Activeport Keeps $1M Stake as Partner Radian Arc Sells to AI Infrastructure Giant
Key Takeaways
Activeport Group (ASX: ATV) retains a $1M+ equity stake and recurring software revenue position after GPU partner Radian Arc is acquired by global AI infrastructure firm Submer Technologies in a deal that validates the Activeport Submer Radian Arc partnership and expands its commercial reach.
- Barcelona-based Submer Technologies has acquired Activeport's GPU software partner Radian Arc Limited, forming a full-stack AI infrastructure company with expanded global distribution capability.
- Activeport retains a strategic equity stake in the combined Submer-Radian Arc entity valued at over $1 million, providing upside exposure without acquisition costs or capital expenditure risk.
- Activeport's GPU orchestration and streaming software remains embedded in Radian Arc's platform, positioning the company to capture increased software licence and recurring revenue as deployments scale under new ownership.
- The deal validates Activeport's technology within a consolidating GPU infrastructure market where demand for orchestration software is growing alongside AI and edge computing adoption.
Submer acquisition of Radian Arc positions Activeport for expanded GPU software revenue
Barcelona-based Submer Technologies has acquired Activeport Group (ASX: ATV)‘s GPU software partner Radian Arc Limited, forming a full-stack AI infrastructure company. The Activeport Submer Radian Arc deal represents a strategic win for Activeport despite not being the acquirer, with the Company’s GPU orchestration and streaming software remaining embedded in Radian Arc’s platform. Activeport retains a strategic equity stake in the combined business valued at over $1 million.
The transaction strengthens the commercial ecosystem for Activeport’s technology. While Submer acquired Radian Arc, Activeport’s long-standing partnership continues with its software underpinning Radian Arc’s cloud gaming platform.
The acquisition is expected to accelerate Radian Arc’s cloud gaming growth, which positions Activeport to capture increased software licence and recurring revenue as deployments scale under new ownership. The Company stated the deal “materially strengthens the ecosystem” for its technology and positions it to capture more software licence revenue as Radian Arc accelerates growth.
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What is GPU orchestration software and why telcos need it
GPU orchestration software automates the deployment and management of graphics processing units across distributed networks. Instead of requiring local hardware, cloud gaming services run games on remote GPUs and stream the output to users’ devices in real-time.
Telecommunications operators need this technology to offer cloud gaming and AI services without building proprietary infrastructure from scratch. Activeport’s software enables the automated deployment of distributed GPU resources across telecommunications networks and edge datacentres, allowing telcos to monetise their existing infrastructure for high-demand GPU workloads.
The technology addresses a key market shift. As demand for edge computing and AI workloads expands, telecommunications providers require orchestration platforms that can provision GPU resources flexibly across their networks. This creates recurring software licence opportunities for Activeport as telco deployments scale.
How the Submer-Radian Arc combination strengthens Activeport’s commercial position
Submer is a global provider of liquid immersion cooling solutions and full-stack AI datacentre infrastructure for AI and GPU workloads. The acquisition combines Submer’s high-density AI datacentre technology with Radian Arc’s distributed GPU edge computing platform to create an integrated platform spanning hyperscale datacentres to telco edge networks.
The combined entity will support sovereign AI, low-latency GPU workloads, and cloud gaming services. This expanded scope positions Activeport’s software at multiple infrastructure layers rather than a single deployment tier.
Activeport and Radian Arc have collaborated for several years to enable telecommunications operators to deploy GPU-based infrastructure for cloud gaming. The partnership has generated commercial outcomes, which will continue under Submer’s ownership.
| Entity | Role | Benefit to Activeport |
|---|---|---|
| Submer | Acquirer, liquid cooling & AI datacentre infrastructure | Provides capital and scale to accelerate Radian Arc growth |
| Radian Arc | Acquired, distributed GPU edge platform | Continues using Activeport software; expanded deployments increase licence demand |
| Activeport | Software partner & equity holder | Retains **$1M+** stake; positioned for increased recurring revenue |
The structure allows Activeport to benefit from Radian Arc’s growth without bearing acquisition costs or capital expenditure risk. The larger ecosystem creates additional touchpoints for software licensing as Submer and Radian Arc expand their AI and GPU infrastructure footprint worldwide.
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CEO perspective and commercial outlook
Peter Christie, Chairman and CEO
“I’m very excited for David Cooke, Radian Arc’s founder and CEO to have reached this milestone and congratulate the entire Radian Arc team on this outstanding result. Radian Arc is positioned to rapidly expand its cloud gaming deployments under Submer’s ownership and I expect this transaction to drive meaningful growth in demand for Activeport’s GPU orchestration and streaming software.”
The Company stated it is confident the strengthened ecosystem will generate additional commercial opportunities for Activeport’s software platform as Submer and Radian Arc expand globally. Management framed the transaction as validation of Activeport’s technology within a consolidating GPU infrastructure market.
What this means for Activeport investors
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Activeport’s GPU orchestration and streaming software is now embedded in a larger, better-funded AI infrastructure platform with expanded distribution capability.
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The Company retains an equity stake valued at over $1 million, providing potential upside from Radian Arc’s growth under Submer’s ownership without acquisition risk.
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Expanded cloud gaming and edge GPU deployments are expected to increase software licence and recurring revenue from Radian Arc as the platform scales.
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The transaction validates Activeport’s technology in a consolidating GPU infrastructure market where demand for orchestration software is increasing alongside AI and edge computing adoption.
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