GPU neoclouds · US
Hut 8 had a market capitalisation of $8.35B on 16 October 2026 (listed as HUT; updated every weekday from the market price).
The landlord under several of the map's biggest compute commitments rather than a GPU operator: it develops and leases AI data-centre capacity, and the tenant installs the silicon.
| Date | Mark | Change |
|---|---|---|
| 15 October 2026 | $9.38B | -9.0% |
| 14 October 2026 | $10.3B | -1.9% |
| 13 October 2026 | $10.5B | +1.2% |
| 10 October 2026 | $10.4B | -5.6% |
| 9 October 2026 | $11B |
Daily snapshots began 27 July 2026. Public companies move with the market every weekday.
The landlord under several of the map's biggest compute commitments rather than a GPU operator: it develops and leases AI data-centre capacity, and the tenant installs the silicon. Signed a 15-year, 245 MW triple-net lease at its River Bend campus in West Feliciana Parish, Louisiana with Fluidstack on 2025-12-17, worth $7.0B over the base term and up to $17.7B with all three renewal options, under which Fluidstack runs compute for Anthropic - and Google provides a financial backstop of the lease payments and pass-through obligations for the whole 15-year base term, plus a second backstop behind the operations services agreement. That credit is what let Hut 8 price a $3.25B investment-grade bond (preliminary BBB- from S&P) against the build. A separate 15-year, 352 MW lease at the Beacon Point campus in Nueces County, Texas is worth $9.8B base and up to $25.1B with renewals; Hut 8's filings do not name that tenant and the FT reports it as NVIDIA, which has not confirmed it. Beacon Point is where Lambda's reported $35B Anthropic deal physically lands. Total contracted AI capacity 597 MW and roughly $16.8B of base-term contract value; its 10-K describes an Anthropic partnership that could reach 2,295 MW. A bitcoin miner before 2025.
See something wrong or out of date? Suggest a correction (GitHub) or email it. Please include a source.
Last updated 16 October 2026. Follow Hut 8 in any feed reader to hear when its valuation moves.
State of AI World maps every significant AI company, what it is worth and how it is connected. Every number carries a source and an as-of date; see the methodology. Data is free to reuse with credit: open data. · All companies · Daily digest · Corrections and contact