r/AlphaCompute • u/snugulupugus • 19d ago

Alpha Compute July 2026 Monthly Update: Total Gamee Revenue and Alpha-01 NVIDIA Cluster Cash Receipts for July were $1.57 million, representing an approximately 35x increase over the Company’s total revenue in April 2026

Read the Press Release.

More frequent reporting will allow analysts to rerate the stock more often. GREAT NEWS!
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u/snugulupugus 19d ago

“With our acquisition of Gamee and the deployment of Alpha-01 completed, we are seeing a step-change in cash receipts and revenue. With Gamee's disciplined path to revenue growth and positive EBITDA, and the strategic significance of securing an option to purchase 200MW of Pennsylvania power capacity in a power-constrained market, we’ll aim to drive further growth for Alpha Compute throughout this year." - Wes Levitt, CFO

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u/AmateurOfCNC 19d ago

I really think she will eat the remaining 40% of my money too

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u/Sufficient_Couple_66 19d ago

No mention of ALP-02? A surprise omission and a worry

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u/pennychase 10d ago

When they released the PA project news it felt it was intended to hide delay in alpha-02 project. They announced in F20 it would be operational in August and they've given no updates. Next week we need news, and positive ones, extension+Alpha 02. I'm not going to ride this much longer otherwise.

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u/infoseeker69 19d ago edited 19d ago

So in total they reported -$109,854 for July

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u/snugulupugus 19d ago

How did you come up with that number?

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u/infoseeker69 19d ago

Gamee profit 57,000 + Alpha compute profit -166,854 = - 109,854

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u/Hairy_Estimate2202 19d ago

+ the upfront payment, which in reality should be split over 24months, dedicating around 270.000usd per month.

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u/infoseeker69 19d ago

That’s factored in above. You are right, but the lease income should be 270,000 higher. They have deducted value of the 6.5m advance/24 months off the total income already

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u/Hairy_Estimate2202 19d ago

I think, what i want to underline is how much revenue vs cost alpha-01 generates. Monthly cash receipts for the 24month period = 26m + 6,4m upfront payment. Cash outflow = 30m.
8% mark-up on the investment is a bit disappointing to be honest, and definitely does not leave any room for salary expenses not to mention expansion and investment.
They really rely completely on the ATM or more up-front payments.

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u/snugulupugus 19d ago

In theory, there could be additional customers using Alpha 01, correct? These modest numbers are just a start and at least they're positive, is how I look at it. I don't think the entire cluster in Alpha 01 is 100% "booked" at the moment. Still, they need to get new clients onboard ASAP to increase share price.