Duos Technologies

What Duos Technologies does

Duos Technologies Group, Inc. (NASDAQ: DUOT) is a Jacksonville, Florida-based public company that has undergone a strategic pivot from legacy AI-powered railcar inspection into a modular edge AI infrastructure operator through its core subsidiary Duos Edge AI. The company designs, deploys, and operates containerized, carrier-neutral edge data centers—called Edge Data Centers—within roughly 12 miles of end users in underserved Tier 3 and 4 markets across Texas, Illinois, and Iowa, delivering 100kW+ per cabinet, SOC 2-compliant environments with water-efficient operations and a stated 90-day deployment cycle. Primary customers include K-12 school districts and Education Service Centers (Hereford ISD, Dumas ISD, Regions 3, 12, and 14), regional healthcare providers, telecommunications carriers, and enterprises requiring low-latency computing and disaster recovery.

The company's product portfolio centers on three revenue streams. First, recurring edge colocation across its deployed pod fleet, with open houses running through 2026 in Hereford, Dumas, Lubbock, Waco, Victoria, Corpus Christi, Abilene, and Amarillo. Second, GPU-as-a-Service delivered under a definitive $176 million, 36-month agreement with Hydra Host to deploy 2,304 NVIDIA B300 GPUs serving a leading global technology company as anchor tenant; this stream is managed through Hydra Host's Brokkr AI Factory Operating System and is structured as non-recourse, off-balance-sheet debt from USD.AI ($98.1M, three-year tenor) collateralized by the underlying GPUs and offtake contracts. Third, a Technology Solutions / Infrastructure Solutions Group division launched in late 2025 that signed approximately $7M in Q4 2025 contracts.

The go-to-market model is direct enterprise sales led by CEO Doug Recker (effective April 1, 2026), with supporting activity through industry conferences (PTC 2026, ITW 2026, Craig-Hallum, Data Center Private Equity Forum) and community open houses. Reported FY2025 revenue of $27M represented 271% YoY growth off a $7.28M 2024 base, but FY2025 net loss remained ~$9.8M with an accumulated deficit near $84M; Q1 2026 revenue of $2.72M missed an $8.4M consensus and FY2025 concentration of 69% and 13% from two related-party customers (notably New APR Energy, since partially divested for ~$50.4M) points to material execution and concentration risk. Management is exiting the rail-inspection business entirely and targeting positive adjusted EBITDA in H2 2026, with a stated infrastructure goal of 25MW by year-end 2026 and 60MW+ within three years.

Name

Duos Technologies

Legal name

Duos Technologies Group, Inc.

Website

https://duostechnologies.com

Company type

Public

Founded year

2015

Operating status

Operating

Headcount range

51–100 employees

Short description

Duos Technologies (NASDAQ: DUOT) operates modular edge AI data centers and GPU-as-a-Service infrastructure serving K-12 school districts, regional healthcare providers, carriers, and AI hyperscalers across underserved Tier 3/4 markets in Texas, Illinois, and Iowa.

Ownership category

akta.pro rank

Product category

Edge Data Center Infrastructure

NAICS

Computer Facilities Management Services (541513), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Edge Colocation & Distributed Data Center Services (HDABAOAB)

akta.pro secondary industries

Edge AI Hardware & NPUs (SoCs, modules, accelerators) (HDAAAJAC), Edge Colocation & Micro Data Centers (HDABACAI), Edge Storage & Data Management (Caching, Backup, Local Data Lakes) (HDABAOAD)

Keywords

• Edge data centers
• GPU-as-a-Service
• Modular infrastructure
• Distributed computing
• Edge AI infrastructure

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices10 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Infrastructure, Personnel, Technology or R&D, Supply Chain, Marketing or Sales, Operations

