Уникальный заголовок: Galaxy Digital получает $460 млн для развития ИИ-инфраструктуры и преобразования майнинг-центра Helios Translation: Galaxy Digital secures $460 million to develop AI infrastructure and transform the Helios mining center.

Galaxy Digital has entered into an agreement to secure strategic investments amounting to $460 million through a stock sale.

The deal is set to close by mid-October.

As stated in a press release, the investment comes from “one of the largest and most respected asset management firms.”

Galaxy plans to utilize the funds for «corporate purposes» and to transform the former Helios mining data center into a facility catering to the AI sector.

Under a 15-year leasing agreement with CoreWeave, the company is required to provide 133 MW of critical IT load by the first quarter of 2026. The total contracted capacity for the AI computing services provider could reach approximately 393 MW.

At the end of 2022, Galaxy acquired Helios for $65 million from Argo Blockchain, which was facing financial difficulties. According to the company, the data center has an installed capacity of 800 MW, with the potential to expand by an additional 1.7 GW. The firm is exploring ways to enhance its capabilities in line with the growing AI service infrastructure.

«Strengthening our balance sheet is crucial for effectively scaling the data center business while maintaining financial flexibility to support future growth,» stated CEO Mike Novogratz.

Bitcoin miners have unexpectedly emerged as significant beneficiaries of the surging demand for AI computing infrastructure. This conclusion was drawn by analysts at Bernstein, as reported by The Block.

The advantage for miners lies in their existing guaranteed access to energy resources, which experts estimate has made companies in this industry critical partners for AI infrastructure service providers, reducing the time required to deploy data centers by 75%. For new projects, connecting to the grid can take several years.

«Access to the grid has become an extremely scarce resource in the United States,» Bernstein emphasized.

One example cited by analysts is IREN, which currently has or is developing around 3 GW of capacity. The company has increased its fleet of NVIDIA Blackwell graphics processors to 23,300 units. Annual revenue from cloud AI computing is projected to reach $500 million in the first quarter.

Galaxy expects to generate up to $1 billion annually under the contract with CoreWeave. However, unlike Novogratz’s company, IREN maintains a strong presence in mining, boasting a Bitcoin hash rate of around 50 EH/s.

Bernstein noted that approximately half of IREN’s revenue is already generated from its AI solutions.

In August, the cloud AI platform Fluidstack expanded its use of data centers belonging to Bitcoin miner TeraWulf with financial guarantees from Google amounting to $3.2 billion.

In September, the tech giant assisted Fluidstack in securing a leasing agreement with another cryptocurrency miner, Cipher Mining.