Welcome to our dedicated page for Axe Compute SEC filings (Ticker: AGPU), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Axe Compute Inc.'s SEC filings document the company's transition to an enterprise GPU compute infrastructure and digital asset treasury business. Material-event reports cover operating and financial results, the former Predictive Oncology name history, capital-structure changes, and enterprise infrastructure agreements involving dedicated GPU capacity and AI-focused high-speed storage.
The filings also record governance and executive-compensation matters, including board and officer appointments, resignations, employment agreements, and separation arrangements. Additional disclosure categories include shareholder voting matters, risk references tied to ATH token volatility, liquidity sources, and the company's public-company reporting obligations as Nasdaq-listed AGPU.
Axe Compute Inc. filed a shelf registration to offer up to $1,000,000,000 of securities. The prospectus registers up to $1,000,000,000 of common stock, preferred stock, warrants, debt securities, units or subscription rights to be offered from time to time by prospectus supplement. The document discloses the Company’s Strategic Compute Reserve of approximately 6.197 billion ATH tokens valued at $29.1 million as of June 8, 2026, and an enterprise contract with an aggregate value of $260 million for a 36-month deployment of 2,304 NVIDIA B300 GPUs with targeted deployment beginning in Q3 2026. The prospectus describes governance, capital structure and distribution mechanics and states that net proceeds will be used for general corporate purposes, compute operations, infrastructure deployments and to grow the Strategic Compute Reserve.
Axe Compute Inc. is updating its risk disclosures to reflect a strategic shift from an asset-light model to purchasing, owning, and operating GPU computing infrastructure in dedicated data centers. This model is capital-intensive and will require substantial and growing funding from customer deposits, operations, and equity or debt financing.
The company highlights risks around rapid GPU obsolescence, potential impairment charges, concentration of revenue in a few large contracts, and dependence on reliable data center power and cooling, including 4.8 megawatts of committed power for its largest deployment. It also notes reliance on NVIDIA and complex global supply chains, exposure to export controls and geopolitical tensions, and execution risk for a targeted third-quarter 2026 deployment tied to a large, approximately $260 million enterprise engagement.
Additional risks include possible underutilization of purpose-built capacity, plans to incur secured or asset-backed indebtedness, limited operating history with owned GPU infrastructure, sensitivity to volatile energy costs and new environmental rules, cybersecurity and operational failures, and heightened liquidity dependence, including on ATH digital asset holdings.
Axe Compute Inc. director Theodore Zhu reported two open market purchases of the company’s Common Stock. On May 29, 2026, he acquired 11,250 shares at a share price of $6.61. On May 28, 2026, he acquired an additional 3,750 shares at a weighted average price of $6.61 from multiple trades between $6.59 and $6.65. Following these transactions, Zhu directly owned 20,144 shares of Axe Compute Inc. common stock.
Blacher Joshua reported acquisition or exercise transactions in this Form 4 filing.
Axe Compute Inc. reported that Co-Chief Financial Officer Joshua Blacher received a stock-based compensation award. He was granted 9,389 shares of common stock in the form of restricted stock units, at no cash cost per share.
The RSUs vested in full on May 14, 2026 and are scheduled to be settled in shares no later than June 13, 2026. After this grant, Blacher directly owns 15,856 shares of Axe Compute common stock.
Axe Compute Inc. reported Q1 2026 results while highlighting a major new customer win and leadership changes. The company has signed a $260 million, 36‑month take‑or‑pay enterprise contract for a 2,304‑GPU cluster expected to begin generating about $21 million per quarter in revenue once deployed in Q3 2026.
For Q1 2026, revenue was $35 thousand, mostly from legacy Drug Discovery Services, with $7 thousand from initial Compute Services contracts. The company posted a net loss of $7.7 million, including $4.3 million in non‑cash losses on ATH digital assets. Cash used in operations was $3.7 million.
Axe Compute ended March 31, 2026 with $6.9 million in cash, $20.2 million in ATH digital assets, and $9.4 million in current digital asset receivables, for short‑term liquidity of about $36.5 million. Management believes this liquidity can fund operations through fiscal 2026 and beyond, while it executes on the large contract, expands its sales team, and evaluates strategic options for the legacy Drug Discovery Services business.
Axe Compute Inc. filed an 8-K describing a new prospectus supplement tied to its existing Form S-3 shelf and at-the-market stock offering program with H.C. Wainwright & Co. as sales agent. Following this supplement, the aggregate amount of shares that are available for sale under the ATM program is $100,000,000.
The company notes it is no longer subject to the offering limitations of General Instruction I.B.6 of Form S-3 and that, during the 12 calendar months up to and including the prospectus supplement date, it sold securities with an aggregate market value of approximately $12.7 million under this framework. A legal opinion from Lucosky Brookman LLP covering the ATM shares is filed as Exhibit 5.1.
Registers up to $100,000,000 of Common Stock under an at-the-market sales agreement. This prospectus supplement amends the ATM Prospectus to increase the aggregate amount available for sale under the Sales Agreement with H.C. Wainwright & Co., LLC to $100.0 million, including shares previously sold.
The supplement states the company has sold 1,334,907 shares for approximately $17.0 million under the Sales Agreement and previously sold 1,203,544 shares for aggregate gross proceeds of approximately $12.7 million (adjusted for a one-for-fifteen reverse split). As of May 15, 2026, the public float is reported at $90.0 million based on 10,282,258 shares held by non-affiliates. The filing also discloses ownership of approximately 6.209 billion ATH tokens valued at $42.1 million as of May 14, 2026, and a last reported Nasdaq sale price of $5.60 per share on May 14, 2026.
Axe Compute Inc. reported a sharp increase in quarterly losses driven by its ATH digital-asset strategy and minimal revenue from operations. For the three months ended March 31, 2026, revenue fell to $35,311 from $110,310 a year earlier, mainly due to lower activity in its Drug Discovery Services segment.
The company recorded a $4.3 million loss on digital assets, primarily from fair value declines in Aethir (ATH) tokens, leading to a net loss of $7.7 million versus $2.4 million last year. As of March 31, 2026, Axe Compute held $6.9 million in cash and cash equivalents, $20.2 million of ATH at fair value, and a $15.4 million digital asset receivable tied to locked ATH. Management is focusing on the ATH-based Treasury Strategy and GPU compute services while exploring strategic alternatives for its legacy oncology business.
Subsequent to quarter-end, the company entered a 36‑month enterprise infrastructure contract with an approximate $260 million aggregate value to deliver a 2,304‑GPU NVIDIA cluster, signaling a significant potential future revenue source alongside its concentrated ATH exposure.
Axe Compute Inc. filed a current report describing plans for its upcoming first-quarter 2026 financial results release. The company will issue its Q1 2026 financial results for the quarter ended March 31, 2026 before market open on May 18, 2026, and will host a conference call and webcast at 8:30 a.m. Eastern Time the same day to review the results. Dial-in, meeting ID, passcode, and webcast registration details are provided, and a replay will be available on the investor relations website. No financial results are included in this report; it mainly alerts investors to how and when they can access the forthcoming earnings information.
Zhu Theodore reported acquisition or exercise transactions in this Form 4 filing.
Axe Compute Inc. director Theodore Zhu received a grant of 5,144 shares of common stock on April 20, 2026. The shares were issued at no cash cost as compensation for his service on the company’s board of directors. Following this award, he directly holds 5,144 common shares.