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Hive Digital Tech is planning a 320 MW ‘AI Gigafactory’ with ~$3.5B total capex…

2026-06-08 · 11:59 UTC ·@kratos_harmony ·0 min read

Brief

Hive Digital Tech is proposing a 320 MW AI Gigafactory (>$3.5B capex, >100k GPUs) aimed to go online in 2H 2027. The author predicts a 10x rerating for $HIVE and argues that landing a hyperscaler customer for even part of the capacity would materially boost credibility, financing, and valuation.

Why it matters

Hive Digital Tech is planning a 320 MW ‘AI Gigafactory’ with ~$3.5B total capex and >100,000 GPUs at full build-out, targeting to be online in 2H 2027.

Key details

  • Author claims $HIVE has “easily, 10x upside” and that a single hyperscaler deal (even for a fraction of 320 MW) would be transformative for credibility, financing, and valuation.
  • Project is sited in the Toronto–Waterloo AI corridor (near U of T/Vector Institute) with clean Ontario hydro and closed-loop cooling; poster also flags related tickers: $BKKT $NBIS $CRWV $IREN $CIFR $KEEL $SLNH.
Source evidence

📊 @HIVEDigitalTech is $IREN ‘ing and $HIVE seemingly hovering around the marketcap during Apr, 2025 YTD 👀

$HIVE : Easily, 10x upside and rerating imminent.

Cc: $BKKT $NBIS $CRWV $IREN $CIFR $KEEL $SLNH

“A single major hyperscaler deal (or series) for even a fraction of the 320 MW would be transformative for credibility, financing, and valuation.”

@HIVEDigitalTech: Plans for 320 MW AI Gigafactory, $3.5B total capex, >100K GPUs at full build-out.

🎯 Target online: 2H 2027.

Positioned in the Toronto-Waterloo AI corridor (near U of T/Vector Institute) with clean Ontario hydro and closed-loop cooling.