BTC Mining Scale And Paraguay Hydro PowerStrong BTC mining execution, including achievement of the company’s full-scale hash rate target ahead of schedule, combined with access to low-cost hydro power in Paraguay, bolsters profitability and dollar cash generation potential.
GPU Cloud Expansion And PartnershipsBell Canada partnership and planned deployment of additional GPUs across Toronto and Boden data centers expand GPU cloud capacity and support growth in recurring AI cloud revenue.
HPC/AI Revenue GuidanceAnalyst cites management guidance targeting $140 million in annual run-rate revenue for the HPC/AI business by the end of 2026, implying meaningful upside if enterprise AI contracts scale as expected.