🏢 官网IRBTDRCodex · 实盘不做把握 5/10
北京时间·🕒 发布 19:00:33时区推断·⟳ 抓取 19:01:07·⚡ 决策 07-21 19:04:36 +3m29s·97.9 天前
Bitdeer发布6月生产经营更新，BTC产量同比大增且AI Cloud ARR升至约7600万美元
Bitdeer（BTDR.US）6月挖出990枚BTC，同比+388%、环比+7.5%，AI Cloud ARR由约6900万美元升至约7600万美元，经营数据方向偏正面。
📄 原文BTDR↗ 原文
Bitdeer Announces June 2026 Production and Operations Update
Skip to main navigation Menu --> Overview Corporate Company Profile Board of Directors Advisory Board Management Team G…
不做 Bitdeer Technologies（BTDR.US）
不做：事件方向偏正面但属于月度例行运营更新，AI Cloud ARR与Malaysia租约量级/兑现时点不足以构成明确短线重定价；上一交易日矿企同业已集体反弹，缺少本条发布后的独立盘前成交确认。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-21 · 扩散 low · price-in 风险 medium ↗
消息传播链
- 公司一手发布6月生产经营更新，披露BTC产量、AI Cloud ARR、Malaysia 21.7 IT MW租约和GB300交付进展。市场反应:截至行情工具最新价，BTDR.US为11.37美元，较前收口径+5.87%，但该价格对应上一交易日收盘/最新可得价，未能证明本条发布后的盘前增量反应。
关键理由
- Bitdeer（BTDR.US）6月挖出990枚BTC，同比+388%、环比+7.5%，AI Cloud ARR由约6900万美元升至约7600万美元，经营数据方向偏正面。
- 公司披露Malaysia新增21.7 IT MW十年租约，计划支持128套NVIDIA GB300 NVL72系统，但交付在2027年一季度，短线业绩兑现仍有时间差。
- 按最新市值约27.7亿美元看，AI Cloud ARR约7600万美元仅约占市值2.7%，更像经营进度确认而非足以单独重定价的新增订单。
主要风险
- 这类月度运营更新有固定披露节奏，市场会预期矿企披露产量与算力进展，短线 surprise 不如首次订单或指引上修。
- BTDR.US近20日仍跌约36.6%，但7月20日已随矿企/AI数据中心同业反弹5.9%，当前缺少盘前真实成交价确认剩余edge。
反向证据
- 做多前查反向 · 来源 kb_search · 日期 2026-07-21 · 影响 weakens
内部KB未命中Bitdeer本条事件的独立强增量解读，更多命中为AI算力行业泛化材料，未能增强本条短线可交易性。
检索:Bitdeer AI Cloud ARR revenue 2025 2026 BTC mined analyst risk BTDR - 做多前查反向 · 来源 price_snapshot · 日期 2026-07-20 · 影响 weakens
7月20日矿企/AI数据中心同业普遍大涨，IREN +20.49%、CIFR +17.71%、MARA +9.17%、RIOT +8.98%，BTDR +5.87%更像板块beta反弹而非本条独立催化已确认。
检索:BTDR.US vs IREN.US CIFR.US MARA.US RIOT.US recent price action
工具调用 · 历史记录,结果未知(6 种)
- search_processed_events · 结果未知
- stock_quote · 结果未知
- search_case_library · 结果未知
- kb_search · 结果未知
- price_snapshot · 结果未知
- query_modeling_kb · 结果未知
原文全文
展开原文 · 8,000 字
Skip to main navigation
Menu
-->
Overview
Corporate
Company Profile
Board of Directors
Advisory Board
Management Team
Governance
News & Events
News Releases
Event Calendar
Webcasts & Presentations
Financials
SEC Filings
Quarterly Results
Annual Reports
Investor Resources
Investor FAQs
Email Alerts
Information Request
IR Contacts
Analyst Coverage
News Release
Bitdeer Announces June 2026 Production and Operations Update
July 21, 2026
PDF Version
Monthly Highlights
Bitcoin: Production increased 388% Y/Y to 990 Bitcoin
SEALMINERs: Recently announced groundbreaking of Sealminer manufacturing facility in Sparks, Nevada, slated for completion by the end of 2026
Colocation: Tydal, Norway lease has been executed, subject to certain conditions precedent
AI Cloud: Signed a new 10-year lease agreement for 21.7 IT MW of capacity in Malaysia, with handover to Bitdeer planned for Q1 2027
Key Metrics Summary
Global Energy Capacity Self-Mining Hash Rate 1 Co-Mining Hash Rate 2 Self-Mining Rigs BTC Mined AI Cloud ARR Colocation AI Data Center
3.0 GW 73.0 (EH/s) 15.9 (EH/s) 2 43 K 990 ~$76M Tydal, Norway lease executed, subject to certain conditions precedent
SINGAPORE, July 21, 2026 (GLOBE NEWSWIRE) -- Bitdeer Technologies Group (NASDAQ: BTDR) (“ Bitdeer ” or the “ Company ”), a world-leading technology company for AI and Bitcoin mining infrastructure, today announced its unaudited operations updates for June 2026.
