AlphaTON Signs $30 Million AI Infrastructure Lease Agreement
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy ATON?
Source: Newsfilter
- Strategic Partnership Agreement: AlphaTON Capital has signed and closed a $30 million AI compute infrastructure lease agreement, adding 504 NVIDIA B200 chips, which is expected to generate at least $1.2 million in monthly revenue starting March 2026, significantly enhancing the company's competitive edge in the AI market.
- Revenue Growth Potential: With rental rates for each B200 chip ranging from $4 to $6 per hour, the deployment of 504 chips is projected to yield $1.45 million in monthly revenue, further driving AlphaTON's AI revenue growth.
- Surging Market Demand: With over 1 billion Telegram users, the demand for AI compute technology is expected to reach $7.2 trillion by 2030, positioning AlphaTON's infrastructure to meet this market need and strengthen its market position.
- Capital Efficiency Improvement: This deployment marks a strategic shift towards capital-efficient growth for AlphaTON, enabling rapid expansion of its confidential compute capacity through operational leasing structures while maintaining financial flexibility to secure a leading position in a competitive market.
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About ATON
AlphaTON Capital Corp., formerly Portage Biotech Inc., is a specialized digital asset treasury company. The Company is focused on building and managing a strategic reserve of The Open Network (TON) tokens and developing the Telegram ecosystem. The Company implements a treasury strategy that combines direct token acquisition, validator operations, and strategic ecosystem investments to generate sustainable returns for shareholders. Through its operations, the Company provides public market investors with institutional-grade exposure to the TON ecosystem and Telegram's billion user platform. It is also advancing therapies that target known checkpoint resistance pathways to achieve durable treatment response and improve quality of life for patients. The Company engages in the drug development process and provides strategic counsel to guide development of immunotherapy assets and asset combinations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
AlphaTON Signs $30 Million AI Infrastructure Lease Agreement
- Strategic Partnership Agreement: AlphaTON Capital has signed and closed a $30 million AI compute infrastructure lease agreement, adding 504 NVIDIA B200 chips, which is expected to generate at least $1.2 million in monthly revenue starting March 2026, significantly enhancing the company's competitive edge in the AI market.
- Revenue Growth Potential: With rental rates for each B200 chip ranging from $4 to $6 per hour, the deployment of 504 chips is projected to yield $1.45 million in monthly revenue, further driving AlphaTON's AI revenue growth.
- Surging Market Demand: With over 1 billion Telegram users, the demand for AI compute technology is expected to reach $7.2 trillion by 2030, positioning AlphaTON's infrastructure to meet this market need and strengthen its market position.
- Capital Efficiency Improvement: This deployment marks a strategic shift towards capital-efficient growth for AlphaTON, enabling rapid expansion of its confidential compute capacity through operational leasing structures while maintaining financial flexibility to secure a leading position in a competitive market.
See More
ALPHATON CAPITAL EXPANDS AI MARKET INFRASTRUCTURE WITH 504 NVIDIA BLACKWELL B200 GPU COMPUTERS
- Deployment Announcement: Alphaton Capital has announced the deployment of 504 NVIDIA Blackwell B200 GPU computers.
- Purpose of Deployment: The deployment is aimed at enhancing infrastructure for AI market applications.
See More
Transformative Leadership Narratives in Business
- Innovative Leadership Platform: Rhonda Swan's show, Wake Up New York, provides a stage for forward-thinking leaders to articulate their ideas and engage with global audiences, thereby enhancing business growth and influence.
- Entrepreneurial Ecosystem: New York City serves as a thriving entrepreneurial ecosystem that fosters connections to resources, mentorship, and opportunities, driving innovation and economic development, showcasing the critical role of entrepreneurs in the market.
- Media and Self-Worth: Ashley Holt leverages media to elevate self-worth, exposing the $500 billion confidence industry and highlighting the connection between personal struggles and public priorities, showcasing the power of female leadership.
- Health Tech Innovation: Benjamin Lee's 4BPM redefines wellness through advanced diagnostics and personalized care, combining science with holistic solutions to empower individuals in optimizing energy, cognition, and overall health, demonstrating significant potential in the health tech sector.
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ALPHATON CAPITAL CORP: TERMINATION, RESCISSION, AND TRANSFER AGREEMENT SIGNED WITH COMPEDICA HOLDINGS ON FEBRUARY 6, 2026
Company Announcement: AlphaTon Capital Corp announced a termination, rescission, and transfer agreement with Compedic Holdings on February 6, 2026.
Implications of the Agreement: The details of the agreement suggest significant changes in the operational or ownership structure between the two companies.
See More
AlphaTON Capital Announces Board Changes and New Director Appointment
- New Board Member: AlphaTON Capital Corp has appointed F. Daniel Siciliano as a new independent director effective immediately, coinciding with Steven Mintz's resignation, indicating the company's ongoing commitment to enhancing its governance structure.
- Rich Governance Experience: Siciliano brings extensive corporate governance expertise, having held key positions including Chair of the Federal Home Loan Banks, and his addition is expected to strategically support the company's expansion into privacy-preserving AI and the Telegram economy.
- Significant Milestones: The company recently closed a $46 million AI infrastructure deal and launched the AlphaTON Claude Connector, bridging Anthropic's Claude AI to the TON blockchain, reflecting proactive advancements in technology integration and market expansion.
- Strong Financial Position: AlphaTON currently holds $24.5 million in assets with zero debt, demonstrating financial robustness as the company rapidly scales its AI compute infrastructure and TON blockchain initiatives, thereby enhancing investor confidence.
