The expansion follows the Company’s Aug. 20, 2026, announcement of Atlas One, its South Texas compute infrastructure campus engineered for up to 500 MW of planned behind‐the‐meter power capacity.

Expanded Volume and Estimated Value

Based on current market pricing of $600,000 per NVIDIA HGX B300 system — an approximate midpoint of the range of current market prices from $472,000 to $720,000 per unit, depending on customer customization — the Company estimates the additional 384 systems represent an approximate incremental sales pipeline value of $230 million. Added to the approximately $77 million previously announced on August 6, 2026, the up to 512 systems covered in total represent an approximate cumulative sales pipeline value of $307 million. Both figures assume that all contemplated systems are purchased by Power Champion and are subject to the agreements’ terms and customary conditions.

At the low and high ends of the current pricing range, the estimated value of the additional 384 systems would be approximately $181 million and $276 million, respectively, and the estimated cumulative value of the up to 512 systems would be approximately $242 million and $369 million, respectively.

Relationship to Atlas One

Atlas One is engineered for up to 500 MW of planned behind‐the‐meter power capacity across more than 548 acres in South Texas. Approximately 11 MW of that planned capacity has been secured to date, of which approximately 6 MW is activated and has operated at approximately 97.8% intensive compute uptime. The balance of the up to 500 MW is planned capacity for which the campus has been engineered and is additional to the 11 MW secured; realizing it will require further generation, equipment, permitting, financing and customer commitments.

Hosting Agreement Discussions

The Company and Power Champion are in discussions regarding the potential hosting of systems at Atlas One. No agreement has been entered into, the discussions are ongoing, and the Company can provide no assurance that any hosting agreement will be entered into or, if entered into, on what terms or covering what capacity. The systems contemplated by the expanded agreement are for deployment at U.S.‐based AI infrastructure facilities, and the deployment location for any systems purchased has not been determined. As of the date of this release, Atlas One has no contracted AI hosting capacity.