Axe Compute (AGPU) Q2 FY26 earnings call

Axe Compute delivered a strong quarter, significantly exceeding contract signing expectations with nearly $3 billion in new agreements, driven by robust demand for dedicated AI infrastructure. The company is now focused on execution, bringing new clusters online globally, and leveraging customer prepayments and project financing to fund its rapid expansion. Despite a net loss primarily from non-cash digital asset adjustments, the core business shows strong operational momentum and a clear path to revenue acceleration as deployments go live.