2CRSi receives an order from Exaion for 83 Nvidia AI servers worth over €60 million
The first deliveries are scheduled from the week of the announcement and must be completed before the end of 2026. The order, published on November 3, 2026, is to equip a partner client of 2CRSi since 2021, which is extending its offering from model training to private on-premises inference.
A client from EDF, operator of data centers in France and Canada
The Strasbourg-based designer of high-performance servers announced that it has received a firm order from Exaion for 83 NVIDIA HGX B300 artificial intelligence servers. It also includes associated storage and maintenance services.
Exaion, co-founded in 2020 by Fatih Balyeli and Laurent Bernou-Mazars, emerged from the EDF Pulse incubation program. The company operates four data centers in France and Canada and targets a capacity of 300 MW, of which 20 MW is expected to be in service in 2027.
A catalog-price amount and three delivery waves
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The amount of over 60 million euros is expressed at catalog price, as 2CRSi specifies in a footnote to its press release. The figure therefore corresponds to a valuation based on the group's public price list.
The delivery schedule is divided into three batches: 17 servers from the week of the announcement, 33 by the end of November, and the final 33 before the end of December 2026.
From model training to private on-premises inference
According to 2CRSi, these systems are expected to support the expansion of Exaion's offering toward private on-premises inference, presented as a means of controlling data. In this partnership, 2CRSi provides server design and its immersion cooling technologies, while Exaion contributes its expertise in digital infrastructure and cloud.
Fatih Balyeli, Chairman and CEO of Exaion, stated that the arrival of these servers will allow the company to “significantly accelerate the deployment” of its strategy. Alain Wilmouth, CEO of 2CRSi, said that this order reflects “renewed confidence” from the group's clients and suppliers.
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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