AGPU Stock Surges 90%, Breaks 200-DMA For First Time In Over Six Months – What’s Driving This Super Rally?

• The firm will deliver a dedicated system powered by 2,304 NVIDIA B300 GPUs, along with high-speed storage, from a Tier 3 data center.
• The deployment is expected to begin in the third quarter of 2026.
• The contract includes upfront payments and monthly billing, Axe Compute said.

Shares of Axe Compute Inc. (AGPU) soared more than 90% on Wednesday, smashing past their 200-day moving average for the first time since Sept. 30, 2025, after the company said it had secured the biggest enterprise deal in its history.

On Wednesday morning, AGPU shares hit their highest levels since Oct. 17, 2025 soon after the opening bell.

Source: TradingView

$260M Deal Highlights Long-Term Revenue Visibility

Axe Compute signed a $260 million, three-year enterprise contract to deploy a large-scale AI computing cluster. The firm will deliver a dedicated system powered by 2,304 NVIDIA B300 GPUs, along with high-speed storage, from a Tier 3 data center in the United States.

The infrastructure is designed to handle intensive AI workloads, including large-scale model training, fine-tuning, and high-throughput data processing. The deployment, expected to begin in the third quarter (Q3) of 2026, will be supported by 4.8 megawatts of dedicated power to ensure uninterrupted operations. The contract includes upfront payments and monthly billing, providing the company with steady, long-term revenue visibility, it said.

“This agreement is a signal. Enterprise AI customers are no longer willing to adapt their infrastructure roadmaps to the capacity constraints of legacy hyperscalers. A 2,304-GPU B300 deployment, contracted, dedicated, U.S.-based, and priced to compete, is what purpose-built AI infrastructure looks like. We intend to replicate this commercial structure at scale,” said CEO Christopher Miglino.

How Did Retail Traders React?

Retail sentiment on Stocktwits flipped to ‘extremely bullish’ from ‘bearish’ a day earlier, amid ‘high’ message volumes.

One bullish user said the stock “might just be a 1000% hitter.”

Another user called buying in a “no-brainer,” given AGPU’s “great” balance sheet.

Earlier this month, the company said it signed around $12 million in deals, which are expected to bring in about $835,000 in monthly recurring revenue. These agreements span more than 20 enterprise clients.

The stock has declined around 30% so far this year.

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