Postaus

That’s a significant AI-infrastructure development for HIVE. A $350M, 5-year GPU cloud contract implies roughly $70M in annual revenue, adding more visibility to its HPC growth story. The key now is execution: GPU utilization, margins, customer concentration, and how much of that contracted revenue actually converts into cash flow. For $HIVE, this is more meaningful than a short-term headline pump—it potentially strengthens the fundamental AI/HPC narrative.