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"As Bitcoin enters its next cycle and AI compute demand accelerates, our dual-engine model allows us to fund growth organically while maximizing the value of renewable energy." Frank Holmes on HIVE's December results and continued momentum into 2026 ⬇️

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HIVE Digital Technologies

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37,328 görüntüleme • 7 ay önce •via X (Twitter)

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Why do we HODL $250M+ of Bitcoin on our balance sheet? Co-Founder and Executive Chairman Frank Holmes delves into $HIVE's unique business model with The Wolf Of All Streets ⬇️
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Why do we HODL $250M+ of Bitcoin on our balance sheet? Co-Founder and Executive Chairman Frank Holmes delves into $HIVE's unique business model with The Wolf Of All Streets ⬇️

HIVE Digital Technologies

39,228 görüntüleme • 1 yıl önce

We are proud to announce our 2025 Interim Results as we accelerate our Sustainable Growth & Impact (SG&I) strategy and build momentum for the next phase of growth. These results reflect the discipline, commitment, and excellence of our people, and demonstrate how we are delivering on our purpose of Powering Better Lives in Africa and Beyond. To read more, please click here - #InterimResults2025 #Exxaro #PoweringPossibility
1:51

We are proud to announce our 2025 Interim Results as we accelerate our Sustainable Growth & Impact (SG&I) strategy and build momentum for the next phase of growth. These results reflect the discipline, commitment, and excellence of our people, and demonstrate how we are delivering on our purpose of Powering Better Lives in Africa and Beyond. To read more, please click here - #InterimResults2025 #Exxaro #PoweringPossibility

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AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX
4:25

AI compute might be turning into a whole new asset class! Cern Basher makes an interesting point: the AI buildout is getting way too expensive for tech companies to fund everything themselves. That’s where Wall Street comes in. Pension funds, insurers and big investment firms could finance the AI factories, while companies pay to use the compute they produce. Basically, finance AI infrastructure like we already finance airports, power plants and real estate. If that model takes off, it could change how Tesla, SpaceX and the rest of the AI industry fund the next massive wave of compute. $TSLA $SPCX

Herbert Ong

11,805 görüntüleme • 16 gün önce

🚨 2026 Messari Theses Podcast (3/5) In this episode, analyst Chris Davis sits down with Sami Kassab and seth bloomberg of Unsupervised Capital to unpack Crypto × AI and explore how Openτensor Foundaτion (Bittensor) is turning AI development into an open, incentive-driven competition through its subnet model. They dive into: • AI & DePIN trends • Training subnets • Investing approach • Revenue growth • Token strategy • Compute & infrastructure • What’s next
45:55

🚨 2026 Messari Theses Podcast (3/5) In this episode, analyst Chris Davis sits down with Sami Kassab and seth bloomberg of Unsupervised Capital to unpack Crypto × AI and explore how Openτensor Foundaτion (Bittensor) is turning AI development into an open, incentive-driven competition through its subnet model. They dive into: • AI & DePIN trends • Training subnets • Investing approach • Revenue growth • Token strategy • Compute & infrastructure • What’s next

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HIVE Executive Chairman: GPUs for AI Compute Earn 10x as Much per Hour as Mining Rigs Frank Holmes Frank Holmes , Executive Chairman of HIVE Digital Technologies, one of the world’s leading publicly listed Bitcoin mining companies, said during TheStreet Roundtable on July 29 that the company is accelerating the expansion of its AI computing business. HIVE expects AI’s share of revenue to rise from around 10% to more than 50% this year. Holmes said ASIC mining machines generate approximately $0.12 to $0.14 per hour, while an H100 GPU can generate close to $2 per hour. Even older GPUs can earn about $1.40 per hour, roughly 10 times as much as mining machines.
1:48

HIVE Executive Chairman: GPUs for AI Compute Earn 10x as Much per Hour as Mining Rigs Frank Holmes Frank Holmes , Executive Chairman of HIVE Digital Technologies, one of the world’s leading publicly listed Bitcoin mining companies, said during TheStreet Roundtable on July 29 that the company is accelerating the expansion of its AI computing business. HIVE expects AI’s share of revenue to rise from around 10% to more than 50% this year. Holmes said ASIC mining machines generate approximately $0.12 to $0.14 per hour, while an H100 GPU can generate close to $2 per hour. Even older GPUs can earn about $1.40 per hour, roughly 10 times as much as mining machines.

