โก ๐๐๐๐๐๐: $Bitdeer Tech(BTDR.US) Bitdeer AI Secures 65.1MW Malaysia AI Data Center Under 10-Year Agreement
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ถ๐๐ฑ๐ฒ๐ฒ๐ฟ ๐๐ secures ๐๐ฎ๐ฌ๐ฎ, a ๐ฒ๐ฑ.๐ญ๐ ๐ช Malaysia AI data center.โค A202 is secured under a ๐ญ๐ฌ-๐๐ฒ๐ฎ๐ฟ data center services agreement.โค Energization is expected in ๐ค๐ฏ ๐ฎ๐ฌ๐ฎ๐ณ.โค A202 supports ๐ก๐ฉ๐๐๐๐ ๐๐๐ฏ๐ฌ๐ฌ ๐ก๐ฉ๐๐ณ๐ฎ and ๐ฉ๐ฒ๐ฟ๐ฎ ๐ฅ๐๐ฏ๐ถ๐ป platforms.โค Johor campus capacity will reach ๐ด๐ฒ.๐ด๐ ๐ช including A201.โค Secured AI Cloud capacity now totals approximately ๐ฎ๐ฌ๐ฒ.๐ฑ๐ ๐ช globally.โค That represents approximately ๐ฑ๐ต% of Bitdeer's ๐ฏ๐ฑ๐ฌ๐ ๐ช Q1 2028 target.โค Bitdeer AI's active AI cloud pipeline now exceeds $๐ณ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค GPU deployment financing is expected to include ๐ฑ๐ฌ%+ customer prepayments.โค A102's 9.5MW commitments represent over $๐ด๐ฌ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป expected revenue.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค A202 marks Bitdeer AI's ๐น๐ฎ๐ฟ๐ด๐ฒ๐๐ Southeast Asian capacity addition yet.โค Expansion significantly advances Bitdeer's ๐ฏ๐ฑ๐ฌ๐ ๐ช AI infrastructure target.โค Existing Johor infrastructure could accelerate deployment while limiting new-site complexity.โค $๐ณ+ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป pipeline signals substantial demand for AI cloud capacity.โค NVIDIA-ready infrastructure positions Bitdeer for next-generation ๐๐ ๐ฐ๐ผ๐บ๐ฝ๐๐๐ฒ demand.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐ ๐ถ๐ฐ๐ต๐ฎ๐ฒ๐น ๐. ๐ฃ๐ผ๐๐๐ฒ๐ฟ, Chief Financial Officer:โThe signal from customers is unambiguous: demand for liquid-cooled, rack-scale AI Cloud capacity in 2027 is running well ahead of what the market can supply,โ said Michael G. Potter, Chief Financial Officer. โA102 sold out ahead of energization, A201 is in advanced negotiations, and our secured AI Cloud data center capacity now stands at approximately 206.5MW. Securing A202 is a direct response to that demand โ an incremental 65.1MW on a campus we already have contracted for.โ๐ฅ๐ฒ๐๐ฎ๐ถ๐ป๐ป๐ฎ ๐๐ถ๐ป, VP of AI Cloud:โJohor is where we can move fastest,โ said Retainna Lin, VP of AI Cloud. โA201 is already secured at the data center level and is scheduled to be ready for service in January 2027, and A202 sits on the same campus โ the same power, the same cooling, the same network. That is how we added 65.1MW without originating a new site. For our customers, it means liquid-cooled, rack-scale capacity available in Southeast Asia on a timeline that few providers in this region can offer.โ
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- H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Bitdeer Tech(BTDR.US) Bitdeer AI Secures Five-Year $๐ฐ๐ฌ๐ฌ Million AI Data Center Contract
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ถ๐๐ฑ๐ฒ๐ฒ๐ฟ ๐๐ signs five-year offtake contract worth approximately $๐ฐ๐ฌ๐ฌ ๐บ๐ถ๐น๐น๐ถ๐ผ๐ป.โค Agreement covers roughly ๐ฑ๐ฌ% of Malaysia's ๐๐ญ๐ฌ๐ฎ data center capacity.โค ๐๐ญ๐ฌ๐ฎ is a ๐ต.๐ฑ๐ ๐ช liquid-cooled AI data center.โค Facility is designed for ๐ก๐ฉ๐๐๐๐ ๐๐๐ฏ๐ฌ๐ฌ ๐ก๐ฉ๐๐ณ๐ฎ deployments.โค Contracted services and associated costs begin in ๐ค๐ญ ๐ฎ๐ฌ๐ฎ๐ณ.โค Bitdeer targets ๐ฏ๐ฑ๐ฌ๐ ๐ช of AI cloud capacity by Q1 2028.โค Active AI cloud pipeline exceeds $๐ฎ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป, representing approximately ๐ฎ๐ฐ.๐ฑ๐ ๐ช.โค Customer prepayments are expected to cover over ๐ฑ๐ฌ% of associated capital expenditure.โค Bitdeer is negotiating additional contracts for remaining ๐๐ญ๐ฌ๐ฎ and other capacity.