Management Commentary
"June reflected continued execution across Bitdeer's AI infrastructure platform. AI Cloud ARR grew to approximately $76 million at 95% utilization, with GB300 NVL72 customer deliveries reinforcing our enterprise-grade capabilities," said Michael G. Potter, Chief Financial Officer of Bitdeer. "Bitcoin production of 990 BTC, up 388% year-over-year, and self-mining hashrate of 73.0 EH/s reflect continued strength across our mining platform." Mr. Potter continued, "We believe we have been making good progress at expanding powered land under our control. We look forward to sharing some of this at our upcoming Q2 earnings call. We also are encouraged by the interest being shown for our existing and planned AI Cloud services."
Crypto Mining Update:
CRYPTO Mining, R&D, Manufacturing:
Mined 990 Bitcoins 3 , an increase of 388% Y/Y; we continue to expect momentum in our mining results over the coming months.
Self-mining hash rate reached ~73.0 EH/s. Co-mining hashrate of 15.9 EH/s driven by Co-Mining collaboration, using Bitdeer’s mining rigs operated by 3 rd party datacenters.
Recently announced groundbreaking of Sealminer manufacturing facility in Sparks, Nevada, slated for completion by the end of 2026.
Key Crypto Metrics:
Metric June 2026 May 2026 June 2025
Hash Rate Metrics:
Self-Mining (Operated in self-owned datacenters) 73.0 70.2 16.5
Other Proprietary Hash Rate 4 4.9 4.7 0.2
Hosting 5 8.2 8.2 13.9
Total Hash Rate under Mgmt. 6 (EH/s) 86.1 83.1 30.6
Co-Mining (Operated by 3 rd party datacenters) 15.9 10.0 -
Mining Rig Metrics:
Self-Mining 243,000 231,000 114,000
Hosted 46,000 46,000 86,000
Total Mining Rigs under Mgmt. 289,000 277,000 2 00 ,000
Co-Mining 56,000 39,000 -
BTC Mined 3 990 921 203
BTC Held 7 150 171 1,502
Bitdeer AI Update:
Colocation AI Data Center:
Tydal, Norway lease executed, subject to certain conditions precedent. Bitdeer remains in active dialogue at several additional sites.
AI Cloud Key Metrics:
Metric June 2026 May 2026
GPU Amount Deployed 4,248 4,248
GPU Types H100, H200, B200, GB200, GB300 H100, H200, B200, GB200, GB300
Utilization Rate 8 95% 90%
GPUs Under External Subscription 3,517 3,305
ARR 9 ~$76M ~$69M
GB300 Customer Delivery: 5-year GPU cloud sales contract executed and successfully completed customer deliveries following the deployment and production launch of 2 units of NVIDIA GB300 NVL72 clusters, demonstrating strong technical execution and rapid delivery capabilities.
10-year lease agreement signed for new data center in Malaysia to provide 21.7 IT MW of capacity, with handover to Bitdeer expected Q1 2027. Facility planned to support deployment of 128 NVIDIA GB300 NVL72 systems.
Named "AI Cloud Platform of the Year" in the 2026 AI Breakthrough Awards, recognizing Bitdeer AI Cloud’s full-stack capabilities, scalable GPU compute, and streamlined model deployment.
