BITDEER TECH.G.DL-,000001 Aktie

Bitdeer has signed a 16‑year lease worth $4.7 billion (with an eight‑year extension option up to $8.0 billion) for a 121 IT‑MW AI data center in Tydal, Norway; the tenant is a Volta subsidiary and about $1.3 billion of credit support is to be provided via letters of credit. The AI Cloud reported an ARR of roughly $76 million as of July 31 with 4,248 GPUs (95% utilization) and a 141.4 MW pipeline across six data centers; the A102 facility in Malaysia is fully contracted and negotiations for A201 are underway. Bitcoin production rose 322% in July to 1,190 BTC, the self‑mining hashrate climbed to 76.7 EH/s, and holdings stood at 257 BTC. » Plus sur de.investing.com

Bitdeer’s AI subsidiary signed a five-year offtake agreement worth about $400 million with a creditworthy customer, covering roughly half the capacity of the 9.5‑MW A102 data center in Malaysia. The deal is expected to generate about $80 million in recurring annual revenue for the company, with initial proceeds anticipated in Q1 2027. Barclays rated the stock “Overweight” with a $15 price target, and H.C. Wainwright reaffirmed “Buy” with a $25 target. The stock rose intraday nearly 8.8% to $11.26, driven by company-specific catalysts despite a weak broader market. » Plus sur de.investing.com

Bitdeer missed both profit and revenue expectations in Q2 2026, reporting revenue of $228.8 million, a gross loss of $8.5 million and a net loss of $92.3 million. In addition, the company filed a new shelf registration statement and expanded its ATM program, allowing shares of up to $1 billion to be issued on Nasdaq, which heightened dilution concerns. Despite strong operational metrics—such as a 342% increase in self‑mining hash rate and a 16‑year lease for an AI data center in Norway valued at $4.7 billion—the short‑term dilution risk and the earnings setback dominated, putting downward pressure on the stock. » Plus sur de.investing.com