HPC Daily

Weekly Recap

Desk

About HPC Daily

HPC Daily is a Saturday recap on neo-clouds and bitcoin miners converting halls to HPC: GPU clouds, hosting campuses, permitting, financing, and SEC filings. Voice is factual, concise, and editorially skeptical.

Coverage is seventeen names: CoreWeave, Nebius, HIVE Digital, IREN, Hut 8, Core Scientific, Applied Digital, Bit Digital, TeraWulf, Cipher Mining, Riot Platforms, MARA Holdings, CleanSpark, Keel Infrastructure, Bitdeer, Sharon AI, and Galaxy. Colo REITs, landlords, and equipment vendors are out.

Quotes on the coverage tape are last price and day change from a live market-data feed. They are not price targets, and this desk does not publish buy or sell language.