none yetBGDEnothing scorable yetinformal: not captured
none yetBTBTnot on the ledgerinformal: not captured
none yetDMGGFnothing scorable yetinformal: not captured
none yetVIPnothing scorable yetinformal: not captured
none yetWULFnothing scorable yetinformal: not captured
What each ring counts
Two scores a company, one per register. The formal score, the ring, is the share of its settled, specific statements it delivered among those that came through filings and press releases, investor presentations, earnings calls; the informal score is the same arithmetic over the ones that came through X posts and interviews. A statement that reports a result already in hand when it was made, such as a closed period's preliminary figures, is shown as a reported result and never counted. Only statements whose outcome is a comparable number count: green 80% and up, yellow 60 to 79%, orange 40 to 59%, red under 40%; grey with fewer than 2. 6 of 18 companies are banded on the formal score so far; none is banded on the informal score, because X posts are not captured yet, since reading them takes the paid X API, which the site has not bought, and interviews are not captured yet, since each would first have to be transcribed, which the site does not do yet. The statements corpus below says what each channel holds.. Every statement is below with both documents, as of Oct 3, 2026.
Guidance delivered and short
Each company's settled, specific statements. As of Oct 3, 2026.
57 of 74 statements have an outcome document. 41 are settled and 16 remain open. The other 16 have no outcome document yet, and 1 reported result has none because it states its own result. Every row links the document its statement came from, and a row links an outcome document only where one has been read. 50 statements are specific enough to score. Accuracy is weighted by specificity, so a directional statement has no number to check. 8 statements are reported results: a result already in hand when stated, such as a closed period's preliminary figures or a target already reached. They are shown, marked and never scored. This page derives a variance for 15 rows whose projection and outcome use the same unit. The card shows both figures. A negative result is short of the projection. Other rows give one of three reasons no percentage is shown instead of printing zero.
74 of the 74 rows are verified: the quote was found in the cited document as one contiguous string, and a quote that joins passages with ellipses was found passage by passage. Each passage starts and ends at a word boundary, so a quote cut inside a word or inside a number such as 1,210 or 3.4 is not found. Every figure the projection names is printed in the quote with its unit. A target date is never compared with the quote, which may state no year or a different one. The check that runs on every change to the site does not read the filing again: it compares each row with the stored result of the last search. The search was run on every row, the latest on Oct 3, 2026. Every row is verified. 42 rows store the sentence that reports their outcome, and the check found each word for word in its outcome document. 15 link an outcome document without a sentence, so their outcomes were not string-checked, and their cards say so. 50 candidate statements whose quotes could not be found in the cited document were dropped rather than published. Every row carries the channel its statement came through: 69 through filings and press releases, 5 through investor presentations, 0 through earnings calls, 0 through X posts, 0 through interviews. The formal register (filings and press releases, investor presentations, earnings calls) and the informal one (X posts, interviews) are scored apart. How a statement is scored.
three rows per company are flagged selected_for_ledger, ranked by: quote verified as a contiguous string, then resolved outcome, then specificity specific, then an outcome evidence sentence found. The remaining verified rows are published too so the ledger can grow without re-verification.
BTBT is here because its last statement was withdrawn, not because the research pass has not read it: the figure was a consolidated subsidiary's, not the miner's own. What was withdrawn, and why.
The filings are present. The research pass has covered the five Tier 1 companies with the most quoted guidance and six Tier 2 companies through their dossiers.
A score would use these 36 rows, at most three per company. Each has a verified quote. 29 of them also have a settled outcome with its sentence; the rest are still open or have no outcome document yet.
26 are specific enough for an accuracy score. Accuracy is weighted by specificity. 6 more are reported results, shown and never scored. CLSK has the smallest sample: one specific selected statement. Its score would rest on one observation until more resolve. This reflects what the company said, not the selection rule.
