Hut 8: The AI Infrastructure Story Enters The Execution Phase

Hut 8 Corp. is upgraded to buy as contracted AI infrastructure capacity reaches ~949 MW, with ~$1.75 billion expected annual NOI under long-term leases. Securing ~$7.5 billion in non-recourse, project-level debt significantly de-risks financing and shields the parent balance sheet from project-specific liabilities. HUT's valuation now reflects successful execution of current capacity; future rerating hinges on energization milestones and additional lease signings.

Seeking Alpha • Jul 23, 2026

Texas Power Play: Hut 8 Sparks a $9.8B AI Infrastructure Deal

Hut 8 TodayHUTHut 8$108.98 +8.05 (+7.98%) As of 07/21/2026 04:00 PM Eastern52-Week Range$18.68▼$140.80Price Target$121.26Add to WatchlistWhen artificial intelligence (AI) models scale, they require an astonishing amount of electricity. Silicon Valley can design the fastest chips in the world, but without the physical power grid to turn them on, those chips are completely sidelined.

MarketBeat • Jul 22, 2026

Hut 8 CEO Asher Genoot: Power is the key resource allowing AI data centers to thrive

Asher Genoot, Hut 8 CEO, joins 'Power Lunch' to discuss the company's latest hyperscaler deal, the impact to lower power grids and much more.

CNBC Television • Jul 21, 2026

Coinbase Surges 11%, Strategy and Hut 8 Gain 5% as Crypto Catalysts Stack Up

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24/7 Wall Street • Jul 21, 2026

Hut 8 signs $9.8 billion AI data center lease, fully commercializes Texas campus

Hut 8 , a crypto-mining turned AI data center company, said on Monday it has signed a second ​15-year lease worth $9.8 billion with an existing investment-grade customer, fully commercializing ‌its 1-gigawatt Beacon Point campus in Texas.

Reuters • Jul 20, 2026

Hut 8 Jumps 10% on $9.8B AI Data Center Lease; MARA, Riot Platforms Rally in Sympathy

Shares of Hut 8 (NASDAQ:HUT) are surging in Monday morning trading, with the stock up 10% to $100.58 after the energy infrastructure operator announced a second hyperscale AI data center lease that fully commercializes its flagship Texas campus.

24/7 Wall Street • Jul 20, 2026

Hut 8 shares rise as company secures $9.8B AI data center lease at Beacon Point campus

Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF) shares climbed nearly 12% on Monday after the company announced a second long-term lease agreement for its Beacon Point AI data center campus in Texas, fully commercializing the 1-gigawatt facility and increasing its contracted data center portfolio. The company announced a 15-year lease agreement covering 352 megawatts (MW) of IT capacity with the same high-investment-grade tenant that signed the first phase lease at the campus.

Proactive Investors • Jul 20, 2026

Stock Market Today, July 20: Hut 8 Surges 10% as Geopolitical Tensions Weigh on Broader Market

The S&P 500 (^GSPC 0.19%) slipped 0.19% to 7,443, the Nasdaq Composite (^IXIC 0.05%) edged 0.05% lower to 25,508, and the Dow Jones Industrial Average (^DJI 0.59%) lost 0.59% to 51,839 as an early-session semiconductor rally lost steam amid mounting geopolitical concerns.

The Motley Fool • Jul 20, 2026

IREN Lifts AI Cloud Revenue Target; Hut 8 Lands $9.8 Billion Deal

IREN lifts cloud revenue forecast, as it upgrades contracts with AI leaders. Hut 8 lands a new $9.8 billion deal, with room to grow.

Investors Business Daily • Jul 20, 2026

Hut 8 Stock Rises After Signing Second Lease That Fully Commercializes Beacon Point Campus

Hut 8 Corp. (NASDAQ:HUT) shares are trading higher Monday after the company announced it has fully commercialized its 1-gigawatt Beacon Point AI data center campus through a second 352-megawatt IT lease, bringing the campus-level base-term contract value to $19.6 billion.

Benzinga • Jul 20, 2026