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HIVE Inks $350M AI Cloud Deal with Enterprise Customer

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HIVE Digital Technologies has secured a major deal worth approximately $350 million for its BUZZ HPC subsidiary. The five-year contract is with an unnamed investment-grade enterprise customer and is expected to add around $70 million in annualized revenue.

The agreement requires the deployment of 2,016 Nvidia Blackwell Ultra GPUs in GB300 NVL72 rack-scale systems at the Bell AI Fabric facility in Merritt, British Columbia. The cluster will use Nvidia Quantum-X800 InfiniBand networking and VAST Data storage.

HIVE expects the infrastructure to be delivered and deployed in the fourth quarter of 2026, with an upfront customer deposit of about $35 million, roughly 10% of the total contract value. The company plans to finance the remaining deployment cost through various initiatives.

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