--- title: "Energy Transfer Posts USD 2.09B Net Income as Axe Compute Lands USD 1.5B AI Deal" type: "News" locale: "en" url: "https://longbridge.com/en/news/295209397.md" description: "The energy and compute infrastructure sector is expanding rapidly. Energy Transfer posted a 78% revenue surge, while Axe Compute secured a USD 1.5B AI hardware deal. Sigma Lithium, Dragonfly Energy, and Terrestrial Energy are simultaneously advancing their production capacities and strategic acquisitions to meet rising downstream demand." datetime: "2026-08-07T09:18:59.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295209397.md) - [en](https://longbridge.com/en/news/295209397.md) - [zh-HK](https://longbridge.com/zh-HK/news/295209397.md) --- # Energy Transfer Posts USD 2.09B Net Income as Axe Compute Lands USD 1.5B AI Deal Infrastructure companies spanning traditional energy pipelines, lithium extraction, and next-generation power facilities are signaling accelerated business momentum. Recent earnings reports and corporate filings indicate that major players, from natural gas giants to AI computing providers, are significantly expanding their contract backlogs and production guidance, reflecting sustained market demand for fundamental resources. ### Energy Transfer (ET.US) Energy Transfer continues its aggressive expansion in the midstream energy sector. According to its earnings report on August 4, 2026, the company posted a second-quarter net income of **USD 2.09B**, with revenue reaching **USD 34.33B**, a 78.4% increase year-over-year. The pipeline operator saw its natural gas liquids (NGLs) export volumes jump 25% to set a new company record. Simultaneously, the company announced its 19th consecutive quarterly cash distribution increase, reaching an annualized USD 1.36 per unit. The company is targeting further growth, announcing that its Nederland export facility expansion project is now fully subscribed, a move that prompted management to raise its full-year forecast, according to people familiar with the matter. ### Axe Compute (AGPU.US) In the AI infrastructure space, Axe Compute is rapidly scaling its high-performance computing network. On July 27, 2026, the company announced a five-year customer agreement valued at more than **USD 1.5B** to deploy an AI cluster featuring over 9,200 Nvidia Blackwell B300 GPUs. This latest deal brings the company's total signed contracts in 2026 to over **USD 3B**. While Axe Compute reported a net loss of USD 7.7M and merely USD 35,000 in total revenue during the first quarter—highlighting its early-stage pivot from legacy operations—management anticipates an annualized run-rate revenue exceeding USD 696M following full deployment. ### Sigma Lithium (SGML.US) Sigma Lithium's production ramp-up is tracking ahead of estimates. In early August 2026, the company confirmed that its Grota do Cirilo project in Brazil produced **58,000 tons** of lithium concentrate in the first half of the year, with second-quarter output hitting 35,000 tons—beating its own guidance by 6%. The company is nearing a resolution with the Minas Gerais state government regarding environmental agency notices and recently won an appellate court ruling that overturned a decision potentially requiring a USD 10M legal pledge. Management is targeting aggressive output hikes, aiming to boost annual capacity to 770,000 tons. ### Dragonfly Energy Holdings (DFLI.US) To broaden its market reach, Dragonfly Energy completed the strategic acquisition of operating assets related to the Dakota Lithium brand in late July 2026. The cash-and-stock transaction is expected to begin contributing meaningful revenue and add to adjusted EBITDA by the fourth quarter of 2026. Concurrently, the company secured an amendment to its debt terms from existing lenders, including lower minimum cash covenants, a move expected to preserve approximately **USD 1M** in near-term liquidity over the next two quarters. ### Terrestrial Energy (IMSR.US) Terrestrial Energy is advancing the commercial deployment of its Generation IV small modular reactors (SMRs). In late July 2026, the company signed an engineering services agreement with Zachry Group to support the development of an IMSR plant at the Texas A&M RELLIS campus. The firm previously entered into a memorandum of understanding with Riot Platforms, which is considering procuring up to **4 gigawatts** of power for its AI-focused data centers. With the recent appointment of nuclear veteran Pamela Cowan as executive vice president of engineering, the company is targeting faster regulatory reviews with the NRC to pave the way for grid connectivity. Across the board—from traditional crude pipelines to the nuclear power supplying AI data centers—energy and utility resource companies are securing massive orders and pushing capacity limits to meet downstream consumption. Capital flows continue to favor infrastructure assets capable of near-term delivery, with billions of dollars in new contracts solidifying the market share of top-tier resource providers, according to industry observers. _This article does not constitute investment advice._ ### Related Stocks - [ET.US](https://longbridge.com/en/quote/ET.US.md) - [AGPU.US](https://longbridge.com/en/quote/AGPU.US.md) - [SGML.US](https://longbridge.com/en/quote/SGML.US.md) - [DFLI.US](https://longbridge.com/en/quote/DFLI.US.md) - [IMSR.US](https://longbridge.com/en/quote/IMSR.US.md) ## Related News & Research - [Ahead of Sigma Lithium Earnings, Here's What Barchart Data Says Comes Next for SGML Stock](https://longbridge.com/en/news/295844843.md) - [Here's How Much $100 Invested In Energy Transfer 5 Years Ago Would Be Worth Today](https://longbridge.com/en/news/295716610.md) - [Truist Financial Remains a Buy on Energy Transfer (ET)](https://longbridge.com/en/news/295873282.md) - [SGML: Record profitability and cost reductions achieved, with major capacity expansion plans reaffirmed](https://longbridge.com/en/news/295932848.md) - [Sigma Lithium (NASDAQ:SGML) Posts Quarterly Earnings Results, Misses Expectations By $0.25 EPS](https://longbridge.com/en/news/295984299.md)