NVIDIA / Yotta compute deal, February 2026

Announced Feb 18, 2026 · Undisclosed · $1B+ · Four years

Four-year NVIDIA DGX Cloud engagement within Yotta's Blackwell Ultra supercluster. April says NVIDIA is expected to account for roughly half the 20,736-GPU B300 tranche offtake. The full GPU count and host facility MW are not NVIDIA allocations; the over $2B project investment is not additional contract value. Yotta's February announcement targeted the supercluster for August 2026, and its April update targeted related deployment completion for September 30. Gorilla's August 24 earnings call set end-November completion for Yotta 1 and Yotta 2 Phase 1. Its September 22 interview scheduled B300 deliveries to start in the first week of October and said all Yotta deliveries were expected by year-end. The October start target has elapsed; no B300 delivery, NVIDIA customer-service acceptance, first compute date, or delivered MW has been verified by November 3. Gorilla's October 30 financing filing does not allocate proceeds to this customer engagement.

Timing note: The August supercluster and early-October B300 delivery-start targets elapsed. Gorilla's August 24 call targeted Yotta 1 and Yotta 2 Phase 1 completion by end-November and all program deliveries by year-end; NVIDIA service remains unconfirmed.