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Investing.com -- UBS analyst Ryan Gravett initiated coverage of five AI data center colocation stocks with bullish ratings, citing rapid growth potential as artificial intelligence adoption accelerates and computing capacity remains constrained. The analyst noted that power access continues to be the primary limiting factor in scaling compute infrastructure.
The offer covers substantially all of Poolin’s assets, including two West Texas sites, but still requires bankruptcy-court approval.
Hut 8 (NASDAQ: $HUT) has won a bid for bankrupt crypto miner Poolin's two Texas data centre facilities.
UBS has initiated coverage on five AI data center colocation stocks with Buy ratings, citing constrained compute supply and favorable power access positioning the group for rapid growth as AI adoption accelerates. The bank started coverage of Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF),...
Earlier in September 2026, Hut 8 co-founder Marc van der Chijs warned that AI development is outpacing human control, urging stronger safeguards while highlighting risks to financial systems and critical infrastructure. At the same time, he endorsed Hut 8’s push into AI-focused data centers and reiterated his long-term support for Bitcoin, underscoring the company’s dual focus on advanced computing and digital assets. We’ll now examine how van der Chijs’ call for stronger AI safeguards and...
Recent comments from Hut 8 (HUT) co-founder Marc van der Chijs about AI safety and Bitcoin drew fresh attention to the company’s move into AI data centers and its role in high performance computing. For context, Hut 8 shares closed at US$98.74, with a 1-day share price return of 8.52% and a 30-day share price return of 22.11%, while the 90-day share price return fell 18.06% and the 1-year total shareholder return reached 160.73%. This suggests strong longer term momentum even after recent...
Applied Digital (APLD) stock has fallen about 47% over the trailing three months. The business moved the other way. Contracted lease value more than doubled between its fiscal Q3 2026 and fiscal Q4 2026 reports. The upside case here is simple, but not quick: capacity the company has already sold still has to be built, come online and start paying rent.
Former Hut 8 (NASDAQ: $HUT) Chief Executive Officer (CEO) Jaime Leverton has been appointed to lead cryptocurrency ...
Wells Fargo initiated coverage of Core Scientific, Hut 8, Cipher Mining and TeraWulf with ‘Overweight’ ratings.
Dan Loeb’s Third Point disclosed exposure to Hut 8 Corp. (NASDAQ:HUT) and Riot Platforms, Inc. (NASDAQ:RIOT) in its latest quarterly filing. The security types matter: it owned Hut 8 common shares and Riot notes, not matching equity positions in two AI infrastructure companies. Insider Monkey’s database counted 73 Hut 8 holders in Q2 2026 versus […]
Venture capitalist Bill Tai explains why AI could transform the global economy by reshaping work
The prospective loan would put project-scale federal capital behind Fluidstack, the AI cloud company supporting TeraWulf’s multibillion-dollar Lake Mariner buildout.
Hut 8 Corp. (NASDAQ:HUT) is increasingly positioning itself as an AI infrastructure company rather than simply a Bitcoin miner, opening up potentially significant new growth opportunities as demand for power and data-center capacity accelerates. The company’s strategy is shifting away from relying primarily on Bitcoin economics and toward monetizing its power portfolio and data-center infrastructure […]
Opti9 Technologies has recently expanded its presence in the Canadian cloud market by acquiring Hut 8's Canadian managed cloud business. This transaction enhances Opti9’s cloud services and geographic reach within Canada, allowing customers to access a more robust technology platform and an experienced team. The acquisition also includes a multi-year colocation agreement, enabling Opti9 to operate its cloud infrastructure at Hut 8's Canadian data centers, providing increased flexibility for...
Sam Altman just called out the AI compute buildout as heading toward unsustainable territory, and six publicly traded names are squarely in the crosshairs. Their disclosed contracts tell one story, but their debt loads and development pipelines tell another.
Hut 8 stock has delivered a very strong 1 year return, yet current valuation checks suggest the shares screen as expensive rather than a clear bargain. After a sharp run up, investors are now weighing that momentum against a low value score and an overvalued signal on market multiples. Hut 8 is up 183.1% over the past year, which puts recent share price gains well ahead of what broad valuation tools currently support. The long term AI data center agreements linked to the Beacon Point campus...
Anthropic has signed a $35 billion cloud computing agreement with Nvidia-backed Lambda, the Wall Street Journal reported, structured around Hut 8's Beacon Point data center in Texas. Hut 8 owns…
Nvidia is also reportedly holding the data-center lease
The AI infrastructure arms race just got significantly bigger
Anthropic has agreed to a $35 billion deal to buy computing power from Nvidia-backed cloud provider Lambda, the Wall Street Journal reported, citing unnamed sources. The new capacity will be sourced from a Texas data center operated by bitcoin miner Hut 8, with Nvidia holding the underlying...
The agreement connects Anthropic’s compute demand with Lambda’s GPU financing and Hut 8’s 1 GW Beacon Point campus in Texas.
Artificial intelligence (A.I.) startup Anthropic is set acquire computing power from Hut 8’s (NASDAQ: $HUT) T...
Anthropic (ANTH.PVT) has signed a $35 billion cloud deal with Lambda (LAMD.PVT), according to Wall Street Journal reporting. Lambda is backed by Nvidia (NVDA). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Senior Reporter Pras Subramanian to take a closer look at this network of AI deals — Nvidia owns the lease on the data center site, which will be built by Hut 8 — and weigh in on the circular nature of the AI landscape.
Hut 8 continues to have momentum at its back.
Nvidia would hold the lease on the Texas data center Hut 8 is developing
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