Exascale Labs
Exascale Labs is an asset-light AI infrastructure provider offering software-defined GPU compute, modular data centers, and proprietary power and cooling systems. It serves enterprise AI workloads via long-term contracts, anchored by NVIDIA Cloud Partner status and a $300M pipeline.
- Company typePrivate
- Founded2025
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Exascale Labs does
Exascale Labs is an asset-light AI infrastructure provider operating a software-defined GPU compute platform headquartered in San Francisco. The company delivers GPU-as-a-Service, Modular Data Centers, and specialized stacks including the Vera Rubin architecture, proprietary SST/HVDC power systems, and liquid cooling solutions marketed under an "AI Factory" concept. Its technology is designed to serve enterprises requiring scalable, software-defined compute capacity for AI training and inference workloads, with NVIDIA Cloud Partner designation as the foundational GPU layer.
The business model centers on long-term compute contracts and partnership-driven deployment. Named customer agreements include a $71.4 million three-year commitment with Dimension AI, an initial $53 million contract with AI Nova expandable to $600 million, and a 20-megawatt MOU with RUTILEA. The company has assembled a $300 million qualified pipeline anchored by these three counterparties, while leveraging Compal Electronics for manufacturing and Quantum eMotion for security integration to differentiate its offering. The platform is positioned to serve AI-native enterprises and sovereign-scale deployments.
Exascale is pursuing a public listing via SPAC merger with D. Boral ARC Acquisition I Corp. (BCAR) targeted for the second half of 2026, at a $500 million pre-money valuation and $632 million pro forma enterprise value, with $280 million in trust cash and existing shareholders retaining 54.8% post-close. Revenue grew from $1.3M in FY2024 to $7M in FY2025. The company is led by CEO Dr. Hoansoo Lee.
Exascale Labs firmographics
Firmographics- Name
- Exascale Labs
- Legal name
- Exascale Labs Inc.
- Website
- https://exascalelabs.ai
- Company type
- Private
- Founded year
- 2025
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Exascale Labs is an asset-light AI infrastructure provider offering software-defined GPU compute, modular data centers, and proprietary power and cooling systems. It serves enterprise AI workloads via long-term contracts, anchored by NVIDIA Cloud Partner status and a $300M pipeline.
- Ownership category
- akta.pro rank
Exascale Labs industry classification
Industry- Product category
- AI Cloud Infrastructure
- NAICS
- Computer and Peripheral Equipment Manufacturing (33411), Computer Systems Design and Related Services (54151), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)
- SIC
- Electronic Computers (3571), Services-Computer Integrated Systems Design (7373)
- akta.pro primary industry
- AI Server Systems & HGX/Accelerator Platforms (HDAAAAAB)
- akta.pro secondary industries
- AI Compute Virtualization & Scheduling (GPU virtualization, cluster schedulers) (HDAAAAAG), HCI & Integrated Systems (Compute + Storage) (HDABADAD), End-to-End Enterprise AI Platforms (MLOps & Model Lifecycle Management) (HDAEANAA)
Keywords
Where Exascale Labs is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Exascale Labs business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Infrastructure, Personnel, Marketing or Sales
Revenue model
- GPU-as-a-Service: Offering reserved and on-demand access to high-performance GPU capacity, providing AI compute infrastructure to customers including AI Nova ($53M order) and through MOUs with RUTILEA (up to 20MW data center capacity).
- Compute Services Agreements: Multi-year compute services agreements such as the $71.4 million three-year agreement with Dimension AI for GPU compute services.
- GPU Server Sales: Sale of GPU servers based on Nvidia Blackwell technology with initial orders generating approximately $53 million in revenue over three years, with expansion options up to 10,000 GPUs representing potential revenue exceeding $600 million.
- Modular Data Center Solutions: Providing modular data center and cooling solutions as part of integrated AI infrastructure offerings, working with Compal Electronics on modular data center development.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Exascale Labs product offering
Product offeringCore offering
Exascale Labs provides next-generation AI compute infrastructure through an asset-light, software-defined GPU compute platform offering reserved and on-demand GPU-as-a-Service. The company complements this compute platform with modular data center solutions and proprietary solid-state transformer (SST) and HVDC power architectures designed to address power delivery and deployment timeline bottlenecks for high-density AI workloads.
