Gorilla Technology Signs Agreement with Yotta to Deploy 640 GPU Servers
Gorilla Technology (GRRR) announced that it has signed binding agreements with Yotta Data Services to deploy GPU infrastructure in India of approximately 640 high-performance Nvidia (NVDA) HGX B200 servers with more than 5,000 GPUs for AI workloads. Based on the executed agreements and current commercial assumptions, Gorilla expects this deployment to contribute more than $500M in revenue for the company over the next five years. The agreements establish Gorilla as a key infrastructure partner to Yotta, supporting high-performance AI compute deployments across India. Gorilla will provide GPU infrastructure, under a long-duration commercial model, while Yotta will implement and operate the GPUs in accordance with Nvidia Reference Architecture at its Uptime Tier IV NM1 Data Centre in Navi Mumbai and deliver AI compute services including hyperscale GPU clusters, bare-metal GPUs, virtual machines, AI lab workstations, serverless GPUs and AI model end-points to enterprises and government customers.
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- Data Center Construction Plan: Gorilla Technology announced plans to build a 200MW AI data center in Thailand, expected to begin construction in July 2026 and complete the first phase by Q1 2027, supporting 150MW of IT load to meet high-density GPU demands from governments and enterprises.
- Significant Revenue Potential: The data center is projected to generate up to $1.5 billion in annual revenue starting in 2028, showcasing Gorilla's strong potential and market appeal in the Asia-Pacific expansion.
- Strategic Partnership with Yotta: Gorilla signed a $2.8 billion deal with Yotta Data Services, further deepening its push into India's AI infrastructure market, with expectations of generating over $500 million in revenue over the next five years.
- Bullish Market Sentiment: Gorilla's stock has sparked significant retail interest, with investors optimistic about its future revenue potential, anticipating a market cap that could reach tens of billions, reflecting high market confidence in its expansion plans.
- Project Expansion: Gorilla Technology's new agreement with Yotta involves the deployment of an additional 20,736 B300 GPU cards, expected to be delivered by September 30, 2026, significantly enhancing the company's competitive edge in India's rapidly growing AI infrastructure market.
- Revenue Expectations: Gorilla anticipates that this project will generate over $500 million in revenue over the next five years, which not only solidifies its market position in the Asia-Pacific region but also lays a strong financial foundation for future expansions.
- Strategic Collaboration: This agreement marks a further deepening of the partnership between Gorilla and Yotta, following the deployment of 640 high-performance Nvidia servers, highlighting the importance both companies place on AI computing platforms.
- Market Reaction: Following the announcement of the agreement, Gorilla's shares rose over 4%, with retail investor sentiment turning bullish, as expectations for a “huge upgrade” to earnings guidance reflect market confidence in the company's growth potential.
- UiPath's Profitability Boost: UiPath has pivoted to an intelligent AI platform, reporting a 13% revenue increase to $1.61 billion for fiscal 2026, with earnings per share at $0.52, indicating strong market demand and enhanced profitability in automation.
- Gorilla Technology's Growth Potential: Gorilla Technology achieved $101 million in revenue for 2025, a 35.7% increase, while reducing losses to $0.51 per share, showcasing its robust growth potential in the smart city and security services market.
- Duos Technologies' Revenue Surge: Duos Technologies reported a staggering 270% revenue increase to $27 million in 2025, with forecasts of $50 million to $55 million for 2026, reflecting rapid market demand in rail inspection.
- AI Technology Application Outlook: All three companies leverage AI to enhance operational efficiency; despite a backlash against AI spending, their agility and innovation position them to seize market opportunities, particularly with UiPath's profitability making it a relatively safe investment choice.
- UiPath Profitability: UiPath reported a revenue of $1.61 billion for fiscal 2026, marking a 13% increase, with earnings per share rising from a loss of $0.13 to $0.52, demonstrating its successful pivot into automation and AI, thereby enhancing its competitive position in the market.
- Gorilla Technology Growth: Gorilla Technology achieved $101 million in revenue for 2025, a 35.7% increase, while its earnings per share improved significantly to a loss of $0.51, down from $6.13 the previous year, indicating strong market demand for its security-as-a-service model.
- Duos Technologies Revenue Surge: Duos Technologies reported a staggering 270% revenue growth in 2025, reaching $27 million, with Q4 revenue soaring 548% year-over-year to $9.5 million, reflecting robust demand in the rail safety inspection sector.
- AI Infrastructure Challenges: While all three companies leverage AI technology to enhance operational efficiency, Gorilla and Duos face rising costs of high-end hardware, which may pressure their gross margins, necessitating investor attention on the sustainability of their long-term profitability.
- Acquisition Approval: Gorilla Technology announced that the UK Financial Conduct Authority has approved its change of control over Shackleton Finance, with the acquisition expected to close soon, rebranding Shackleton Finance as Gorilla Tech Capital, which will serve as its FCA-regulated platform.
- Asset Management Goals: Through Gorilla Tech Capital, the company plans to structure special purpose vehicles (SPVs) to co-invest in infrastructure projects, including AI data centers and GPU-as-a-Service programs, targeting $2 billion to $3 billion in assets under management by the end of 2027.
- Management Team Retention: Following the acquisition, Shackleton Finance is expected to retain its senior management team to support regulatory continuity and continued oversight of existing funds, ensuring a smooth transition for the business.
- Stock Price Movement: Despite the acquisition approval, Gorilla Technology's shares fell by 2.68%, reflecting market caution regarding the deal, which may impact investor confidence.
- Significant Revenue Expectations: Gorilla Technology anticipates that its deal with Yotta will generate over $500 million in revenue over the next five years, which is five times the company's reported annual revenue of $101.4 million for 2025, indicating strong market potential and growth prospects.
- Server Deployment Plans: The company plans to deploy approximately 640 high-performance Nvidia HGX B200 servers, each equipped with over 5,000 GPUs designed for AI workloads, which will significantly enhance its competitiveness in the AI infrastructure market.
- Robust Revenue Pipeline: Gorilla disclosed in its recent earnings report that its revenue pipeline exceeds $7 billion, primarily driven by advanced-stage AI and GPU infrastructure opportunities in key markets such as Saudi Arabia, Thailand, and India, highlighting the company's expansion potential in global markets.
- Positive Market Reaction: Gorilla's stock rose nearly 5% in Monday's opening trade and received bullish sentiment on the Stocktwits platform, reflecting investor confidence in the company's future growth trajectory.










