Alpha Compute Corp.
Alpha Compute Corp. (Nasdaq: ALP) operates vertically integrated AI compute infrastructure using owned NVIDIA Blackwell GPU clusters and Intel TDX-based confidential computing, serving enterprise, government, and AI research clients alongside consumer AI applications through the GAMEE gaming platform.
- Company typePublic
- Founded2025
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Alpha Compute Corp. does
Alpha Compute Corp. (Nasdaq: ALP), formerly AlphaTON Capital Corp. and prior to that Portage Biotech, is a publicly traded AI compute infrastructure holding company headquartered in Delaware with operating sites in Canada, Sweden, and India. The company owns and operates NVIDIA Blackwell-generation GPU clusters, including the 504-GPU ALPHA-01 deployment in Canada and the planned 576-GPU ALPHA-02 site in Sweden, configured with Intel TDX Trusted Execution Environments to provide hardware-enforced confidential computing for AI workloads. The business is organized into four divisions: Alpha/Sovereign for regulated-industry compute, Alpha/Capital for GPU fleet financing through dedicated Special Purpose Vehicles, Alpha/Studios for developer tooling and applications, and Alpha/Games for consumer-facing AI products.
The company generates revenue through multi-year enterprise GPU-as-a-Service contracts with anchor customers in regulated industries and AI research, supplemented by the GAMEE consumer gaming platform (acquired May 2026, 120 million registered Telegram users) and the Cocoon AI privacy-focused service on the TON network. A $32.2 million two-year contract with a leading AI research laboratory drives approximately $16.1 million of annual recurring revenue, GAMEE contributed $3.5 million in 2025, and management targets a $100 million annualized AI infrastructure run-rate by Q4 2026 off a $200 million qualified pipeline. Capital structure is distinctive: GPU fleets are financed through SPVs including a $31.9 million non-recourse loan and a $43 million Vertical Data partnership, limiting equity dilution.
The company completed its strategic pivot to pure-play AI infrastructure in April 2026 under the Alpha Compute brand. Leadership comprises CEO Brittany Kaiser and Executive Chairman Enzo Villani, with a planned Q3 2026 divestiture of legacy biotech holdings. The Confidential Computing Consortium sponsorship and explicit positioning around GDPR, CCPA, and data sovereignty underpin the company's go-to-market thesis for healthcare, financial services, government, and defense clients that require verifiable data isolation at the hardware layer.
Alpha Compute Corp. firmographics
Firmographics- Name
- Alpha Compute Corp.
- Legal name
- Alpha Compute Corp.
- Website
- https://alphacompute.ai
- Company type
- Public
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Alpha Compute Corp. (Nasdaq: ALP) operates vertically integrated AI compute infrastructure using owned NVIDIA Blackwell GPU clusters and Intel TDX-based confidential computing, serving enterprise, government, and AI research clients alongside consumer AI applications through the GAMEE gaming platform.
- Ownership category
- akta.pro rank
Alpha Compute Corp. industry classification
Industry- Product category
- AI Cloud Infrastructure
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computer Systems Design and Related Services (5415), Computer Facilities Management Services (541513)
- SIC
- Electronic Computers (3571), Services-Computer Processing & Data Preparation (7374), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- AI Compute Cloud & GPU-as-a-Service (HDAAAAAK)
- akta.pro secondary industries
- AI Compute Virtualization & Scheduling (GPU virtualization, cluster schedulers) (HDAAAAAG), GPU/Accelerator Compute Servers (HDABADAC), GPU-Accelerated & AI Training/Inference Servers (HDACABAG), Decentralized GPU/AI Compute Networks (training/inference, GPU renting, model hosting) (FSAPALAC)
Keywords
Where Alpha Compute Corp. is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices4 records
Markets served
Alpha Compute Corp. business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Operations, Marketing or Sales
Revenue model
- GPU-as-a-Service (GPUaaS) Recurring Revenue: Monthly recurring GPU rental revenue from enterprise customers accessing confidential compute infrastructure. The $32.2M two-year contract with an AI research laboratory generates $16.1M in annual recurring revenue, with projected $23M annual run-rate as of June 2026. Target of $100M+ annualized AI infrastructure run-rate by Q4 2026.