Wu Blockchain

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🤝 President Donald J. Trump and I have built a personal bond that delivers tangible results for Hungary and the United States. This trust allows us to take concrete action on energy, growth, and stability for the benefit of our nations. Grateful for his friendship and partnership in building a future of peace and prosperity.
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🤝 President Donald J. Trump and I have built a personal bond that delivers tangible results for Hungary and the United States. This trust allows us to take concrete action on energy, growth, and stability for the benefit of our nations. Grateful for his friendship and partnership in building a future of peace and prosperity.

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118,832 görüntüleme • 6 ay önce

We announced our Q3 FY’26 results, marking continued momentum in our FY’27 transformation journey. Revenue grew by 2.7% YoY and 1.5% QoQ on a reported basis, and 1.3% YoY and 1.7% QoQ on a constant currency basis, marking our fastest quarterly growth in the last three years. This performance was driven by broad-based growth across Communications, Manufacturing, Hi-Tech, Retail, and Healthcare. Operating margin expanded by ~290 bps YoY to 13.1%, underscoring the progress enabled by our improved operating disciplines and the quality of our revenue growth as we have maintained pricing discipline and enhanced our revenue mix. We closed ~USD 1.1 billion in net new deal wins during the quarter, reflecting sustained demand and disciplined execution. AI continues to be a core driver of scale, efficiency, and long-term value creation across our engagements. Press Release: Tech Mahindra #TechMahindraOnwardsAndUpwards
1:53

We announced our Q3 FY’26 results, marking continued momentum in our FY’27 transformation journey. Revenue grew by 2.7% YoY and 1.5% QoQ on a reported basis, and 1.3% YoY and 1.7% QoQ on a constant currency basis, marking our fastest quarterly growth in the last three years. This performance was driven by broad-based growth across Communications, Manufacturing, Hi-Tech, Retail, and Healthcare. Operating margin expanded by ~290 bps YoY to 13.1%, underscoring the progress enabled by our improved operating disciplines and the quality of our revenue growth as we have maintained pricing discipline and enhanced our revenue mix. We closed ~USD 1.1 billion in net new deal wins during the quarter, reflecting sustained demand and disciplined execution. AI continues to be a core driver of scale, efficiency, and long-term value creation across our engagements. Press Release: Tech Mahindra #TechMahindraOnwardsAndUpwards

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AI at scale is hitting a hard limit with energy. As AI infrastructure expands, power demand, not just compute architecture, is emerging as the gating constraint and pushing frontier builders toward vertically integrated deep tech bets spanning quantum discovery and fusion energy. Lenovo Data Center's Flynn Maloy and Jason Gibson, CEO and Co-founder of Quantum Formatics, discuss their collaboration to meet this challenge. They're betting on a dual-front strategy: leveraging quantum-driven simulation to accelerate material discovery while simultaneously pursuing fusion as the long-term energy unlock. Next-generation infrastructure requires breakthroughs not just in chips, but in the physical systems that power them.
1:09

AI at scale is hitting a hard limit with energy. As AI infrastructure expands, power demand, not just compute architecture, is emerging as the gating constraint and pushing frontier builders toward vertically integrated deep tech bets spanning quantum discovery and fusion energy. Lenovo Data Center's Flynn Maloy and Jason Gibson, CEO and Co-founder of Quantum Formatics, discuss their collaboration to meet this challenge. They're betting on a dual-front strategy: leveraging quantum-driven simulation to accelerate material discovery while simultaneously pursuing fusion as the long-term energy unlock. Next-generation infrastructure requires breakthroughs not just in chips, but in the physical systems that power them.

