Cosmo 🦘

[TheStreet @TheStreet]

HIVE subsidiary BUZZ advances massive AI infrastructure project near Toronto region. https://t.co/DMuL8ANVMo

[HIVE Digital Technologies @HIVEDigitalTech]

Today's opening bell hit different.

Executive Chairman @bulldogholmes, President & CEO @aydinkilichive, and members of the executive team celebrated HIVE's graduation to the TSX Main Board at @TMXGroup Market Centre this morning.

[HIVE Digital Technologies @HIVEDigitalTech]

SPOTTED: The $HIVE executive team was at @TMXGroup's TMX Market Centre today to celebrate our uplisting to the @tsx_tsxv Main Board.

Bigger platform. Same mission.

[Frank Holmes @bulldogholmes]

Ringing the opening bell for TSE Toronto Hive is the Buzz

[Ziven @Ziven_io]

⚖️ Cantor Fitzgerald has raised the price target for $HIVE to $4.60 from $3.00, maintaining an Overweight rating.

[Bitcoin News @BitcoinNewsCom]

Everyone freaked out over Leopold Aschenbrenner's supposed billions in "semiconductor puts."

But the real signal is what he KEPT buying.

Bitcoin miners pivoting into AI infrastructure.

Rather than chips, the next bottleneck is who can deploy at scale.

[Cindy Feng @itsCindyFeng]

$HIVE projecting $3.5B capex for 320 MW GTA buildout = ~$8M USD per MW.

Hyperscalers routinely pay $10–15M/MW for greenfield AI data centers.

That’s 30–45% cheaper build cost while locking in 100k+ GPUs by H2 2027.

Market is already voting: +29% today on 5.6x volume.

⚠️Next watch: how they fund the ~3x market cap capex gap.

[Cosmo 🦘 @CosmoKangaroo]

@BoraOzkent @BoraOzkent $HIVE Digital Technologies'i analiz edebilir misiniz hocam?

[Billions777888 @Billions777888]

$HIVE HUUUUGE! The next WULF!

[Power Analysis Ltd. @power_analys1s]

🚀 @HIVEDigitalTech is launching one of Canada’s largest AI gigafactories via its subsidiary, BUZZ HPC! The massive 320 MW sovereign AI infrastructure project in the Greater Toronto Area is designed to host over 100,000 GPUs. #HIVE #BUZZHPC #AIInfrastructure #SovereignAI 🇨🇦

Read more: https://t.co/mMcGCxcGsV

[TheStreet @TheStreet]

NEWS: HIVE subsidiary BUZZ launches major AI infrastructure project in Toronto | @HIVEDigitalTech

https://t.co/eChpdaKLW3

[Simply Bitcoin @SimplyBitcoin]

HIVE’s BUZZ HPC just announced a 320 MW sovereign AI gigafactory in the Greater Toronto Area.

⚡ 100,000+ GPUs
🧠 ~$3.5B investment
🌎 One of Canada’s largest AI compute projects

Bitcoin mining infrastructure keeps evolving into AI supercomputing rails.

[CoinDesk @CoinDesk]

JUST IN: Bitcoin miner HIVE surged 35% after unveiling plans for a 320MW AI gigafactory project in Toronto expected to support over 100,000 GPUs.

[The Block @TheBlockCo]

HIVE stock rallies 35% after unveiling 320MW 'AI gigafactory' project in Toronto https://t.co/Lq7wQ0OZ9M

[Silent Trader @_aniyaab]

$HIVE
Don’t miss the next $HUT 👀
It has already risen about 15% this year, yet most people still view it as "just another Bitcoin miner."
I believe this is a stock with the potential to deliver a 10x return within three years—a rapidly emerging opportunity.
With a market cap of only ~$700 million to $1 billion (whereas $HUT exceeds $11 billion), the market clearly hasn't yet grasped the AI/HPC infrastructure transformation currently underway.
Core Strengths:
Powered entirely by hydroelectricity; its renewable energy infrastructure currently stands at ~440 MW, with a target of reaching 540 MW by the end of 2026.
Bitcoin mining capacity currently sits at 25 EH/s, with a target of 35 EH/s by 2026.
The Narrative is Quietly Shifting:
Through its "BUZZ HPC" initiative, HIVE is aggressively transforming its existing power infrastructure into AI/HPC computing clusters.
It is no longer merely a mining company; it is evolving into:
An integrated player spanning Power + GPUs + Data Centers + AI Cloud.
AI/HPC Progress:

Over 5,000 GPUs already deployed, with a target of 11,000 by the end of 2026.
Current AI Annualized Recurring Revenue (ARR) is approximately $20 million to $35 million.
Management Targets: $140 million in GPU Cloud ARR by 2027, with total HPC ARR reaching $200 million to $225 million+.

This is the core catalyst for a valuation re-rating.
The market currently values ​​the company as a cyclical miner; however, if the AI ​​transformation is executed successfully, the valuation framework will undergo a complete paradigm shift.
Recent Catalysts:

Signed a $30 million AI cloud contract.
Tier III+ AI infrastructure upgrades are currently underway.
Partnership established with Bell Canada.
Construction of a sovereign AI campus in New Brunswick (70 MW + dedicated fiber optics) is in progress.
Paraguay AI cluster is now live.
Institutional investors—such as Invesco—have initiated positions.

