Core Insights - HIVE Digital Technologies has achieved a significant milestone by exceeding 12 Exahash per second (EH/s) in Bitcoin mining hashrate, doubling from 6 EH/s at the beginning of 2025, and has reached an annualized run rate revenue of $250 million [2][8] Company Performance - The company is rapidly expanding its operations in Yguazú, Paraguay, where it is constructing three hydro-powered data center campuses aimed at establishing the region as a hub for Bitcoin innovation and renewable infrastructure [3][9] - HIVE's Phase 2 expansion is progressing well, with 1 EH/s of next-generation Bitmain S21+ Hydro ASIC miners currently operational, and full deployment expected to reach 6.5 EH/s by late August 2025 [4][8] - The company anticipates achieving 18 EH/s by the end of summer 2025 and 25 EH/s by American Thanksgiving 2025 [4] Financial Metrics - As of the latest report, HIVE is mining over 6 Bitcoin (BTC) daily across its global operations, with a mining margin of approximately 55% [8] - Once the company reaches 18 EH/s, it expects to generate approximately $400 million in annual run rate revenue, with an anticipated fleet efficiency of 18.5 J/TH and mining margins approaching 60% after accounting for electrical costs [8] Industry Impact - HIVE's development in Paraguay is being recognized as a model for infrastructure execution, balancing rapid deployment with significant community impact, including job creation and regional infrastructure enhancement [9][11] - The company's efforts are not only focused on data center construction but also on delivering social benefits, such as improving local infrastructure and educational facilities [11]

Key Takeaways Energy Fuels has gained 36% in 3 months, outperforming its industry but lagging peers LEU and CCJ. Production at Pinyon Plain was 638,700 pounds in Q2, with ore grades making it a standout U.S. uranium site. UUUU is projected to post a 2025 loss and trades higher than the industry at a 12.11X forward P/S ratio.Energy Fuels (UUUU) has gained 36% in the past three months against the non-ferrous mining industry’s 29.6% fall. The Zacks Basic Materials sector has gained 9.8%, while the S&P 500 ha ...

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Asia Power Equipment & China Utilities Global marketing feedback and investors' positioning We received divergent investor views on the Asia power equipment/China utilities space during our recent global marketing (US, EU). While investors are generally bullish on the sector amid continued strength in power equipment demand and receding trade concerns, some investors were surprised by the recent rally in Korean names (~30% in 1M on average, vs KOSPI +20%) and they think their valuations are no longer cheap. ...

Nvidia (NVDA 4.26%) doesn't disclose its exact customer list. However, the company is the leading supplier of data center chips for artificial intelligence (AI) workloads, and we know Amazon (AMZN -0.43%), Microsoft (MSFT 0.44%), Alphabet (GOOG 2.42%) (GOOGL 2.40%), Meta Platforms, and Oracle are some of the biggest buyers of that hardware based on their public filings.Those data center chips are called graphics processing units (GPUs), and you won't believe the eye-popping amount of money their customers a ...

former energy secretary, former governor of Texas and newly served executive chair of Nano Nuclear as well, the hottest IPO in the United States in 2024. That, of course, Mr. . Rick Perry.Secretary Perry, governor Perry, thank you very much for joining us. I'll get to nano Nuclear in just one second. What do you think is going to be the ultimate outcome in the Israel-iran situation.>> Well, trying to put your finger on this one at this particular point in time may be a bit of a hat trick, but certainly the ...

Core Insights - IREN Limited reported record monthly revenue and hardware profit for May 2025, driven by increased Bitcoin prices and a rise in average operating hashrate [5][6][11] - The company is on track to achieve a hashrate of 50 EH/s by June 30, 2025, with ongoing customer engagement and financing workstreams [5][11] - AI Cloud Services revenue is continuing to scale, with the Horizon 1 AI Data Center project on schedule for delivery in Q4 2025 [5][7] Bitcoin Mining Performance - Average operating hashrate increased to 38.4 EH/s in May from 36.6 EH/s in April and 30.3 EH/s in March [4] - Bitcoin mined reached 627 BTC in May, up from 579 BTC in April and 533 BTC in March [4] - Revenue per Bitcoin increased to $103,345 in May from $86,522 in April [4] - Total revenue from Bitcoin mining was $64.7 million in May, compared to $50.1 million in April [4] - Electricity costs per Bitcoin rose to $27,033 in May from $24,381 in April [4] - Hardware profit for Bitcoin mining was $47.8 million in May, with a profit margin of 74% [4][11] AI Cloud Services - Revenue from AI Cloud Services was $2.2 million in May, up from $2.0 million in April [4] - Hardware profit margin for AI Cloud Services remained high at 98% in May [4] - The GPU fleet is nearing full utilization, supporting training and inference workloads, generating an annualized run-rate revenue of $28 million [11] Project Updates - The Childress project is progressing, with Phase 5 (150MW) energization expected in the coming weeks [10][14] - The Horizon 1 AI Data Center is on track for Q4 2025 delivery, with equipment arriving as planned [7][14] - The company is transitioning to US domestic issuer status starting July 1, 2025 [5]