Six Five Media

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HIVE is architecting one of the first purpose built AI BUZZ HPC clouds in Paraguay, unlocking renewable energy at scale to fuel the next era of intelligence. BUZZ HPC President & COO Craig Tavares on launching our third global cloud region and accelerating what comes next. ⬇️
5:53

HIVE is architecting one of the first purpose built AI BUZZ HPC clouds in Paraguay, unlocking renewable energy at scale to fuel the next era of intelligence. BUZZ HPC President & COO Craig Tavares on launching our third global cloud region and accelerating what comes next. ⬇️

HIVE Digital Technologies

51,192 görüntüleme • 7 ay önce

Building the next AI trading bot? You might need some chips... In our latest podcast, Tausif Ahmed, Chief Business Development Officer at io.net sits down with Block Fuel at ETHDenver. We jump into AI agents, decentralized computing, and why democratizing access to the latest $NVDA chips is so important. While there's no shortage of noise around AI/Blockchain, chip demand is real, tangible, and growing so follow along as we cover this sector further. 00:27 Diving into AI Agents 01:22 AI Agents and Decentralized Computing 03:47 The Importance of Compute and Data for AI 05:31 Democratizing Access to Compute 07:50 The Role of Compute in AI Development 09:26 Market Dynamics and Supplier Relationships 14:22 Partnership with Injective 15:22 Future of Compute and AI
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Building the next AI trading bot? You might need some chips... In our latest podcast, Tausif Ahmed, Chief Business Development Officer at io.net sits down with Block Fuel at ETHDenver. We jump into AI agents, decentralized computing, and why democratizing access to the latest $NVDA chips is so important. While there's no shortage of noise around AI/Blockchain, chip demand is real, tangible, and growing so follow along as we cover this sector further. 00:27 Diving into AI Agents 01:22 AI Agents and Decentralized Computing 03:47 The Importance of Compute and Data for AI 05:31 Democratizing Access to Compute 07:50 The Role of Compute in AI Development 09:26 Market Dynamics and Supplier Relationships 14:22 Partnership with Injective 15:22 Future of Compute and AI

21Rates

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The momentum at NOMADAR continues to accelerate. Through the 2026 Cádiz Global Cup, Nomadar is further expanding its international sports tourism platform, bringing together global youth athletes, families, communities, and partners through a growing ecosystem that connects sports, tourism, technology, and health. See today’s announcement here: As we continue advancing our long-term vision, including the development of the JP Financial Arena project and other strategic initiatives, we remain focused on creating sustainable value for our shareholders. We would like to thank our shareholders for their continued support and confidence in our mission. More exciting updates are on the horizon as we continue executing on our growth strategy. ⚽️🌍🏟️ $NOMA #Nomadar #CadizGlobalCup #SportsTourism #SportsBusiness #Growth #ShareholderValue
1:57

The momentum at NOMADAR continues to accelerate. Through the 2026 Cádiz Global Cup, Nomadar is further expanding its international sports tourism platform, bringing together global youth athletes, families, communities, and partners through a growing ecosystem that connects sports, tourism, technology, and health. See today’s announcement here: As we continue advancing our long-term vision, including the development of the JP Financial Arena project and other strategic initiatives, we remain focused on creating sustainable value for our shareholders. We would like to thank our shareholders for their continued support and confidence in our mission. More exciting updates are on the horizon as we continue executing on our growth strategy. ⚽️🌍🏟️ $NOMA #Nomadar #CadizGlobalCup #SportsTourism #SportsBusiness #Growth #ShareholderValue

Nomadar

19,027 görüntüleme • 2 ay önce

Bengal is carving its place on the global stage. As part of our continued efforts to deepen ties with Britain, we convened an interactive session in London, exploring opportunities in automation, engineering, green manufacturing, renewable energy, and artificial intelligence. Bengal is surging ahead with a vision that is dynamic, inclusive, and future-ready. Come, witness the energy of our land, experience its boundless potential, and be a part of this remarkable journey.
0:50

Bengal is carving its place on the global stage. As part of our continued efforts to deepen ties with Britain, we convened an interactive session in London, exploring opportunities in automation, engineering, green manufacturing, renewable energy, and artificial intelligence. Bengal is surging ahead with a vision that is dynamic, inclusive, and future-ready. Come, witness the energy of our land, experience its boundless potential, and be a part of this remarkable journey.

