Blue Cloud Softech Solutions climbs after US arm signs $150 million deal with SpaceX International

Blue Cloud Softech Solutions surged 15.75% to Rs 22.85 after its US based arm signed a $150 million statement of work (SOW) with SpaceX International for AI infrastructure, cybersecurity, telecommunications and data-centre solutions.

According to an exchange filing, the SOW was executed under the Master Services Agreement between Blue Cloud Softech Solutions ? USA (BCSSL-USA) and SpaceX International, MY, dated 9 July 2026. The agreement carries a minimum contractual commitment of $150 million over an 18-month period, subject to the terms and conditions of the executed agreements.

Under the agreement, BCSSL-USA will design, build, integrate, secure, connect and operate a dedicated AI compute and data centre platform for SpaceX International Ltd, MY. The project covers AI infrastructure worth $70 million, cybersecurity services worth $25 million, telecommunications worth $25 million and data-centre solutions worth $30 million.

The services will be delivered in five phases over six quarterly billing periods, beginning with assessment and design and progressing to managed operations from the sixth quarter.

The scope includes GPU and accelerator cluster deployment, MLOps and model-serving infrastructure, a Security Operations Centre with SIEM and SOAR systems, core network and NOC-managed connectivity, as well as data centre construction, commissioning and disaster recovery capabilities.

Tejesh Kumar Kodali, Group Chairman of Blue Cloud Softech Solutions, said: ?This engagement is an important milestone for our AI infrastructure business and reflects Blue Cloud?s ability to design, build and operate integrated AI compute, cybersecurity and data-Centre solutions at scale. We believe this programme strengthens our long-term strategy of building technology infrastructure capabilities for global clients.?

Bhaskar Nallamilli, chief executive officer of Blue Cloud Softech Solutions ? USA, said the engagement reflects the company's growing capability to deliver large-scale, integrated AI infrastructure, cybersecurity, telecommunications and data centre programmes for global clients and reinforces BCSSL?s strategic positioning as an AI-first technology group.

Blue Cloud Softech Solutions operates in AI-driven enterprise solutions, cybersecurity, secure connectivity and digital infrastructure services across domestic and international markets.

On a consolidated basis, the company's net profit declined 52.90% to Rs 5.41 crore, while net sales fell 5% to Rs 139.57 crore in Q4 FY26 over Q4 FY25.

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