- Multi-Year Enterprise Offtake Agreements: Long-term contracts with AI research institutions, sovereign entities, and enterprise clients providing committed revenue visibility. Includes the $32.2M two-year GPU lease agreement providing $16.1M ARR.
- GAMEE Gaming Platform Revenue: Application-layer revenue from the GAMEE gaming platform with 120M registered users. GAMEE generated $3.5M in 2025 revenue and $926K in Q1 2026 (+56% YoY growth). Phase II Gold Fest campaign launches with $2M prize pool.
- Managed Inference Services: Managed inference services for enterprise clients requiring confidential AI workload processing on owned GPU infrastructure.
- Confidential Capital SPV Fees: Fees from structuring and managing Special Purpose Vehicles (SPVs) for GPU fleet financing, turning hardware into yield instruments for institutional investors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Enterprise GPU-as-a-Service - Confidential Compute |
| Other | Multi-year contract | GPU Fleet Expansion Financing via SPVs |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels8 records
Alpha Compute Corp. product offering
Product offeringCore offering
Alpha Compute Corp. operates a vertically integrated sovereign AI compute platform that delivers GPU-as-a-Service (GPUaaS) and confidential computing built on owned NVIDIA Blackwell-generation GPU clusters (B200 and B300). The company enforces hardware-level data isolation using Intel TDX Trusted Execution Environments, serves enterprise and government clients with privacy-sensitive AI workloads, and operates application-layer businesses (GAMEE gaming, Cocoon AI for Telegram) that consume its own compute backbone.
Product overview
Alpha Compute Corp. operates as an AI infrastructure holding company with four divisions: Alpha/Sovereign (enterprise GPU-as-a-Service with hardware-level confidential computing), Alpha/Games (AI gaming including acquired platform GAMEE with 120M users), Alpha/Capital (GPU financing through SPV vehicles), and Alpha/Studios (creative media arm). The infrastructure backbone consists of owned NVIDIA Blackwell B200/B300 GPU clusters (ALPHA-01, ALPHA-02) deployed across Tier 1 data centers in Canada and Sweden. Application layer includes Cocoon AI (privacy-focused AI for Telegram) and Shroud developer platform. The company targets regulated industries requiring data sovereignty with hardware-enforced privacy via Intel TDX TEEs.
Differentiator
Problem solved
Functional benefit
Brands
- Alpha / Sovereign: Enterprise and government GPU-as-a-service division providing confidential computing with hardware-level data isolation through Intel TDX TEEs
- Alpha / Capital
- Alpha / Studios
- Alpha / Games
- GAMEE
- Cocoon AI
- Shroud
Quantifiable outcome
- 120 million registered users through GAMEE acquisition
- +5 more outcomes
Companies that use Alpha Compute Corp.
Customer profileNamed customers1 record
Segments4 records
Ideal customer profiles4 records
Alpha Compute Corp. technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability6 records
Feature5 records
Alpha Compute Corp. partnerships and signals
Strategic signalPartnerships
Twelve partnerships are on record, tiered core and minor.
- Animoca BrandscoreSold 60% controlling interest in GAMEE to Alpha Compute for up to $11M at $18M implied valuation. Animoca Brands signed a two-year standstill as minority partner, betting alongside Alpha Compute. GAMEE founder Bozena Rezab now leads Alpha/Games division as EVP.
- TelegramcorePartnership with Telegram for Cocoon AI deployment on TON blockchain network. Alpha Compute provides AI infrastructure for Telegram's privacy-focused AI services. Expansion to India to serve Telegram's 100 million users without delay.
- NvidiacoreGPU supplier providing B200 and B300 Blackwell-generation chips. Alpha Compute is first company to deliver chip-level security for confidential computing for non-military commercial use on B200 and H200 architectures, with clearance from NVIDIA.