Mamata Banerjee

55,099 görüntüleme • 1 yıl önce

$WULF began with mining #Bitcoin, but there is strategic value in diversification. We're excited to dive into AI and HPC, further solidifying our position as a leader in the digital energy space 🐺⚡️ If you're interested in learning more, join our SVP of Operations Sean Farrell in D.R. Lewis ⚡ and Twitter Spaces event, today at noon EST, for a deeper dive into TeraWulf's operations and future growth plans. (Clip below is from our SVP's podcast session on Energizing Bitcoin with @DWildcatters)
0:56

$WULF began with mining #Bitcoin, but there is strategic value in diversification. We're excited to dive into AI and HPC, further solidifying our position as a leader in the digital energy space 🐺⚡️ If you're interested in learning more, join our SVP of Operations Sean Farrell in D.R. Lewis ⚡ and Twitter Spaces event, today at noon EST, for a deeper dive into TeraWulf's operations and future growth plans. (Clip below is from our SVP's podcast session on Energizing Bitcoin with @DWildcatters)

TeraWulf

16,634 görüntüleme • 2 yıl önce

Scalable, grid-connected infrastructure is essential to meet the projected surge in AI data center demand, expected to reach 156GW globally by 2030. $IREN's Horizon 1 project unlocks up to 50MW of AI-ready capacity, built on the design foundation of our existing 650MW of powered shells at Childress to enable rapid deployment and scalability. As the need for high-density compute accelerates, Horizon 1 marks the first step in $IREN's long-term roadmap to power the next wave of AI innovation.
0:35

Scalable, grid-connected infrastructure is essential to meet the projected surge in AI data center demand, expected to reach 156GW globally by 2030. $IREN's Horizon 1 project unlocks up to 50MW of AI-ready capacity, built on the design foundation of our existing 650MW of powered shells at Childress to enable rapid deployment and scalability. As the need for high-density compute accelerates, Horizon 1 marks the first step in $IREN's long-term roadmap to power the next wave of AI innovation.

IREN

133,103 görüntüleme • 1 yıl önce

Energy was always $WULF's foundation. Now it’s the advantage. Paul Prager today on CNBC's Morning Call with Morgan Brennan, outlining our evolution into AI and HPC and how we're leveraging our scalable power platform to serve the next generation of compute workloads. Same discipline, larger opportunity set 🐺
4:03

Energy was always $WULF's foundation. Now it’s the advantage. Paul Prager today on CNBC's Morning Call with Morgan Brennan, outlining our evolution into AI and HPC and how we're leveraging our scalable power platform to serve the next generation of compute workloads. Same discipline, larger opportunity set 🐺

TeraWulf

28,015 görüntüleme • 5 ay önce

I spoke with Jordi Visser to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video
59:50

I spoke with Jordi Visser to break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure 11:45 - Korea & Japan's market collapse 13:56 - AI will destroy all public companies? 15:20 - The bull case for hyperscalers & compute scarcity 27:44 - Why bitcoin is the best hedge fund ever 29:12 - Kevin Warsh & the Fed 33:48 - Does this help Wall Street or Main Street? 36:47- Advice for a 25-year-old starting their career today 41:18 - Bitcoin & the rest of crypto industry 48:52 - Migration, digital money & the breakdown of borders 57:56 - What Jordi is covering in his next video

Anthony Pompliano 🌪

92,562 görüntüleme • 1 ay önce

What will it take to power the next phase of #AI? After more than 15 years of flat growth, US electricity demand is rising again as AI moves into real world inference, answering questions, powering applications, and embedding itself into daily life. On the latest episode of The Bid #podcast, Will Su from BlackRock’s Fundamental Equities Group joins host Oscar Pulido to explore how investments in natural gas, solar, battery storage, and nuclear power are shaping a new infrastructure cycle and what it means for utilities and capital markets. 🎧 Listen:
1:08

