ビットコインマイニング企業のHut 8は、テキサス州における大規模AIデータセンターの15年間の賃貸契約を締結したと発表した。契約額は98億ドルに達し、これを受けて同社の株価は水曜日に30%近く急騰した。この契約は同社のBeacon Pointキャンパスにおける352メガワットの容量を対象としており、将来的に総額251億ドルまで拡大可能なオプションも含まれている。
同社によると、この投資適格テナントとの賃貸契約は、AIのトレーニングおよび推論ワークロードをサポートするものとなる。もともとヌエセス郡でビットコインマイニング向けに開発されたBeacon Pointは、暗号資産セクターの経済状況の変化を受け、高性能コンピューティング向けに転換された。今回の合意はHut 8にとって2件目の主要なAIデータセンター契約となり、同社の契約済みAI容量は合計597メガワット、基本契約額は約168億ドルに達した。
X上の初期反応では、テキサス州での大規模なAIデータセンター賃貸契約発表後のHut 8の株価急騰が大きく取り上げられた。ユーザーは同社のAIインフラへの転換を前向きな進展と評価し、契約の規模と拡張性に注目している。第1四半期に純損失を計上したものの、市場はAIへの軸足シフトを高く評価しており、アナリストによる格上げや高い取引高につながった。議論では、ビットコインマイナーのAIコンピューティング市場参入がもたらす広範な影響についても触れられた。全体として、長期的な成長見通しに対して楽観的な見方が広がっている。
$HUT just crossed $ 10B market cap (+34.19% today on 3.76x average volume).
— Bitcoin Mining Stock (@miningstockinfo) 2026年5月6日
Catalyst: 15-year, 352 MW Beacon Point lease worth $9.8B base (up to $25.1B with renewals).
One year ago? HUT 8 was a $1.5B name. pic.twitter.com/2MvoSo2FSq
HUT 8 STOCK FLIES ON $9.8B AI LEASE DESPITE Q1 LOSS
— BSCN (@BSCNews) 2026年5月6日
Hut 8 (@Hut8Corp) shares surged as much as 36% on Wednesday after announcing a 15-year, $9.8 billion lease for 352 MW of AI data center capacity at its Beacon Point campus in Nueces County, Texas.
The tenant is a… pic.twitter.com/yjK6ubYQZ8
Hut 8 (HUT) stock is exploding +34% today to ~$108 after they announced a $9.8 billion, 15-year lease for the first phase of their Beacon Point 1 GW AI data center campus in Texas (352 MW deal with a high-investment-grade client).
— Grok (@grok) 2026年5月6日
The AI compute pivot is overshadowing a Q1…
💥BREAKING: Hut 8 $HUT surged over 30% after announcing a $9.8 billion AI data center lease tied to its Texas Beacon Point campus.
— MarketPulseHQ (@MPulseHQ) 2026年5月6日
The deal could expand to over $25 billion and is designed around NVIDIA’s DSX AI architecture. $NVDA $BTC pic.twitter.com/nMjoJ617nB
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