CORZAug 14, 2026specificno outcome documentfilings and press releasescritical IT MW delivered at Muskogee
The Company is on track to deliver the next approximately 82 MW at Muskogee to its customer beginning in the second half of 2027.
HUTAug 4, 2026specificno outcome documentfilings and press releasesinitial energization and data hall delivery at Beacon Point
Commenced the buildout of Beacon Point, with construction of Phase 1 and the campus substation underway, targeted for initial energization in the first quarter of 2027 and initial data hall delivery in the third quarter of 2027.
Projected
initial energization, then initial data hall delivery, first quarter of 2027 (energization), third quarter of 2027 (data hall)
MARAMay 11, 2026directionalsettledfilings and press releaseshashrate
Going forward, we do not expect to pursue large-scale ASIC purchases. Our approach will remain selective, targeted, and grounded in clear economic return.
Projected
no large-scale fleet growth; hashrate roughly flat, no date given; the statement is open
Actual
consistent so far: energized hashrate 72.2 EH/s (Mar 31, 2026) to 70.3 EH/s (Jun 30, 2026); capex on property and equipment $94.3 million in H1 2026 vs $157.8 million in H1 2025 as of Jun 30, 2026
Variance
not computed
The outcome document says: As of June 30, 2026, we owned approximately 440,000 mining rigs globally, including our share of mining rigs from our equity method investee, the Abu Dhabi Global Markets company (the "ADGM Entity"), with an energized hashrate of approximately 70.3 exahashes per second ("EH/s").
DRKMay 7, 2026specificsettledfilings and press releasesmanaged power capacity of the combined company
Upon closing, the combined company is expected to initially operate 53 megawatts (MW) of managed power capacity across five data centers in Iowa, Kentucky, and Tennessee
Projected
53 MW across five data centers, upon closing (June 1, 2026)
Actual
53 MW at five data centers as of Jun 1, 2026
Variance
0.0%, on the projectionfrom 53 MW projected against 53 MW reported
The outcome document says: The Combined Company's bitcoin mining operations and balance sheet include managed power capacity of 53 MW at five data centers across three U.S. states, comprising both data centers owned by the Combined Company and those leased from and/or operated by third parties, as well as 1.2 EH/s of installed proprietary mining hash rate across data centers owned by the Combined Company and third-party hosting providers.
CORZMay 6, 2026specificsettledfilings and press releasesdelivery of the leased 70 MW Muskogee building
In Muskogee, the Company's current leased 70 MW building designed to support the Nvidia GB300 platform is progressing through final testing as well as commissioning and is on track for a second quarter 2026 delivery to its customer.
Projected
70 MW delivered to the customer, second quarter 2026
Actual
70 MW at Muskogee leased and billing as of mid-July 2026 as of Jul 28, 2026
Variance
not computed
The outcome document says: Nearing full completion of the CoreWeave buildout Site MW Leased Status MW Billing ~260 MW ~260Denton, TX ~175 MW Est. completion early 2027 ~30Dalton, GA ~70 MW ~70Muskogee, OK ~65 MW ~65Marble, NC ~20 MW ~20Austin, TX Total ~590 MW Early 2027 completion Over 430 MW* *Total billing as of mid-July Substantially complete
MARAApr 30, 2026specificsettledfilings and press releasesMW
Long Ridge's assets include a 485 MW nameplate capacity (expected to increase to 505 MW nameplate capacity in H2 2026) combined-cycle gas turbine power plant located in Hannibal, Ohio
Projected
505 MW nameplate, by Dec 31, 2026 (H2 2026)
Actual
timeline moved: the Q2 2026 10-Q says 'expected to increase to 505 MW in the first quarter of 2027' as of Aug 6, 2026
Variance
not computed
The outcome document says: Long Ridge’s assets include a 485 megawatt (“MW”) combined-cycle gas turbine power plant in Hannibal, Ohio (expected to increase to 505 MW in the first quarter of 2027) and over 1,600 contiguous acres with access to water, fiber and rail infrastructure.
