坎特·菲茨杰拉德（Cantor Fitzgerald）升级的比特鹿技术

2026-08-05 20:57

Bitdeer Technologies (BTDR) was upgraded by Cantor Fitzgerald on Wednesday to Overweight from Neutral. The firm also upped its price target to $18 from $15.
“BTDR announced (8/14) that it has signed a 16-year AI/HPC colocation and services agreement covering 121 IT MW at its Tydal, Norway campus,” analyst Brett Knoblauch wrote in a note to clients. “The agreement represents approximately $4.7bn of contracted payments over the initial term, with an eight-year renewal option increasing potential contract value to approximately $8.0bn. The capacity will be leased to a subsidiary of Volta and configured with NVIDIA GPUs for an undisclosed 'leading AI lab,' with Dell serving as the technology provider. Additional reporting also names Anthropic (private) as the ultimate offtaker of compute for this deal. Ultimately, this is a thesis-changing deal for BTDR, as it is the first AI colocation deal the company has signed, with very favorable economics and time to revenue. Investors will likely now be focused on what is next, as upside from here, in our view, is driven by BTDR's revenue/profitability mix shifting away from Bitcoin mining and to AI data centers.”

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