Hut 8二季度AI数据中心业务加速，949MW算力租约对应266亿美元合同价值

Odaily星球日报讯 Bitcoin mining company Hut 8 (Nasdaq/Toronto Stock Exchange ticker: HUT) reported its Q2 2026 financial results. The company stated that its "power-first" strategy centered on energy infrastructure, digital infrastructure, and AI computing has made significant progress, with its AI data center business now representing 949MW of contracted IT capacity, corresponding to approximately $26.6 billion in underlying contract value. The Beacon Point campus in the United States completed the signing of a second 352MW AI data center lease agreement, with the same high investment-grade client as the first-phase tenant. The 15-year lease is expected to generate approximately $9.8 billion in underlying contract value and approximately $655 million in annual NOI, bringing the campus's cumulative underlying contract value to approximately $19.6 billion, with annual NOI of approximately $1.3 billion.

In terms of Bitcoin asset management, Hut 8 completed the refinancing of a $200 million bitcoin-collateralized credit facility, reducing the cost of debt from 9% to 7% and releasing approximately 3,300 BTC in collateral. The company stated that following the conversion of the $150 million Coatue convertible notes, there is no general recourse debt remaining at the parent company level.

Financially, Hut 8 generated revenue of $74.9 million in Q2, up approximately 81% year-over-year. Of that total, ASIC computing, AI cloud, and traditional cloud businesses contributed $72.5 million; digital infrastructure contributed $1.3 million; and power generation and management services revenue totaled $1.2 million. The company reported a net loss of $177.1 million for the quarter, compared to a net profit of $137.5 million in the same period last year, primarily driven by unrealized losses on digital assets, which amounted to approximately $138.6 million in the quarter. Adjusted EBITDA was $10.4 million, up year-over-year.

On the infrastructure development front, Hut 8's energy development pipeline now stands at approximately 8.66GW, with 1,330MW already in the construction phase, including 330MW at the River Bend campus and 1,000MW at the Beacon Point campus. The River Bend project is scheduled to deliver its first data hall in Q2 2027; Beacon Point Phase I is expected to achieve initial energization in Q1 2027, with the first data hall delivered in Q3 2027.

Additionally, Hut 8 completed $7.5 billion in investment-grade project financing during Q2, including $3.25 billion in senior secured bonds for the River Bend project and $4.25 billion in financing for Beacon Point Phase I. The company noted that the financing is non-dilutive and does not require recourse guarantees from the parent company.

Hut 8 stated that it will continue to expand its AI data center infrastructure footprint, with the goal of building a large-scale energy and computing infrastructure platform for the AI era. (PRNewswire)