Proactive Investors
17 Aug 2026, 12:49 UTC · 2h ago
HIVE Digital Technologies inks five-year, $350M GPU cloud agreement
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Proactive Investors
17 Aug 2026, 12:49 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
HIVE Digital Technologies signed a five-year GPU cloud services agreement with an investment-grade enterprise customer valued at approximately $350 million. — Securing a long-term, high-value contract with a creditworthy client provides significant revenue visibility and validates the company's pivot to AI infrastructure.
+0.80The new agreement will generate approximately $70 million in annualized revenue, bringing BUZZ HPC's total annualized revenue projection to about $180 million. — This represents a substantial increase in the company's top-line growth and scales its GPU cloud business rapidly.
+0.60The company expects to deploy 2,016 NVIDIA Blackwell Ultra GPUs in the fourth quarter of 2026, targeting daily HPC/AI revenue of $500,000. — Access to the latest NVIDIA Blackwell hardware is a competitive advantage in the high-demand AI training and inference market.
+0.50Continue reading
6 related stories
Top 2 movers · tap to explore
HIVE claims the potential to bring over 120,000 GPUs online over the next two years using its 400 MW of capacity in Canada. — This indicates a massive potential scale of operations, though it remains a projection rather than a contracted reality.
+0.40HIVE expects capital expenditures for the deployment of 2,016 NVIDIA Blackwell Ultra GPUs to total approximately $185 million. — Significant capital outlay creates a short-term cash flow burden and increases execution risk, despite the long-term revenue potential.
-0.30Which stocks this story touches
The company signed a five-year GPU cloud services agreement valued at $350 million, significantly boosting annualized revenue.
Mentioned as the provider of the Blackwell Ultra GPUs and networking infrastructure for a large-scale deployment.
Free · No account
Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.
We’ll watch
Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.
Free forever · one email a day, max · unsubscribe in one click.How it works
How the impact breaks down
Where the story's weight lands
Stocks most exposed
Modeled from each name's sensitivity to this story
No stock impact ranking available yet.
Invezz
2h ago
