AI infrastructure
The computing power
behind the AI economy.
CUDO gives Bolt exposure to the sustainable infrastructure needed to train and run AI: GPUs, data-centre capacity and power.
$1.5bnContracted revenue
August 2026
August 2026
4.2×Reported revenue growth
2025 versus prior year
2025 versus prior year
Investing in
the enabling layer.
AI applications depend on access to high-performance compute. CUDO’s proposition sits underneath those applications, supplying the infrastructure businesses need to develop and deploy them.
CUDO is an NVIDIA Cloud Partner with data-centre and energy supply contracts secured. This connects the investment case to capacity delivery, utilisation and customer demand.
What matters to the investment
- Delivering contracted capacity and converting commitments into revenue and cash.
- Securing funding on terms that support growth while managing dilution.
- Maintaining access to hardware, energy and operational expertise.
Leadership and Bolt’s involvement
Operating experience.
Financial discipline.
Founder Matt Hawkins built C4L, which was sold for £20.2m in 2016. David Bell serves as CUDO’s Executive Director and CFO, giving Bolt direct operational insight through its managing partner.