Infrastructure Summary:
Site (MW)
Capacity Energization
Timing 10 Planned
Usage Construction Update
Online Electrical Capacity:
1 ) Rockdale, TX 563 Online Crypto to Colocation / AI Cloud In active evaluation of AI transition
2 ) Knoxville, TN – phase 1 37 Q4 ‘26 Crypto to AI Cloud Phase 1 AI data center conversion design work initiated, targeting to complete by Q4 ’26.
3 ) Knoxville, TN – phase 2 49 Q1 ‘27
4 ) Wenatchee, WA 13 Q4 ‘26 Crypto to AI Cloud AI data center design documents and building permit application submitted for approval. Core equipment is being delivered in succession; we plan to begin with a GB300 cluster. Dismantling of the crypto mining datacenter started in March 2026. Completion targeted by Q4 ’26 – early 2027.
5 ) Molde, Norway 84 Online Crypto and in early assessment of converting to AI Cloud
6 ) Tydal, Norway – phase 1 50 Q4 ‘26 Crypto to Colocation Planning and design continue to advance. Orders for critical long-lead equipment have been placed on an ongoing basis. Engaged Data Center Installations AS as Bitdeer’s design and construction partner for Tydal AI datacenter conversion.
7 ) Tydal, Norway – phase 2 175 Q4 ‘26
8 ) Gedu, Bhutan 100 Online Crypto
9 ) Jigmeling, Bhutan 500 Online Crypto
10 ) Oromia Region, Ethiopia 50 Online Crypto
11 ) Massillon, OH 174 Online Crypto
12 ) Cyberjaya, Malaysia 11 2 Online AI Cloud
Online Electrical Subtotal: 1,797
Pipeline Electrical Capacity:
1 ) Massillon, OH 21 / 26 Q3 ’26 Crypto Due to delivery delays for key electrical components, 21 MW is expected to be energized in phases during Q3 ’26. Reconstruction of the two fire-damaged buildings (26MW) is currently underway and expected to be rebuilt and energized by the end of Q3’ 26. A significant portion of the reconstruction cost has now been successfully recovered through the supplier’s insurance coverage.
2 ) Clarington, OH 570 To be updated Colocation / Crypto 570 MW of power under contract with a local utility. Timing of power availability and construction may be affected by ongoing legal proceedings filed by a neighboring company, American Heavy Plate Solutions, LLC., which is under extensive influence from MHR, a New York based PE firm founded by Mark H. Rachesky. Design and other preparation work continues.
3 ) Niles, OH 300 Q4 ‘28 Colocation / AI Cloud 300 MW grid-interconnected development site, with target energization in Q4 ‘28. The project includes 41.8 acres of owned land and a transmission line extension agreement with a local utility company.
4 ) Rockdale, TX 179 2026 Crypto / Colocation / AI Cloud In Planning
5 ) Fox Creek, Alberta, Canada 101 Q3 ‘27 Crypto 101 MW site acquired, fully licensed and permitted for the construction of an on-site natural gas power plant. Energization time is now expected for Q3 2027. Data center design accommodating both AIDC and crypto is currently underway, following the power plant groundbreaking in June 2026.
6 ) Cyberjaya, Malaysia 1 1 9.5 Q4 ‘26 AI Cloud In Progress
7 ) Johor Bahru, Malaysia 11 21.7 Q1’27 AI Cloud 10-year lease agreement signed for new data center to provide 21.7 MW of IT capacity, with handover to Bitdeer expected Q1 2027. Facility planned to support deployment of 128 NVIDIA GB300 NVL72 systems.
