Hyperscale Data Guides 2026 Revenue to $180M–$200M as AI Infrastructure and Lending Expand

Overview

• Guidance implies approximately 80%–100% growth over preliminary 2025 revenue of about $100 million.
• A full‑year contribution from reconsolidated Ballista, including Gresham Worldwide, is projected at roughly $40 million.
• New AI, software, blockchain and digital ecosystem platforms are expected to add $24 million to $44 million in 2026 revenue.
• Licensed lender Ault Lending is forecast to contribute $20 million to $30 million, with about $10 million recognized in the current quarter.
• The company continues investing in HPC, AI data centers and Bitcoin mining, expects rising utilization to lift margins, and plans an ACG divestiture in Q1 2027 via a Series F exchange.