AlphaTON Capital Corp. raised $44 million, expanding AI infrastructure and partnerships to enhance its privacy-preserving technology offerings.
Quiver AI Summary
AlphaTON Capital Corp. (Nasdaq: ATON), a leading technology company scaling the Telegram super-app, has announced significant updates regarding its strategic initiatives. The company raised a net $44 million to enhance its AI infrastructure and form new partnerships aimed at establishing AlphaTON as a key player in privacy-preserving AI. Recent actions include a $15 million direct stock offering and a major $46 million investment in GPU infrastructure, projected to yield strong returns. AlphaTON launched Cocoon AI in December 2025 and initiated a strategic partnership with Midnight Foundation for privacy-focused AI services. Additionally, they unveiled the AlphaTON Claude Connector, integrating AI with blockchain technology, and established a robust data center agreement to support growth. Management expressed commitment to creating sustainable revenue through these initiatives, emphasizing the company's role in supporting Telegram's user ecosystem while focusing on privacy and digital identity sovereignty.
Potential Positives
- AlphaTON raised net $44 million in capital, strengthening its financial position for future investments and strategic initiatives.
- Established a significant partnership with Midnight Foundation, generating immediate revenue and positioning AlphaTON as a foundational provider in the privacy-preserving AI space.
- Successfully launched the Cocoon AI network, enabling the company to begin generating revenue from AI inference processing, showcasing immediate application of its infrastructure investments.
- Executed a five-year enterprise colocation agreement, securing high-performance computing capacity powered by renewable energy, which aligns with sustainable business practices and enhances operational capabilities.
Potential Negatives
- The company has raised capital through a registered direct offering at a significantly low price of $1.00 per share, which may indicate a lack of investor confidence.
- The press release mentions an uncertainty surrounding the Company's investment in TON and reliance on third parties, which could pose risks to future operational success.
- Forward-looking statements include significant risks and uncertainties, suggesting potential for actual results to materially differ from expectations, which may concern investors.
FAQ
What recent capital raise did AlphaTON complete?
AlphaTON closed a $15 million registered direct offering at $1.00 per share, primarily for GPU AI infrastructure scaling.
How is AlphaTON expanding its AI infrastructure?
The company initiated a $46 million investment in infrastructure, deploying 576 NVIDIA B300 chips scheduled for delivery in March 2026.
What strategic partnerships has AlphaTON established?
AlphaTON partnered with Midnight Foundation and launched the Claude Connector, integrating AI with TON blockchain technology via Telegram.
What is the goal of AlphaTON's business strategy?
AlphaTON aims to support Telegram and focus on privacy protection and digital identity sovereignty through infrastructure and application development.
How does AlphaTON generate revenue?
AlphaTON generates revenue through AI inference processing, partnerships, and its #OwnYourNode program enabling fractional GPU ownership.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$ATON Hedge Fund Activity
We have seen 3 institutional investors add shares of $ATON stock to their portfolio, and 7 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 19,119 shares (+19119.0%) to their portfolio in Q3 2025, for an estimated $103,051
- CREDIT AGRICOLE S A removed 68 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $366
- UBS GROUP AG removed 55 shares (-20.4%) from their portfolio in Q3 2025, for an estimated $296
- TRUST CO OF TOLEDO NA /OH/ removed 51 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $274
- TOWER RESEARCH CAPITAL LLC (TRC) removed 50 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $269
- WELLS FARGO & COMPANY/MN removed 35 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $188
- CWM, LLC removed 11 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $59
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Full Release
New York, NY, Jan. 28, 2026 (GLOBE NEWSWIRE) -- AlphaTON Capital Corp. ( Nasdaq: ATON ) ("AlphaTON" or the "Company"), the world's leading public technology company scaling the Telegram super-app with an addressable market of one billion monthly active users, today provided a comprehensive update on strategic initiatives. The Company has raised net $44 million in capital, expanded its AI infrastructure deployment, and is establishing additional revenue-generating partnerships that position AlphaTON as a foundational infrastructure provider for privacy-preserving artificial intelligence.
Balance Sheet Update & Capital Markets Activity
AlphaTON has executed a disciplined capital strategy to fund infrastructure expansion while maintaining financial flexibility:
- Recent Capital Raise: Closed $15 million registered direct offering at $1.00 per share. Majority of net proceeds are allocated to GPU AI infrastructure scaling for Cocoon AI and working capital for the Company.
- Infrastructure Investment: Initiated a $46 million investment in AI infrastructure expansion on January 5, 2026, for a total of 576 NVIDIA B300 chips. This deployment, scheduled for delivery in March 2026, is projected to deliver a 27% IRR, 282% ROI, and a Net Present Value of $11 million.
- SEC Compliance Milestone: Exited SEC "baby-shelf" restrictions on December 3, 2025, filing a $420.69 million shelf registration statement, declared effective December 11, 2025. This provides enhanced financing flexibility for strategic acquisitions and infrastructure deployment.
AI Infrastructure Deployment & Revenue Generation
AlphaTON has rapidly deployed GPU infrastructure to capture the emerging opportunity in privacy-preserving AI compute:
- Cocoon AI Network Launch: Successfully deployed initial B200 GPU fleet on November 30, 2025, coinciding with Telegram's official Cocoon AI network launch. The Company began generating revenue in December from AI inference processing.
- Advanced GPU Deployments: Deployed H200 GPUs on December 8, 2025, and secured first NVIDIA B300 chips with Supermicro HGX systems via Atlantic AI partnership on December 15, 2025. Launched #OwnYourNode program enabling retail and institutional access to fractionalized GPU ownership. Signed purchase order for first half cluster of 576 x B300s for delivery in March 2026.
