VOBILE GROUP (03738) shares climbed more than 5% in early trading, last up 4.82% at HK$3.48, with turnover reaching HK$65.41 million.
On September 3, the company announced that one of its subsidiaries had entered into a strategic partnership and commercial agreement with Unified National Networks Sdn Bhd (UNN), establishing a collaborative framework and securing 25 megawatts of data center capacity equipped for AI computing deployment, featuring liquid cooling and high-power density technology.
This move enables the group to build and operate an "AI Factory" in Brunei Darussalam, powered by advanced AI computing systems based on NVIDIA computing cores.
As previously highlighted, with global computing supply remaining tightly balanced and access to high-end overseas GPUs becoming a critical competitive barrier for AI enterprises, VOBILE GROUP's approach — entering Brunei's national digital infrastructure blueprint through a "sovereign-level cooperation" — represents a strategic response to the industry-wide notion that "computing power is the new oil."
What sets this AI Factory apart is that it is not merely an isolated computing leasing operation. Instead, it directly supports the full content generation and copyright monetization workflow of its DreamMaker platform. Computing power acquisition addresses production resources, while the product ecosystem unlocks monetization channels. The semi-annual results, which showed DreamMaker's debut generating revenue at the multi-million dollar level, provide initial validation for the commercial viability of this "Token Factory" model.