Stock Markets January 22, 2026

Movano Shares Surge on Major GPU Leasing Agreement Secured by Corvex

Corvex's long-term NVIDIA H200 GPU lease highlights expanding AI infrastructure market before merger completion

By Maya Rios MOVE
Movano Shares Surge on Major GPU Leasing Agreement Secured by Corvex
MOVE

Movano Inc witnessed a substantial post-market rally after Corvex, its merger partner, secured a significant long-term leasing deal for NVIDIA H200 GPUs to support AI battery tech development. This move underscores rising demand for advanced, secure GPU infrastructure tailored for AI innovators, with Corvex emphasizing both high compute density and data compliance measures.

Key Points

  • Movano's after-hours stock price soared by 73.6% upon news of Corvex securing a significant long-term GPU lease deal.
  • The contract involves deploying NVIDIA H200 GPU clusters to an AI battery technology firm, highlighting Corvex's positioning as a provider of hyperscaler-class AI infrastructure.
  • Corvex emphasizes secure, flexible, and cost-effective GPU infrastructure tailored to meet stringent data sovereignty and compliance demands.

Movano Inc (NASDAQ:MOVE) experienced a remarkable 73.6% increase in its stock price during after-hours trading on Thursday. This surge followed Corvex, Inc., the company with which Movano has agreed to merge, announcing a pivotal long-term GPU leasing contract with a provider specializing in AI-powered battery technology.

The lease arrangement entails the deployment of an exclusive cluster of NVIDIA H200 GPUs aimed at facilitating the client's AI research and development efforts. The customer chose Corvex specifically for its "superior overall value" and operations comparable to hyperscalers, setting it apart from other providers of AI infrastructure.

Corvex's offering features GPU clusters optimized for maximum computational density, designed to remain adaptable to fluctuations in peak demand. Additionally, the company provides a secure, managed on-premises infrastructure, incorporating hardware-enforced encryption to ensure adherence to stringent data sovereignty and regulatory compliance standards.

According to Jay Crystal, Co-Chief Executive Officer of Corvex, this deployment exemplifies how cutting-edge AI developers are scaling production without compromising economic considerations, market accessibility, or operational speed.

Co-CEO Seth Demsey further highlighted that the deal reflects an increasing appetite among AI model developers and advanced enterprises for GPU infrastructures that provide both security and ease of use, while also being more cost-effective than previous options.

This development follows the announcement on November 10, 2025, of the definitive all-stock merger agreement between Movano and Corvex, which aims to combine their strengths, with Corvex focusing on GPU-accelerated solutions tailored for AI workloads.

Risks

  • The reliance on a single significant customer for GPU infrastructure could pose revenue concentration risks within the AI hardware sector.
  • Any challenges in the ongoing merger process between Movano and Corvex could impact operational synergies anticipated from the combination.
  • The highly competitive AI infrastructure market may pressure margins and necessitate continuous innovation and investment in the technology.

More from Stock Markets

Vanguard Lowers Fund Fees Again, Trimming Expense Ratios Across 53 Funds Feb 2, 2026 Snowflake Shares Edge Higher After $200 Million OpenAI Agreement Feb 2, 2026 Vanguard cuts fees on 53 index-backed funds and ETFs in second large reduction this year Feb 2, 2026 Insider Activity Spotlight: Major Purchases in Hycroft Mining Amid Heavy Volume; Multiple Executive Sales Across Tech and Energy Names Feb 2, 2026 60 Degrees Pharmaceuticals Shares Slide After GoodRx Deal to Offer Discounts on ARAKODA Feb 2, 2026