Global Mofy’s U.S. Subsidiary Eaglepoint AI Selected for NVIDIA Inception Program, Further Strengthening Its Global AI Infrastructure Services Layout
Rhea-AI Summary
Global Mofy (Nasdaq: GMM) announced on May 6, 2026 that its U.S. subsidiary Eaglepoint AI was selected for the NVIDIA Inception Program. The selection recognizes Eaglepoint AI’s capabilities in scalable AI training workflows, data annotation, governance, and model training support, and is expected to improve access to technical resources, industry partnerships, and international market opportunities to support Global Mofy’s expansion into AI infrastructure and model support services.
Positive
- Admission to NVIDIA Inception Program enhances industry validation
- Improved access to technical resources and ecosystem partnerships
- Strengthens Global Mofy’s push into AI infrastructure and model support
Negative
- None.
News Market Reaction – GMM
On the day this news was published, GMM declined 6.72%, reflecting a notable negative market reaction. Argus tracked a peak move of +27.1% during that session. Argus tracked a trough of -47.6% from its starting point during tracking. Our momentum scanner triggered 19 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $5M from the company's valuation, bringing the market cap to $69.10M at that time. Trading volume was exceptionally heavy at 153.8x the daily average, suggesting significant selling pressure.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
GMM rose 8.94% while key IT services peers NOTE (-6.84%), WYY (-4%), BTCM (-3.19%), TDTH (-7.55%) and CTM (-3.35%) all declined, pointing to stock-specific AI news impact rather than a sector-wide move.
Previous AI Reports
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Apr 08 | AI platform partnership | Positive | +2.1% | Strategic cooperation with Infinigence AI on industrial-grade AIGC platform. |
| Mar 10 | AI pipeline upgrade | Positive | +7.3% | Deployed OpenClaw AI agent framework into core content production pipeline. |
| Feb 26 | AI-powered VFX work | Positive | -2.4% | Mofy VFX provided VFX for iQIYI crime drama The Devil Between Us. |
| Feb 26 | AI-powered VFX work | Positive | -2.4% | Mofy VFX delivered VFX for iQIYI crime drama Justice in the Shadows. |
| Feb 09 | AI-native VFX launch | Positive | +3.5% | End-to-end VFX for Tencent Video series No Pain No Gain using AI-native workflow. |
AI-related announcements are generally positive but show mixed price follow-through, with both rallies and selloffs after upbeat AI news.
Over recent months, Global Mofy has repeatedly highlighted its AI capabilities, from AI-native VFX production for popular series to integrating the OpenClaw agent framework and launching an industrial-grade AIGC platform with Infinigence AI. These AI-tagged updates typically showcase deeper integration of generative AI into content workflows and platform development. Today’s NVIDIA Inception selection extends that trajectory into AI infrastructure and training support via Eaglepoint AI, reinforcing the company’s strategy of embedding itself across key layers of the AI value chain.
Historical Comparison
Past AI-tagged news for GMM moved the stock by an average of 1.63%. Today’s 8.94% gain is stronger but directionally consistent with prior positive AI developments.
AI news has evolved from showcasing AI-native VFX and content workflows toward platform-level AIGC tools and now AI infrastructure and training support via Eaglepoint AI.
Regulatory & Risk Context
An effective Form F-3 shelf dated Mar 6, 2026 allows Global Mofy Cayman to register up to $300,000,000 of securities, covering equity, debt and related units to be offered from time to time. The shelf has 0 recorded usage so far, but, once effective, would provide flexibility for future capital raises tied to its AI expansion strategy.
Market Pulse Summary
The stock moved -6.7% in the session following this news. A negative reaction despite AI-focused recognition would fit the stock’s mixed history around positive AI announcements, where some upbeat updates saw declines of about 2.4%. The shares trade well below the 200-day MA and 59.27% under the 52-week high, so sentiment swings can be amplified. An existing $300,000,000 shelf registration also provides capacity for future capital raises that could weigh on valuations if markets focus on dilution risk.
Key Terms
generative ai technical
data annotation technical
data governance technical
ai model training technical
data infrastructure technical
3d digital assets technical
AI-generated analysis. Not financial advice.
BEIJING, May 06, 2026 (GLOBE NEWSWIRE) -- Global Mofy AI Limited (the “Company” or “Global Mofy”) (Nasdaq: GMM), a generative AI-driven technology solutions provider engaged in virtual content production and the development of 3D digital assets, today announced that its U.S. subsidiary, Eaglepoint AI Inc. (“Eaglepoint AI”), has been officially selected for the NVIDIA Inception Program. This selection marks further recognition from the international industry ecosystem of Eaglepoint AI’s capabilities in scalable AI training workflows and high-quality data infrastructure services, and reflects Global Mofy’s continued expansion into the deeper and more critical layers of the AI value chain, including infrastructure and model support services.
