BBX News: Yesterday, TeraWulf officially confirmed the signing of a 20-year 400 MW AI data center lease with Anthropic. The first phase of power supply is expected to start in the second half of 2027, and the original Bitcoin mining company has completed a historic upgrade to a top AI infrastructure operator; SBI VC Trade, a subsidiary of SBI Holdings, announced at the same time that its registered users have exceeded 2 million. The weakening of the Japanese yen has prompted Japanese companies to accelerate their layout of Bitcoin and XRP reserves. The traditional financial giant's cryptocurrency service ecosystem is becoming a core beneficiary of the trend of Asian companies' cryptocurrency reserves.
Core points:
——TeraWulf Inc. (Nasdaq: $WULF): Formally confirms 20-year lease agreement with Anthropic to lease 400 megawatts of computing power capacity from a data center campus in Kentucky; The first phase of power supply is expected to be in the second half of 2027; The company is transitioning from Bitcoin mining to an AI digital infrastructure operator; Lake Mariner Park focuses on nuclear clean computing power as its core competitiveness; The visibility of revenue from 20-year contracts far exceeds that of traditional mining businesses; The most important milestone for TeraWulf's AI transformation strategy.
——SBI Holdings (East Securities: 8473): Its SBI VC Trade registered users have exceeded 2 million, and the number of enterprise clients opening encrypted asset accounts has significantly increased recently; The weakening of the Japanese yen has prompted Japanese companies to include BTC and XRP in their balance sheet reserves for hedging; SBI's cryptocurrency ecosystem includes SBI VC Trade (spot), SBI Crypto (mining), and SBI Digital Asset Holdings (institutional custody); Holding shares in Ripple and deeply participating in the XRP ecosystem; As one of the largest comprehensive financial groups in Japan, it is listed on the Tokyo Stock Exchange.
Source: bbx.com
