Duos Technologies Group, Inc. (DUOT) provided a comprehensive business update in an investor presentation, highlighting significant new AI colocation agreements and reaffirming its full-year 2026 financial guidance. The company detailed over $611 million in contracted multi-year agreements, underscoring its strategy of developing and operating modular AI data centers.
Key Details
- Major Hosting Agreements: The company secured two major five-year agreements: a 55 MW hosting deal with Axe Compute valued at over $500 million (signed August 2026) and a 10 MW hyperscaler agreement at its Columbus, GA campus valued at over $111 million (announced July 2026).
- FY2026 Financial Outlook Reaffirmed: Management reaffirmed its full-year 2026 outlook of greater than $50 million in total revenue and positive Adjusted EBITDA. The company also noted a 2027 revenue outlook of over $160 million.
- Operational Status: The Columbus, GA AI campus is operational and serving a hyperscale anchor customer. Availability for the 10 MW hyperscaler agreement is expected in Q4 2026, while the Axe Compute sites are targeted for readiness in late 2026 to early 2027.