Product overview
Exascale Labs operates as a next-generation AI infrastructure provider with a multi-product portfolio built around GPU compute and data center solutions. The core offering is the GPU-as-a-Service platform—an asset-light, software-defined compute platform providing reserved and on-demand access to high-performance GPU capacity for AI model training, inference, and enterprise workloads. This platform forms the foundation of the company's 'AI Factory' concept. Supporting the compute platform are modular data center solutions (Vera Rubin Data Center Stack) that integrate four layers: compute, cooling, infrastructure, and power. The power layer utilizes Solid-State Transformer (SST) and HVDC architectures, while Direct Liquid Cooling technology handles thermal management for high-density GPU environments. The company also partners with Compal Electronics for AI server platforms (OG231-2-L1 and SGX30-2) within this integrated infrastructure ecosystem.
Differentiator
Problem solved
Functional benefit
Products and services
- GPU-as-a-Service Asset-light, software-defined GPU compute platform providing reserved and on-demand access to high-performance GPU capacity for enterprise AI model training, inference, and compute workloads.
- Modular Data Center Pre-fabricated, factory-tested modular data center solution that reduces AI data center deployment timelines from years to months and supports high-density environments exceeding 100 kilowatts per rack.
- Vera Rubin Data Center Stack Full-stack AI data center solution integrating compute, cooling, infrastructure, and power layers into a deployment-ready AI data center architecture.
- Solid-State Transformer (SST) and HVDC Power Architecture Proprietary next-generation power delivery system using solid-state transformer (SST) and high-voltage direct current (HVDC) architectures designed to improve efficiency and deployment speed for high-density GPU infrastructure.
- Direct Liquid Cooling Technology Advanced liquid cooling technology integrated into AI server platforms to manage thermal demands of high-performance GPU computing environments.
- AI Factory GPU cloud structures built and leased by Exascale Labs providing large-scale compute infrastructure for AI workloads.
- Quantum-Secured AI Compute Infrastructure AI compute infrastructure with integrated Quantum Random Number Generator (QRNG) cryptographic security, developed under the Exascale-Quantum AI Compute Security Initiative with Quantum eMotion Corporation.
Quantifiable outcome
- Deployment timeline reduction from years to months
- +3 more outcomes
Companies that use Exascale Labs
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles2 records
Exascale Labs technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature6 records
Exascale Labs partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered major and core.
- RUTILEAmajorNonbinding MOU for potential development of up to 20 megawatts of data center capacity. AI services company based on MOU terms.
- Dimension AImajor$71.4 million three-year compute services agreement for GPU-as-a-Service.
- Compal Electronics, Inc.coreStrategic collaboration to jointly showcase integrated AI infrastructure at COMPUTEX Taipei 2026. Solution combines Compal's AI server platforms (OG231-2-L1 and SGX30-2), direct liquid cooling technology with Exascale's Modular Data Center and HVDC/SST power architecture. Four-layer full-stack solution covering compute, cooling, infrastructure, and power layers.
- AI Nova Pte LtdmajorMOU signed at Digital Nex 2025 for initial GPU server order generating approximately $53 million in revenue over three years. Options for AI Nova to scale to 10,000 GPUs within five years representing over $600 million potential revenue. Collaboration includes real-world asset tokenization for data center computing assets.
- Quantum eMotion CorporationcoreMulti-year partnership to integrate quantum-grade cryptographic technology including Quantum Random Number Generators (QRNG) into large-scale AI compute infrastructure. Initiative called Exascale-Quantum AI Compute Security Initiative, with phased deployment starting with secure-compute pilot followed by QRNG semiconductor integration into cluster architecture.
Scale indicators10 records
Recent moves7 records
Expansion highlights4 records
Exascale Labs competitors and assessment
Company assessmentBroad incumbents
- Equinix: Equinix is a global colocation and interconnection provider with AI-ready data center capacity. While broader in scope, it competes with Exascale's modular data center offering for enterprises deploying AI infrastructure at scale.