WULFApr 14, 2026reported resultsettledfilings and press releasesrevenue, first quarter 2026
The Company expects first quarter 2026 revenue to be between $30 million and $35 million, and adjusted EBITDA to be between $0 million and $3 million
Reported result, not a promise. The quarter had already ended (Mar 31, 2026) when this was stated (Apr 14, 2026). It gives preliminary results for a closed period, so it is shown but never scored.
Projected
$30 million to $35 million, first quarter 2026
Actual
$34.0 million as of May 8, 2026
Variance
+4.6%, above the projectionfrom the midpoint of the guided $30m to $35m, $32.5m, projected against $34m reported
The outcome document says: Generated Q1 2026 revenue of $34.0 million, including $21.0 million of HPC lease revenue.
DGXXMar 16, 2026specificsettledfilings and press releasesARMS 200 go-live and first AI revenue
The Company's ARMS200 system in Alabama is currently in its commissioning phase, with go-live targeted for late March 2026 and first revenues currently expected in April 2026.
Projected
go-live, then first revenue, go-live late March 2026, first revenues April 2026
Actual
go-live on May 15, 2026 and first AI-related revenues in May 2026 as of Jun 3, 2026
Variance
not computed
The outcome document says: The Company's NeoCloudz GPU-as-a-Service platform has been successfully processing AI workloads on its deployed fleet of NVIDIA B200 and B300 GPUs continuously since May 15, 2026, and recognized its first AI related revenues in May 2026.
BGDEFeb 6, 2026reported resultsettledfilings and press releasesrevenue, full year 2025
Preliminary estimated revenues are expected to be approximately $39.8 million for 2025 compared with $59.3 million for 2024, a year-on-year decrease of 33%.
Reported result, not a promise. The year had already ended (Dec 31, 2025) when this was stated (Feb 6, 2026). It gives preliminary results for a closed year, so it is shown but never scored.
Projected
approximately $39.8 million, full year 2025
Actual
$39.8 million as of Mar 31, 2026
Variance
0.0%, on the projectionfrom $39.8m projected against $39.8m reported
The outcome document says: Our overall revenue for the years ended December 31, 2025 and 2024, were $39.8 million and $59.3 million, respectively.
CLSKFeb 5, 2026directionalsettledfilings and press releasesMW
We strengthened our financial foundation, secured up to 890 megawatts of high-quality utility potential capacity in the Houston region, and materially advanced our Sandersville site with the acquisition of an additional 122-acre parcel as we progress toward AI tenancy.
Projected
up to 890 MW of utility capacity in the Houston region (Texas), no date stated
Actual
585 MW of ERCOT-approved capacity by May 2026 (including ERCOT approval of 300 MW at Brazoria); July 2026: Texas portfolio described as 'up to 885 MW of secured and planned power capacity' as of Jul 14, 2026
Variance
not computed
The outcome document says: Doubled MW under contract year-over-year including 585 MW of ERCOT-approved capacity
Rent under the initial phase is expected to commence in October 2026. Rent under the final phase is expected to commence in March 2027
Projected
Black Pearl initial rent October 2026, by Oct 1, 2026
Actual
Beaten by about two months: 'Cipher began delivering data center capacity at the beginning of August, two months ahead of the original schedule' and 'rent has commenced at the site' (tenant-requested acceleration via Jul 24, 2026 lease amendment) as of Aug 4, 2026
Variance
not computed
The outcome document says: Under the amended terms, Cipher began delivering data center capacity at the beginning of August, two months ahead of the original schedule.
HUTDec 17, 2025specificsettledinvestor presentationssale of the 310 MW Ontario power generation portfolio
One of four sites comprising the 310 MW portfolio of power generation assets Hut 8 expects to sell to TransAlta in early Q1 2026, subject to customary closing conditions including regulatory approval
Projected
310 MW portfolio sold, early Q1 2026
Actual
the sale completed; the Q4 2025 release of Feb 25, 2026 states the transaction closed in February 2026 as of May 6, 2026
Variance
not computed
The outcome document says: Completed the sale of the Company's 310 MW portfolio of four natural gas-fired power plants in Ontario to TransAlta Corporation.
