Hut 8 Secures $150M Investment from Coatue for AI Expansion

As an experienced financial analyst, I am thrilled to see Hut 8 Corp.’s strategic partnership with Coatue Management, which brings a significant investment of $150 million into building next-generation AI infrastructure. This collaboration comes at a pivotal time when traditional data centers grapple with power shortages and long lead times, making it challenging to meet the escalating demand for AI computing capacity.


Hut 8 Corp., a leading Bitcoin miner and energy infrastructure provider, has finalized an arrangement with a Coatue Management, L.L.C. (hereafter “Coatue”) managed fund.

I’m thrilled to share that we’ve secured a $150 million strategic investment from Coatue Management. This collaboration is aimed at developing a cutting-edge AI infrastructure platform for the future. With this investment, we’ll be able to expand our data center portfolio at an accelerated pace and tap into Coatue’s extensive network of resources.

— Hut 8 (@Hut8Corp) June 24, 2024

According to the announcement, Coatue Management, LLC has decided to invest $150 million in Hut 8 through a convertible note. This investment is intended to support Hut 8’s expansion in the artificial intelligence infrastructure sector.

Philippe Laffont underscores the importance of fostering innovation in the field of artificial intelligence (AI) and stresses the significance of ample compute capacity for substantial expansion within this ecosystem. He is confident that Hut 8 is primed to increase its computing power and capitalize on emerging possibilities.

Robert Yin, a partner at Coatue, emphasized, “Their unique approach to energy and the success they’ve achieved in quickly and economically developing projects will undoubtedly give them an edge as they pursue new opportunities.”

Hut 8 aims to capitalize on the increasing need for AI computing capacity that conventional data centers are finding difficult to fulfill due to power deficits and extended wait times. By utilizing our proficiency in energy infrastructure, we intend to tackle these issues and emerge as a pioneer in the field of AI infrastructure.

Hut 8 Corp. and Coatue Management have reached an accord to invest $150 million in Hut 8 Corp., using a convertible note as the investment vehicle. This note comes with an annual interest rate of 8%, payable over five years initially. An extension of up to three additional years is possible.

As a researcher, I would describe it as follows: Hut 8 Mining Corp. has issued a senior unsecured obligation that I hold. Coatue Management has the option to exchange this note for common shares of Hut 8 at a price of $16.395 per share. This represents a 45% premium over the recent 10-day average stock price. The conversion is anticipated to be completed by July 11, 2024, subject to customary conditions being met.

As the CEO of Hut 8, Asher Genoot voiced his enthusiasm for the partnership with Coatue, believing it has the capability to unlock significant opportunities within the artificial intelligence sector.

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2024-06-24 20:20