Jingang Solar unit signs $66M GPU card and server procurement contracts

A solar company's subsidiary committing to GPU and server purchases signals that non-crypto, non-tech firms are moving into computing-power services, a shift that matters for capital allocation in the RWA and infrastructure space. The split across two suppliers suggests a staged buildout, and the equipment is earmarked for customer-facing computing services, not internal use. Whether the unit can convert hardware into contracted revenue, and whether the parent's solar business funds or competes with this pivot, is the open question worth watching.