Chris McLeod

The demand for AI compute infrastructure is insatiable, with $7 trillion deployment expected by 2030. Axe Compute (AGPU) provides bare-metal GPU clusters to large corporations, generating real net income from long-term contracts, unlike the cyclical Bitcoin mining business. The company is well-positioned to fill the funding shortfall as big tech alone cannot cover the capex. Older GPUs like H200 are renting at $250/hour, showing pricing power. AGPU offers a less risky, income-producing exposure to the AI buildout.