VivoPower Announces Transformational Refocus Of Its Global Resources To Its Power-To-X Strategy; Says Given The Surge In Demand From AI Hyperscalers For Low-Cost Sustainable Power, VivoPower Is Reviewing Its Legacy Portfolio Of Up To 682MW Solar Development Sites In The U.S. With A View To Potential Monetization And Reinvestment In Its Sovereign AI Compute Infrastructure Strategy

Benzinga · 2d ago

Focus will be on key markets with a shortage of AI compute infrastructure and where VivoPower has entrenched relationships, including Southeast Asia, Saudi Arabia, the UAE, and select EU markets

Given the surge in demand from AI hyperscalers for low-cost sustainable power, VivoPower is reviewing its legacy portfolio of up to 682MW solar development sites in the US with a view to potential monetization and reinvestment in its Sovereign AI compute infrastructure strategy

LONDON, Dec. 23, 2025 (GLOBE NEWSWIRE) -- VivoPower International PLC (NASDAQ:VVPR) (the "Company"), a leading B Corp-certified global sustainable energy solutions group, today announces a transformational refocusing of its global resources to its Power-to-X strategy. This strategy was first enunciated by VivoPower in 2021 and involves vertical integration by energy-intensive industries to control and/or own the power infrastructure and land. Over the last several years, digital asset mining has been amongst the highest and best return on investment uses cases for energy, which is what Caret Digital has been focused on. However, in the last 2 years, this has been surpassed by the needs and materially better returns from computational AI requirements.

I. Strategic Refocus on Power to X, where X = Sovereign AI Computing Power

VivoPower's "Power-to-X" strategy has been underpinned by two operating platforms developed over several years: Caret Digital and Vivo Federation. Together, these platforms have validated VivoPower's thesis that control of power, land, and sovereign-grade counterparties is the critical bottleneck in next-generation compute infrastructure.

As a consequence, the Company is now prioritizing the exponentially higher-margin AI Computational market. VivoPower is focusing on "non-crowded" sovereign markets—including the UAE, Saudi Arabia, Southeast Asia, and select EU hubs—where power grid access is the primary bottleneck for AI Hyperscalers and where VivoPower has entrenched relationships. The Company is in final stage negotiations for transformational and accretive acquisitions of energized data centers and/or strategic power land to secure its position as a "Sovereign AI Infrastructure Landlord."

II. Reassessment of Legacy 682MW U.S. Solar Development Site Portfolio

Reflecting the unprecedented surge in demand for low-cost, sustainable power from AI Hyperscalers, VivoPower is reviewing its legacy 682MW U.S. solar development portfolio. Previously mothballed, these sites are now being re-evaluated for immediate monetization.

The Company intends to divest these assets to recycle capital into its high-growth Sovereign AI hubs in its focus markets, where the returns on energy-ready land have reached unprecedented premiums.

For this portfolio, there may be behind-the-meter power use cases, but equally, there is no guarantee that value can be monetized and realized.