BBX: Hut 8 AI parki jami 16.8 billions dollarlik shartnoma daromadiga ega, Core Scientific barqaror ishlamoqda, lekin bozorga yangi shartnomalar kerak

BBX xabarlari, Hut 8 1-chorak daromadi $71 million (+226%), Beacon Point uchun $9.8 billionlik AI ijarasi e’lon qilindi, ikkala kampus bo‘yicha jami $16.8 billion, River Bend $3.25 billion moliyalashtirish amalga oshdi, savdo ochilishidan oldin +30%; Core Scientific 1-chorak daromadi $115.2 million (+45%), xosting bo‘yicha $77.5 million (+800%), aksiyalar daromadi qurilish davridagi xarajatlarning kutilganidan past bo‘lishi tufayli kutilganidan past, yangi shartnoma e’lon qilinmadi, aksiyalar narxi -9%. Asosiy jihatlar: ——Hut 8 (NASDAQ: HUT): 1-chorak daromadi $71 million (+226%), Compute yalpi foyda marjasi 64%; Beacon Point $9.8 billion/15 yil (NVIDIA spetsifikatsiyasi), ikki kampus bo‘yicha umumiy qiymat $16.8 billion; River Bend $3.25 billion moliyalashtirish yakuniga yetdi; 3,300 dona BTC garovi bo‘shatildi; ochilishdan oldin narx +30%. ——Core Scientific (NASDAQ: CORZ): 1-chorak daromadi $115.2 million (+45%), xosting $77.5 million (+800%); aksiyalar daromadi -$1.06 (kutilgan -$0.06, qurilish davri xarajatlari sabab), CoreWeave 590 MW reja bo‘yicha rivojlanmoqda; yangi shartnoma yo‘q; aksiyalar narxi -9%. Manba: bbx.com