Volato Group Announces $1.17B GPU Infrastructure Contract

What Happened
Volato Group, Inc.’s Alignment Engine subsidiary (“Aligned”) announced on September 22, 2026 that it entered a Master Services Agreement (MSA) with a customer to provide dedicated, single-tenant GPU clusters and access to Aligned’s platform and services. The two initial orders under the MSA call for phased deployments of next-generation AMD GPU infrastructure at Aligned’s AI campus in Ohio: AMD MI355X GPUs on a 48‑month term with a contractual start date of December 31, 2026, and AMD MI455X GPUs on a 48‑month term with a contractual start date of June 30, 2027. The aggregate contractual value of these two initial orders is approximately $1.17 billion. Volato filed a press release about the orders on September 28, 2026 (Exhibit 99.1).

Key Details

• MSA entered September 22, 2026 by Alignment Engine (“Aligned”), a Volato subsidiary.
• Two initial orders total ~ $1.17 billion for AMD MI355X and MI455X deployments.
• MI355X order: 48-month term starting December 31, 2026; MI455X order: 48-month term starting June 30, 2027.
• MSA permits additional orders (by the customer or placed by Aligned with customer authorization) and includes customary termination rights (30-day cure for uncured material breach, immediate termination for certain bankruptcy/insolvency events) and standard provisions on confidentiality, data security, IP, liability limits and indemnification.

Why It Matters
This MSA represents a large, multi-year contracted deployment that could translate into substantial revenue and capacity utilization for Aligned/Volato over the contract terms. The $1.17 billion figure is the aggregate contractual value of the two initial orders; revenue recognition will follow contract terms and delivery schedules starting in late 2026 and 2027. The filing does not name the customer, and the agreement contains standard termination and contractual protections that could affect long‑term revenue realization. Investors should view this as a significant commercial win with implications for future revenue visibility, but note that actual financial impact will depend on deployment, customer performance, and contract execution.