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Five-year contract provides ๐น๐ผ๐ป๐ด-๐๐ฒ๐ฟ๐บ revenue visibility for Bitdeer's AI expansion.โค Pre-contracting capacity can reduce ๐ฐ๐ฎ๐ฝ๐ถ๐๐ฎ๐น ๐ฟ๐ถ๐๐ธ before facilities become operational.โค $๐ฎ+ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป pipeline signals substantial demand for Bitdeer's AI infrastructure.โค ๐๐๐ฏ๐ฌ๐ฌ deployment expands Bitdeer's exposure to high-performance AI cloud computing.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐ ๐ถ๐ฐ๐ต๐ฎ๐ฒ๐น ๐. ๐ฃ๐ผ๐๐๐ฒ๐ฟ, Chief Financial Officer:"Roughly half of A102 is contracted ahead of energization, on a long term offtake commitment basis, with a customer of high credit quality. Our active pipeline for AI cloud capacity now exceeds $2 billion." - H
โ๏ธ Pre-Market Earnings Recap:
$Aaon(AAON.US) $Bitdeer Tech(BTDR.US) $Ferguson Enterprises(FERG.US) $Keel Infrastructure(KEEL.US) $Monday.com(MNDY.US) $Sharplink(SBET.US) - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Bitdeer Tech(BTDR.US) Bitdeer Signs $๐ฐ.๐ณ ๐๐ถ๐น๐น๐ถ๐ผ๐ป AI Data Center Deal in Norway
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐ถ๐๐ฑ๐ฒ๐ฒ๐ฟ signs a ๐ญ๐ฒ-๐๐ฒ๐ฎ๐ฟ AI data center agreement with ๐ฉ๐ผ๐น๐๐ฎ.โค Contract represents approximately $๐ฐ.๐ณ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in base-term contracted revenue.โค Total contract value could reach $๐ด.๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป with an 8-year extension.โค Facility will deliver ๐ญ๐ฎ๐ญ ๐๐ง ๐ ๐ช powered by NVIDIA GPUs.โค End customer is a ๐น๐ฒ๐ฎ๐ฑ๐ถ๐ป๐ด ๐๐ ๐น๐ฎ๐ฏ, with ๐๐ฒ๐น๐น ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ถ๐ฒ๐ as technology provider.โค Credit support includes approximately $๐ญ.๐ฏ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in Letters of Credit.โค AI data center will operate on ๐ญ๐ฌ๐ฌ% ๐ฟ๐ฒ๐ป๐ฒ๐๐ฎ๐ฏ๐น๐ฒ ๐ฒ๐ป๐ฒ๐ฟ๐ด๐ with a ๐ฃ๐จ๐ ๐ผ๐ณ ๐ฎ๐ฝ๐ฝ๐ฟ๐ผ๐ ๐ถ๐บ๐ฎ๐๐ฒ๐น๐ ๐ญ.๐ญ.โค Phase 1 is targeted for ๐๐ฒ๐ฐ๐ฒ๐บ๐ฏ๐ฒ๐ฟ ๐ฏ๐ญ, ๐ฎ๐ฌ๐ฎ๐ฒ and Phase 2 for ๐ ๐ฎ๐ฟ๐ฐ๐ต ๐ฏ๐ญ, ๐ฎ๐ฌ๐ฎ๐ณ.โค Bitdeer retains ๐ญ๐ฌ๐ฌ% ownership of the Tydal campus.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Secures long-term, multi-billion-dollar recurring revenue for ๐๐ถ๐๐ฑ๐ฒ๐ฒ๐ฟ.โค Expands NVIDIA GPU infrastructure for large-scale AI training and inference.โค Strengthens Europe's position in sovereign AI infrastructure development.โค Highlights continued enterprise investment in AI data center capacity.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ฎ๐ฎ๐ธ๐ผ๐ป ๐๐ฟ๐๐ต๐ป๐ถ, Chairman, Tydal Data Center AS:โTydal Data Center combines one of Norway's strongest energy locations - with dual grid connectivity and renewable local hydropower, with the world's most advanced AI infrastructure. We are thrilled to join forces with Volta in building a new generation of high-performance AI infrastructure, delivering leading-edge energy efficiency while creating opportunities for energy reuse and a circular economy. Our ambition is to establish Norway as a leading destination for sustainable AI computing by combining world-class technology with local expertise and renewable energy.โ๐ ๐ถ๐ฐ๐ต๐ฎ๐ฒ๐น ๐. ๐ฃ๐ผ๐๐๐ฒ๐ฟ, Chief Financial Officer, Bitdeer Technologies:โThis agreement is a key milestone in Bitdeerโs evolution as a global AI infrastructure platform. Bitdeer is delighted to be partnering with Volta, Dell Technologies, NVIDIA, J.P. Morgan, and their partners to provide one of the largest AI data centers in Norway. This project will incorporate leading-edge NVIDIA GPU technology and frontier models from a leading AI lab into a data center that is powered exclusively through highly reliable, carbon-free energy sources. Bitdeer has been present in Norway since 2018 and is very proud to be leading the effort to bring AI data centers at scale to Norway and Europe.