XMax Secures AI Infrastructure Deal, Anticipating Over $100 Million in Five-Year Revenue
Yahoo Finance ·
XMax Inc. announced on November 2, 2026, that it has signed a five-year artificial intelligence infrastructure services agreement with Singapore-based DSH HYPER PTE. LTD., projecting over US$100 million in revenue during this period. Through its wholly owned subsidiary XMax AI Inc., the company will leverage high-performance computing services deployed in Korea via kt cloud. The target infrastructure comprises 512 NVIDIA Blackwell Ultra B300 GPUs across 64 compute nodes, alongside 560TB of parallel storage. Initial service commenced on October 29, 2026, with 480 GPUs. XMax plans to utilize this dedicated computing foundation to accelerate the research, development, and commercialization of its NeoCloud and AI Token Factory offerings, aiming to optimize enterprise AI workloads and deliver high-throughput inference solutions across global markets.
AI 시장 분석
XMax has signed a 5-year AI infrastructure service contract with Singapore's DSH, expecting over 100 million dollars in revenue. Utilizing kt cloud's high-performance computing, it will introduce 512 NVIDIA Blackwell Ultra B300 GPUs and promote the commercialization of NeoCloud and AI Token Factory. This contract serves as a significant milestone in the company's AI growth strategy and is expected to have a positive impact on future earnings growth.
상승 영향
- AI — XMax expects over 100 million dollars in revenue through a 5-year contract utilizing 512 NVIDIA B300 GPUs, directly driving demand for AI infrastructure and services.
- Semiconductors — 512 NVIDIA Blackwell Ultra B300 GPUs are deployed in kt cloud's high-performance computing infrastructure, expanding demand for high-performance AI hardware.
DYAX 전담 분석
XMax announced that it has secured high-performance computing infrastructure based on 512 NVIDIA B300 GPUs in cooperation with kt cloud, expecting more than 100 million dollars in revenue over the next 5 years. This will lead to direct revenue expansion in the AI infrastructure and cloud service sectors, contributing to the earnings improvement of related companies.
In the bullish scenario, the commercialization of the AI Token Factory can proceed successfully, recording steep earnings growth. In the bearish scenario, there is a risk of project delay if preconditions for the contract, such as the submission of SBLC, are not met. Key monitoring indicators are whether the guarantee conditions are met by November 17 and the GPU infrastructure utilization rate.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 60% · Bearish (Short) 40%
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