Hut 8 AI Infrastructure Deal Offers Stable Long-Term Revenue — Market Talk
Hut 8's latest AI infrastructure deal represents a major step up in revenue quality and long‑term stability, Mark Palmer of Benchmark says. He believes the benefits aren't just in the size of the agreement, but the discipline behind negotiating it. "Management didn't rush to monetize the company's valuable power assets during the early phase of the AI infrastructure land-grab, when pricing, structure, and counterparties were less favorable," he says. Instead, they waited for a structure that met its return requirements and strategic goals, according to Palmer. ([email protected])