
Post
Zoya-Noor
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.
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