Energy is GDP. Especially in a future where all marginal productivity will be rooted in AI enabled infrastructure that will make EVERYTHING with a CPU, 'knowledge aware'. This team led by Asher Genoot, Michael Ho, Sean Glennan, and Victor Semah have led the way for us at @hut8corp into this future - and therefore also, all the points of connectivity to our customers for our energy and GPU's - including Anthropic , Fluidstack, and Google.. and their customers.. Here we go!
In 2025, our power-first, innovation-driven strategy delivered at scale. We signed a 15-year AI infrastructure lease at River Bend valued at $7.0 billion. We commercialized next-generation data center architecture at Vega. We launched a dedicated, publicly traded Bitcoin accumulation subsidiary and divested non-core assets to streamline our capital allocation framework. And we exited the year with an 8,500 MW development pipeline, setting the foundation for scalable, repeatable execution in 2026 and beyond.
Vera Maslova
2d
Energy really is the backbone of everything AI is about to unlock. Big moves here — exciting to see infrastructure being built at this scale to power what’s next.
River Bend's 15-year, $7B AI lease is a big signal for AI infra as a new yield asset class, especially with 8,500 MW in the pipeline and Bitcoin stacking on the side. It's a pretty good reminder data center real estate and energy flows are getting even more tightly linked to capital cycles and GDP. Appreciate you sharing the numbers behind the vision. Curious if you see appetite for shorter-duration agreements as the market matures.