See More
AlphaTON Capital Showcases at Consensus Hong Kong
- Massive Market Potential: AlphaTON Capital showcased its foundational infrastructure for the Telegram super app at Consensus Hong Kong, targeting an addressable market of over 1 billion monthly active users, highlighting the company's strategic importance in global finance and AI services.
- Privacy-Preserving Technology: CEO Brittany Kaiser unveiled the Cocoon AI program, launching as a GPU partner to provide AI services without compromising data ownership, expected to benefit over 1 billion users, enhancing user trust and market competitiveness.
- Industry Leadership: Through collaboration with Midnight Foundation, AlphaTON Capital is developing the first confidential AI infrastructure purpose-built for Telegram, ensuring user control over data and further solidifying its first-mover advantage in privacy-preserving technologies.
- Content Sharing Initiative: For investors unable to attend in person, AlphaTON will share all Consensus Hong Kong content, including keynote speeches and exclusive podcasts, via its investor relations website and social media channels, enhancing engagement and transparency with shareholders.
See More
AlphaTON Signs $30 Million AI Infrastructure Lease Agreement
- Strategic Partnership Agreement: AlphaTON Capital has signed and closed a $30 million AI compute infrastructure lease agreement, adding 504 NVIDIA B200 chips, which is expected to generate at least $1.2 million in monthly revenue starting March 2026, significantly enhancing the company's competitive edge in the AI market.
- Revenue Growth Potential: With rental rates for each B200 chip ranging from $4 to $6 per hour, the deployment of 504 chips is projected to yield $1.45 million in monthly revenue, further driving AlphaTON's AI revenue growth.
- Surging Market Demand: With over 1 billion Telegram users, the demand for AI compute technology is expected to reach $7.2 trillion by 2030, positioning AlphaTON's infrastructure to meet this market need and strengthen its market position.
- Capital Efficiency Improvement: This deployment marks a strategic shift towards capital-efficient growth for AlphaTON, enabling rapid expansion of its confidential compute capacity through operational leasing structures while maintaining financial flexibility to secure a leading position in a competitive market.
See More
ALPHATON CAPITAL EXPANDS AI MARKET INFRASTRUCTURE WITH 504 NVIDIA BLACKWELL B200 GPU COMPUTERS
- Deployment Announcement: Alphaton Capital has announced the deployment of 504 NVIDIA Blackwell B200 GPU computers.
- Purpose of Deployment: The deployment is aimed at enhancing infrastructure for AI market applications.
See More
Transformative Leadership Narratives in Business
- Innovative Leadership Platform: Rhonda Swan's show, Wake Up New York, provides a stage for forward-thinking leaders to articulate their ideas and engage with global audiences, thereby enhancing business growth and influence.
- Entrepreneurial Ecosystem: New York City serves as a thriving entrepreneurial ecosystem that fosters connections to resources, mentorship, and opportunities, driving innovation and economic development, showcasing the critical role of entrepreneurs in the market.
- Media and Self-Worth: Ashley Holt leverages media to elevate self-worth, exposing the $500 billion confidence industry and highlighting the connection between personal struggles and public priorities, showcasing the power of female leadership.
- Health Tech Innovation: Benjamin Lee's 4BPM redefines wellness through advanced diagnostics and personalized care, combining science with holistic solutions to empower individuals in optimizing energy, cognition, and overall health, demonstrating significant potential in the health tech sector.
See More
ALPHATON CAPITAL CORP: TERMINATION, RESCISSION, AND TRANSFER AGREEMENT SIGNED WITH COMPEDICA HOLDINGS ON FEBRUARY 6, 2026
Company Announcement: AlphaTon Capital Corp announced a termination, rescission, and transfer agreement with Compedic Holdings on February 6, 2026.
Implications of the Agreement: The details of the agreement suggest significant changes in the operational or ownership structure between the two companies.
See More
AlphaTON Capital Announces Board Changes and New Director Appointment
- New Board Member: AlphaTON Capital Corp has appointed F. Daniel Siciliano as a new independent director effective immediately, coinciding with Steven Mintz's resignation, indicating the company's ongoing commitment to enhancing its governance structure.
- Rich Governance Experience: Siciliano brings extensive corporate governance expertise, having held key positions including Chair of the Federal Home Loan Banks, and his addition is expected to strategically support the company's expansion into privacy-preserving AI and the Telegram economy.
- Significant Milestones: The company recently closed a $46 million AI infrastructure deal and launched the AlphaTON Claude Connector, bridging Anthropic's Claude AI to the TON blockchain, reflecting proactive advancements in technology integration and market expansion.
- Strong Financial Position: AlphaTON currently holds $24.5 million in assets with zero debt, demonstrating financial robustness as the company rapidly scales its AI compute infrastructure and TON blockchain initiatives, thereby enhancing investor confidence.
See More
AlphaTON Capital Showcases at Consensus Hong Kong
- Massive Market Potential: AlphaTON Capital showcased its foundational infrastructure for the Telegram super app at Consensus Hong Kong, targeting an addressable market of over 1 billion monthly active users, highlighting the company's strategic importance in global finance and AI services.
- Privacy-Preserving Technology: CEO Brittany Kaiser unveiled the Cocoon AI program, launching as a GPU partner to provide AI services without compromising data ownership, expected to benefit over 1 billion users, enhancing user trust and market competitiveness.
- Industry Leadership: Through collaboration with Midnight Foundation, AlphaTON Capital is developing the first confidential AI infrastructure purpose-built for Telegram, ensuring user control over data and further solidifying its first-mover advantage in privacy-preserving technologies.
- Content Sharing Initiative: For investors unable to attend in person, AlphaTON will share all Consensus Hong Kong content, including keynote speeches and exclusive podcasts, via its investor relations website and social media channels, enhancing engagement and transparency with shareholders.
See More
