2CRSi Partners with Canadian Quanthor for Critical Infrastructure
2CRSi and Canadian company Quanthor have sealed an industrial collaboration aimed at critical infrastructure (defense, space, energy). The agreement targets the integration of server platforms from the Strasbourg-based group into hardware security modules developed by its Quebec partner.
2CRSi (Euronext Paris: 2CRSi) and Quanthor, a Canadian company specializing in sovereign hardware security, announced on August 4, 2026 the signing of a letter of intent aimed at structuring technological and industrial collaboration for the most critical environments.
The partnership combines Quanthor's hardware trust layer, based on physically unclonable functions (PUF) and post-quantum cryptography (PQC), with 2CRSi's HPC, AI and ruggedized computing platforms.
The two companies are targeting defense, space, energy and sensitive infrastructure markets. Quanthor develops its technologies in Sherbrooke, Quebec, while 2CRSi is based in Strasbourg.
Server Procurement and Technical Adaptations
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The agreement provides for several areas. 2CRSi will assist Quanthor in the procurement and integration of server platforms intended for the deployment of Forge and Qbox modules, Quanthor's hardware solutions enabling high-assurance physical authentication of critical assets.
The two companies will also work on technical adaptations specific to the certification constraints of target markets, with a commitment to progressive procurement by Quanthor from 2CRSi.
A Claimed Sovereign Positioning
According to Gaël Humbert, CEO of Quanthor, this partnership marks "the beginning of a technological corridor between Canada and Europe". The two groups claim an alternative designed outside American and Chinese spheres of influence, from Quebec and Alsace.
Alain Wilmouth, Chairman and Chief Executive Officer of 2CRSi, stated that he wishes to "support technological projects with strong strategic value" linked to digital sovereignty and the securing of critical infrastructure.
The announcement comes after the publication, on July 23, 2026, of revenue of €416.2 million for the 2025/26 fiscal year, up 88% year-on-year.
SectorSemi-conducteurs et matériel›Matériel informatique / hardware
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Context
Period
Period: FY2026
Key reported figures
Revenue: 386,5 millions d'euros
Revenue growth: 75 %
EBITDA: 34,2 millions d'euros
EBITDA margin: 8,8 %
Net income: 17 millions d'euros
Guidance from the release
« Malgré les incertitudes qui existent sur le marché des serveurs, de l'intelligence artificielle et l'existence de très fortes tensions sur l'approvisionnement des composants, en particulier de la DRAM et NAND »
Risks mentioned
Incertitudes existantes sur le marché des serveurs et de l'intelligence artificielle
Très fortes tensions sur l'approvisionnement des composants, particulièrement DRAM et NAND
Dépendance aux grands comptes avec nécessité de diversifier le portefeuille clients
Opportunities identified
Projet ÆTHER Infrastructures avec mise en service d'une AI Factory 20 MW dès Q3 2027
Développement des services générateurs de marges plus élevées
Déploiement de la gamme Godì avec GPU NVIDIA B200, B300 et prochainement Rubin
Outlook / guidance
Expected revenue: 1 000 millions d'euros
Management commentary: « Malgré les incertitudes qui existent sur le marché des serveurs, de l'intelligence artificielle et l'existence de très fortes tensions sur l'approvisionnement des composants, en particulier de la DRAM et NAND, le Groupe confirme son ambition d'atteindre un milliard d'euros de chiffre d'affaires sur l'exercice 2026-2027 ; cette ambition n'intègre aucun chiffre d'affaires au titre du contrat-cadre de 610 M USD. »
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