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Host: Hut 8 up 20 percent on the week after a second 15-year hyperscaler lease worth nearly $10B, fully commercializing its 1 GW Beacon Point Texas campus @0:00. Genoot: from 'zero contracted AI revenue' a year ago to 'about twenty seven billion dollars of AI contracted revenue, almost one point seven five billion dollars a year' @1:29.
“Power is the key critical resource that allows these this industry to thrive. Our thesis as a company is power fuels technology.”
Nasdaq since this was said: ▼ -0.4% · 25,837 → 25,742 · as of 2026-07-22
Asked about the New York Times report that new data centers will add $6.3B to PJM electricity bills and $29B in utility costs since 2024 @1:49, amid New York's data-center moratorium. He adds developers pay energy bills, fund community infrastructure, and 'if data centers don't pay its full bill, I would tell communities not to bring them in' is the industry standard he claims @3:18.
“It's not true. The key in all of the projects that we're working on is we pay for the transmission upgrades that the utility incurs.”
Nasdaq since this was said: ▼ -0.4% · 25,837 → 25,742 · as of 2026-07-22
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