Polibeli Group Ltd filed a Form 6-K on November 12, 2026, disclosing that an indirect subsidiary entered into an AI Computing and Related Technical Services Framework Agreement with a Taiwan-incorporated customer on that same date.

Key Highlights

  • Agreement signed November 12, 2026: An indirect subsidiary of Polibeli Group Ltd, acting as "Provider," entered into the Framework Agreement with a company incorporated in Taiwan, identified only as the "Customer."
  • Services covered: The Framework Agreement covers cloud computing, model access, AI model hosting and inference, model deployment, and related technical support, according to the filing.
  • Illustrative fee figure of approximately US$448.5 million: The company disclosed this scenario-based calculation assumes all capacity is subscribed under signed purchase orders and all services are provided for their full respective five-year terms, excluding applicable taxes.
  • No committed orders: The filing states the US$448.5 million figure "does not represent committed orders, order backlog or a revenue forecast" and that actual purchases "may be materially lower."
  • Specific terms deferred to purchase orders: Scope of services, fees, methods of access, and delivery terms are to be set out in separately signed purchase orders, subject to the Framework Agreement.
  • Additional optional services: Fees for optional AI technical services will be separately determined under purchase orders actually signed, the filing noted.

Polibeli's Indirect Subsidiary Establishes AI Computing Arrangement With Taiwan Customer

According to the Form 6-K filed with the U.S. Securities and Exchange Commission, an indirect subsidiary of Polibeli Group Ltd (NASDAQ:PLBL) signed the Framework Agreement on November 12, 2026. The agreement establishes a contractual basis for cooperation in AI computing and related technical services with an unnamed company incorporated in Taiwan. The filing does not identify the customer by name.

The company disclosed that the Framework Agreement covers cloud computing, model access, AI model hosting and inference, model deployment, and related technical support. However, the specific scope of services, fees, access methods, and delivery terms are not fixed in the Framework Agreement itself. Instead, those details will be set out in purchase orders to be separately negotiated and signed by both parties, subject to the Framework Agreement, applicable supplier agreements, and model license terms.

The filing presented an illustrative aggregate base AI service fee figure of approximately US$448.5 million, excluding applicable taxes, calculated on the assumption that all computing capacity described in the Framework Agreement is subscribed under signed purchase orders and that corresponding services are delivered for their full respective five-year terms. The company explicitly characterized this as "a scenario-based calculation only" and stated it "does not represent committed orders, order backlog or a revenue forecast." The filing further cautioned that "actual purchases and realized service fees may be materially lower, and there is no assurance that any purchase orders will be signed or any service fees will be realized." The report was signed by Fucheng Yan, Chairman and Director, on November 12, 2026.

What Was Disclosed

Polibeli Group Ltd reported through a Form 6-K that an indirect subsidiary signed an AI computing services framework agreement with a Taiwan company on November 12, 2026. An illustrative fee scenario of approximately US$448.5 million was provided, with explicit caveats that no orders are committed.