- NVIDIA (DGX Cloud): NVIDIA's DGX Cloud offering places Exascale in a dual role — both as a partner (via Cloud Partner status) and as a competitor in the AI infrastructure market. NVIDIA's full-stack platform competes with Exascale's GPU-as-a-Service at the high end.
- Digital Realty Trust: Digital Realty operates hyperscale data centers globally and is investing heavily in AI-ready capacity. It represents an incumbent alternative to Exascale's modular data center deployments for enterprises and cloud providers.
Direct peers
- Lambda Labs: Lambda is a leading GPU cloud and AI infrastructure provider offering on-demand GPU compute and pre-configured GPU clusters. It competes directly with Exascale's GPU-as-a-Service product and shares the same enterprise AI developer customer base.
- Nebius Group: Nebius is an AI infrastructure provider offering GPU cloud services and full-stack AI platforms to enterprises globally. It competes with Exascale across the same enterprise AI customer segments and is pursuing a similar asset-light expansion strategy.
- Together AI: Together AI operates an AI compute cloud optimized for training and inference of large models, offering reserved GPU clusters to enterprise customers. It directly competes with Exascale's GPU-as-a-Service platform for AI-native platform customers.
- Applied Digital: Applied Digital builds and operates purpose-built AI/HPC data centers offering GPU cloud services, sharing Exascale's focus on power-constrained infrastructure and modular deployment. Both go to market with large-scale compute service agreements and target hyperscale-grade AI workloads.
- Crusoe Energy: Crusoe provides AI cloud infrastructure with a focus on energy-efficient, modular data centers for GPU compute — directly mirroring Exascale's asset-light power-architecture approach. Both target large-scale AI workloads and emphasize energy/resource efficiency as a differentiator.
- CoreWeave: CoreWeave is the largest independent GPU cloud provider offering NVIDIA-powered compute at scale, directly competing with Exascale's GPU-as-a-Service for AI training and inference workloads. Both target enterprise AI developers and AI-native platforms with reserved and on-demand access to high-performance GPUs.
Others
- Compal Electronics: Compal is a strategic partner rather than direct competitor, providing AI server platforms and direct liquid cooling technology that Exascale integrates into its modular data center solutions. The partnership is core to Exascale's full-stack offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Exascale Labs social profiles
Digital presenceExascale Labs financial estimates
Financial estimateRevenue estimate
Valuation estimate
Exascale Labs leadership team
Management profileNumber of profiles
Profiles1 record
Exascale Labs funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Exascale Labs M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Exascale Labs
What does Exascale Labs do?
Exascale Labs provides next-generation AI compute infrastructure through an asset-light, software-defined GPU compute platform offering reserved and on-demand GPU-as-a-Service. The company complements this compute platform with modular data center solutions and proprietary solid-state transformer (SST) and HVDC power architectures designed to address power delivery and deployment timeline bottlenecks for high-density AI workloads.
Is Exascale Labs a public or private company?
Exascale Labs is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Exascale Labs founded?
Exascale Labs was founded in 2025. It employs 11 to 50 people.
Where is Exascale Labs based?
Exascale Labs is headquartered in San Francisco, United States, in the North America region.
How does Exascale Labs make money?
Four revenue lines are on record. GPU-as-a-Service is the primary driver. The others are compute Services Agreements, GPU Server Sales and modular Data Center Solutions.
Who are Exascale Labs's main competitors?
Broad incumbents on record are Equinix, NVIDIA (DGX Cloud) and Digital Realty Trust. Direct peers are Lambda Labs, Nebius Group, Together AI, Applied Digital, Crusoe Energy and CoreWeave. Compal Electronics is listed as an others.
Does Exascale Labs have an API?
No public API is recorded for Exascale Labs.
What industry is Exascale Labs in?
Exascale Labs's product category is AI Cloud Infrastructure. Its primary akta.pro industry code is HDAAAAAB, AI Server Systems & HGX/Accelerator Platforms, with a secondary code of HDAAAAAG, AI Compute Virtualization & Scheduling (GPU virtualization, cluster schedulers). Its NAICS code is 33411 and its SIC code is 3571.