The NVIDIA Inception Program is an important ecosystem support initiative launched by NVIDIA for innovative companies, focusing on frontier areas such as artificial intelligence, advanced computing, robotics, and data infrastructure. The program is designed to help participating companies accelerate technology validation, product iteration, and commercialization through technical resource support, industry ecosystem connections, product development collaboration, and market expansion opportunities. For growth-stage AI companies, admission to the program is generally regarded as a positive signal that their technical capabilities, development trajectory, and platform potential are attracting meaningful attention from the international AI industry ecosystem. Participation in the NVIDIA Inception Program is expected to help Eaglepoint AI more efficiently connect with advanced global technology resources, industry partnership networks, and international market opportunities, further enhancing its overall potential in capability building, ecosystem collaboration, and global expansion, while strengthening its ability to build a global AI infrastructure services platform over the long term.
Eaglepoint AI focuses on high-quality data annotation, data governance, and AI model training support, and is committed to providing stable and scalable data infrastructure services to global machine learning teams and large-model developers. Leveraging its execution experience in data engineering, model training support, and cross-regional delivery, Eaglepoint AI continues to advance its capabilities across AI training, evaluation, and operational support, while continuously refining its service system and delivery architecture to enhance its support capacity for global business expansion. Through its cross-regional collaborative operating model, Eaglepoint AI is building a business structure that balances quality, efficiency, and compliance requirements, continuously strengthening its overall capabilities in data production, training support, and model evaluation services, and laying the foundation for the long-term development of a global-facing AI infrastructure services platform.
The Company believes that Eaglepoint AI’s successful admission to the NVIDIA Inception Program will further strengthen its connection with the global AI innovation ecosystem and create more favorable conditions for its international expansion in relevant sectors. Through this ecosystem platform, Eaglepoint AI is expected to gain greater support in areas such as technical exchange, industry collaboration, resource access, and market development, thereby further enhancing its service capabilities and growth potential for global clients. Looking ahead, Global Mofy will continue to advance relevant capability building and ecosystem collaboration in line with its technological foundation and business direction, further deepen its participation in international industry networks and improve its collaborative efficiency, while supporting the Company’s long-term development with a stronger technical and business foundation.
Mr. Haogang Yang, Chairman and Chief Executive Officer of Global Mofy, commented: “As enterprise AI moves into deeper real-world adoption, the truly scarce capability lies not only in the models themselves, but also in the underlying infrastructure that supports continuous model iteration and stable deployment. Eaglepoint AI’s inclusion in the NVIDIA Inception Program marks a stronger connection between our investment in this critical layer and the world’s leading industry ecosystem. Global Mofy is using Eaglepoint AI as an important strategic vehicle to advance a systematic buildout of capabilities in data annotation, data governance, model evaluation, and training operations, while also leveraging proprietary workflow tools and cross-regional delivery capabilities to create a scalable service foundation. We believe that continuously building the underlying support capabilities required for the next stage of AI commercialization will help companies establish resilience in future competition. This will also further deepen Global Mofy’s positioning in key foundational segments of the global AI industry chain and provide more solid support for the Company to capture the long-term opportunities arising from the continued evolution of enterprise AI.”
About Global Mofy AI Limited
Global Mofy AI Limited (Nasdaq: GMM) is a generative AI-driven technology solutions provider engaged in virtual content production, and the development of digital assets for the digital content industry. Utilizing its proprietary “Mofy Lab” technology platform, which consists of interactive 3D and artificial intelligence (“AI”) technology, the Company creates high-definition virtual versions of a wide range of physical world objects in 3D ranging from characters, objects to scenes and more. The digital assets can be used in different applications, including movies, TV series, AR/VR, animation, advertising, gaming, and more. Global Mofy Metaverse is one of the leading digital asset banks in China, which consists of more than 150,000 high-precision 3D digital assets. For more information, please visit www.globalmofy.ai or ir.globalmofy.cn.
Forward-Looking Statement
This press release contains forward-looking statements. Forward-looking statements include statements concerning plans, objectives, goals, strategies, future events or performance, and underlying assumptions and other statements that are other than statements of historical facts. When the Company uses words such as “may,” “will,” “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate” or similar expressions that do not relate solely to historical matters, it is making forward-looking statements. Forward-looking statements are not guarantees of future performance and involve risks and uncertainties that may cause the actual results to differ materially from the Company’s expectations discussed in the forward-looking statements. These statements are subject to uncertainties and risks including, but not limited to, the uncertainties related to market conditions, our ability to keep pace with new technology and changing market needs, and the competitive environment of our business. These and other factors may cause our actual results to differ materially from any forward-looking statement. For these reasons, among others, investors are cautioned not to place undue reliance upon any forward-looking statements in this press release. Additional factors are discussed in the Company’s filings with the SEC, which are available for review at www.sec.gov. The Company undertakes no obligation to publicly revise these forward-looking statements to reflect events or circumstances that arise after the date hereof.
For more information, please contact:
Global Mofy AI Ltd.
Investor Relations Department
ir@mof-vfx.com
