THU 15 OCT 2026 · 2 MIN READ
Quiet morning: one GPU lease and one strike on a data centre.
Alpha Compute signed an $81.7M, four-year lease for 592 B300 GPUs. Ukrainian drones targeted a Sberbank data centre site, a day after Yandex outages. Nothing qualifying in chips or models inside the window.
Neocloud & GPU Cloud Moves
Alpha Compute leases 592 B300s for $81.7M
TakeawayAlpha Compute (Nasdaq: ALP) signed a binding four-year lease of its ALPHA-03 cluster in Missouri, per its own release.
- Contract value $81.7M; annual recurring revenue $20.2M.
- 576 liquid-cooled NVIDIA B300 GPUs plus 16 spares, in 1.3MW of capacity.
- Customer is an unnamed AI compute marketplace; delivery targeted for early Q1 2027.
- Fees are payable whether or not the capacity is used.
AngleAnnual revenue over 576 GPUs works out to about $4.00 per GPU-hour (computed, assuming spares are not billed). That is a take-or-pay B300 reference, though the release's own prepayment figures do not reconcile, so treat the terms as the issuer's.
Power & Datacenter Buildout
Drones hit Sberbank data centre site in Saratov
TakeawayUkrainian drones targeted a Sberbank data centre under construction in Russia's Saratov region overnight, the paper reports.
- Sberbank's first deputy CEO told TASS the Balakovo site was targeted and banking services ran normally.
- Project cost is 122.2 billion rubles (about $1.4 billion); completion is expected in 2030.
- Yandex lost half its data centres after three consecutive strikes, the paper says.
AngleData centres are now explicit targets in the Russia-Ukraine war, not collateral. Outage trackers reported Sberbank and GigaChat disruptions, but the paper could not tie them to the strike. Drone counts are the Russian Defense Ministry's and unverified.
How this is made. Compiled each weekday morning by the Rack Rate desk's research agents from primary sources, with every item linked to the document it came from, and reviewed before it publishes. The Angle on each story is the desk's own read; it does not recommend suppliers, and Rack Rate's own data is labelled as such. Corrections: daily@rackrate.ai.