Auddia highlights LT350's AI infrastructure opportunity using a $1.25B GPU contract benchmark, showing $30,488 per GPU annually. LT350's REIT partnership couldAuddia highlights LT350's AI infrastructure opportunity using a $1.25B GPU contract benchmark, showing $30,488 per GPU annually. LT350's REIT partnership could

Auddia Uses New GPU Pricing Data to Frame LT350’s AI Infrastructure Potential Ahead of Merger

2026/05/18 18:00
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Auddia Inc. (NASDAQ: AUUD) is drawing investor attention to newly available market pricing data that underscores the scale of the AI infrastructure opportunity for its subsidiary LT350, a distributed AI data center company. The move comes ahead of Auddia’s planned merger with Thramann Holdings to form McCarthy Finney, which will trade under the ticker MCFN.

The data stems from a recent SEC filing by SharonAI Holdings Inc. (NASDAQ: SHAZ), which disclosed a $1.25 billion, 60-month contract to deploy and operate 8,200 NVIDIA B300 GPUs for a global cloud customer. According to reports, the contract equates to approximately $30,488 per GPU per year. Auddia is using this publicly available benchmark to help investors contextualize the potential scale of LT350’s distributed AI infrastructure model relative to a previously disclosed internal DCF analysis of $250 million for McCarthy Finney, fifty percent of which is attributed to LT350. This new market pricing datapoint may signify that LT350’s market opportunity could be larger than initially contemplated.

Jeff Thramann, CEO of Auddia and Founder of LT350, emphasized that while the company is not providing forecasts or forward revenue projections outside of what is disclosed in its recent S-4 filing, the publicly disclosed market pricing helps investors understand why distributed AI infrastructure is emerging as a compelling opportunity. He noted that LT350’s business model is similar to SharonAI’s but with the added advantage of optimizing data sovereignty and latency by placing proprietary datacenters directly next to defense, healthcare, financial services, and government customers who need to optimize both data security and speed.

LT350’s REIT partner controls 4,000,000 square feet of suitable parking-lot airspace, as previously announced. LT350’s patented canopy architecture is designed around 2,000-square-foot modules, each capable of supporting 480 GPUs using a 2:1 GPU-to-battery cartridge ratio. If fully deployed across the REIT footprint, LT350’s architecture could support approximately 2,000 canopies, with a total capacity of 960,000 GPUs. Using the publicly disclosed benchmark, this footprint would represent $29 billion in annualized market-equivalent pricing. However, Auddia emphasizes that actual pricing, utilization, and deployment levels will vary and that the company applies significant discounts in its internal DCF analyses.

LT350’s canopy architecture is designed for broad applicability beyond the REIT partnership, including hospitals, universities, retail centers, convenience stores, industrial facilities, municipal properties, stadiums, and multifamily housing. The patented design enables deployment in existing parking lot airspace without requiring new land, features closed-loop liquid cooling with zero water consumption, battery-buffered operation for grid support, circuit-level grid deployment without transmission upgrades, modular scaling, and distributed mesh connectivity with hyperscaler interoperability.

Thramann added that the REIT footprint is just one example of how LT350 can scale, and that the company’s IP portfolio gives it a proprietary position in a category that is only beginning to emerge. The merger to form McCarthy Finney, which will also include Influence Healthcare and Voyex, is expected to close pending stockholder approval and other conditions. For more information about LT350, visit www.LT350.com.

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