Linkhome Holdings secures $10.5M AI compute deal as OpenLink launches commercially

Linkhome Holdings Launches OpenLink Platform with First Enterprise Contract

Linkhome Holdings Inc. (NASDAQ:LHAI), an AI-driven property technology company, announced the commercial launch of OpenLink, its decentralized AI compute platform, alongside a significant two-year enterprise contract 1

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. The agreement could generate up to approximately $10.5 million in gross service fees over 24 months, excluding applicable taxes, marking the first major enterprise contract for the platform 2

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. This OpenLink commercial deployment represents a strategic shift for the company, which has traditionally focused on the real estate sector and financial technology.

Under the two-year agreement, Linkhome will provide GPU computing capacity, AI cloud infrastructure, workload scheduling, infrastructure management, network connectivity, orchestration software, and technical support 3

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. The contract's potential $10.5 million value represents roughly 52% of the company's $20.19 million in revenue over the last twelve months and exceeds Linkhome's current market capitalization of $16.23 million 3

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. However, the company cautioned that actual revenue may differ based on deployment timing, customer acceptance, compute usage, service availability, service-level performance, and customer payments, with revenue recognized under U.S. GAAP as services are delivered 1

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Decentralized AI Compute Platform Targets Growing Market

OpenLink operates as a decentralized marketplace that distinguishes itself from traditional GPU cloud providers by connecting enterprise customers with distributed GPU infrastructure through a unified software platform rather than relying on company-owned data centers 2

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. The platform aggregates distributed computing resources, enabling enterprises to access scalable GPU capacity while infrastructure providers can monetize underused computing resources 3

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Chief Executive Officer Bill Qin stated that the agreement marks an important milestone for OpenLink and validates the company's decentralized AI infrastructure model 2

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. He explained that the platform aims to make AI computing more accessible by connecting underused GPU resources worldwide, allowing enterprises and developers to access computing power as easily as traditional cloud services. The company believes the marketplace model can scale as more enterprise customers and infrastructure providers join the platform, with plans to expand its customer pipeline while adding qualified GPU owners, data centers, cloud operators, and other infrastructure partners to increase computing capacity across the OpenLink ecosystem 2

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Stock Volatility Reflects Market Uncertainty

Shares of Linkhome Holdings experienced significant volatility following the announcement. The stock initially gained 28% on Tuesday to close at $1.22, but retreated on Wednesday, falling 7.79% to $1.13 as profit-taking from day traders drove the downward movement 1

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. According to InvestingPro analysis, LHAI shares had already declined 22% over the past week and 84% over six months before the announcement, though the stock appears undervalued with a Fair Value of $1.75 3

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The real estate sector, where Linkhome is classified, ranked five out of 11 sectors, placing it in the middle of the pack behind leaders such as Communication Services and Consumer Discretionary 1

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. The sector has been choppy, down 0.81% over the last 30 days but up 1.87% over the last 90 days.

Strategic Expansion Beyond Real Estate

Linkhome Holdings is a technology company focused on real estate technology, financial services, GPU financing, and enterprise AI computing services, also operating technology-enabled real estate, mortgage lending, and related financial services in the United States 3

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. The company recently completed the acquisition of Mortgage One Group, securing 100% of its equity interests, with the mortgage platform operating with approximately $28 million in warehouse lending capacity and holding licenses across 18 U.S. states 3

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The AI compute initiative represents a significant diversification move for Linkhome, positioning the company to capitalize on growing demand for AI infrastructure. As enterprises increasingly seek alternatives to traditional cloud providers, decentralized platforms like OpenLink could offer competitive pricing and flexibility. The success of this first enterprise contract will likely determine whether Linkhome can attract additional customers and infrastructure partners, making the execution of this initial deployment critical for the platform's long-term viability. Investors will be watching closely to see if the company can convert its pipeline into additional contracts while managing the transition from its traditional real estate and financial services business.