TLDR
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GPUS jumps as Michigan Campus AI data center talks advance.
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Hyperscale Data eyes 20 MW AI power rollout this year.
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GPUS rebounds after update on potential long-term data center deal.
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Michigan Campus may shift from Bitcoin mining to AI services.
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Hyperscale Data outlines possible $2.5B long-term revenue plan.
Hyperscale Data, Inc. (GPUS) saw its stock rebound in pre-market trading after the company reported stronger customer interest in its Michigan data center campus. GPUS rose 29.43% to $0.2001 after closing the previous session at $0.1546, down 8.03%. The move followed new details about possible AI infrastructure deals and future power expansion plans.
GPUS Stock Rises After Michigan Campus Update
Hyperscale Data said prospective customers have shown rising demand for scalable infrastructure at its Michigan Campus. The company said the site can support high-density GPU-based compute environments and related IT infrastructure. The update shifted attention toward the company’s AI data center strategy.
The company said talks with one prospective customer have moved into an advanced stage. Management expects Alliance Cloud Services, an indirect wholly owned subsidiary, to enter a master services agreement. The agreement would cover colocation and related data center services for AI compute deployments.
The company also said these services could replace Bitcoin mining operations at the Michigan Campus over several months. As a result, Hyperscale Data would focus available power capacity on higher-margin data center services. The shift would mark a major change in the use of the site.
Hyperscale Data Targets 20 MWs This Year
Hyperscale Data said the first 10 megawatts could become operational within 90 days if the agreement closes. The company expects another 10 megawatts could follow 90 days after the first phase. Therefore, ACS could provide around 20 megawatts of critical power capacity this year.
The company said agreements of this type can run for up to 20 years, including renewal options. It said 20 megawatts could generate more than $1 billion in revenue over that period. Hyperscale Data has not finalized the agreement with the prospective customer.
ACS also intends to deliver about 32 additional megawatts of critical power capacity during 2028. The company expects the same potential customer could take that additional power. If completed, the added capacity could generate about $1.5 billion over 20 years.
Michigan Campus Expansion Frames Long-Term Plan
Hyperscale Data said 52 megawatts of total critical power capacity could generate about $2.5 billion over 20 years. The company also said the Michigan Campus may support phased expansion over time. However, any expansion depends on financing, approvals, infrastructure, studies, and utility agreements.
Management believes the Michigan Campus could eventually support more than 300 megawatts of total power capacity. Under that scenario, the current 20-megawatt discussion would use less than 7% of potential capacity. A 52-megawatt expansion would represent no more than 17% of that possible site capacity.
Chief Executive Officer Will Horne said the company remains confident in its prospects. He added that Hyperscale Data expects significant updates for stockholders in the coming days and weeks. The company said customer engagement supports the strategic value of the Michigan Campus and demand for U.S. AI infrastructure.
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