Gorilla Technology Group Inc. (NASDAQ:GRRR) has closed an artificial intelligence infrastructure supply arrangement valued at approximately $2 billion in India with Super Micro Computer Inc (NASDAQ:SMCI), covering delivery of 20,736 B300 cards, 5,120 B200 cards, networking equipment and related infrastructure to support Gorilla's Yotta AI project. The San Jose- and London-headquartered company said the arrangement underpins deployments tied to large-scale AI data center and GPU programs in India, including hyperscale and sovereign AI initiatives.
Gorilla Technology Group is aggressively scaling AI-focused data center capacity, targeting 100–150MW by year-end and 500MW by 2027. GRRR's Q1 2026 revenue surged 54.61% YoY to $28.2M, beating expectations by $2.22M and confirming strong execution of its growth strategy. The NeutraDC agreement, scaling from 5.5 MW to 18 MW by November 2026, exemplifies GRRR's broader expansion plans across Asia.
Gorilla Technology (GRRR) is pivoting from security intelligence to AI infrastructure, targeting large-scale data center and GPU deployments in India and Southeast Asia. Q1 results showed positive operating cash flow and revenue growth, despite headline losses driven by non-cash items and margin pressure. I value GRRR on 2027 revenue scenarios, with significant upside if revenue approaches $350M–$500M; current valuation does not fully reflect this potential.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 20,168 | $328,267.68 | $358,587.04 | $30,319.36 | 9.24% |
| BB Brian Baylis Bell Investment Advisors Inc. | 218 | $2,586.87 | $3,876.04 | $1,289.17 | 49.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4 | $70.59 | $71.12 | $0.53 | 0.75% |
| WL Wealthcollab LLC WealthCollab, LLC | 471 | $2,016 | $8,374.38 | $6,358.38 | 315.4% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 500 | $8,151 | $8,890 | $739 | 9.07% |
| Transportation Infrastructure Industry | Industrials Sector | Jayesh Chandan CEO | NASDAQ (CM) Exchange | G4000K175 CUSIP |
| GB Country | 143 Employees | - Last Dividend | 15 Apr 2024 Last Split | 14 Jul 2022 IPO Date |
Gorilla Technology Group Inc. specializes in delivering cutting-edge solutions spanning video intelligence, Internet of Things (IoT) security, and edge content management. Operating chiefly within the Asia Pacific market, the company has structured its vast offerings into three primary segments: Video IoT, Security Convergence, and Other segments. These comprehensive services are designed to cater to a myriad of industry requirements, leveraging advanced AI models and sophisticated algorithms to offer unparalleled intelligence and security. Headquartered in London, United Kingdom, Gorilla Technology Group Inc. is at the forefront of integrating artificial intelligence with video analytics and IoT security, providing an intricate array of hardware, software, and services aimed at enhancing operational efficiencies and safeguarding critical data and infrastructure.