Corvex, Inc. (NASDAQ: MOVE) is an AI infrastructure company that provides GPU-accelerated computing platforms for AI training and inference workloads. The company generates revenue by selling access to high-density GPU clusters, networking, storage, and software through a direct sales model, serving customers who need to run large-scale AI workloads without building or operating the underlying infrastructure themselves. Corvex emerged in its current form on March 19, 2026, when Movano Inc. acquired Corvex Legacy Holdings, Inc. through a merger, adopting the Corvex name and ticker MOVE. The platform is delivered in managed Kubernetes, bare metal, on-premise, multi-tenant, and single-tenant configurations, with HIPAA and SOC 2 Type II compliance. Corvex holds an NVIDIA Certified Cloud Partner designation and leases data-center capacity from third-party providers to supply power, cooling, and connectivity for its GPU clusters, which include NVIDIA B200 GPUs as of the filing date.
- Revenue model
- Corvex sells AI infrastructure capacity, including GPU compute clusters, high-throughput storage, and networking, on a contract basis through a direct, top-down sales model. Customer contracts include service-level agreements with provisions for service credits, liquidated damages, or termination rights if uptime or performance targets are missed.
- Products and services
- AI Factories and GPU Clusters: integrated computing and data-center platform combining high-performance AI accelerators, networking, power, cooling, and systems software for AI training and inference. Confidential Computing: patent-pending Corvex Secure Model Weights product designed to protect AI model intellectual property and enable secure inference on third-party GPU infrastructure. Delivery options include managed Kubernetes and bare metal, in on-premise, multi-tenant, and single-tenant configurations.
- Customers and end markets
- Technology companies represent a significant portion of the customer base, as stated in the 10-K filed 2026-03-31. The platform serves organizations across a broad range of industries requiring AI model training, real-time analytics, and high-resolution imaging data processing. Customers include AI model builders and security-conscious enterprises.
- Value-chain role
- Corvex sits between GPU hardware manufacturers such as NVIDIA and end-user enterprises, providing managed AI infrastructure so customers avoid building or operating GPU clusters themselves. The company leases data-center space from third-party facility providers and sources hardware from a limited number of suppliers, then delivers compute, storage, networking, and orchestration software as an integrated service.
Source: SEC 10-K, filed 2026-03-31
Industry:
Services-Computer Processing & Data Preparation
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