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u/snugulupugus

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▲ 4 r/AlphaCompute+2 crossposts

Alpha Compute joins the Pennsylvania Chamber of Business and Industry

"The County's Chief Assessor has publicly estimated that a data center project of this general scale could add approximately $2.08 billion to the county's taxable assessed value, an increase of roughly 54% over the current total, with an estimated combined annual tax impact of $33.4 million across the county, municipalities and school district. Actual assessment and tax outcomes would depend on final project configuration and are determined by county assessment procedures, not by the developer."

Meet George Jetson.

Read the Press Release - Planned 200MW Pennsylvania AI Data Center Campus.

reddit.com
u/snugulupugus — 1 month ago
▲ 7 r/AlphaCompute

It's Put Up or Shut Up Time

It looks to me that they know everyone is furious about the RS coming so soon after the Extension announcement. They're in damage control to change the very bad optics - the same reason the CEO took off her stupid hat that brought public ridicule. I still have faith in Enzo and his relationships with the Strategic Advisors. I don't think these advisors would be publicly connected to any company that was running an Enron-esque scam. I think they're all holding Insider Ownership shares and expect real-world gains from ALP this quarter.

If they "shit the bed" after this RS, and have no catalysts to increase share price BEFORE their next (and last) semi-annual ER (in October?), they become a joke and reputations will be ruined. Their road to recovery will be gone for good. My bet is that the real floodgates open and buyers pour in after their first quarterly ER goes out (in December?) and they're showing real contracts on the books with Alpha-02 operational and estimates on 03 and 04 coming online in 2027.

"Alpha Compute is firing on all cylinders, and our fundamental business has never been stronger. While we cannot control short-term market volatility or the current undervaluation of our stock, we can control our operational execution. With over $1.57 million in monthly recurring cash flows, a newly secured $6.5 million deposit, and a $1.5 billion sales pipeline, the intrinsic value of our balance sheet and revenue streams is undeniable. We have no undisclosed material issues; our sole focus is aggressively closing our pipeline, scaling our AI infrastructure, and delivering transparent, long-term value to our shareholders." - Brittany Kaiser

Read the September 4th Market Update.

u/snugulupugus — 1 month ago
▲ 3 r/AlphaCompute

Alpha Compute CEO Brittany Kaiser, Live at Nasdaq

Today's post from the ALP LinkedIn page: "The GPU isn’t the product. Where your AI runs is. Who can see your data while it thinks. Whether the stack you rent is actually yours.

That’s the conversation our CEO Brittany Kaiser brought to the Nasdaq MarketSite stage with IPO Edge’s John Jannarone - building the infrastructure AI runs on, privacy built in from the start, and how vertical integration is turning compute into revenue."

vimeo.com
u/snugulupugus — 2 months ago
▲ 15 r/AlphaCompute+1 crossposts

Charles Hoskinson on The Dawn of Agentic Finance

Some thoughts from 2026 Wyoming Blockchain Symposium regarding AI agents in this video. Around the 11 minute mark in the video below he mentions Telegram and we all know about Cocoon already and who provides its secure hardware infrastructure.

There's a ton of development going on with Cocoon AI right now that the ALP crowd isn't privy to and I think that's where the real breakthrough will come from. When it does, ALP wins also by association and providing the Confidential AI Compute for Cocoon.

Europe and Asia and Africa too - are all about Telegram over an American company. Meta owns WhatsApp and I think they're the main competition for Telegram. I don't see Telegram losing that battle for customers outside of the USA because the world doesn't trust the USA any longer.

It's beginning to look a lot like Christmas!

"Where's the world of 2030 going to be? Every single person, they'll start their day by talking to an agent over their phone on Telegram or WhatsApp or whatever their channel is, and they're going to tell them what they want, and the agent's just going to figure it out. How do you make that safe, private, trusted, these things? That's why we built blockchain technology - to go from don't be evil to can't be evil, to go from infrastructure that's owned by the few to owned by the many, to build systems that by their construction protect you as a person."