Revenue model

1. GPU-as-a-Service (GPUaaS): High-density NVIDIA GPU cluster hosting generating approximately $176M in revenue over 36 months with gross margins exceeding 80% and annual EBITDA above $40M. Contract with Hydra Host for deployment of 2,304 NVIDIA B300 GPUs serving a leading global technology company as anchor tenant.
2. Edge Data Center Colocation: Modular colocation edge and AI data center solutions. Company deployed 15+ edge data centers across Texas and Illinois markets serving education, healthcare, carriers, and enterprises with recurring colocation fees.
3. Asset Management Agreement: Asset management services for New APR Energy (formerly Sawgrass Buyer LLC), contributing to 2025 revenue growth. Modified service terms reduced expected 2026 revenue from previously indicated levels.
4. Infrastructure Solutions Group: Newly launched division that signed approximately $7M in contracts during Q4 2025, providing technology infrastructure solutions to enterprise customers.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Duos Technologies Group operates as a modular edge AI and digital infrastructure provider through its Duos Edge AI subsidiary. The company deploys patented modular Edge Data Centers in underserved communities and delivers high-density GPU-as-a-Service hosting using NVIDIA B300 GPU clusters managed via Hydra Host's Brokkr AI Factory Operating System. It also operates a Technology Solutions division providing technology infrastructure services to enterprise customers.

Product overview

Duos Technologies Group operates as a modular edge AI and digital infrastructure provider through its Duos Edge AI subsidiary. The company's portfolio includes patented modular Edge Data Centers delivering 100kW+ per cabinet with 90-day deployment, GPU-as-a-Service powered by 2,304 NVIDIA B300 GPUs managed via Hydra Host's Brokkr AI Factory Operating System, and a Technology Solutions division. The company is executing a strategic pivot from legacy railcar inspection toward edge computing infrastructure for underserved rural communities, carriers, healthcare, and enterprise customers.

Differentiator

Problem solved

Functional benefit

Brands

• Duos Edge AI: Subsidiary providing modular Edge AI data centers and distributed computing infrastructure
• Duos Technology Solutions

Products and services

• Edge Data Center Modular colocation edge data centers deployed in underserved rural and Tier 3/4 communities, delivering 100kW+ per cabinet, SOC 2-compliant infrastructure, and carrier-neutral connectivity for AI workloads, disaster recovery, education, healthcare, and enterprise applications.
• GPU-as-a-Service (GPUaaS) High-density NVIDIA GPU cluster hosting service deploying 2,304 NVIDIA B300 GPUs managed through Hydra Host's Brokkr AI Factory Operating System to support large-scale AI workloads for enterprise customers.
• Technology Solutions Business division providing technology infrastructure solutions to enterprise customers, generating approximately $10 million in backlog within its first quarter of operations.

Quantifiable outcome

• 271% revenue growth in 2025 to $27M
• +4 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature2 records

Partnerships

Nine partnerships are on record, tiered minor and core.

