ONE STOP SYSTEMS Business Summary

One Stop Systems, Inc. (OSS) specializes in the design and manufacture of ruggedized, high-performance computing (HPC) systems, high-speed switch fabrics, and flash storage arrays tailored for edge-based artificial intelligence (AI) and machine learning (ML) applications. The company generates revenue primarily through the sale of specialized hardware—including GPU-accelerated servers and data transport modules—and high-margin, customer-funded non-recurring engineering (NRE) projects that typically transition into long-term production contracts. OSS operates through two primary business segments: the core OSS segment, which focuses on high-performance edge computing for global defense and commercial AI markets, and the Bressner segment, a European-based system integrator serving industrial embedded computing needs. In a market populated by hardware giants and specialized peers such as Nvidia, Trenton Systems, National Instruments, and Pure Storage, OSS distinguishes itself as a niche leader providing data center-class performance in compact, shock-resistant systems capable of operating in the harsh environments of land, sea, and air. Founded in 1998 by Mark Gunn, the company is currently led by President and CEO Michael Knowles, a veteran of the aerospace and defense industry with over 30 years of experience at Cubic Corporation, Rockwell Collins, Lockheed Martin, and Curtiss-Wright. The executive team was further strengthened in late 2024 with the appointment of CFO Daniel Gabel, who brings a deep pedigree in defense finance from CAES (Honeywell) and Raytheon (RTX), alongside CTO Jim Reardon, who oversees the firm's technical and R&D strategy. OSS is governed by a board chaired by Kenneth Potashner and includes former CEO David Raun. The company maintains a strong institutional investor base, with notable holdings from The Vanguard Group, Bard Associates, and Lynrock Lake LP, reflecting market confidence in its strategic pivot toward multi-year defense platform awards and autonomous vehicle programs.