SOAR

SOAR AI announced a major AI infrastructure expansion strategy following its merger and rebranding, securing $1.2 billion in contracted orders from a major customer. The company plans to deploy over 16,000 GPUs across its Ohio campus by 2027, with expected revenues of $175-200 million in 2027 and up to $294 million annually once fully operational. Expansion will be financed through customer prepayments, equipment financing, and debt.

Volato Group (SOAR) shares have surged 84.6% over three months, driven by its September 2026 merger with Alignment Engine and substantial AI infrastructure contracts worth $1.2 billion. The company's Ohio campus offers 154 MW of power expandable to 480 MW, supporting AI training and computing operations. However, the company faces significant challenges including a $4.7 million net loss in H1 2026, accumulated deficit of $105.5 million, and ongoing litigation, raising concerns about its ability to continue as a going concern.