RE: An interesting week23 May 2026 11:48
Yeah bit bullish, maybe full capacity adds a week vs revenue live on first few modules.
I think the whole bitdeer piece should move quicker, we are dealing directly with their ME division and I don’t think they will mess around, it should be a very scalable fast deployment, but I guess it’s a pilot.
What will be interesting is how much extra juice they are able to squeeze from the smaller sites once they are running at current capacity, I think they mentioned that with minor capex they could upgrade the transfer by circa 50% or something like that just by swapping out a few components.