โ๐ฅ๐ถ๐ฐ๐ฎ๐ฟ๐ฑ ๐๐ผ๐ฎ๐ฑ๐ฎ, Co-Founder and CEO, Volta:โCompute is becoming the defining infrastructure asset class of our generation. This partnership demonstrates what is possible when institutional infrastructure capital is combined with world-class physical infrastructure and leading AI technology. By combining Bitdeer's exceptional data centre platform with Volta's capital formation capabilities, compute platform and relationships across the AI ecosystem, we are creating one of Europe's largest AI factories. Together, we are helping establish Norway as a global hub for AI infrastructure and accelerating our ambition to build The Utility of Computeโข." - H
๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Anthropic Reportedly Signs $๐ญ๐ฌ ๐๐ถ๐น๐น๐ถ๐ผ๐ป Compute Deal With Volta Infra - Bloomberg - $NVIDIA(NVDA.US) $IREN(IREN.US) $Cipher Digital(CIFR.US) $Coreweave(CRWV.US) $Nebius(NBIS.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐น๐ผ๐ผ๐บ๐ฏ๐ฒ๐ฟ๐ด reports Anthropic signed a $๐ญ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป compute capacity agreement.โค Report cites people familiar with the matter.โค Deal is reportedly with ๐ฉ๐ผ๐น๐๐ฎ ๐๐ป๐ณ๐ฟ๐ฎ ๐๐ผ๐น๐ฑ๐ถ๐ป๐ด๐.โค Volta is a cloud infrastructure startup backed by ๐ก๐ฉ๐๐๐๐.โค Volta confirmed securing a $๐ญ๐ฌ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป deal with an unnamed AI lab.โค Volta did not publicly identify the customer.โค Facility will be developed with ๐๐ถ๐๐ฑ๐ฒ๐ฒ๐ฟ ๐ง๐ฒ๐ฐ๐ต๐ป๐ผ๐น๐ผ๐ด๐ถ๐ฒ๐.โค Data center will be located in ๐ก๐ผ๐ฟ๐๐ฎ๐.โค Bloomberg says people familiar with the matter identified the unnamed AI lab as Anthropic.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Signals continued multibillion-dollar investment in AI infrastructure and compute capacity.โค Highlights rising demand for dedicated AI data centers from leading AI developers.โค Supports long-term demand for NVIDIA-powered AI infrastructure.โค Underscores growing partnerships between AI labs and specialized cloud providers. - H
๐ข ๐๐๐๐ ๐๐: $Bitdeer Tech(BTDR.US) Bitdeer Signs AI Data Center Colocation Lease Agreement in Norway
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ข๐ญ๐๐๐๐ซ signed a colocation lease agreement for an ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ in Tydal, Norway.โค Agreement was signed through wholly owned subsidiary ๐๐ฒ๐๐๐ฅ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ ๐๐.โค Lease remains ๐ฌ๐ฎ๐๐ฃ๐๐๐ญ ๐ญ๐จ ๐๐จ๐ง๐๐ข๐ญ๐ข๐จ๐ง๐ฌ and has not yet become effective.โค Conditions include completion of ๐๐ฎ๐ฌ๐ญ๐จ๐ฆ๐๐ซ and ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ข๐๐ซ arrangements by the counterparty.โค Bitdeer expects to disclose ๐๐จ๐ฆ๐ฆ๐๐ซ๐๐ข๐๐ฅ ๐ญ๐๐ซ๐ฆ๐ฌ and business impact within one month if effective.โค The company said there is ๐ง๐จ ๐๐ฌ๐ฌ๐ฎ๐ซ๐๐ง๐๐ the lease conditions will be satisfied.โค Bitdeer currently operates data centers across the ๐.๐., Norway, Bhutan, and Ethiopia.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands Bitdeer's footprint in the growing ๐๐ ๐ข๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐ market.โค Commercial terms could provide insight into Bitdeer's ๐๐ ๐ซ๐๐ฏ๐๐ง๐ฎ๐ strategy.โค Lease effectiveness remains a key ๐ง๐๐๐ซ-๐ญ๐๐ซ๐ฆ catalyst for investors.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Signing this agreement marks an exceptional step in Bitdeer's execution of its global AI infrastructure strategy. We look forward to sharing comprehensive details of this transaction, including terms and strategic context, once the Lease has become effective." โ ๐๐๐ซ๐ข๐ฌ ๐๐๐ฌ๐ข๐ญ, Chief Strategy Officer of Bitdeer. - H
