Lektra has begun taking orders for EdgeStart, a self-contained cabinet with an 8-GPU NVIDIA server that lets building owners with solar panels or batteries earn from spare power by hosting AI computing. Lektra installs and remotely operates the system, sells the computing capacity to AI customers through Lektra Cloud, and pays the owner 80% of revenue. Two configurations are offered: the EdgeStart RTX with eight NVIDIA RTX PRO 6000 Blackwell GPUs at $310,197, with estimated owner earnings of about $9,700 a month in the first year, and the EdgeStart B300 with eight B300 GPUs at $840,951, with estimated earnings of about $36,950 a month. The estimates assume 730 contracted hours a month, an 80 percent owner share and power at $0.10 per kilowatt-hour, and buyers can pay cash or finance through Blue Street Capital at 9 percent over 48 months with 20 percent down.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
artificial intelligencedata centersNvidiasolar power
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Can SEDG Capitalize on the Growing AI Data Center Power Market?
SolarEdge is developing an MVAC-to-800 VDC power technology for AI data centers, showcased at the NVIDIA AI Factory MGX Ecosystem Showcase, to improve power delivery, distribution and protection for next-generation AI systems. The move could help diversify beyond its solar and energy-management markets, and its work with NVIDIA and the Open Compute Project ecosystem may open doors with industry stakeholders. However, commercial success depends on system validation, customer adoption, the pace of 800 VDC deployment, and proof of reliability, safety and cost-effectiveness. The article also highlights Enphase (ENPH), which is developing its IQ Solid-State Transformer to convert medium-voltage AC directly to 800 VDC, and First Solar (FSLR), which could benefit from rising solar demand driven by AI data centers' electricity needs.
- How Are Schneider Electric, Nscale and Start Campus Using NVIDIA Digital Twin Technology to Develop AI Data Centers?
Schneider Electric (SNDR), AVEVA, Nscale and Start Campus have completed a pilot of an end-to-end digital twin, called the Immersive Twin, using the NVIDIA Omniverse DSX Blueprint at Nscale's SIN01 data center in the SINES Data Campus in Portugal. The system combines engineering, operational, power and cooling data with AI workload requirements, so operators can test configurations and changes before modifying physical facilities, and Nscale is using it to assess improvements to token generation efficiency. The campus, developed by Start Campus, has planned power capacity of 1.2 gigawatts and is expected to accommodate more than 66,000 NVIDIA Rubin GPUs, though no timeline was given for when they will be operational. The companies have not yet provided measured results on token output, energy use or operating costs.
- Blockmate Ventures enters AI compute market with NVIDIA B200 GPU investment
Blockmate Ventures has signed a binding agreement with Scannit Inc. to acquire its first NVIDIA B200 AI compute node, featuring eight GPUs, for about US$635,000 on a turnkey basis including shipping, data centre setup, installation, network connectivity and onboarding. The purchase marks a shift from a venture builder toward owning AI infrastructure, with revenue generated by renting capacity to AI developers and businesses through a specialist operating partner. Delivery is expected in the first quarter of 2027, subject to vendor timing and NVIDIA allocation, and commissioning should take about one week. Blockmate is expected to receive the majority of gross revenue over an initial 36-month management term. The first deployment is intended as a test of the operating model, to gather data on customer demand, utilisation, rental pricing, uptime, and hosting and power costs.
- Blockmate Ventures to buy first NVIDIA B200 AI compute node, entering neocloud market
Blockmate Ventures (TSX-V:MATE) agreed to buy its first NVIDIA B200 AI compute node, an eight-GPU system, from Scannit Inc. for about US$635,000, with the price covering shipping, installation and onboarding, and delivery expected in the first quarter of 2027. Blockmate will own the hardware installed in a US data centre, while Scannit will host, operate and sell its compute capacity, and Blockmate will receive the majority of gross revenue over an initial 36-month management term, though Scannit does not guarantee utilization, pricing or revenue. The node will serve as a test deployment to gather data on demand, utilization, pricing and costs before any larger expansion. Founder Domenic Carosa said the initial capital could potentially be recovered in about two years, depending on utilization, market pricing and operating costs. The purchase will be funded through existing cash and debt, including a proposed secured loan from Carosa Corporation, which Carosa controls.
- Schneider Electric, Nscale and Start Campus Bring the NVIDIA Omniverse DSX Blueprint into a Live AI Factory Environment
Schneider Electric, Nscale and Start Campus have launched a pilot of the Immersive Twin, built on the NVIDIA Omniverse DSX Blueprint, in a live AI factory environment. The OpenUSD-based digital twin links AI workload requirements with power, cooling and operational models from Schneider Electric, AVEVA and ETAP, so teams can test 'what-if' scenarios before changes are made on site. The pilot focuses on Nscale's SIN01 data center within the 1.2 GW SINES Data Campus in Portugal, developed by Start Campus, which will soon host more than 66,000 NVIDIA Rubin GPUs. Nscale expects faster time to token, better token efficiency and lower risk when updating its technology stack. Executives from all three companies said the shared model helps design and operate AI data centers more efficiently and sustainably.
