The wave of mass contracts in the artificial intelligence (AI) sector and high performance computer science (HPC) continues, with the last one from OpenAI, which agreed to buy tens of billions of dollars of advanced micro devices (AMD) chips (AMD).
The treatment, according to the Financial TimesYou could also see Operai acquire up to a 10% participation in AMD over time. AMD shares increased around 30% currently changing from hands to approximately $ 225.
Chips bought under this agreement will provide a total computer power capacity of 6 gigawatts (GW). Operai executives estimate that 1 GW capacity costs approximately $ 50 billion to develop, including chips and the necessary support infrastructure, according to the article.
As a result, the actions of miners focused on AI and HPC often join the back of such large -scale agreements and infrastructure construction.
During the United States Open on Monday: Bitfarms (Bitf) won 8%, IREN (Iren) increased by 12%to trade at maximum of all time around $ 56, HIVE Digital (HIVE) advanced 12%, Cipher Mining (CIFF) rose 7%, CleansPark (CLSK) added 5%and Terrawulf (Wulf) also rose 5%.
Galaxy that expands to AI/HPC
Galaxy Digital (GLXY) has become a key beneficiary of the new benefit in the AI ​​and HPC infrastructure sector, having turned its Helios campus into a large -scale AI/HPC data center.
In August, the company obtained $ 1.4 billion in project financing to modernize the installation and signed a long -term lease contract with Coreweave (CRWV) that covers up to 800 MW of computer capacity.
His actions were also higher by 5% on Monday, since AMD news combined with the launch of the company’s Galaxyone, a new heritage management platform that offers a 4% performance in cash secured by the FDIC and a self -investment without problems in cryptographic and US actions.
GLXY’s actions have now risen 116% in the year they will be held.
