Rung 2 · Clusters + sovereignty

Corvex

Sells GPU clusters — with sovereignty enforced by cryptography, not geography.

Draft, pending provider verification · compiled 8 July 2026  ·  official site: corvex.ai  ·  Nasdaq: MOVE

HQ
Arlington, VA
Center of gravity
US Tier III+ DCs · hybrid + on-prem
Silicon
NVIDIA H200/B200/GB200 → Rubin
Contract shape
Multi-year reserved · EKS nodes
The two-sided view

What Corvex sells — and what it buys

Atomic unit sold

GPU clusters — NVIDIA H200, B200 and GB200 NVL72, as Kubernetes, VMs, bare metal or SLURM, marketed from 1K toward 96K+ GPUs — with confidential computing as the differentiator: weights and data decrypted only inside the GPU's trusted execution environment, invisible even to Corvex as the host. Plus hybrid GPU nodes that join a customer's existing Amazon EKS cluster, Outpost-like on-prem deployments, and an upcoming hosted inference engine.

What they buy

NVIDIA allocation — as an NVIDIA Cloud Partner with preferential GPU access — plus Tier III+ data-center capacity and power, Spectrum-X and 3.2Tbps InfiniBand networking, and liquid cooling for 100kW+ racks. The Movano merger added the other thing capacity buyers need: a public currency for capex.

Compiled 8 July 2026

Scale proof

MOVE
public on Nasdaq via the all-stock Movano merger — announced 10 Nov 2025, closed March 2026 — creating a public AI infrastructure platform (PRNewswire, Mar 2026)
1st
among the first verified production deployments of confidential computing on NVIDIA HGX B200 — encrypted GPU-to-GPU NVLink with Intel TDX and Trust Authority remote attestation (PRNewswire, 3 Mar 2026)
Kyber-768
Secure Model Weights, early availability — patent-pending, owner-controlled key custody, post-quantum key exchange; weights never exposed to the host (PRNewswire, 12 Mar 2026)
~70%
claimed GPU cost saving vs AWS via hybrid EKS GPU nodes; zero-fee ingress/egress, SOC 2 + HIPAA, Tier III+ US facilities (Corvex, 2026)
The strategy

The bet

That confidential computing stops being a feature and becomes a foundational requirement — that the industry's "cleartext gap," where model weights sit unencrypted in VRAM visible to any host, closes the way unencrypted HTTP did. If weights are the most valuable IP in AI, the cluster provider that can prove — with hardware attestation — that it cannot see them wins the customers with the most to lose: frontier labs, regulated enterprises, and sovereigns. Sovereignty by cryptography scales globally; sovereignty by geography has to be rebuilt in every country.

Deal-making

Natural counterparty

Model builders whose weights are the business — and regulated enterprises in healthcare, finance and defense that fine-tune on data they can't let leave a compliance boundary. Secondarily: EKS teams offloading GPU workloads to cut the AWS premium without leaving their console. On the buy side: NVIDIA and data-center and power providers — and unusually for this ladder, public-market investors, since the Nasdaq listing makes equity a capacity-funding instrument.

Buyer fit

Choose Corvex when

You need dedicated NVIDIA clusters where weights and data stay encrypted in use — provably, even from the host — whether in Corvex's cloud, hybrid into your EKS cluster, or on your premises.

Look elsewhere when

You want per-second serverless compute or pay-per-token APIs today — Corvex sells reserved clusters, and its hosted inference engine is still upcoming.

Private ledger

Five fields we track but don’t publish

Everything above is public — figures are Corvex-published unless otherwise sourced, and this card is a draft pending direct provider verification. The fields below change weekly and are verified directly with each provider — they live in a private supply-demand ledger, not on this page.

Available capacity, next 90 daysGPU type · quantity · location · online date
Effective price floorreserved · per-GPU-hour, at volume
Idle-inventory posturecurrent utilization pressure
Preferred deal structureattach terms · co-sell terms
Capacity-partnerships ownerthe person who signs
Ask about Corvex’s current posture → Answered case-by-case, with the provider’s consent.