(Stockwire X March 2026) 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.

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.

Full article by John Zadeh (Stockwire X) – Link to full article published in Stockwire X
24 March, 2026 09:21