Pipeline Electrical Subtotal: 1,228.2
Total Global Electrical Capacity: 3,025.2
Footnotes
1 Self-Mining (Operated in self-owned datacenters) refers to cryptocurrency mining for Bitdeer’s own account, whereby its mining rigs are operated in self-owned datacenters
2 Co-mining (Operated by 3 rd party datacenters) refers to cryptocurrency mining for Bitdeer’s own account,
Menu
-->
Overview
Corporate
Company Profile
Board of Directors
Advisory Board
Management Team
Governance
News & Events
News Releases
Event Calendar
Webcasts & Presentations
Financials
SEC Filings
Quarterly Results
Annual Reports
Investor Resources
Investor FAQs
Email Alerts
Information Request
IR Contacts
Analyst Coverage
News Release
Bitdeer Announces June 2026 Production and Operations Update
July 21, 2026
PDF Version
Monthly Highlights
Bitcoin: Production increased 388% Y/Y to 990 Bitcoin
SEALMINERs: Recently announced groundbreaking of Sealminer manufacturing facility in Sparks, Nevada, slated for completion by the end of 2026
Colocation: Tydal, Norway lease has been executed, subject to certain conditions precedent
AI Cloud: Signed a new 10-year lease agreement for 21.7 IT MW of capacity in Malaysia, with handover to Bitdeer planned for Q1 2027
Key Metrics Summary
Global Energy Capacity Self-Mining Hash Rate 1 Co-Mining Hash Rate 2 Self-Mining Rigs BTC Mined AI Cloud ARR Colocation AI Data Center
3.0 GW 73.0 (EH/s) 15.9 (EH/s) 2 43 K 990 ~$76M Tydal, Norway lease executed, subject to certain conditions precedent
SINGAPORE, July 21, 2026 (GLOBE NEWSWIRE) -- Bitdeer Technologies Group (NASDAQ: BTDR) (“ Bitdeer ” or the “ Company ”), a world-leading technology company for AI and Bitcoin mining infrastructure, today announced its unaudited operations updates for June 2026.
Management Commentary
"June reflected continued execution across Bitdeer's AI infrastructure platform. AI Cloud ARR grew to approximately $76 million at 95% utilization, with GB300 NVL72 customer deliveries reinforcing our enterprise-grade capabilities," said Michael G. Potter, Chief Financial Officer of Bitdeer. "Bitcoin production of 990 BTC, up 388% year-over-year, and self-mining hashrate of 73.0 EH/s reflect continued strength across our mining platform." Mr. Potter continued, "We believe we have been making good progress at expanding powered land under our control. We look forward to sharing some of this at our upcoming Q2 earnings call. We also are encouraged by the interest being shown for our existing and planned AI Cloud services."
Crypto Mining Update:
CRYPTO Mining, R&D, Manufacturing:
Mined 990 Bitcoins 3 , an increase of 388% Y/Y; we continue to expect momentum in our mining results over the coming months.
Self-mining hash rate reached ~73.0 EH/s. Co-mining hashrate of 15.9 EH/s driven by Co-Mining collaboration, using Bitdeer’s mining rigs operated by 3 rd party datacenters.
Recently announced groundbreaking of Sealminer manufacturing facility in Sparks, Nevada, slated for completion by the end of 2026.
Key Crypto Metrics:
Metric June 2026 May 2026 June 2025
Hash Rate Metrics:
Self-Mining (Operated in self-owned datacenters) 73.0 70.2 16.5
Other Proprietary Hash Rate 4 4.9 4.7 0.2
Hosting 5 8.2 8.2 13.9
Total Hash Rate under Mgmt. 6 (EH/s) 86.1 83.1 30.6
Co-Mining (Operated by 3 rd party datacenters) 15.9 10.0 -
Mining Rig Metrics:
Self-Mining 243,000 231,000 114,000
Hosted 46,000 46,000 86,000
Total Mining Rigs under Mgmt. 289,000 277,000 2 00 ,000
Co-Mining 56,000 39,000 -
BTC Mined 3 990 921 203
BTC Held 7 150 171 1,502
Bitdeer AI Update:
Colocation AI Data Center:
Tydal, Norway lease executed, subject to certain conditions precedent. Bitdeer remains in active dialogue at several additional sites.
AI Cloud Key Metrics:
Metric June 2026 May 2026
GPU Amount Deployed 4,248 4,248
GPU Types H100, H200, B200, GB200, GB300 H100, H200, B200, GB200, GB300
Utilization Rate 8 95% 90%
GPUs Under External Subscription 3,517 3,305
ARR 9 ~$76M ~$69M
GB300 Customer Delivery: 5-year GPU cloud sales contract executed and successfully completed customer deliveries following the deployment and production launch of 2 units of NVIDIA GB300 NVL72 clusters, demonstrating strong technical execution and rapid delivery capabilities.
10-year lease agreement signed for new data center in Malaysia to provide 21.7 IT MW of capacity, with handover to Bitdeer expected Q1 2027. Facility planned to support deployment of 128 NVIDIA GB300 NVL72 systems.
