Newsfile Corp
17 Aug 2026, 05:27 UTC · 1h ago
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HIVE signed a five-year GPU cloud services agreement with an investment-grade customer totaling $350 million in total contract value. — Securing a massive, long-term contract from a high-credit-quality customer provides significant revenue visibility and validates HIVE's pivot toward AI infrastructure.
+0.80The new contract adds approximately $70 million in annualized revenue, bringing BUZZ HPC's total annualized revenue to approximately $180 million. — This represents a substantial increase in the company's top-line growth and shifts its revenue mix toward high-growth AI compute.
+0.70HIVE will deploy 2,016 NVIDIA Blackwell Ultra GPUs in GB300 NVL72 systems, with an expected capital expenditure of approximately $185 million. — Deployment of the latest NVIDIA architecture maintains competitive technological edge, though it requires significant capital outlay.
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HIVE expects to receive an upfront deposit of $35 million (10% of TCV) to help fund the deployment and optimize capital structure. — Upfront cash reduces the immediate financing burden and improves short-term liquidity for the expansion.
+0.40Management claims the potential to bring over 120,000 GPUs online over the next 2 years using 400 MW of capacity in Canada. — While highly ambitious and forward-looking, it signals a massive potential scale-up that could exponentially increase future valuation if executed.
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Signed a five-year GPU cloud services agreement with a total contract value of $350 million, significantly increasing annualized revenue.
The agreement involves a large-scale deployment of NVIDIA's Blackwell GPUs and networking hardware, reinforcing demand for its AI infrastructure.
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