Yotta compute deals

Expansion separate from the earlier 5,120-GPU programme. April disclosure valued this project at approximately $2.8B; July 21 described Yotta 2 at approximately $2.5B without reconciling the difference. Gorilla's August 24 earnings call said Phase 2 equipment was being manufactured, with Yotta 1 and Yotta 2 Phase 1 targeted for completion by end-November. Its September 22 CEO interview scheduled B300 delivery to start in the first week of October in blocks of about 5,000 GPUs and said all Yotta deliveries were expected by year-end. The October start target has elapsed; no dated B300 delivery, installation, customer acceptance, service, or energization confirmation was found by November 3. The transcript says equipment requires setup and customer testing before billing. Gorilla's October 30 SEC filing reports an initial $25M financing close for previously announced data center projects; it does not assign proceeds to this Yotta tranche. Project value remains outside compute-purchase totals. No MW conversion is inferred from GPU count.

Hardware: 20,736 NVIDIA B300 GPUs

Gorilla signed binding agreements with Yotta for approximately 640 HGX B200 servers with more than 5,000 GPUs at Yotta's NM1 facility. Gorilla expected more than US$500M in revenue over five years; this is expected supplier revenue, not project value, capex or compute-purchase price. On September 22, Gorilla's CEO said the first of four delivery phases, 640 servers and 5,110 B200 GPUs, had been delivered. The remaining phases were scheduled through early October at that time. No site MW, IT-load allocation, customer acceptance, service start or utility energization is disclosed. Do not convert GPUs or use Yotta campus-wide power roadmaps as this tranche's capacity.

Hardware: Approximately 640 NVIDIA HGX B200 servers; Gorilla CEO identified 5,110 B200 GPUs