Barrett Boone

Barrett Boone from RedChip inquired about Gorilla's unified flywheel strategy, encompassing AI data center design, build, and operation, GPU-as-a-service, and branded AI GPU platforms, and its strategic role in the evolving AI compute infrastructure. He also asked how Quantum Safe Networks and the Intelligent Network Director platform serve as commercial gateways to larger sovereign infrastructure and national security programs, and what the market is currently overlooking regarding Gorilla's trajectory over the next two to three years.

Answer

Chairman and CEO Jay Chandan explained that Gorilla is building the entire AI engine, with data centers as an anchor for long-term hosting and power contracts, stacking GPU-as-a-service for usage-based recurring revenue. He described the flywheel where data centers drive GPU demand, which pulls through software, locking in national engagements, positioning Gorilla as a sovereign-grade AI operator. Regarding Quantum Safe Networks and Intelligent Network Director, Mr. Chandan clarified they are not standalone products but gateways to managing national nervous systems, leading to larger programs in data centers, sovereign cloud, public safety, and national security, with the post-quantum cryptography market alone projected to reach $100B-$150B. He concluded that the market is missing Gorilla's transformation from a small-cap survival story to a multi-region sovereign AI operator with long-duration contracts, expanding margins, and a personal ambition of $500M annual revenue by 2027, emphasizing that the 'Gorilla of next year will be a very different animal.'

Barrett Boone asked about Gorilla Technology Group's unified flywheel strategy, encompassing AI data center design/build/operate, GPU-as-a-service, branded AI GPU platforms, and NVIDIA partnerships, and its strategic role in the next wave of AI compute infrastructure. He also inquired how Quantum Safe Networks and the Intelligent Network Director platform serve as commercial gateways into larger sovereign infrastructure and national security programs, rather than standalone products. Finally, Mr. Boone asked what the market might be overlooking about Gorilla's trajectory over the next two to three years, given its recent achievements.

Answer

Chairman and CEO Jay Chandan explained that Gorilla is building the entire AI engine, with data centers as an anchor for long-term hosting and power contracts, stacking GPU-as-a-service for usage-based recurring revenue. He described the flywheel where data centers drive GPU demand, which pulls through software, leading to deeper national engagements, positioning Gorilla as a sovereign-grade AI operator. Mr. Chandan clarified that Quantum Safe Networks and the Intelligent Network Director are gateways to managing national nervous systems, leading to broader engagements in data centers, sovereign cloud, and national security stacks, with initial projects expanding into hundreds of millions over their lifetime. He concluded that the market is missing Gorilla's shift from a small-cap survival story to a multi-region sovereign AI operator with long-duration contracts, expanding margins, and a serious revenue ambition, aiming for $500 million in annual revenue by 2027.