EPISODE · Aug 19, 2025 · 37 MIN
Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q2 Earnings, Inflection Point & HPC Outlook!
from Power Analysis · host Anthony Power & Bryce McNallie
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.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]
What this episode covers
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, gene...
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Bitdeer Technologies - Head of Capital Markets, Jeff LaBerge Q&A - Q2 Earnings, Inflection Point & HPC Outlook!
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