Financial PerformanceThe company's EBITDA estimates for 2025 and 2026 have been revised upward, indicating improved expected financial performance.
Infrastructure AdvantageBitdeer Technologies is seen as having an advantage due to its outsized Texas infrastructure, which offers lower electricity prices compared to competitors.
Technology RoadmapManagement reported that early SEAL04 samples have demonstrated 6-7 J/TH power efficiency at the chip level under low-voltage, ultra-power saving mode, with mass production targeted for 1Q26 – an encouraging disclosure that underscored BTDR’s meaningful progress in its vertically integrated technology roadmap.