Volato subsidiary signs $1.17 billion of four-year AI-capacity orders

Volato ($SOAR)’s Alignment Engine subsidiary has signed two four-year, take-or-pay orders with an unnamed large AI customer, with aggregate contract value of $1.17 billion. Dedicated GPU clusters are planned at its Ohio campus. The first deployment uses AMD MI355X chips and has a contractual start at year-end; a second, using MI455X processors, is scheduled for June 2027.

The customer has committed to approximately $133 million of contractual prepayments, including about $40 million due after execution of the initial order. These are payment obligations, not confirmation that cash has arrived. The agreements provide an anchor customer for the campus, but the full value is not immediate revenue: delivery, acceptance, service and performance conditions apply. Financing, equipment procurement, infrastructure readiness and customer-payment risks remain material.

Sources:

• Volato company release via Business Wire / StockTitan