• SeimitsuminorStrategic or Co-development Partner · 17 March 2026Strategic partnership to enhance digital infrastructure across Georgia by integrating edge AI solutions with Seimitsu's fiber network.
• Hydra HostcoreStrategic or Co-development Partner · 27 February 2026Strategic partnership to deploy high-density NVIDIA GPU clusters for AI workloads. Non-binding LOI for ~$200M expanded to definitive $176M contract over 36 months. Hydra Host manages GPU-as-a-Service distribution through its Brokkr AI Factory Operating System. Initial 4.3MW colocation commitment with additional sites under evaluation.
• Potter County (Texas)minorStrategic or Co-development Partner · 27 January 2026Five-year lease approved by Potter County Commissioners Court allowing Duos Edge AI to place a modular edge data center on county-owned land near the Santa Fe Building in downtown Amarillo, Texas. Annual rent of approximately $18,000.
• Hereford Independent School DistrictcoreStrategic or Co-development Partner · 1 January 2026Partnership to deploy modular Edge Data Center serving 4,000+ students across 900 square miles. Facility provides infrastructure for AI tools, digital access, and workforce readiness programs while bridging digital divide in underserved Texas Panhandle community.
• Dumas Independent School DistrictcoreStrategic or Co-development Partner · 1 January 2026Partnership to deploy first-of-its-kind Edge Data Center serving approximately 4,300 students across seven campuses as regional computing hub for the Texas Panhandle.
• Region 12 Education Service CentercoreStrategic or Co-development Partner · 1 January 2026Edge Data Center deployment serving 77 school districts and 12 counties in Central Texas market, providing high-performance computing, AI workloads, telemedicine, and disaster recovery solutions.
• Region 14 Education Service CentercoreStrategic or Co-development Partner · 1 January 2026Edge Data Center deployment serving over 40 school districts and charter schools across an 11-county area spanning more than 13,000 square miles in Texas.
• NVIDIAcoreTechnology or Integration · 1 January 2026GPU technology provider for edge data center deployments. 2,304 NVIDIA B300 GPUs being deployed under GPUaaS contract. NVIDIA also named Hydra Host an official Nvidia Cloud Partner and invested in Hydra Host's $100M funding round.
• New APR EnergyminorStrategic or Co-development Partner · 1 January 2025Asset Management Agreement for power solutions services. Contributed significantly to 2025 revenue (69% concentration from two related-party customers). Modified service terms reduced expected 2026 revenue from previously indicated levels.

Scale indicators11 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• EdgeConneX: Specialist in edge data centers with modular, distributed deployments targeting Tier 2-4 markets and hyperscale-adjacent customers. Most direct comparable to Duos Edge AI's edge colocation and carrier-neutral model in underserved geographies.
• Vapor IO: Pioneer in micro-modular edge data centers (Project Volutus / Kinetic Edge) with carrier-neutral, low-latency deployments for 5G, IoT, and AI workloads. Directly comparable modular edge architecture and targeting of distributed AI inference use cases.
• DataBank: Operator of edge and metro data centers across the U.S. with colocation and managed services for AI, hyperscale, and enterprise workloads. Comparable business model combining colocation, GPU-ready capacity, and a national footprint including smaller markets.
• Compass Datacenters: Provider of modular, purpose-built data centers designed for rapid deployment in Tier 2 and edge markets. Closely aligned to Duos's containerized 90-day deployment model and underserved-market thesis.

Emerging players

• Core Scientific: Operates large-scale GPU and HPC data centers (post-restructuring) for AI and Bitcoin mining workloads. Comparable GPU-as-a-Service and high-density hosting economics, though at a different scale and footprint.
• Nebius Group: Vertically integrated AI infrastructure provider offering GPU clusters and managed AI cloud services. Comparable GPUaaS model with NVIDIA hardware, though operating at a much larger scale than Duos's current footprint.
• CoreWeave: Hyperscale GPU cloud provider built on NVIDIA GPUs for AI training and inference workloads. Most directly comparable to the Duos/Hydra Host GPUaaS model in terms of GPU economics, anchor tenants, and NVIDIA partnership.

Broad incumbents

• Equinix: Global colocation and interconnection incumbent with extensive edge/IBX footprint across major U.S. metros. Provides broader benchmark for colocation economics but targets Tier 1 markets rather than rural/Tier 3-4.
• Digital Realty: Global data center REIT operating hyperscale and colocation facilities with PlatformDIGITAL. Adjacent incumbent benchmark for scale, power capacity, and AI/cloud infrastructure positioning.

Others

• Hydra Host: AI factory operator using the Brokkr Operating System to distribute GPU-as-a-Service workloads across high-density NVIDIA clusters. Strategic partner and operating counterpart to Duos Edge AI on the $176M contract; included for context as the closest operational peer in the GPUaaS stack.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/duostech
• LinkedInlinkedin.com/company/duos-technologies

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 records

Funding overview

Funding rounds6 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Duos Technologies