$MOVE

Corvex, Inc.

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Corvex Tests a Faster Path to Liquid-Cooled AI Infrastructure

Corvex, a Nasdaq-listed AI infrastructure company (MOVE), signed a multi-year agreement with an undisclosed AI company to provide NVIDIA Blackwell GPU clusters. The deal includes dedicated storage and CPUs, with Corvex reporting $22M in annualized recurring revenue. Corvex uses Lenovo's liquid-to-air cooling tech to deploy high-density systems quickly in existing data centers, aiming to differentiate itself in the competitive AI infrastructure market.

Corvex Inc (MOVE) (Q2 2026) Earnings Call Highlights: AI Infrastructure Growth

Corvex Inc (MOVE) reported Q2 2026 revenue of $3.8 million, all from AI platform and services, and a net loss of $12.8 million. CFO said contracted annualized recurring revenue on live compute was about $22 million as of Aug. 4. The company cited AI Factory take-or-pay contracts, a live Token Factory closed alpha, and unremediated SOX internal control weaknesses.

Corvex Reports Second Quarter 2026 Results and Provides Business Update

Corvex, Inc. (Nasdaq: MOVE) reported Q2 2026 revenue of $3.8 million and a net loss of $12.8 million, or $5.12 per share. Deferred revenue was $3.7 million at June 30. Contracted annualized recurring revenue on live compute was about $22 million as of Aug. 14. The company also updated on its AI cloud business after the March 19 merger and simplified its capital structure.

MOVE sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning MOVE (Corvex, Inc.). Coverage has skewed bullish: 1 bullish, 0 neutral, and 0 bearish.

Recent MOVE coverage spans technology, earnings and financial news.

What's driving MOVE

  • The rapid deployment could give MOVE a competitive edge in fast‑track AI infrastructure projects, potentially boosting near‑term demand and stock price.

    datacenterfrontier.com · Aug 27, 2026

  • The call highlights early-stage scale-up with meaningful contracted live-compute ARR, but heavy losses and unremediated SOX material weaknesses.

    yahoo.com · Aug 15, 2026

  • Post-merger operating metrics and cash burn profile are updated, with a new live-compute ARR proxy and a multi-year GPU cluster delivery disclosed after quarter end.

    prnewswire.com · Aug 14, 2026

  • The filing reframes the business post-merger by tying revenue recognition to contracted capacity becoming live, while highlighting heavy losses and cash burn.

    SEC EDGAR 8-K · Aug 14, 2026

  • The contract is a near-term revenue visibility catalyst and reduces dilution risk, but increases leverage and execution/cash-flow sensitivity.

    yahoo.com · Aug 6, 2026

alphai scores every news story that mentions MOVE with an AI model for sentiment and relevance, and aggregates insider trades from Corvex, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $MOVE

Score

Corvex Tests a Faster Path to Liquid-Cooled AI Infrastructure

Corvex, a Nasdaq-listed AI infrastructure company (MOVE), signed a multi-year agreement with an undisclosed AI company to provide NVIDIA Blackwell GPU clusters. The deal includes dedicated storage and CPUs, with Corvex reporting $22M in annualized recurring revenue. Corvex uses Lenovo's liquid-to-air cooling tech to deploy high-density systems quickly in existing data centers, aiming to differentiate itself in the competitive AI infrastructure market.

$MOVEMed

Corvex Inc (MOVE) (Q2 2026) Earnings Call Highlights: AI Infrastructure Growth

Corvex Inc (MOVE) reported Q2 2026 revenue of $3.8 million, all from AI platform and services, and a net loss of $12.8 million. CFO said contracted annualized recurring revenue on live compute was about $22 million as of Aug. 4. The company cited AI Factory take-or-pay contracts, a live Token Factory closed alpha, and unremediated SOX internal control weaknesses.

$MOVEMedAI 8/10

Corvex Reports Second Quarter 2026 Results and Provides Business Update

Corvex, Inc. (Nasdaq: MOVE) reported Q2 2026 revenue of $3.8 million and a net loss of $12.8 million, or $5.12 per share. Deferred revenue was $3.7 million at June 30. Contracted annualized recurring revenue on live compute was about $22 million as of Aug. 14. The company also updated on its AI cloud business after the March 19 merger and simplified its capital structure.

$MOVEMedAI 8/10

Corvex, Inc. (MOVE): Results of Operations and Financial Condition

Corvex, Inc. (MOVE) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Corvex Reports Second Quarter 2026 Results and Provides Business Update Contracted annualized recurring revenue on live compute is approximately $22 million as of August 14, 2026 ARLINGTON, Va., August 14, 2026 /PRNewswire/ -- Corvex, Inc. (Nasdaq: MOVE), an engineer

$MOVEMed

Corvex Signs Multi-Year NVIDIA Blackwell GPU Agreement Without Additional Equity Issuance

Corvex (NASDAQ:MOVE) said it signed a multi-year agreement to supply NVIDIA Blackwell GPU clusters, with NVIDIA Quantum-2 InfiniBand networking, to a leading AI customer. The company will fund expansion via debt, customer prepayments, and cash, not new equity. It commissioned liquid-cooled HGX B200 infrastructure in about two weeks. Revenue is recognized as deliveries progress, with full run-rate expected mid-quarter.

Corvex, Inc

Corvex, Inc. said it signed a multi-year agreement to supply a leading AI company with clusters of NVIDIA Blackwell GPUs using NVIDIA Quantum-2 InfiniBand networking. Corvex installed and commissioned liquid-cooled NVIDIA HGX B200 capacity in about two weeks at an existing air-cooled data center. Deliveries start in Q1 2026, with remaining capacity in Q2-Q3 2026.

$NVDAMed

Nvidia's Blackwell Boom Reaches Corvex

Nvidia (NVDA) will supply Blackwell technology for a multiyear infrastructure agreement with Corvex. Corvex will install clusters using Nvidia HGX B200 GPUs and Quantum-2 InfiniBand networking for an unnamed AI customer, plus dedicated storage and CPUs. Financial terms were not disclosed. Corvex expects full revenue run rate mid-quarter, funded via debt, prepayments, and cash.

MedAI 8/10

Why is Corvex stock surging today?

Corvex, Inc. shares rose about 88.7% in pre-open after the company disclosed a multi-year agreement to supply clusters of NVIDIA Blackwell GPUs with NVIDIA Quantum-2 InfiniBand networking to an unnamed leading AI customer, plus dedicated storage and CPUs. Corvex said deployment uses existing air-cooled facilities and HGX B200 capacity. The move also followed a positive macro backdrop and strong pre-market earnings.

Corvex, Inc. (MOVE): Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers

Corvex, Inc. (MOVE) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. false --12-31 0001734750 0001734750 2026-07-01 2026-07-01 iso4217:USD xbrli:shares iso4217:USD xbrli:shares UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date

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