🧠 Az IREN előtt a legnagyobb AI-finanszírozási rés a bányászok között A tőzsdén jegyzett bitcoinbányászoknak nagyjából 50 milliárd dollár friss tőkére lehet szükségük ahhoz, hogy energia-infrastruktúrájukat AI-ra felkészített adatközpontokká alakítsák. A legnagyobb becsült finanszírozási hiány az IREN-nél van 21,1 milliárd dollárral, utána a Riot Platforms 7,2, a HIVE Digital pedig 4,6 milliárddal következik. A háttérben az áll, hogy a bányászat jövedelmezősége gyengült, miközben az AI-adatközpontok magasabb megtérülést ígérhetnek. #kriptovaluta #cryptofalka #IREN #BitcoinBanyaszat #AIAdatkozpont #RiotPlatforms

[HYPERLIQUID TV] Bitdeer, CleanSpark, BitFuFu, and Canaan collectively mined 1,859 BTC in May, with AI infrastructure buildouts diverting capital and power capacity away from hashrate growth and pushing miners toward diverging treasury and revenue models.

[HYPERLIQUID TV] IREN, a public Bitcoin miner, faces a projected $21.1 billion AI infrastructure funding gap, underscoring the capital-intensive nature of converting mining sites into data centers and potentially forcing miners to extend sales of Bitcoin reserves.

.@HIVEDigitalTech @BUZZHPC has executed a three-year GPU cloud contract with a total contract value of approximately USD $220 million. Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH ✅ $HIVE has procured $NVDA AI infrastructure powered by 2,304 NVIDIA Grace Blackwell GPUs as a part of NVIDIA GB200 NVL72 rack-scale systems interconnected with NVIDIA Quantum InfiniBand scale-out networking, built to NVIDIA reference architecture standards and utilizing advanced liquid cooling.

🚨 @HIVEDigitalTech Signs $220M AI Cloud Deal with Cohere Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH Cohere is a leading enterprise-focused AI platform valued at approximately $20 billion. Cohere builds custom, secure, and private Large Language Models tailored specifically for enterprises, businesses and governments. 🏆 Financial & Strategic Backers Cohere has raised roughly $1.5 billion, with major backing from major tech giants and venture firms: •Strategic Backers: Nvidia, Salesforce Ventures, and Oracle. •Venture Capital: Backed by firms including Inovia Capital and Radical Ventures. •Leadership: Founded by former Google researchers, notably Aidan Gomez, a co-author of the seminal 2017 research paper that created the foundational AI transformer architecture. ✅ Major Customers & Partners Cohere's AI serves large enterprises and highly regulated industries where privacy is paramount. Some of their largest and most prominent users include: •Technology & Cloud: Salesforce, Dell Technologies, and Oracle, which uses Cohere to power over 100 generative AI features. •Enterprise & Finance: SAP, Royal Bank of Canada, and Fujitsu. •Defense & Aerospace: Saab, Hanwha Ocean, and Aston Martin F1 rely on Cohere for advanced, highly secure deployments.

📊Venture Global Inc: Venture Global said it has expanded on its agreements with Germany's EnBW by signing another deal to supply about 0.82 million metric tons per annum of liquefied natural gas for around five years from 2026.

.@HIVEDigitalTech : $HIVE +15% 📈 Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH Cc: @matthew_sigel 🙏 ✅ Closed $220M AI contract with Bell Canada for Cohere. ✅ 3-years, 2,304 GB200s ✅ Funding using proceeds from April's $115M convertible. ✅ Expected to go live in late '26 or early '27, adding $70M ARR to current . ✅ Implies $3.62 per hour

🚨 @HIVEDigitalTech Closes USD $220 Million Sovereign AI GPU Contract with Bell AI Fabric for Cohere Inc Cc: $SPCX $NBIS $CRWV $IREN $CIFR $KEEL $SLNH ✍️ Release: HIVE Digital Technologies today announced a landmark sovereign AI infrastructure deal involving Bell Canada and Cohere Inc., marking a significant milestone in Canada’s AI infrastructure ecosystem. ✅ The collaboration brings together Bell AI Fabric’s national data centre and connectivity platform, Cohere’s security-first enterprise-grade AI solutions and large language model capabilities, and BUZZ HPC’s NVIDIA-accelerated GPU cloud and AI factory expertise into a single, integrated Canadian AI stack. Together, the companies are delivering full-stack, production-grade sovereign AI infrastructure built in Canada, for Canadian enterprise and government customers. ✅ HIVE @BUZZHPC has executed a three-year GPU cloud contract with a total contract value of approximately USD $220 million. Through BUZZ HPC, HIVE has procured NVIDIA AI infrastructure powered by 2,304 NVIDIA Grace Blackwell GPUs as a part of NVIDIA GB200 NVL72 rack-scale systems interconnected with NVIDIA Quantum InfiniBand scale-out networking, built to NVIDIA reference architecture standards and utilizing advanced liquid cooling. ✅ HIVE BUZZ HPC will deploy its sovereign AI cloud and GPU cluster infrastructure at Bell’s purpose-built facility in Merritt, British Columbia. The deployment will provide the high-performance compute layer on which Cohere will operate its foundation models and enterprise AI solutions for government and corporate customers across Canada. HIVE BUZZ HPC’s AI factories are powered by renewable energy and designed for ultra-low power usage effectiveness (PUE), bringing industrial-scale GPU capacity to one of Canada’s most strategically important AI deployments. ✅ 🇨🇦 Canada’s federal AI strategy has a clear mandate: invest in Canadian technology sovereignty and keep Canadian data secure under Canadian control. This partnership directly supports that mandate by combining Canadian connectivity, Canadian compute infrastructure, and Canadian AI models into a secure national platform. ✅ HIVE is funding the purchase of the NVIDIA Grace Blackwell rack-scale systems using a portion of the proceeds from its recent USD $115 million convertible note financing completed in April 2026. Hypertec, a Canadian 42-year OEM veteran in high-performance computing is delivering a bespoke GPU server solution, from hardware procurement and system integration through to installation, commissioning, and OEM support. ✅ The partnership further strengthens BUZZ’s position as a leading sovereign AI cloud provider in the Canadian market, alongside Bell AI Fabric’s role as the connective tissue of Canada’s sovereign AI ecosystem. Together, the platform integrates connectivity, data centres, compute, professional services, and cybersecurity into a unified national AI infrastructure platform. For enterprise and government customers, the combined stack provides enhanced control over compute sovereignty, model security, performance, and operational governance. The compute infrastructure will remain entirely within Canadian borders and operate under Canadian standards.