Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q2 Earnings, Inflection Point & HPC Outlook!

19/08/2025 37 min Temporada 1 Episodio 366
Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q2 Earnings, Inflection Point & HPC Outlook!

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Episode Synopsis

Bitdeer Technologies Group is experiencing an inflection point across all three business verticals as their vertical integration strategy translates into impressive operational and financial results.• Self-mining capacity growing from under 10 exahash to 22.5 exahash, with plans to exceed 40 exahash by year-end 2025• Efficiency improvements from 32 joules per terahash to 25-26 joules per terahash, with further gains expected• SEALMINER division sold 5 exahash of A2 and A2 Pro miners, generating $70 million in revenue• Q2 revenue more than doubled to $155 million with positive EBITDA of $17.3 million• Upcoming A3 miner launching in October expected to be among most efficient rigs on market• A4 chip development targeting breakthrough 5 joule per terahash efficiency with potential applications beyond Bitcoin mining• 570-megawatt Clarington, Ohio site progressing with advanced discussions for HPC/AI development partnership• US manufacturing for SEAL miners commencing by early 2026, potentially mitigating tariff concerns• $375 million convertible note offering completed in June, ending Q2 with $300 million cash and 1,500 bitcoin• Norway site gaining attention following OpenAI's Stargate Norway announcement, offering 100% hydropower and cooling advantagesIf you're still watching, hit the like button, leave a comment letting us know if you're holding Bitdeer shares, and subscribe to McNallie Money for more power mining analysis.Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - [email protected]