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Bitdeer(BTDR)签署了价值47亿美元的16年挪威人工智能数据中心租约
2026-08-04 20:49
- Bitdeer Technologies (BTDR) announced on Tuesday that its AI business signed a 16-year AI data center lease and services agreement with Volta Tydal AS, expected to generate about $4.7B in contracted revenue.
- The agreement includes a one-time 8-year renewal option that could increase the total contract value to about $8.0B.
- Under the deal, Bitdeer will provide 121 MW of IT capacity at its Norway data center, which will use NVIDIA (NVDA) GPUs for a leading AI lab, with Dell Technologies (DELL) serving as the technology provider.
- Volta's payment obligations are expected to be backed by $1.3B in letters of credit.
- The project is expected to deliver an estimated 90% net operating income (NOI) margin, with average annual revenue of about $2.4M per IT MW and 3% annual pricing escalators.
- The company expects Phase 1 to begin by Dec. 31, 2026, followed by Phase 2 by Mar. 31, 2027.
- It also plans to develop two additional data halls with 47 MW of gross capacity for future AI and high-performance computing projects.
- Bitdeer estimates about $500M of remaining capital spending for the project and said it plans to raise additional debt financing to support the Tydal campus and future AI infrastructure expansion.
- CFO Michael G. Potter said the agreement marks a key milestone in Bitdeer's strategy to expand its global AI infrastructure platform and help establish Norway as a large-scale AI computing hub powered by renewable energy.
- Following the news, the stock jumped over 8% to ~$12.36 in the pre-market hours.
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