Hut 8
- Ticker
- HUT
- Beat
- datacenters
- Size
- Public Company
- Researched · Fresh
- today
The cleanest landlord in the miner-to-AI cohort got cleaner — Beacon Point is fully let (704 MW, $19.6B base-term), the book is $26.6B / >$1.75B a year of NOI on 16-year amortising investment-grade debt, and the anchor tenant is reported to be Nvidia with Anthropic buying the output — but zero of it pays until Q2–Q3 2027, Phase 2 is not yet financed, and the reported P&L is still a bitcoin mark plus a 54%-owned Trump-linked miner.
Weekly closes
No Friday close is on the record for HUT yet. The weekly job prices the covered universe; a name it cannot price is listed as missing rather than estimated.
Who is buying
- Shares sold shortFINRA · settled 31 Aug 2026
- 14,878,375 shares
- Days to unwind the shortFINRA · settled 31 Aug 2026
- 3.01
The research around Hut 8
Covered in the Knowledge Base
Datacenters & Digital Infrastructure
Company details
| Industry | Cloud Computing |
| Size | Public Company |
Others in datacenters
5 namesWhere Hut 8 sits against the other names we cover on this beat. Each line is that company’s verdict, not a summary of it.
Applied Digital
APLDThe backlog stopped being a press release and became an audited receivable
Cash $1.6B · Runway ~3.6yr at this rate
Bloom Energy
BEThe valuation short mostly worked and is now two-thirds spent
Cash $2.7B
Equinix
EQIXThe largest guidance raise in company history rests on a quarter whose headline was bought
Cash $979M
Uniti Group
UNITThe inflection the market bought in Q1 was a one-off hyperscaler IRU
Cash $609M · Runway ~2 qtr at this rate
Vertiv Holdings
VRTThe print that mattered came in split — margin, cash and the raised guide all beat, revenue missed, and the reason it missed was Vertiv's own executio…
Cash $2.8B