$Bitdeer Tech(BTDR.US) | ๐๐ข๐ญ๐๐๐๐ซ: KBW reiterates ๐๐๐ซ๐ค๐๐ญ ๐๐๐ซ๐๐จ๐ซ๐ฆ, maintains ๐๐ ๐๐ญ $๐๐.๐๐
Analyst sees AI cloud mix improving near-term outlook, but flags inventory, dilution, and financing risks. - X
Leopold Aschenbrenner's positions are finally out โ the latest equity holdings of the Situational Awareness Fund:
$878.7M โ Bloom Energy $Bloom Energy(BE.US)
$724.4M โ SanDisk $Sandisk(SNDK.US)
$556.1M โ CoreWeave $Coreweave(CRWV.US)
$401M โ Iren Limited $IREN(IREN.US)
$389.1M โ Core Scientific $Core Scientific, Inc.(CORZ.US)
$320M โ Applied Digital $Applied Digital(APLD.US)
$142.2M โ Riot Platforms $Riot Platforms(RIOT.US)
$104.5M โ CleanSpark $CleanSpark(CLSK.US)
$62.5M โ Solaris $Solaris Energy Infrastructure(SEI.US)
$43.9M โ T1 Energy $T1 Energy(TE.US)
$38.8M โ Bitfarms
$29.8M โ Bitdeer $Bitdeer Tech(BTDR.US)
$26.3M โ Power Solutions $Power Solutions(PSIX.US)
$21M โ Corning $Corning(GLW.US)
$20.9M โ WhiteFiber $Whitefiber(WYFI.US)
$20.2M โ $AMD(AMD.US)
$19.9M โ Babcock and Wilcox $Babcock & Wilcox(BW.US)
$18.1M โ SharonAI $SharonAI(SHAZ.US)
$13.1M โ ProPetro $ProPetro(PUMP.US)
$10.3M โ $VanEck Semiconductor ETF(SMH.US)
$8.9M โ Intel $Intel(INTC.US)
$7.6M โ Taiwan Semi $Taiwan Semiconductor(TSM.US)
$6.4M โ Hive Digital $HIVE Digital Tech(HIVE.US)
$6.1M โ $ASML(ASML.US)
$5.9M โ Micron $Micron Tech(MU.US)
1. The most notable change is the substantial new/increased positions in Bitcoin mining stocks and power infrastructure stocks, including CLSK CleanSpark ($104.5M), TE T1 Energy ($43.9M), PSIX Power Solutions ($26.3M), BW Babcock & Wilcox ($19.9M), SHAZ SharonAI ($18.1M), PUMP ProPetro ($13.1M), as well as Bitfarms ($38.8M) and BTDR Bitdeer ($29.8M).
2. New or significantly increased positions were established in a number of smaller semiconductor-related holdings: AMD ($20.2M), TSM Taiwan Semi ($7.6M), ASML ($6.1M), MU Micron ($5.9M), the Semiconductor ETF SMH ($10.3M), and INTC Intel ($8.9M).
This suggests the fund is taking a more refined approach to specific segments of the AI supply chain โ such as advanced-node manufacturing, memory, and equipment. Whereas the fund may previously have held a cautious or hedged stance on semiconductors as a whole, this quarter it has shifted to a partially bullish view on select names. This looks more like a risk rebalancing move than a major directional change.
3. The portfolio is pivoting toward a more focused combination of miners + energy + data centers.
- H
$Bitdeer Tech(BTDR.US) | ๐๐ข๐ญ๐๐๐๐ซ: Benchmark reiterates ๐๐ฎ๐ฒ, maintains ๐๐ ๐๐ญ $๐๐
Analyst sees Bitdeer evolving beyond bitcoin mining into a diversified AI and compute infrastructure platform. - B
Prenetics / ๆถๆณฐ ๆฐ้ปๆ ธๅฎ๏ผ
News verificationย $XTALPI(02228.HK)ย The news you mentioned is basically accurate. I have cross-verified it through multiple reliable sources (such as the company's official press releases, Yahoo Finance, CoinDesk, and Business Insider). Below are the key confirmations and minor adjustments (based on the announcement on October 27, 2025): Financing details: Prenetics $Prenetics Global(PRE.US) indeed announced the completion of an oversubscribed equity financing round on October 27...
