Key Takeaways:
Gorilla Technology closed a $2 billion AI infrastructure deal with Supermicro in India, supplying 25,856 GPU cards and networking gear for the Yotta data center project.
"This collaboration is not theoretical for Gorilla," Jay Chandan, chairman and chief executive officer at Gorilla Technology, said. "Across our two current Yotta deployments in India alone, we are already supporting approximately $2 billion of GPU and networking infrastructure procurement."
The deal includes 20,736 Nvidia B300 cards and 5,120 B200 cards, plus networking equipment and related infrastructure, according to a statement Tuesday. Supermicro will provide its AI server and rack-scale platforms, while Gorilla will lead infrastructure solutions, managed services and financing models.
The transaction establishes Gorilla, which had a market cap of about $585 million as of Monday's close, as an end-to-end provider of hyperscale and sovereign AI infrastructure. The company reported Q1 2026 revenue of $28.2 million, up 55 percent year over year, and guided full-year revenue of $160 million to $200 million.
The partnership extends beyond the initial deal. Both companies entered a strategic framework to jointly pursue additional multi-billion-dollar AI infrastructure opportunities across India and Asia Pacific, including Southeast Asia and other high-growth markets. The collaboration will target hyperscale AI data center buildouts, GPU-as-a-Service platforms, sovereign AI and national compute programs, and enterprise-scale AI transformation initiatives.
Gorilla is also developing a 200-megawatt AI campus in Thailand, targeting about $1.5 billion in annualized revenue starting in 2028. The company earlier this month signed a strategic agreement with NeutraDC to provide 5.5 megawatts of AI-focused data center capacity.
Charles Liang, president and chief executive officer at Supermicro, said the company's Data Center Building Block Solutions give customers "speed and flexibility" for hyperscale, sovereign AI and enterprise data centers.
The deal highlights the accelerating demand for AI compute capacity in India and across Asia. Sunil Gupta, co-founder, managing director and chief executive officer at Yotta Data Services, called the collaboration "essential for delivering the next wave of hyperscale AI compute across enterprises and public sector organizations."
Gorilla shares closed at $21.14 on Monday, giving the company a market capitalization of about $585 million. The stock has risen more than 130 percent from its 52-week low but remains about 24 percent below its 52-week high. Short interest stands at 12 percent of the float, according to exchange data.
This article is for informational purposes only and does not constitute investment advice.
