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SemiAnalysis reviewed 77 GPU cloud providers, testing managed clusters rather than data-center assets or credit quality. Its findings separate mature cloud operations from companies whose AI infrastructure ambitions remain ahead…
In September 2026, Bitdeer Technologies Group reported August operating results showing a sharp rise in total hash rate under management to 84.1 EH/s and Bitcoin production to 1,310 coins compared with the prior year. A series of AI cloud expansion moves, including a 10-year agreement for the 65.1MW A202 data center in Malaysia and fully contracted GPU capacity at the A102 facility, highlights Bitdeer’s push to pair Bitcoin mining with long-duration AI infrastructure commitments. We’ll now...
Bitdeer Technologies Group (NASDAQ:BTDR) reiterated in its September 16 operating update that it had fully contracted graphics processing unit (GPU) capacity at its A102 facility in Malaysia. The facility has 9.5 megawatts of IT capacity, with long-term commitments representing more than $800 million of expected revenue. The five-year commitments were previously disclosed in an announcement […]
Strategy Inc. (NASDAQ:MSTR) saw its share price increase by 16.39 percent on Friday to close at $153.92 apiece, as investor sentiment was fueled by the rebound in cryptocurrencies, supported by the increasing adoption of token assets. The stock rallied alongside its crypto treasury and counterparts like Bitdeer Technologies, MARA Holdings, Sharplink Inc., Hyperliquid Strategies, Riot […]
The 10-year agreement lifts secured AI cloud capacity to 206.5MW, although A202 and the neighboring A201 facility do not yet have signed customer offtake commitments.
Bitdeer’s new facility in Malaysia is not expected to energize until the third quarter of 2027.
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.
Today, we break down SB Energy’s IPO plans, Google’s 396 MW PPA with geothermal energy startup Fervo, and Bitdeer moving one step closer to an AI deal with a $100M…
Bitdeer’s cash purchase secures control of a potential AI/HPC site at a lower price than KBW expected, but power rights, water access and the commercialization plan remain unclear.
The cash acquisition gives Bitdeer fee-simple control near 563 MW of interconnected capacity, but questions remain about which power and water rights came with the land.
The Malaysia offtake adds more than $800 million of expected contracted revenue as Bitdeer advances its $4.7 billion Norway lease and expands its AI Cloud pipeline.
Bitdeer Technologies Group (BTDR) is back in focus after its subsidiary Dory Creek, LLC agreed to deploy about 28 MW of Bitcoin mining equipment at Soluna’s wind-powered Project Kati 1 in South Texas. Over the past year, Bitdeer Technologies Group’s share price has been volatile. A 7 day share price return of 25.44% contrasts with a 90 day share price return that is down 27.35%, while the 1 year total shareholder return is down 12.82%. This indicates that recent momentum has picked up after a...
Soluna Holdings recently announced that its subsidiary signed a co-mining agreement with Bitdeer’s Dory Creek unit to deploy about 28 MW of Sealminer A2 Pro Air Bitcoin mining equipment, adding roughly 1.93 EH/s of hash rate at the wind-powered Project Kati 1 data center in South Texas under a shared-proceeds model. Alongside this, Bitdeer AI is working toward 350 MW of AI cloud data center capacity by early 2028, backed by contracted demand and a pipeline for AI infrastructure exceeding...
Soluna Holdings (NASDAQ: $SLNH) has signed a 28-megawatt co-mining agreement with Bitdeer Technologies Group (NASDA...
Soluna Holdings, Inc. (NASDAQ:SLNH) has signed a co-mining agreement with Dory Creek, LLC, a wholly owned subsidiary of Bitdeer Technologies Group (NASDAQ:BTDR), covering the deployment of approximately 28 MW of Bitcoin mining equipment at Soluna’s Project Kati 1 data centre in Willacy County, Texas.
Insider's $221,000 buy triples his direct stake in the crypto mining firm, signaling deep confidence.
Stanley Druckenmiller’s Duquesne Family Office entered a new 754,800-share position in Riot Platforms during the second quarter as the company expands into AI data center capacity with a major long-term agreement.
Although BTDR stock doesn’t have much trading history, what little past data that we have suggests that it could be due for a temporary bounce back.
The five-year offtake provides contracted demand before energization as Bitdeer pursues a 350MW AI cloud capacity target for early 2028.
In a major update, Stanley Druckenmiller’s Duquesne Family Office has made a notable move into publicly traded Bitcoin mining companies. It has added exposure to four major miners as the billionaire investor reshuffles his portfolio. According to the latest portfolio disclosures, Duquesne has opened positions in Bitdeer Technologies, Riot Platforms, Hut 8 and IREN. The
Bit Digital stock climbed after a $107.2 million quarterly loss, breaking from the selloff hitting rival crypto treasury firms.
The company had a busy Monday, announcing both its latest quarterly results and plans to sell more equity.
Stephen Glagola retained a Market Perform rating but applied an 8% cap rate to the Norway AI lease and projected $750 million of equity issuance through 2027.
Bitdeer Technologies Group stock has fallen sharply over the past few years, yet some valuation checks still point to pockets of potential value rather than a clear warning sign. Bitdeer Technologies Group shares are down about 35.7% over the past three years, which raises the question of whether recent weakness has pushed the stock below what its fundamentals may justify. The long term AI data center agreements and expansion plans can support higher long run cash generation if executed...
Mark Palmer argues Bitdeer’s mining cash flow and existing power infrastructure can limit the equity required to develop its contracted Tydal AI data center project.
The Buy-rated operator beat Needham’s second-quarter forecasts and secured a major Tydal lease, but limited follow-on colocation capacity and expected equity dilution weighed on its valuation.
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