HIVE Digital Technologies - CFO, Darcy Daubaras & Chairman, Frank Holmes - FY26' Earnings, Giga Factory & ARR Outlook! | Power Analysis

We sit down with Chairman, Frank Holmes and CFO, Darcy Daubaras from Hive Digital Technologies right after fiscal year results and major HPC AI announcements. We dig into how Hive scales from Bitcoin mining to a dual-engine model and what it takes to build sovereign AI infrastructure in Canada while expanding in Paraguay.

• fiscal year execution highlights and hash rate growth to roughly 25 EH/s
• why Paraguay hydro power and mega sites drive efficiency
• lessons from heat, cooling fixes, and firmware upgrades at scale
• how land banking, power access, and community alignment shape site strategy
• BuzzHPC ramp plan from current run rate toward larger GPU clusters
• why contracts and tri-party agreements become the real bottleneck
• GPU economics shifting toward longer useful life and new funding sources
• what the Toronto-Waterloo Corridor means for sovereign AI compute
• inflation pressures in fiber, copper, racks, and supply-chain timelines

Let us know in the comment section below if you're currently holding shares of Hive and what you thought about this most recent round of earnings.
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