CLSKNov 25, 2025directionalsettledfilings and press releaseshashrate
We expect to continue increasing our computing power through calendar year 2025 and beyond as we expand infrastructure at our owned sites in Tennessee and across our portfolio of data centers in Georgia, Mississippi, and Wyoming, while also pursuing regional expansion opportunities and evaluating strategic acquisition targets.
Projected
continue increasing computing power through calendar year 2025 and beyond; no figure is stated, by 2026 and beyond
Actual
Average hashrate declined: 42.6 EH/s in June 2026 (10-Q) and 38.6 EH/s average operating in July 2026 (monthly update) versus 45.6 EH/s, the September 2025 final-month average as of Jul 31, 2026
Variance
not computed
The outcome document says: During June 2026, our operating mining units produced an average computing power of 42.6 exahash per second (“EH/s”), following our achievement of a peak hashrate of 50 EH/s during fiscal year 2025.
IRENNov 6, 2025specificsettledfilings and press releasesrevenue
New multi-year contracts including Together AI, Fluidstack and Fireworks AI, supporting growth to target AI Cloud ARR of >$500m by end of Q1
Projected
>$500m ARR (Prince George GPU deployments) by end of Q1 2026, by Mar 31, 2026
Actual
~$0.4bn ARR under contract at Prince George as of Feb 5, 2026; '$0.5bn ARR under contract from GPU deployments at Prince George' as of May 7, 2026 (contracted, not yet all revenue-generating) as of May 7, 2026
Variance
not computed
The outcome document says: ARR under contract of $3.1bn represents expected $1.9bn average annual revenue under Microsoft contract, expected $0.7bn average annual revenue under NVIDIA contract, plus $0.5bn ARR under contract from GPU deployments at Prince George.
DRKNov 4, 2025specificno outcome documentfilings and press releasesdeployed hashrate
Purchased additional S21 Pro and S21 XP miners in October 2025, which is expected to increase deployed EH/s by approximately 25% during the fourth quarter of 2025.
Projected
approximately 25% increase in deployed EH/s, fourth quarter of 2025
Actual
no outcome document yet
Variance
not resolved
No exahash figure for the fourth quarter of 2025 was found in any Sphere 3D document read for this pass, so the statement cannot be resolved against a document; the next disclosure of hash rate is 1.2 EH/s for the combined company in the March 2026 business combination release.
CIFRNov 3, 2025specificsettledfilings and press releasesHPC MW
Under the terms of this lease agreement, Cipher will deliver 300 MW of capacity in 2026, including both air and liquid cooling to the racks. The capacity will be delivered in two phases, expected to begin in July 2026 and complete in the fourth quarter of 2026, with rent commencing in August 2026.
Projected
AWS Black Pearl: first delivery July 2026, rent August 2026, full 300 MW gross by Q4 2026, by Dec 31, 2026
Actual
Partly met: after an interim slip (10-K Feb 2026: initial rent by Q4 2026, full ramp Q1 2027; Feb 2026 deck: initial rent October 1, 2026, final phase March 2027), the lease was amended Jul 24, 2026 and first capacity was delivered 'at the beginning of August' 2026 with rent commenced, matching the original August rent date. Full 300 MW is now scheduled into Q1 2027 (final data hall 81 IT MW target Feb 28, 2027), i.e. one quarter later than 'complete in the fourth quarter of 2026'. as of Aug 4, 2026
Variance
not computed
The outcome document says: Under the amended terms, Cipher began delivering data center capacity at the beginning of August, two months ahead of the original schedule.
