Thursday, Aug 13, 2026/Thursday briefing
Bitfarms filed as Keel. The campuses did not relocate.
A Delaware rename does not change Quebec hydro or a LatAm conversion timeline.
Summary
EDGAR now lists CIK 0001812477 as Keel Infrastructure Corp., formerly Bitfarms Ltd (filings through March 31, 2026). The ticker is still BITF. The August 10 10-Q is the current operating paper. HPC Daily keeps Bitfarms on the masthead because that is the name the tape still uses — and because a rename is not a campus strategy. Hydro in Canada and conversion talk in LatAm remain the beat.
Why it matters
Same pattern as Cipher and IREN: IR wants the equity out of a bucket. The 10-Q has not left the bucket. Watch power and any actual HPC contract. Do not watch the letterhead.
Companies affected
Risks
- A US corporate rename can confuse EDGAR alerts if you still search only ‘Bitfarms.’
- LatAm conversion timelines are permitting- and power-constrained.
- The April S-3ASR is shelf capacity under the new legal name.
Sources
More from HPC Daily
- IR
Aug 28, 2026IREN’s 10-K is the interconnection document, not the GPU brochure
- CO
Aug 27, 2026Core Scientific keeps filing toward CoreWeave. Close is still a process.
- NB
Aug 26, 2026Nebius dropped another 6-K. The constraint is still not GPUs.
- WU
Aug 25, 2026Lake Mariner is a power site first. The tenant question is second.