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Exclusive Article Hut 8's Data Center Pivot: The Challenge Everyone's UnderestimatingReported by Nathan Reiff. First Published: 1/30/2026. 
Quick Look - Shares of Hut 8 have surged by 212% in the last year, driven in part by a major partnership with Anthropic and Fluidstack announced late in 2025.
- The company plans to add nearly 9 GW of data center infrastructure capacity across multiple buildouts, although it has not yet announced additional agreements.
- A strong balance sheet buttressed by more than $1 billion in Bitcoin reserves and comparably modest debt should help Hut 8 to achieve its rapid expansion goals.
Should data center demand continue to grow at breakneck speed, a significant shortage of power relative to data center needs is all but inevitable. That would complicate life for AI companies competing for scarce capacity and strain the nation's power grid—but it could benefit firms on the other side of the bargaining table. If data center capacity becomes scarcer and more valuable, crypto-turned-AI names like Hut 8 Corp. (NASDAQ: HUT) may gain. Like many other crypto mining firms, Hut 8 has repurposed existing infrastructure to gain an early foothold in meeting data center power demands. Unlike some peers, it has so far retained much of its Bitcoin mining business. With a major partnership with AI giant Anthropic already in place, the potential for additional deals, and a balance sheet bolstered by Bitcoin holdings and mining, Hut 8 could stand out in 2026 and beyond thanks to its dual focus. Anthropic Deal Catapulted Hut 8 Into the Data Center Conversation AI is creating 1,600 new millionaires every single day. At the center of this frenzy sits Nvidia, now valued at $4.5 trillion. But most investors don't know Nvidia has three secret partners, smaller companies that play almost impossible-to-replicate roles in GPU development. Without them, Nvidia's business would be hamstrung. Because they're largely ignored, these companies trade at far more attractive valuations, giving you a way to capitalize on Nvidia's dominance without buying Nvidia itself. This is a pivotal moment for AI, but winning this trend requires playing smart, not reckless. See the full 2026 AI investment playbook and all three secret partners. In mid-December 2025, Hut 8 announced a transformative partnership with Anthropic and cloud infrastructure provider Fluidstack. Hut 8 has agreed to a 15-year lease with Fluidstack for 245 megawatts (MW) of capacity in Louisiana, a deal valued at roughly $7 billion. The company also agreed to develop and deliver up to 2,295 MW of data center infrastructure for Anthropic. Combined, the agreements could be worth as much as $18 billion, depending on contingencies. Anthropic is one of the leading names in AI today, and a partnership of this size immediately raises Hut 8's profile in the data center space. The deal is especially large for a company with a market capitalization under $7 billion as of early 2026. That said, revenue realization from the agreements likely depends on sustained demand for data center capacity over many years. New Infrastructure and Deals Could Follow As Well In Hut 8's latest earnings report for the third quarter of 2025, management outlined plans to rapidly expand the company's infrastructure. Hut 8 has more than 8.6 gigawatts (GW) in development across four site expansions in the United States, which would materially increase its platform scale for AI and high-performance computing. That growth carries risk. As of the earnings update, it wasn't clear whether Hut 8 had secured clients for all of that capacity, so rapid expansion could require upfront financing without preexisting contracts. That could increase debt levels and force careful project management to keep multiple simultaneous buildouts on schedule. Hut 8's Balance Sheet and Bitcoin Reserves Support Its Transition Even beyond the Anthropic/Fluidstack agreements, Hut 8 is reasonably positioned to support a move into the data center industry. At the end of the third quarter, it held nearly 13,700 Bitcoins—worth about $1.6 billion at the time and roughly $1.2 billion in late January 2026 after Bitcoin's price declined. With only a few hundred million dollars in debt before launching the infrastructure buildout, Hut 8 has room to finance growth. Agreements with major banks such as Goldman Sachs and JPMorgan also reduce the likelihood of significant financing hurdles. This is one reason Bitcoin mining remains important to Hut 8 even as the company pivots: mining revenue can help offset some expenses tied to expanding infrastructure for AI. Bitcoin holdings also provide diversification if data center demand softens. It's perhaps no surprise that Hut 8 shares have more than tripled over the past year. Still, despite modest near-term downside risk, analysts are broadly bullish—the stock received 17 Buy ratings and just one Hold over the last year.
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