional services.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AlphaTON Capital | $0.1749 | +3.98% | $4.0M | — | — | 41.1 | — |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| Alphabet Class A | $346.00 | −0.14% | $4.19T | 17.4 | 25.8 | 9.4 | +24.2% |
| Median | 21.4 | 26.2 | 9.4 | +19.6% |