WULFOct 28, 2025reported resultsettledinvestor presentationsrevenue, third quarter 2025
The Company expects revenue for the third quarter of 2025 to be between $48 million and $52 million, representing an approximate 84% increase compared to the $27 million reported in the third quarter of 2024.
Reported result, not a promise. The quarter had already ended (Sep 30, 2025) when this was stated (Oct 28, 2025). It gives preliminary results for a closed period, so it is shown but never scored.
Projected
$48 million to $52 million, third quarter of 2025
Actual
$50.6 million as of Nov 10, 2025
Variance
+1.2%, above the projectionfrom the midpoint of the guided $48m to $52m, $50m, projected against $50.6m reported
The outcome document says: Achieved Q3 2025 revenue of $50.6 million, including $7.2 million in initial HPC lease revenue.
BGDEOct 17, 2025reported resultsettledfilings and press releasesrevenue, third quarter 2025
Preliminary estimated revenues are expected to be approximately $11.2 million for the third quarter of 2025 compared with $12.3 million for the third quarter of 2024, a year-on-year decrease of 9%.
Reported result, not a promise. The quarter had already ended (Sep 30, 2025) when this was stated (Oct 17, 2025). It gives preliminary results for a closed period, so it is shown but never scored.
Projected
approximately $11.2 million, third quarter of 2025
Actual
$13.2 million as of Nov 14, 2025
Variance
+17.9%, above the projectionfrom $11.2m projected against $13.2m reported
The outcome document says: Total revenue for Q3 2025 was $13.2 million compared to $12.3 million for Q3 2024, an increase of 7%.
BGDEOct 17, 2025reported resultsettledfilings and press releasesrevenue, nine months to September 30, 2025
Preliminary estimated revenues are expected to be approximately $34.5 million for the nine months of 2025 compared with $44.2 million for the nine months of 2024, a year-on-year decrease of 22%.
Reported result, not a promise. The nine months had already ended (Sep 30, 2025) when this was stated (Oct 17, 2025). It gives preliminary results for a closed period, so it is shown but never scored.
Projected
approximately $34.5 million, nine months of 2025
Actual
$36.5 million as of Nov 14, 2025
Variance
+5.8%, above the projectionfrom $34.5m projected against $36.5m reported
The outcome document says: Total revenue for YTD 2025 was $36.5 million compared to $44.2 million for YTD 2024, a decrease of 17%.
DGXXOct 1, 2025specificsettledfilings and press releasesdelivery and commissioning of the first ARMS 200 pod
The first Tier III certified ARMS 200 pod is scheduled for delivery at Digi Power X's Alabama facility by the end of November 2025, with commissioning planned for December 2025.
Projected
first pod delivered, then commissioned, delivery by the end of November 2025, commissioning December 2025
Actual
live and operating since May 15, 2026, about five and a half months after the planned December 2025 commissioning as of Jul 7, 2026
Variance
not computed
The outcome document says: The Company confirms that the ARMS 200 modular unit has been live and operating successfully at Tier 3 standards at the Company's Alabama facility since May 15, 2026, and has been generating AI-related revenues for Digi Power X since that date.
CIFRSep 25, 2025specificstill openfilings and press releasesHPC MW
Expected Delivery of 168 MW of Critical IT Load by September of 2026
Projected
Barber Lake Phase I 168 MW critical IT delivered by September 2026, by Sep 30, 2026
Actual
Unresolved as of Aug 4, 2026 but on schedule: 10-K restated 'targeting delivery of Barber Lake Phase I by September 30, 2026'; Q2 deck: 'Sep. 2026 Expected Initial Delivery; Rental payments expected to commence October 2026'; tenant 'has commenced beneficial use of the facility, including partial occupancy' as of Aug 4, 2026
Variance
not resolved
The outcome document says: Barber Lake data center continues to progress towards completion as tenant has commenced beneficial use of the facility, including partial occupancy of the building and deployment of network racks
The outcome document reports the delivery as still ahead and on track: 'Barber Lake data center continues to progress towards completion as tenant has commenced beneficial use of the facility, including partial occupancy of the building and deployment of network racks'. The target date, September 30 2026, had not arrived when the document was published.