Named "AI Cloud Platform of the Year" in the 2026 AI Breakthrough Awards, recognizing Bitdeer AI Cloud’s full-stack capabilities, scalable GPU compute, and streamlined model deployment.
Infrastructure Summary:
Site (MW)
Capacity Energization
Timing 10 Planned
Usage Construction Update
Online Electrical Capacity:
1 ) Rockdale, TX 563 Online Crypto to Colocation / AI Cloud In active evaluation of AI transition
2 ) Knoxville, TN – phase 1 37 Q4 ‘26 Crypto to AI Cloud Phase 1 AI data center conversion design work initiated, targeting to complete by Q4 ’26.
3 ) Knoxville, TN – phase 2 49 Q1 ‘27
4 ) Wenatchee, WA 13 Q4 ‘26 Crypto to AI Cloud AI data center design documents and building permit application submitted for approval. Core equipment is being delivered in succession; we plan to begin with a GB300 cluster. Dismantling of the crypto mining datacenter started in March 2026. Completion targeted by Q4 ’26 – early 2027.
5 ) Molde, Norway 84 Online Crypto and in early assessment of converting to AI Cloud
6 ) Tydal, Norway – phase 1 50 Q4 ‘26 Crypto to Colocation Planning and design continue to advance. Orders for critical long-lead equipment have been placed on an ongoing basis. Engaged Data Center Installations AS as Bitdeer’s design and construction partner for Tydal AI datacenter conversion.
7 ) Tydal, Norway – phase 2 175 Q4 ‘26
8 ) Gedu, Bhutan 100 Online Crypto
9 ) Jigmeling, Bhutan 500 Online Crypto
10 ) Oromia Region, Ethiopia 50 Online Crypto
11 ) Massillon, OH 174 Online Crypto
12 ) Cyberjaya, Malaysia 11 2 Online AI Cloud
Online Electrical Subtotal: 1,797
Pipeline Electrical Capacity:
1 ) Massillon, OH 21 / 26 Q3 ’26 Crypto Due to delivery delays for key electrical components, 21 MW is expected to be energized in phases during Q3 ’26. Reconstruction of the two fire-damaged buildings (26MW) is currently underway and expected to be rebuilt and energized by the end of Q3’ 26. A significant portion of the reconstruction cost has now been successfully recovered through the supplier’s insurance coverage.
2 ) Clarington, OH 570 To be updated Colocation / Crypto 570 MW of power under contract with a local utility. Timing of power availability and construction may be affected by ongoing legal proceedings filed by a neighboring company, American Heavy Plate Solutions, LLC., which is under extensive influence from MHR, a New York based PE firm founded by Mark H. Rachesky. Design and other preparation work continues.
3 ) Niles, OH 300 Q4 ‘28 Colocation / AI Cloud 300 MW grid-interconnected development site, with target energization in Q4 ‘28. The project includes 41.8 acres of owned land and a transmission line extension agreement with a local utility company.
4 ) Rockdale, TX 179 2026 Crypto / Colocation / AI Cloud In Planning
5 ) Fox Creek, Alberta, Canada 101 Q3 ‘27 Crypto 101 MW site acquired, fully licensed and permitted for the construction of an on-site natural gas power plant. Energization time is now expected for Q3 2027. Data center design accommodating both AIDC and crypto is currently underway, following the power plant groundbreaking in June 2026.
6 ) Cyberjaya, Malaysia 1 1 9.5 Q4 ‘26 AI Cloud In Progress
7 ) Johor Bahru, Malaysia 11 21.7 Q1’27 AI Cloud 10-year lease agreement signed for new data center to provide 21.7 MW of IT capacity, with handover to Bitdeer expected Q1 2027. Facility planned to support deployment of 128 NVIDIA GB300 NVL72 systems.
Pipeline Electrical Subtotal: 1,228.2
Total Global Electrical Capacity: 3,025.2
Footnotes
1 Self-Mining (Operated in self-owned datacenters) refers to cryptocurrency mining for Bitdeer’s own account, whereby its mining rigs are operated in self-owned datacenters
2 Co-mining (Operated by 3 rd party datacenters) refers to cryptocurrency mining for Bitdeer’s own account,
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。