Auddia Inc. (NASDAQ: AUUD) today used newly available market data to frame the potential scale of LT350, its distributed AI infrastructure subsidiary, following a recent SEC filing by SharonAI Holdings Inc. (NASDAQ: SHAZ). The filing disclosed a $1.25 billion, 60-month contract to deploy and operate 8,200 NVIDIA B300 GPUs for a global cloud customer, equating to approximately $30,488 per GPU per year. Auddia is using this publicly available benchmark to help investors contextualize LT350's potential relative to a previously disclosed internal DCF analysis of $250 million for McCarthy Finney, fifty percent of which is attributed to LT350.
LT350 is one of three new businesses that will be combined with Auddia in the new McCarthy Finney holding company if the proposed business combination with Thramann Holdings, LLC is completed. McCarthy Finney will trade under the symbol NASDAQ: MCFN. Jeff Thramann, CEO of Auddia and Founder of LT350, noted, 'We are not providing forecasts or forward revenue projections outside of what is disclosed in our recent S-4 financing. But I believe publicly disclosed market pricing helps investors understand why distributed AI infrastructure is emerging as one of the most compelling opportunities in the sector.'
LT350's business model is similar to SharonAI's but with an added advantage of optimizing data sovereignty and latency by placing proprietary datacenters directly next to defense, healthcare, financial services, and government customers. While SharonAI and others tout data sovereignty by keeping customer data within a country, LT350's key competitive advantage keeps customer data behind their firewall.
Auddia previously announced that LT350's REIT partner controls 4,000,000 square feet of suitable parking-lot airspace. LT350's patented canopy architecture is designed around 2,000-square-foot modules, each capable of supporting 480 GPUs using a 2:1 GPU-to-battery cartridge ratio. If fully deployed across the REIT footprint, LT350's architecture could support approximately 2,000 canopies, 480 GPUs per canopy, and 960,000 GPUs total capacity. Using the publicly disclosed benchmark implying revenue of approximately $30,488 per GPU per year, this footprint would represent $29 billion in annualized market-equivalent pricing. Auddia emphasizes that actual pricing, utilization, and deployment levels will vary and that the company applies significant discounts in its internal DCF analyses.
While the REIT partnership provides a clear example of LT350's potential scale, the canopy architecture is designed for broad applicability across multiple industries and property types, including hospitals, universities, retail centers, convenience stores, industrial facilities, municipal properties, stadiums, and multifamily housing. LT350's patented design enables deployment in existing parking lot airspace without new land, closed loop liquid cooling with zero water consumption, battery buffered operation for grid support, circuit level grid deployment without transmission upgrades, and modular scaling from a single canopy to thousands.
'The REIT footprint is just one example of how LT350 can scale,' Thramann added. 'Our IP portfolio gives us a proprietary position in a category that is only beginning to emerge. The math is the math and when investors contemplate the IP and innovation inherent in the LT350 platform, they will understand why we believe LT350 represents a rare and highly defensible opportunity.'