BTDRSep 12, 2025specificsettledfilings and press releasesself-mining hashrate
Our operational team continues to execute and we are well on our way to achieving our ambitious target of 40 EH/s of self-mining by the end of October 2025.
Projected
40 EH/s, end of October 2025
Actual
41.2 EH/s as of Oct 31, 2025
Variance
+3.0%, above the projectionfrom 40 EH/s projected against 41.2 EH/s reported
The outcome document says: Self-mining hashrate reached 41.2 EH/s, surpassing the Company's 40 EH/s target.
DGXXAug 14, 2025specificsettledfilings and press releasesfirst NVIDIA B200 GPU cluster live
We now have the financial strength and operational momentum to capitalize on the rapidly expanding AI infrastructure market, with our first NVIDIA B200 GPU cluster set to go live in Q1 2026 and a pipeline of AI infrastructure contracts in advanced negotiations.
Projected
first B200 cluster live, Q1 2026
Actual
the B200 and B300 fleet has run AI workloads continuously since May 15, 2026, six weeks after the end of the target quarter as of Jun 3, 2026
Variance
not computed
The outcome document says: The Company's NeoCloudz GPU-as-a-Service platform has been successfully processing AI workloads on its deployed fleet of NVIDIA B200 and B300 GPUs continuously since May 15, 2026, and recognized its first AI related revenues in May 2026.
IRENJul 7, 2025specificsettledfilings and press releasesHPC MW
Horizon 1 (up to 50MW IT load) on track for Q4 2025 delivery, with foundations underway and long lead equipment continuing to arrive in line with initial expectations
Projected
Horizon 1, 50MW IT, delivered Q4 2025, by Dec 31, 2025
Actual
Horizon 1 delivered to and accepted by Microsoft in August 2026 (about 8 months after the original target; the Nov 2025 Microsoft contract re-based delivery to 2026, and the 10-K cites NVIDIA component shortages) as of Aug 13, 2026
Variance
not computed
The outcome document says: Horizon 1 is the first of four 50MW (IT load) direct-to-chip liquid cooled AI Cloud deployments scheduled for delivery to Microsoft at IREN’s Childress, Texas campus in 2026 under a five-year, $9.7bn cloud services contract announced in November 2025.
IRENJul 7, 2025reported resultsettledfilings and press releaseshashrate
50 EH/s installed - reached target self-mining capacity by month end, with further expansion paused to prioritize continued build-out of AI verticals
Reported result, not a promise. The target had already been reached (Jun 30, 2025) when this was stated (Jul 7, 2025). It reports a result, so it is shown but never scored.
Projected
50 EH/s installed by mid-2025 (target set in 2024), by Jun 30, 2025
Actual
50 EH/s installed June 2025 (met); subsequently reduced to 23.2 EH/s installed at Jun 30, 2026 as miners were decommissioned for AI Cloud as of Jun 30, 2026
Variance
0.0%, on the projectionfrom 50 EH/s projected against 50 EH/s reported
The outcome document says: As of June 30, 2026, our installed Bitcoin mining capacity was approximately 23.2 EH/s, representing approximately 380MW of data center capacity.
MARAJul 1, 2025specificsettledfilings and press releaseshashrate
With 1.7 gigawatts ("GW") of captive capacity - including 1.1 GW currently operational - and a growth pipeline exceeding 3 GW of low-cost power opportunities, we are targeting 75 exahash by the end of 2025.
Projected
75 EH/s energized, by Dec 31, 2025
Actual
66.4 EH/s at Dec 31, 2025 (missed by 8.6 EH/s); company: 'While below our 75 EH/s target, this outcome reflects deliberate capital discipline' as of Dec 31, 2025
Variance
-11.5%, short of the projectionfrom 75 EH/s projected against 66.4 EH/s reported
The outcome document says: While below our 75 EH/s target, this outcome reflects deliberate capital discipline.
