Axe Compute has signed a larger AI infrastructure story onto a tiny legacy revenue base, but the decisive proof is whether AGPU converts announced GPU contracts into recognized revenue and cash while ATH volatility sits on the balance sheet.
References
Sources used in this report
SEC datasetSEC company tickers exchange datasetRetrieved 2026-05-15 · Issuer identity, CIK, Nasdaq listing and AGPU ticker cross-check.SEC APIAxe Compute SEC submissions APIRetrieved 2026-05-15 · Filing chronology and latest filing status.SEC XBRL APISEC companyfacts APIRetrieved 2026-05-15 · Primary XBRL-derived financial cross-checks.Annual reportFY2025 Form 10-K2026-03-31 · Business model, segment reporting, ATH treasury strategy, risks, financial statements, liquidity, legal and governance context.Earnings releaseFY2025 results exhibit2026-03-31 · FY2025 financial highlights, business milestones, cash, digital assets, stockholders' equity and management priorities.Proxy statement2025 proxy statement2025-10-27 · Annual meeting proposals, equity-plan context, warrant issuance approval and legacy governance background.Current report exhibitCEO appointment exhibit2026-02-09 · Christopher Miglino appointment, CEO mandate and inducement award.Current report exhibitApril 2026 commercial traction exhibit2026-04-01 · Approximately $12 million of executed agreements, estimated monthly income, customer count and deployment caveats.Current reportApril 2026 CFO transition Form 8-K2026-04-16 · Josh Blacher resignation timing and Jeremy Yaukey-Witter CFO appointment.Current reportApril 2026 enterprise infrastructure contract Form 8-K2026-04-22 · Approximately $260 million contract value, 2,304 NVIDIA B300 GPUs, payment structure and deployment timing.Current reportMay 2026 Q1 conference call Form 8-K2026-05-12 · Q1 2026 financial results timing after the research cutoff.Company investor-relations pageAxe Compute investor overviewRetrieved 2026-05-15 · Current company positioning, asset-light marketplace description and GPU-as-a-Service framing.