HIVE’s Position
We sit at the intersection of two demand curves that aren’t slowing down: compute and financial sovereignty.
Our edge is execution. Secure the energy. Build the infrastructure. Allocate capital with discipline. Compound returns across both engines.
The demand is global. It’s accelerating. HIVE’s strategy is built to capture it.
The Sagami Letter | Tony Sagami (@anthonysagami)
🐝 🐝 HIVE Digital Technologies may $660 million ARR pathway by 2028. THIS IS THE ROCKET FUEL!
⚡ $35 MILLION ARR LIVE AND CASH-FLOWING RIGHT NOW. Stockholm (850 H100/H200s) + Quebec (4,200 A-Series) + Manitoba (500 B200s) are already online and printing revenue. The machine is running hot!
⚡ GPU CLOUD SCALING TO $200M+ ARR with 11,000 GPUs total. Explosive growth incoming:
=> BC GB200 cluster → $70M (Q2 2026)
=> BC GB300 cluster → $65M (Q3 2026)
=> Manitoba B300 cluster → $45M (Q4 2026)
11,000 GPUs total — turning into a high-margin AI revenue monster!
⚡ HPC COLOCATION = $460 MILLION ARR POWERHOUSE. 400 MW total power / 300 MW IT load across Toronto, Boden, New Brunswick, and the massive GTA Gigafactory. Long-term contracts, stable cash flows, and insane scale.
⚡ Toronto GIGAFaCTORY. 320 MW / 240 MW IT load → $360M ARR by itself. Online H1 2028. This single site is a absolute beast and the biggest piece of the puzzle.
THE BOTTOM LINE: $HIVE is executing a dual-engine monster — near-term high-margin GPU Cloud revenue + massive long-duration HPC Colocation contracts. $35M today → $660M ARR by 2028.
This isn’t a hope — it’s a mapped, under-construction, multi-site execution plan. The bees are building an empire.
HIVE = Your high-octane gateway to the AI explosion.
Disclosure: I am a biased, happy shareholder of $HIVE. This is entertainment, not advice
— https://nitter.net/anthonysagami/status/2065449046836183324#m