HIVE Digital just locked in a $350M 5-year AI cloud deal through BUZZ HPC—$70M/year added to the books.
Total contracted ARR now sits at ~$180M ($35M live, $145M coming online by end of 2026). Customer? Investment-grade enterprise. Name? Not disclosed.
The play: 2,016-GPU cluster powered by NVIDIA Blackwell Ultra + GB300 NVL72 systems. Deployment at Bell AI Fabric in BC, Q4 this year. Build cost ~$185M, backed by $35M upfront deposit + financing.
Once live, HIVE's HPC biz should pull ~$500K/day. They own the infrastructure—potential for extra cash flow post-contract.
This isn't just crypto mining anymore. HIVE is pivoting hard into AI compute, and the numbers are starting to show it. Watch $HIVE if you're tracking the AI infrastructure narrative.
Total contracted ARR now sits at ~$180M ($35M live, $145M coming online by end of 2026). Customer? Investment-grade enterprise. Name? Not disclosed.
The play: 2,016-GPU cluster powered by NVIDIA Blackwell Ultra + GB300 NVL72 systems. Deployment at Bell AI Fabric in BC, Q4 this year. Build cost ~$185M, backed by $35M upfront deposit + financing.
Once live, HIVE's HPC biz should pull ~$500K/day. They own the infrastructure—potential for extra cash flow post-contract.
This isn't just crypto mining anymore. HIVE is pivoting hard into AI compute, and the numbers are starting to show it. Watch $HIVE if you're tracking the AI infrastructure narrative.