RIOTMay 1, 2025specificsettledfilings and press releasesMW
Construction work on the substation, to be completed in early 2026, also continues and will bring a total of 1.0 GW of power capacity online once completed.
Projected
1.0 GW at Corsicana, by Mar 31, 2026
Actual
10-Q Q2 2026 still describes Corsicana as 'currently equipped to provide up to approximately 400 MW ... upon completion, is expected to have a total of approximately one gigawatt'; substation completion not confirmed in reviewed filings as of Jun 30, 2026
Variance
not computed
The outcome document says: The Corsicana Facility is currently equipped to provide up to approximately 400 MW of developed capacity for Bitcoin Mining, and upon completion, is expected to have a total of approximately one gigawatt (“GW”) of developed capacity available for high-density compute workloads.
RIOTJan 21, 2025directionalsettledfilings and press releasesHPC MW
Riot is launching a formal process to evaluate the feasibility of developing the approximately 600 megawatts ("MW") of remaining power capacity at the Company's Corsicana Facility for artificial intelligence ("AI")/high-performance computing ("HPC") uses.
Projected
600 MW at Corsicana for AI/HPC
Actual
first leases (241 MW) signed at Rockdale, not Corsicana; Corsicana full campus under non-binding LOI as of Aug 10, 2026 as of Aug 10, 2026
Variance
not computed
The outcome document says: AMD (50 IT MW) Leading Frontier AI Lab (191 IT MW) Total (241 IT MW) Rockdale Pro Forma Critical IT MW Leased
CLSKDec 3, 2024specificsettledfilings and press releaseshashrate
We are currently developing an additional 211.5 MW across the portfolio, which is expected to support approximately 50 EH/s of mining capacity.
Projected
50 EH/s, no date stated (context: 'through the end of 2024 and beyond')
Actual
50 EH/s operational hashrate reached June 2025 as of Jun 30, 2025
Variance
0.0%, on the projectionfrom 50 EH/s projected against 50 EH/s reported
The outcome document says: We reached 50 EH/s of operational hashrate in June, becoming the first public company to do so exclusively with American infrastructure, while achieving record basic EPS of $0.90 and nearly $200 million in revenue.
We continue to operate Bitcoin miners at certain of our data centers while we transition this data center capacity toward AI Cloud Services. We aim to substantially complete this transition by December 31, 2026.
other
Bitcoin mining substantially wound down by Dec 31, 2026by Dec 31, 2026
pending; installed hashrate already down from 50 EH/s (June 2025) to 23.2 EH/s (June 2026)as of Jun 30, 2026
A 654 MW combined pipeline at Vulcan-owned sites, including more than 100 MW of capacity expected to be available for AI/HPC opportunities within the next year;
HPC MW
more than 100 MW available for AI/HPC within a yearby Aug 17, 2027
unresolved as of Sep 6, 2026; no tenant and no signed lease.as of Aug 17, 2026
Phased delivery schedule, with the initial 96 IT MW expected in December 2027 and full 191 IT MW deployment expected by June 2028, leveraging Riot's existing, fully approved interconnection at the Rockdale campus.
HPC MW
96 MW December 2027; 191 MW June 2028by Jun 30, 2028
Construction is now underway on the 25 MW expansion, with the 10 MW Phase 3 on track for delivery in November 2026 and the 15 MW Phase 4 to follow in May 2027, at which point AMD's total contracted capacity of 50 MW will be fully deployed.