What will it take to power the next phase of #AI? After more than 15 years of flat growth, US electricity demand is rising again as AI moves into real world inference, answering questions, powering applications, and embedding itself into daily life. On the latest episode of The Bid #podcast, Will Su from BlackRock’s Fundamental Equities Group joins host Oscar Pulido to explore how investments in natural gas, solar, battery storage, and nuclear power are shaping a new infrastructure cycle and what it means for utilities and capital markets. 🎧 Listen:

BlackRock

14,277 görüntüleme • 6 ay önce

At LinqAI, we’ve been mission-driven since day one—building competitive, revenue-generating SaaS applications. As our product line has expanded and our customer base has grown, one thing has become clear: we have an opportunity to forge a deeper connection between our SaaS innovations and the Web3 ecosystem. As we scale our SaaS offerings, our demand for compute power continues to grow. Traditionally, paying for compute means sending value outside our ecosystem—resources spent elsewhere, never to return. But what if every compute cycle contributed to the LinqAI ecosystem itself? LinqProtocol is our answer. By transforming idle computers (PCs, laptops, servers, and in the future even phones) into a global compute network, we not only secure scalable and efficient infrastructure but also strengthen the utility of $LNQ—ensuring that every workload contributes to our own decentralized future. LinqProtocol allows for arbitrary compute which means that there are virtually no limits to what can be done on LinqProtocol. From AI Training, to Synthetic Data Generation, 3D Rendering and even hosting a Website - It's all possible on LinqProtocol. ✅ On-demand, scalable compute ✅ Transparent, fair-market pricing ✅ Trustless execution with real-time tracking ✅ Governance-based dispute resolution The future of compute isn’t just more efficient. It’s owned by those who use it. It’s decentralized. And it’s coming soon. $LNQ #LinqProtocol
1:26

At LinqAI, we’ve been mission-driven since day one—building competitive, revenue-generating SaaS applications. As our product line has expanded and our customer base has grown, one thing has become clear: we have an opportunity to forge a deeper connection between our SaaS innovations and the Web3 ecosystem. As we scale our SaaS offerings, our demand for compute power continues to grow. Traditionally, paying for compute means sending value outside our ecosystem—resources spent elsewhere, never to return. But what if every compute cycle contributed to the LinqAI ecosystem itself? LinqProtocol is our answer. By transforming idle computers (PCs, laptops, servers, and in the future even phones) into a global compute network, we not only secure scalable and efficient infrastructure but also strengthen the utility of $LNQ—ensuring that every workload contributes to our own decentralized future. LinqProtocol allows for arbitrary compute which means that there are virtually no limits to what can be done on LinqProtocol. From AI Training, to Synthetic Data Generation, 3D Rendering and even hosting a Website - It's all possible on LinqProtocol. ✅ On-demand, scalable compute ✅ Transparent, fair-market pricing ✅ Trustless execution with real-time tracking ✅ Governance-based dispute resolution The future of compute isn’t just more efficient. It’s owned by those who use it. It’s decentralized. And it’s coming soon. $LNQ #LinqProtocol

LinqAI

239,673 görüntüleme • 1 yıl önce

Tesla's Q2 may have been more important than many people realize! Cern Basher says it wasn't just about beating delivery expectations with 480,126 vehicles. Tesla also deployed 13.5 GWh of energy storage, saw strong growth in China, and continued its recovery in Europe. The biggest takeaway? For the first time in a long time, several parts of Tesla's business appear to be improving at once, vehicles, Energy, FSD, Robotaxi, and Optimus. One strong quarter doesn't guarantee the future. But if this momentum continues, it could mark the beginning of Tesla's next growth cycle. $TSLA
1:02

Tesla's Q2 may have been more important than many people realize! Cern Basher says it wasn't just about beating delivery expectations with 480,126 vehicles. Tesla also deployed 13.5 GWh of energy storage, saw strong growth in China, and continued its recovery in Europe. The biggest takeaway? For the first time in a long time, several parts of Tesla's business appear to be improving at once, vehicles, Energy, FSD, Robotaxi, and Optimus. One strong quarter doesn't guarantee the future. But if this momentum continues, it could mark the beginning of Tesla's next growth cycle. $TSLA

Herbert Ong

41,303 görüntüleme • 1 ay önce