- IntelagenminorTom Richer, founder of Intelagen (a NVIDIA and Google Premier Partner), appointed to Alpha Compute Advisory Board. Intelagen provides strategic counsel on GPU-as-a-Service infrastructure, confidential cloud architecture, and enterprise go-to-market execution.
- AzukiminorSignificant partnership with Azuki driving GAMEE Q1 2026 performance. Partnership contributed to 88.5 million gameplays and revenue increase to $926,000.
- Midnight FoundationminorAlphaTON Capital operates one of ten founding nodes for Midnight, a fourth-generation privacy-enhancing blockchain designed for web3 applications. Part of consortium including Google Cloud, Blockdaemon, Shielded Technologies, MoneyGram, Vodafone, and eToro.
- atNorth (Equinix)core60-month agreement for 2.2 MW data center capacity in Sweden with options to expand to 4.3 MW, enabling deployment of 2,000-4,000 high-performance GPUs. ALPHA-02 cluster (576 B300 GPUs) deployed at AtNorth's Kista facility.
- KrakenminorEcosystem partner listed on Alpha Compute website as part of strategic partner ecosystem.
- BitGominorEcosystem partner listed on Alpha Compute website as part of strategic partner ecosystem.
- SkybridgeminorEcosystem partner listed on Alpha Compute website as part of strategic partner ecosystem.
- SaltminorEcosystem partner listed on Alpha Compute website as part of strategic partner ecosystem.
- HiveminorEcosystem partner listed on Alpha Compute website as part of strategic partner ecosystem.
Scale indicators14 records
Recent moves8 records
Expansion highlights7 records
Alpha Compute Corp. competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Alpha Compute Corp. social profiles
Digital presenceAlpha Compute Corp. compliance and trust
Trust signalCompliance5 records
Alpha Compute Corp. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Alpha Compute Corp. leadership team
Management profileNumber of profiles
Profiles9 records
Alpha Compute Corp. subsidiaries and ownership
Company hierarchySubsidiaries5 records
Alpha Compute Corp. funding detail
Funding detailFunding overview
Funding rounds11 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Alpha Compute Corp. M&A and investment
M&A and investmentM&A3 records
Investments7 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Alpha Compute Corp.
What does Alpha Compute Corp. do?
Alpha Compute Corp. operates a vertically integrated sovereign AI compute platform that delivers GPU-as-a-Service (GPUaaS) and confidential computing built on owned NVIDIA Blackwell-generation GPU clusters (B200 and B300). The company enforces hardware-level data isolation using Intel TDX Trusted Execution Environments, serves enterprise and government clients with privacy-sensitive AI workloads, and operates application-layer businesses (GAMEE gaming, Cocoon AI for Telegram) that consume its own compute backbone.
Is Alpha Compute Corp. a public or private company?
Alpha Compute Corp. is a public company. It is classified as public and is currently operating.
When was Alpha Compute Corp. founded?
Alpha Compute Corp. was founded in 2025. It employs 11 to 50 people.
Where is Alpha Compute Corp. based?
Alpha Compute Corp. is headquartered in Toronto, Canada, in the North America region.
How does Alpha Compute Corp. make money?
Five revenue lines are on record. GPU-as-a-Service (GPUaaS) Recurring Revenue is the primary driver. The others are multi-Year Enterprise Offtake Agreements, GAMEE Gaming Platform Revenue, managed Inference Services and confidential Capital SPV Fees.
Does Alpha Compute Corp. have an API?
No public API is recorded for Alpha Compute Corp..
What industry is Alpha Compute Corp. in?
Alpha Compute Corp.'s product category is AI Cloud Infrastructure. Its primary akta.pro industry code is HDAAAAAK, AI Compute Cloud & GPU-as-a-Service, with a secondary code of HDAAAAAG, AI Compute Virtualization & Scheduling (GPU virtualization, cluster schedulers). Its NAICS code is 5182 and its SIC code is 3571.