Aethir says provisioning is underway for Axe Compute's 2,304 NVIDIA B300 cluster after Axe received the first $43M payment on its $260M, 36-month take-or-pay contract. The build targets Q3 2026 go-live in a U.S. Tier 3 data center, with Axe expecting roughly $21M of quarterly revenue once monthly billing starts. For $ATH, the angle is that April's DePIN GPU deal has moved from PR into funded buildout; the hard part is still getting the cluster live on schedule.

TLDR by @Benthic

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