Stratum Holdings CEO, AI 인프라 전환 성과를 담은 주주 서한 발표

NVIDIA B300 GPU Leasing Operations Establish Foundation for Recurring Revenue as Company Advances Proposed Real Estate Divestiture, Expected to Reduce Legacy Operating Costs, Strengthen Balance Sheet and Support Long-Term Growth

Proposed Ocean Power Technologies Collaboration Expands Potential AI Infrastructure Applications Through Offshore, Renewable-Powered Computing

CELEBRATION, FL, Nov. 02, 2026 (GLOBE NEWSWIRE) -- Stratum Holdings Corp. (NASDAQ: SRTM) (“Stratum”) today issued a letter to shareholders from Chief Executive Officer Nicholas H. Adler outlining the Company's progress in executing its strategic transformation, including its NVIDIA B300 GPU leasing business, proposed divestiture of legacy real estate operations and development of new AI infrastructure opportunities.

Key Strategic Highlights

AI Infrastructure Revenue: Acquired NVIDIA B300 GPUs and placed them under a long-term leasing arrangement intended to generate recurring revenue.

Balance Sheet Optimization: Advancing the proposed divestiture of legacy real estate businesses, which is expected to remove certain liabilities and reduce operating expenses and working-capital requirements, subject to completion. The Company expects to enter into a definitive sale agreement by year-end 2026.

Recurring Revenue Opportunity: Pursuing additional GPU leasing arrangements to expand the Company's high-performance computing asset base and potential recurring revenue.

Strategic Expansion: Entered into a non-binding letter of intent with Ocean Power Technologies to explore offshore, renewable-powered AI computing infrastructure.

Profitability Goal: Maintaining its goal of achieving profitability in 2027 through revenue growth, operating efficiencies and disciplined capital allocation.

Dear Fellow Shareholders,

Over the past several weeks, Stratum Holdings has taken important steps toward transforming our Company into a focused AI infrastructure business. Our strategy is centered on building a platform that provides high-performance computing capacity to support the growing demands of artificial intelligence, while simplifying our corporate structure and pursuing opportunities to expand the applications of our technology.

Our recent announcements reflect a deliberate approach to this transformation. We have acquired next-generation NVIDIA B300 GPUs and placed them under a long-term lease intended to generate recurring revenue. We have entered into a letter of intent for the proposed sale of our legacy real estate operations, which we believe will allow us to concentrate our resources on AI infrastructure. Most recently, we announced a proposed strategic collaboration with Ocean Power Technologies to explore renewable-powered offshore computing applications.

Importantly, we are now focused on advancing these initiatives toward their next stages of execution, including working toward definitive agreements for both the proposed real estate divestiture and our strategic collaboration with Ocean Power Technologies.

Establishing Our AI Infrastructure Business

On October 1, 2026, we announced the acquisition of next-generation NVIDIA B300 GPUs, representing an important initial step in building our AI infrastructure platform.

These GPUs are designed to support demanding artificial intelligence workloads, including model training and inference. By placing the acquired GPUs under a 32-month non-cancelable lease, we have established an initial asset base intended to generate recurring revenue and support the development of our GPU leasing business.

We believe this asset-backed approach provides a foundation from which to pursue additional opportunities in high-performance computing. Our strategy is to participate in the underlying infrastructure required to support AI workloads.

As we move forward, our focus will be on evaluating opportunities to expand our GPU capacity, establish additional commercial relationships and build a scalable business around the ownership and leasing of high-performance computing assets. We believe expanding our portfolio of leased GPU assets could be an important part of our long-term growth strategy, as we seek opportunities to increase recurring revenue.

Simplifying Our Business and Strengthening Our Financial Position

Building a focused AI infrastructure company also requires making strategic decisions about where we allocate capital and management resources. We believe our transformation is progressing in the right direction, with recent developments reflecting tangible steps toward simplifying our business and focusing our operations on our long-term growth strategy.

On October 19, 2026, we announced that we had entered into a non-binding letter of intent for the proposed sale of substantially all assets of our legacy real estate businesses, including brokerage, franchising, property management, mortgage, title and related operations.

If completed, the proposed transaction is expected to strengthen our financial position by removing certain liabilities, operating costs and working-capital requirements associated with these legacy businesses, including trade payables and other specified liabilities to be assumed by the proposed buyer. This would allow us to direct greater financial and management resources toward executing our AI infrastructure strategy. We believe the divestiture represents an important step toward our goal of achieving profitability in 2027.

We continue to make progress in discussions with the proposed buyer. While the transaction remains subject to the negotiation and execution of definitive documentation and other customary conditions, we are encouraged by the progress to date and believe the anticipated divestiture would represent a significant milestone in our transformation.

Expanding the Potential Applications of Our Computing Infrastructure