BTBT
Bit Digital
Aggressive PivotA nimble operator that aggressively shifted a significant portion of its capital away from ASICs and into a dedicated AI cloud business unit, targeting mid-market AI developers.
Total Secured Power
150 MW
AI/HPC Allocated
40 MW
Current Hashrate
3.5 EH/s
Target Hashrate (2026)
6 EH/s
The Investment Thesis
The Bull Case
They are already generating tens of millions in annualized run-rate revenue from their AI business, proving execution capability while others are just announcing plans.
The Bear Case
Smaller absolute scale compared to the giants. They lack the gigawatt-level power pipelines needed to attract tier-1 hyperscaler contracts.
AI Infrastructure Details
GPU Fleet Status
2048 NVIDIA HGX H100s
Key HPC Partnerships
Various mid-market LLM devs
Infrastructure Visualization
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