At the 2026 Wyoming Blockchain Symposium, Charles Hoskinson explores the convergence of AI agents, blockchain, privacy and digital finance—and why he believes agentic systems could bring the next billion users into crypto. In this keynote, Hoskinson introduces Midnight City, an experimental agentic civilization where AI agents interact, transact, learn and build their own economy.

u/snugulupugus — 2 months ago
▲ 0 r/AlphaCompute

You’ve all heard AI is remaking the economy. Here’s how it’s changing lives — for better or worse.

"Workers are more productive when they produce more good and services in an hour than they did the year before — and the year before that, and so on. When current workers are more productive, companies don’t need to hire as many new employees to keep up with customer demand. What’s behind the boom in productivity? Levanon said he can’t prove it yet, but he’s convinced it’s the lightening speed and adoption of artificial intelligence."

Read the article.

reddit.com
u/snugulupugus — 2 months ago
▲ 3 r/AlphaCompute

Alpha Compute Strengthens Executive Team To Scale Global Infrastructure Business

"We aren't just scaling capacity; we are establishing a new standard for secure, zero-trust AI environment. With more than a billion dollars of pipeline in front of us and Alpha / Sovereign coming online, this team combines hyperscale delivery expertise with the rigorous national security-level defense required to turn demand into secure, delivered compute." - Brittany Kaiser, CEO

Read the Press Release.

reddit.com
u/snugulupugus — 2 months ago
▲ 9 r/AlphaCompute

Exclusive-Alpha Compute to buy Pennsylvania land, gas rights for $55 million data center campus, company says

"Alpha Compute expects the northern Pennsylvania site, which would include gas-fired power generation, to begin operating in the ⁠third quarter of 2027, Kaiser said. The facility could eventually be expanded to generate one gigawatt of power, Kaiser added.

The project would ​combine data center development with natural gas production and on-site electricity generation, an increasingly popular approach as utilities struggle to quickly connect large AI facilities to the ​grid. The deal would include undeveloped Marcellus gas rights covering ‌about 1,800 mineral acres, Kaiser said."

Read the article.

reddit.com
u/snugulupugus — 2 months ago
▲ 3 r/AlphaCompute

From the recent Form 20-F/A, pg. 9

Next 20-F is due near end of October.

ALP is a semiannual filer and reports 30 days after their fiscal year Q2 & Q4. If there's big news, the share price may increase but the real numbers (financial statement, shares float, short interest, inside ownership, institutional ownership, D/E, Cash/Share, and so on) won't be known until the next 20-F is filed. There may be institutional buyers taking starter positions here on the bottom but I don't think there's a real run coming until after the next 20-F shows the revenue on the books and a forecast regarding revenue to come in the next six months (Oct 2026-Mar 2027). They'll get their 180-day extension if needed - and I think it'll be needed. The real question then will be if the Share Price is above $1 by the end of next February. I think it will be and I expect a Happy Halloween but I don't expect much before that next 20-F and I'll be taking gains as they happen.

reddit.com
u/snugulupugus — 2 months ago
▲ 4 r/AlphaCompute

The EU AI Act Core Compliance Obligations Take Full Effect

This should be a step in the right direction and help ALP attract future clients.

u/snugulupugus — 2 months ago
▲ 11 r/AlphaCompute

A Position No Scaled Public Company Currently Holds

Know What You Own

OpenAI and Anthropic are both in deep shit and damage control is the theme of their summer 2026. ALP may be behind but their slow growth is actually a blessing in disguise, I think.

Also, the GAMEE acquisition is something bulls should keep in mind too, because they've already reported HUGE YoY revenue gains and forecasted larger gains to come this year - as in now. The revenue is great of course but the infrastructure demand they're creating is even more important I think - it's a template for other industries and businesses to see as a Proof Of Concept and perhaps "customize" that template for their own purposes. NOT EVERYONE WILL BE USING OPENAI OR ANTHROPIC.

BTW, take note of their Strategic Advisors and you'll see serious, accomplished, forward-thinking, money-makers. I don't care what this company did before - I care what it's doing now and in the future. These advisors would NOT be publicly associated with Alpha Compute if they didn't think there was a strategic advantage and a way to make money.

Data Sovereignty, Capital, Studios, Games - not just, "Hey, run your AI on our stuff."

reddit.com
u/snugulupugus — 3 months ago