AlphaTON Capital’s Strategic Pivot: Monetizing Telegram’s Cocoon AI with GPU Expansion Fuels Toncoin TON Infrastructure Growth
AlphaTON Capital has shifted from passive treasury management to active AI infrastructure operations, reporting initial revenue generation from Telegram's Cocoon AI network. The deployment of GPU clusters marks a strategic pivot, with 570 Nvidia B300 GPUs slated for rollout by March to support inference workloads.
A $44 million capital raise—including a $15 million direct offering—fuels this infrastructure scaling. Projections indicate a 27% internal rate of return and an $11 million net present value, underscoring institutional confidence in blockchain-based AI compute.
Cocoon's confidential compute network, built on the TON blockchain, positions AlphaTON at the intersection of decentralized infrastructure and high-demand AI processing. The $46 million infrastructure deal with Telegram signals accelerating adoption of hybrid blockchain-AI architectures, creating a significant bullish catalyst for the Toncoin TON ecosystem.
