2CRSi

Regulatory Filings • Sep 29, 2025

News Details

FR Regulatory | 29 September 2025 19:26

2CRSi SA: First Order under the “$610m” Contract: $290 million for California

2CRSi SA

2CRSi SA: First Order under the “$610m” Contract: $290 million for California

29-Sep-2025 / 19:26 CET/CEST

Dissemination of a French Regulatory News, transmitted by EQS Group.

The issuer is solely responsible for the content of this announcement.

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Press Release

First Order under the “$610m” Contract:

$290 million for California

San Jose, California (USA), September 29, 2025 – 2CRSi (ISIN: FR0013341781), a designer and manufacturer of high-performance, energy-efficient servers, announces the first order $290 million (list price) under its $610 million master contract signed in January 2024.

Delivery is scheduled for spring 2026 at a site near Sacramento, California. Powered by a biomass plant providing decarbonized electricity, this AI Factory is designed to scale to up to 40 MW of AI capacity by late 2027.

A complete, at-scale AI solution

As part of this initial phase, 2CRSi will deliver an integrated solution comprising:

• 2,304 NVIDIA Blackwell Ultra GPUs;

• NVIDIA Quantum-2 InfiniBand X800 interconnect, delivering up to 800 Gb/s per GPU (and up to 6.4 Tb/s aggregated per server) for optimal AI performance;

• NVIDIA BlueField®-3 DPUs enabling cloud-grade networking, composable storage, zero-trust security, and elastic GPU scaling for hyperscale AI clouds;

• a high-performance distributed storage solution (WEKA);

• a high-efficiency liquid-cooling system;

• and advisory, design, R&D and AI services provided by 2CRSi.

The total value of this first order is approximately $290 million (list price). This milestone confirms the client’s confidence in 2CRSi’s technology and marks tangible progress in executing the $610m master contract.

2CRSi Cloud Solutions: a key partner in AI Factory design

In parallel with equipment supply, 2CRSi Cloud Solutions – the services division launched in March 2025 – plays an active role in the design and rollout of the California data center. Leveraging expertise in modular cloud infrastructures, advanced liquid cooling, and high-density architectures, 2CRSi Cloud Solutions is central to energy optimization and integration of cutting-edge technologies to deliver a sustainable, high-performance facility.

Alain Wilmouth, co-founder and CEO of 2CRSi , said:

“This order illustrates the transformation of the data center industry: combining decarbonized energy with high-intensity AI compute. With our Godì servers, NVIDIA Blackwell Ultra GPUs, and the involvement of 2CRSi Cloud Solutions in the site’s design, we are helping shape a new generation of sustainable and competitive data centers.”

Next event

2CRSi will publish its FY2024/2025 annual results on October 30, 2025.

About 2CRSi

Founded in 2005 in Strasbourg, France, 2CRSi designs, develops, and manufactures high-performance computing servers and innovative solutions for Artificial Intelligence, high-performance computing (HPC), and data storage. Committed to a responsible and sustainable approach, the Group operates across multiple continents and delivers highly energy-efficient technological solutions for the Tech, Industry, Gaming, Scientific Research, and Data Center markets. 2CRSi has been listed on the regulated market of Euronext Paris since June 2018 (ISIN code: FR0013341781) and transferred to Euronext Growth in November 2022.

More information: 2crsi.com

Contacts 2CRSi

2CRSi Jean-Philippe LLOBERA Director France investors@2crsi.com 03 68 41 10 70	Seitosei.Actifin Foucauld Charavay Financial Communication foucauld.charavay@seitosei-actifin.com Foucauld.charavay@seitosei-actifin.com 06 70 83 79 15	Seitosei.Actifin Michael Scholze Financial Press Relations michael.scholze@seitosei-actifin.com 06 85 86 17 35

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Regulatory filing PDF file

File: 2CRSi announces a $290 million contract in California

- - -
Language:	English
Company:	2CRSi SA
	32, rue Jacobi-Netter
	67200 Strasbourg
	France
Phone:	+33 3 68 41 10 70
E-mail:	investors@2crsi.com
Internet:	www.2crsi.com
ISIN:	FR0013341781
Euronext Ticker:	AL2SI
AMF Category:	Inside information / Issuer activities (acquisitions, sales…)
EQS News ID:	2205500

End of Announcement	EQS News Service

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2205500  29-Sep-2025 CET/CEST