- Blockmate Enters AI Neocloud Market with Acquisition of NVIDIA B200 Compute Node
Blockmate Ventures has agreed to acquire its first NVIDIA B200 compute node, with eight GPUs, from Scannit Inc. for a turnkey price of approximately US$635,000, marking its entry into the AI neocloud market. Blockmate will own the hardware while Scannit hosts, operates and sells the compute capacity from a U.S. data centre, and Blockmate will receive the majority of gross revenue during an initial 36-month management term. Delivery is currently expected in Q1 2027, and the company views the node as a test deployment to gather data on demand, utilisation, pricing and costs before considering larger configurations. The acquisition is expected to be funded by existing cash and debt, including a proposed secured loan from Carosa Corporation B.V., a company controlled by Founder and Chairman Domenic Carosa, which would be a related-party transaction.
Related markets
Latest news
- Robinhood Misses Q3 Earnings as Crypto Revenue Rises and Prediction Market Bets Grow
Robinhood reported record third-quarter revenue of $1.42 billion, slightly below the roughly $1.43 billion expected, and earnings of $0.51 per share versus $0.55 expected. Event contracts revenue rose to $173 million from $156 million in the prior quarter, while crypto revenue rose to $120 million but fell 55% from a year earlier. Customers traded a record 16.4 billion event contracts, more than seven times a year earlier. Net income was $476 million, down 14% from a year earlier, and the quarter included a $67 million unrealized loss on Robinhood Ventures Fund I. The company narrowed its 2026 adjusted operating expense guidance to $2.675 billion to $2.75 billion, and shares slipped in after-hours trading.
- Treasury's Bessent sees crypto as America's next tool for keeping the U.S. dollar on top
U.S. Treasury Secretary Scott Bessent, speaking at Ripple's Swell conference, argued that digital assets could reinforce the dollar's global dominance as technological leadership becomes a bigger source of economic influence alongside military strength. He said Treasury could work with the SEC and CFTC to clarify crypto rules after Congress failed to pass the Clarity Act, and set guardrails against banks cutting off crypto businesses. Bessent noted that the GENIUS Act established federal stablecoin rules, that more than 90% of stablecoins are backed by U.S. dollars, and that issuers often hold U.S. government securities as reserves, which could become an important source of funding for the Treasury.
- Amazon has a Muse problem. Is a deal with OpenAI a solution?
Laura Martin of Needham & Company said Amazon's move to block Meta's Muse shopping agent from its site is a typical defense by an incumbent, since roughly 85% of e-commerce is done on Amazon's website. She suggested Amazon consider a joint venture with OpenAI, owned 50/50, giving OpenAI access to Amazon for purchases while Amazon handles fulfillment, and said Amazon could work with several consumer AI agents rather than only one. Needham rates Meta 'hold', and Martin argued Meta moved first because other AI companies are compute constrained and have no revenue from consumer agents, so they are not yet pursuing the business.
- Why Royal Caribbean Stock Climbed Today
Royal Caribbean shares rallied Tuesday after the cruise operator reported higher-than-expected profit and raised its full-year earnings forecast. Third-quarter revenue rose 9% year over year to $5.6 billion. Adjusted net income climbed 12% to $1.8 billion, or $6.57 per share, beating analysts' estimate of $6.38. The company now expects full-year adjusted EPS of $17.85 to $17.95, up from $17.73 to $17.87. In September it agreed to acquire a 50% stake in Sandals and Beaches Resorts, giving access to 18 Caribbean resorts with more under construction. CEO Jason Liberty said 2027 bookings are pacing ahead of historical levels at higher rates.
- Warren Buffett's Successor, Greg Abel, Has $114.4 Billion Invested in These 3 Tech Stocks. None Is a Pure-Play Artificial Intelligence (AI) Company.
Berkshire Hathaway is entering a new chapter after Warren Buffett stepped down as CEO at the end of 2025, with successor Greg Abel reshaping the portfolio. Apple, Alphabet and Bending Spoons together represent about $114.4 billion, or 31.4%, of Berkshire's estimated $364 billion portfolio. None is a pure-play AI company, but each business model could become more valuable as AI adoption accelerates. Berkshire cut its Apple stake heavily in 2024 and 2025 before stabilizing at 227.9 million shares worth $79.1 billion, according to its second-quarter 13F filing. Its Alphabet stake grew to about 106 million shares worth $33.8 billion, while Google Cloud revenue rose 82% year over year to $24.8 billion in the second quarter.
- Goldman Sachs Sees Investors De-Risking From AI Stocks. At 63, She Finds the Same Crowded Trade Inside Her $900,000 401(k)
Goldman Sachs said investors are de-risking from a crowded trade in AI, semiconductor and hyperscaler stocks, citing rising capital costs, power constraints and more competition, and that last week saw the largest tech selling ever recorded in its prime brokerage book. Invesco QQQ Trust (NASDAQ:QQQ) is down about 4% over the past month but still up about 16% this year. The article uses a hypothetical 63-year-old with $900,000 across three 401(k) funds that share top holdings such as NVIDIA, Apple and Microsoft: if 40% of her balance ($360,000) tied to AI falls 25%, she loses about $90,000, leaving $810,000. Because she is nearing retirement, it argues the real risk is how much of the account depends on the same stocks, and suggests mapping overlapping holdings, matching exposure to withdrawals over the next three to five years, and rebalancing to a pre-set target.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.