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HUT · NASDAQ · 2026-07-23

Hut 8 turns one gigawatt into contracted AI infrastructure

Signal21 Editorial Desk ·

Hut 8 signed a second 15-year lease for 352 MW at Beacon Point, carrying $9.8 billion of base-term value. The agreement doubles the tenant's contracted campus capacity to 704 MW.

Across its AI portfolio, Hut 8 now reports 949 MW of contracted IT capacity, $26.6 billion of base-term contract value and expected average annual NOI above $1.75 billion. The counterparties are investment-grade or investment-grade-backed.

The outlook is Bullish Bias short term and Strong Bullish thereafter. Construction, financing and delivery remain substantial risks, but Hut 8 has converted its power portfolio into unusually visible long-duration contracts.

What would change the view

  • Investment-grade project financing and on-time delivery would reinforce the outlook.
  • Cost overruns, delays or equity-heavy financing would weaken the Strong Bullish view.

Sources

Hut 8 dashboard: current forecast and all coverage →

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