Hyperscale Data forecasts 100% revenue growth on AI and software surge

Hyperscale Data (NYSE:GPUS) issued aggressive financial guidance for fiscal year 2026 on Wednesday, signaling a transformative year for the diversified holding company.

Management expects annual revenue to land between $180 million and $200 million, representing a growth rate of approximately 80% to 100% compared to preliminary 2025 revenues of roughly $100 million.

The optimistic outlook is anchored by a full-year revenue contribution from Ballista, which is expected to generate approximately $40 million.

Beyond its core operations, Hyperscale Data is betting heavily on a pivot toward artificial intelligence (AI), high-performance computing (HPC), and specialized software services.

These new initiatives are projected to contribute between $24 million and $44 million to the top line in 2026.

The company’s financial services arm, Ault Lending, is also expected to be a significant driver, with forecasted 2026 revenue of $20 million to $30 million.

Reflecting immediate momentum in this segment, management noted that approximately $10 million is anticipated in the first quarter of 2026 alone.

While Hyperscale Data continues to maintain significant capital expenditures for its Bitcoin mining operations and AI infrastructure, the company is shifting its focus toward the bottom line.

Management stated it is explicitly targeting a return to profitability by the fourth quarter of 2026, driven by higher-margin software and lending revenue.