Yilihua: AGPU has the Alpha opportunity in the computing power track

Yi Lihua, founder of Liquid Capital, said that AGPU has more than 1.6 billion US dollars in contracts and 384 million US dollars in forward annual recurring income (ARR). The current market value is less than 100 million US dollars, and P/ARR is only about 0.2 times. Compared to CoreWeave, which has a market value of approximately $50 billion and is in a loss making state, AGPU's hybrid model of light asset Access and exclusive Build is more competitive. The AGPU contract size has grown from zero to $1.6 billion within a few months, with a focus on the company's new orders, financial performance, and financing methods. The management expects new orders to reach $10 billion this year.