#AIDataCenters

Hut 8 (HUT) price target doubled to $165 on $16.8B AI lease

1h ago

Hut 8 (HUT) price target doubled to $165 on $16.8B AI lease

The $16.8B contracted backlog reframes Hut 8 from a bitcoin miner into an AI infrastructure landlord, even if Q2 earnings stay noisy on mark-to-market BTC accounting.

TheBlock

AI data center leases now power bitcoin miner stocks, Compass Point

🔥BULLISH

5d ago

AI data center leases now power bitcoin miner stocks, Compass Point

Compass Point's framework values miners as landlords, and APLD, WULF and CIFR are trading below the rental income their signed AI contracts already lock in.

CoinDesk

AI Data Centers' Hidden Water Use Exposed by WSJ Analysis

〽️NEUTRAL

10d ago

AI Data Centers' Hidden Water Use Exposed by WSJ Analysis

Only Meta discloses both the direct water its AI data centers draw and the indirect water the power grid pumps in to feed them, leaving Microsoft, Google and Amazon with thinner numbers investors and…