- Data Center Infrastructure: Executed five-year enterprise colocation agreement with atNorth AB on December 11, 2025, securing 2.2 MW of high-performance computing capacity in Sweden powered by 100% renewable power.
Strategic Partnerships & Technology Integration
AlphaTON has established partnerships that are expected to create additional revenue streams and vertically integrate into the Company’s Confidential Compute AI Infrastructure:
- Midnight Foundation Partnership: Signed definitive agreement effective December 2025 establishing AlphaTON as a Founding Federated Node Architecture Provider for privacy-preserving AI. Agreement generates immediate monthly revenue and includes reimbursement for documented network growth costs.
- Claude Connector Launch: Launched AlphaTON Claude Connector on January 21, 2026, an open-source platform combining Anthropic's Claude AI with TON blockchain technology via Telegram. The solution enables mainstream users to manage digital assets through natural-language conversations.
- Alpha Liquid Terminal: Developing Agentic trading and monitoring application that will utilize agents to seek best execution across multiple asset classes including tokenized securities, cryptocurrencies, equities, private shares and real world assets.
Management Commentary
"Since our November 2025 update, AlphaTON has systematically executed our strategy to transform from a passive digital asset holder into an active infrastructure operator generating recurring revenue," said Brittany Kaiser, Chief Executive Officer of AlphaTON Capital. "The net $44 million in capital deployed has positioned us at the forefront of the privacy-preserving AI infrastructure market. Our GPU deployments are generating revenue today, our partnerships with Midnight Foundation and others create scalable revenue models, and we've secured institutional-grade data center capacity to support continued growth. We are building tangible, revenue-generating assets that we believe will drive significant long-term value for the company."
"Since taking over this Nasdaq listed company as management, over the past two months this team has demonstrated our ability to move decisively and deploy capital efficiently," commented Enzo Villani, Executive Chairman and Chief Investment Officer. "We are much more than a digital asset treasury company, we have taken the mantle to develop a vertically integrated Telegram ecosystem company that combines AI and decentralized blockchain infrastructure on Telegram’s exclusive blockchain, develop, partner and acquire applications successfully deployed on Telegram, and integrate them to provide additional value to the over 1 billion users on Telegram.”
Brittany Kaiser, CEO commented, “Our strategy is simple, build a company that supports Telegram because our mission is focused on the future of privacy-protection and digital identity sovereignty. In our world, owning your ideas and concepts developed with AI is protected, and our goal is to deliver an alternative to centralized technology companies that exploit the user and their information, come join us!”
About AlphaTON Capital Corp. (Nasdaq: ATON)
AlphaTON Capital Corp (NASDAQ: ATON) is the world's leading public technology company scaling the Telegram super app, with an addressable market of 1 billion monthly active users, while managing a strategic reserve of digital assets. The Company implements a comprehensive M&A and treasury strategy that combines direct digital asset acquisition, validator operations, and strategic ecosystem investments to generate sustainable returns for shareholders. Through its operations, AlphaTON Capital provides public market investors with institutional-grade exposure to the TON ecosystem and Telegram's billion-user platform while maintaining the governance standards and reporting transparency of a Nasdaq-listed company. Led by Chief Executive Officer Brittany Kaiser, Executive Chairman and Chief Investment Officer Enzo Villani, and Chief Business Development Officer Yury Mitin, the Company's activities span network validation and staking operations, development of Telegram-based applications, and strategic investments in TON-based decentralized finance protocols, gaming platforms, and business applications.
AlphaTON Capital Corp is incorporated in the British Virgin Islands and trades on Nasdaq under the ticker symbol "ATON". AlphaTON Capital, through its legacy business, is also advancing first-in-class therapies targeting known checkpoint resistance pathways to achieve durable treatment responses and improve patients' quality of life. AlphaTON Capital actively engages in the drug development process and provides strategic counsel to guide the development of novel immunotherapy assets and asset combinations. To learn more, please visit https://alphatoncapital.com/ .
Forward-Looking Statements
All statements in this press release, other than statements of historical facts, including without limitation, statements regarding the Company’s business strategy, plans and objectives of management for future operations and those statements preceded by, followed by or that otherwise include the words “believe,” “expects,” “anticipates,” “intends,” “estimates,” “will,” “may,” “plans,” “potential,” “continues,” or similar expressions or variations on such expressions are forward-looking statements. Forward-looking statements include statements concerning, among other things, the Company’s projections for its AI infrastructure expansion deployment; the Company’s expectations that its partnerships will create additional revenue streams and vertically integrate into the Company’s Confidential Compute AI Infrastructure; the Company’s belief that the assets it is building will drive significant long-term value; and other statements that are not historical fact. As a result, forward-looking statements are subject to certain risks and uncertainties, including, but not limited to: the timing, progress and results of the Company’s strategic initiatives, the Company’s reliance on third parties, the risk that the Company may not secure additional financing or TON, the uncertainty of the Company’s investment in TON, the uncertainty around the Company’s legacy business, the operational strategy of the Company, the Company’s executive management team, risks from Telegram’s platform and ecosystem, the potential impact of markets and other general economic conditions, and other factors set forth in “Item 3 – Key Information-Risk Factors” in the Company’s Annual Report on Form 20-F for the year ended March 31, 2025 and included in the Company’s Form 6-Ks filed with the Securities and Exchange Commission on September 3, 2025 and January 13, 2026. Although the Company believes that the expectations reflected in these forward-looking statements are reasonable, undue reliance should not be placed on them as actual results may differ materially from these forward-looking statements. The forward-looking statements contained in this press release are made as of the date hereof, and the Company undertakes no obligation to update publicly or revise any forward-looking statements or information, except as required by law.
Investor Relations:
John Ragozzino, CFA
[email protected]
(203) 682-8200
Media Inquiries:
Richard Laermer
RLM PR
[email protected]
(212) 741-5106 X 216