Our need for energy in the country is only growing. According to forecasts by IHS Outlook and McKinsey, U.S. power demand will surge 55% by 2040, fueled by AI data centers, the onshoring of manufacturing, and the electrification of everything, including transportation. This forecast bodes well for energy companies. As a leader in the sector, NextEra Energy (NEE 1.25%) is in a strong position to capitalize on the country's growing demand for electricity. That's one of the reasons why I wouldn't hesitate to b ...

Core Viewpoint - Navitas Semiconductor's GaN and SiC technologies have been selected to support NVIDIA's next-generation 800 V HVDC data center power infrastructure, which is designed to enhance power delivery for AI workloads and support 1 MW IT racks and beyond [1][15]. Group 1: Technology Collaboration - The collaboration between Navitas and NVIDIA focuses on the 800 V HVDC architecture, which aims to provide high-efficiency and scalable power delivery for AI workloads, improving reliability and reducing infrastructure complexity [2][4]. - Navitas' GaNFast™ and GeneSiC™ technologies will enable the powering of NVIDIA's GPUs, such as the Rubin Ultra, directly from the 800 V HVDC system [1][6]. Group 2: Advantages of 800 V HVDC - The existing data center architecture, which uses traditional 54 V in-rack power distribution, is limited to a few hundred kilowatts and faces physical limitations as power demand increases [3]. - The 800 V HVDC system allows for a reduction in copper wire thickness by up to 45%, significantly decreasing the amount of copper needed to power a 1 MW rack, which is crucial for meeting the gigawatt power demands of modern AI data centers [5][6]. - This architecture eliminates the need for additional AC-DC converters, directly powering IT racks and enhancing overall system efficiency [6][13]. Group 3: Performance and Efficiency - NVIDIA's 800 V HVDC architecture is expected to improve end-to-end power efficiency by up to 5%, reduce maintenance costs by 70% due to fewer power supply unit (PSU) failures, and lower cooling costs by connecting HVDC directly to IT and compute racks [13]. - Navitas has introduced several high-efficiency power supply units (PSUs), including a 12 kW PSU that meets 98% efficiency, showcasing the company's commitment to innovation in power delivery for AI data centers [12]. Group 4: Company Background - Navitas Semiconductor, founded in 2014, specializes in next-generation power semiconductors, focusing on GaN and SiC technologies for various markets, including AI data centers and electric vehicles [17]. - The company holds over 300 patents and is recognized for its commitment to sustainability, being the first semiconductor company to achieve CarbonNeutral® certification [17].

Core Insights - REV Exploration Corp. is expanding its focus on Natural Hydrogen in Western Canada, particularly in Alberta, positioning itself as a first-mover in this sector [1][3] Industry Overview - Under Premier Danielle Smith's leadership, Alberta is developing a robust hydrogen sector, with the potential to become a "next trillion dollar industry" [2] - The Alberta Hydrogen Roadmap aims for over $30 billion in capital investments by 2030 to establish the province as a global supplier of clean hydrogen [6] Company Developments - REV Exploration has secured a significant land package with permits for Natural Hydrogen exploration in Saskatchewan, while also targeting opportunities in Alberta due to its advanced hydrogen economy [3][4] - The company is also advancing its gold properties in Northern Quebec's Chibougamau Gold Camp, indicating a diversified exploration strategy [6] Natural Hydrogen Potential - Alberta is already a leader in blue hydrogen production, and the exploration of naturally occurring hydrogen presents a complementary opportunity [4] - The geological features of Alberta, including a Precambrian basement rich in iron and uranium-bearing rocks, are conducive to Natural Hydrogen generation [5]