The Most Compelling Aspect:
Cash flow generated from Bitcoin mining can directly fund AI expansion, thereby avoiding the dilution and debt burdens faced by many other AI companies.
These are, in fact, two highly synergistic business lines:

Low-cost hydroelectric Bitcoin mining (providing stable cash flow).
High-margin AI/HPC cloud services (serving as the growth engine).

A very early-stage, small-cap investment thesis centered on the re-rating of AI infrastructure assets. The single greatest shortage in the AI ​​supercycle is power infrastructure—and HIVE already possesses the hardest part of it.
DON'T MISS $HIVE

[Blake Lewis @Buhlahkay]

HIVE Digital Technologies $HIVE announced plans to develop a 320MW AI data centre in the Greater Toronto Area through Buzz HPC, targeting more than 100,000 GPUs and operations beginning in H2 2027.

The proposed “AI gigafactory” represents a planned C$3.5B investment aimed at expanding Canada’s domestic AI infrastructure capacity.

https://t.co/aRgzC8uSI7

[Bazzi @bazzicrypto]

$340 milyon doları $2.5 milyar dolara katlayan LEOPOLD yeni portföyünü paylaştı.

Smallcap olarak $HIVE ve $SHAZ ikilisini ekledi. Bütün pozisyon eklemeleri, hisse artırımları ve çıkarmalar aşağıda.

$HIVE Kanada'da 3.5 Milyar dolarlık dev yatırım açıkladı. Eski bir bitcoin madenciliği şirketi, yapay zeka ve yüksek performanslı bilgi işlem alanlarına hızla yöneliyor. Piyasa değeri yaklaşık 581 milyon dolar. Kanada, İsveç ve Paraguay'da yeşil enerjiyle çalışan veri merkezleri işletiyor, yıllık bazda %290 hash oranı büyümesi kaydetti ve küresel Bitcoin ağının %2'sinden fazlasına sahip. Paraguay'da BUZZ adında özel olarak tasarlanmış bir yapay zeka bulut platformu başlattı ve Nisan ayında yapay zeka ve veri merkezi genişlemesi için 75 milyon dolar tutarında değiştirilebilir tahvil fonu topladı.

$SHAZ ise Avusturyalı necloud ve GPU cloud alanında faaliyet gösteriyor. Piyasa değeri yaklaşık 897 milyon dolar. Şubat 2026'da NASDAQ'da 30 dolardan halka arz edildi ve Oaktree ve Two Seas liderliğinde 125 milyon dolar topladı. İlk çeyrek verileri, toplam sözleşme değerinin 2,2 milyar doların üzerinde olduğunu ve 2026'da en az 470 milyon dolarlık bir gelir hedefi olduğunu gösterdi. 1,25 milyar dolarlık beş yıllık ESDS anlaşması ve 950 milyon dolarlık beş yıllık Asya Pasifik sözleşmesiyle desteklenen şirket, her iki anlaşmanın da 2026'nın 3. ve 4. çeyreklerinde devreye girmesini hedefliyor. Kapasite hedefi 2026 ve 2027 başları için 70 MW'tan 100 MW'a yükseltildi. GPU tedariki için 350 milyon dolarlık dönüştürülebilir tahvil fonu toplandı.

$878.7M of Bloom Energy $BE
$724.4M of Sandisk $SNDK
$556.1M of CoreWeave $CRWV
$401M of Iren Limited $IREN
$389.1M of Core Scientific $CORZ
$320M of Applied Digital $APLD
$142.2M of Riot Platforms $RIOT
$104.5M of Cleanspark $CLSK
$62.5M of Solaris $SEI
$43.9M of T1 Energy $TE
$38.8M of Bitfarms $29.8M of Bitdeer $BTDR
$26.3M of Power Solution $PSIX
$21M of Corning $GLW
$20.9M of WhiteFiber $WYFI
$20.2M of $AMD
$19.9M of Babcock and Wilcox $BW
$18.1M of SharonAI $SHAZ
$13.1M of Propetro $PUMP
$10.3M of $SMH
$8.9M of Intel $INTC
$7.6M of Taiwan Semi $TSM
$6.4M of Hive Digital $HIVE
$6.1M of $ASML
$5.9M of Micron $MU

Pozisyon kapatımları:

$COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC

[Wall Street Günlükleri @WallStDiaries]

🇨🇦 Kanada için özel bir yayın yapacağız

Değineceğimiz şirketlerden biri de HIVE Digital olacak 👇

[The Sagami Letter | Tony Sagami @anthonysagami]

🚀🚀🚀 Prepare for liftoff !!!!!

[matthew sigel, recovering CFA @matthew_sigel]

$HIVE +17%
>Announces 320MW AI factory in Greater Toronto
>Expected to become one of Canada's largest, with 100k+ GPUs at full build-out
>HIVE has acquired 25 acres for $46M+
>CAD $3.5B estimated capital investment
>Target online 2H27