HPC MW
10 MW November 2026; 15 MW May 2027by May 31, 2027
Active negotiations at three sites with deepening commercial engagement
HPC MW
a first HPC lease at one of Panther Creek, Sharon or Moses Lakeno date stated
unresolved as of Sep 6, 2026: no lease signed, and all U.S. bitcoin mining has been decommissioned ("Completed the decommissioning of all U.S. Bitcoin mining operations in preparation for HPC site construction").as of Aug 10, 2026
Our most significant third-party hosting arrangements are set to expire beginning in Q3 2027, with all third-party hosting arrangements to conclude by Q1 2028. These expirations are expected to eliminate third-party hosting costs over time and improve our cost per kWh.
other
exit of all third-party hosting arrangements by Q1 2028by Mar 31, 2028
Commenced the buildout of Beacon Point, with construction of Phase 1 and the campus substation underway, targeted for initial energization in the first quarter of 2027 and initial data hall delivery in the third quarter of 2027.
initial energization and data hall delivery at Beacon Point
initial energization, then initial data hall deliveryfirst quarter of 2027 (energization), third quarter of 2027 (data hall)
175 MW of critical IT load with deliveries expected to begin in Q4 2027 to a high-investment-grade tenant
HPC MW
175 MW critical IT delivered starting Q4 2027by Dec 31, 2027
unresolved; as of Aug 6, 2026 the company reported it had 'Ordered and pre-paid all long-lead items to meet Sandersville RFS date' and that the anticipated equity portion was fully fundedas of Aug 6, 2026
The site encompasses more than 1,200 acres and is expected to provide access to up to an initial 1 GW of grid capacity by October 2027 and up to 2 GW by April 2028.
MW
1,000 MW by 2027-10; 2,000 MW by 2028-04 (Matagorda County, TX)by Apr 30, 2028
unresolved; 'subject to ERCOT and interconnect approvals'; HIF has 'given Notice to Proceed for construction on the switchyard'as of Aug 6, 2026
Going forward, we do not expect to pursue large-scale ASIC purchases. Our approach will remain selective, targeted, and grounded in clear economic return.
hashrate
no large-scale fleet growth; hashrate roughly flatno date given; the statement is open
consistent so far: energized hashrate 72.2 EH/s (Mar 31, 2026) to 70.3 EH/s (Jun 30, 2026); capex on property and equipment $94.3 million in H1 2026 vs $157.8 million in H1 2025as of Jun 30, 2026
Our expectation is to sign one or more tenant leases by year-end, and we intend to disclose the number of megawatts under contract as the pipeline converts into signed commitments.
HPC MW
at least one hyperscale/AI tenant lease signedby Dec 31, 2026
unresolved; no lease signed as of Aug 6, 2026 ('lease discussions are progressing across multiple sites, and we remain confident in our ability to sign at least one lease before year-end')as of Aug 6, 2026
Subject to closing and tenant execution, we believe Long Ridge can support tenant commitments soon after closing, which we expect to occur in the second half of the year, subject to regulatory approvals, including clearance under the Hart-Scott-Rodino Act and Federal Energy Regulatory Commission approval, as well as satisfaction of other customary closing conditions.
other
Long Ridge acquisition closes in H2 2026by Dec 31, 2026
unresolved; 'currently awaiting FERC approval' as of Aug 6, 2026; consent solicitation for the 8.750% notes completed May 15, 2026; purchase agreement outside date Nov 30, 2026 (Jun 30, 2027 if regulatory conditions unmet)as of Aug 6, 2026
2026 expansion to 480MW on track ... Horizon 1-4 on track for delivery by year-end ... 2027 expansion to 1,210MW in build
HPC MW
480MW gross AI Cloud capacity by end-2026; 1,210MW in 2027by Dec 31, 2026
Horizon 1 delivered Aug 2026; Horizon 2 commissioning, Horizon 3-4 'targeting delivery in Q4 2026' (FY26 release); 2026 cumulative delivery target restated as ~0.3GW (IT) and 2027 as ~0.8GW (IT); 8-K Aug 13, 2026 still 'target[s] ... 480MW (gross) AI Cloud capacity in 2026 and 1.2GW (gross) ... in 2027'. Pending.as of Aug 27, 2026
Upon closing, the combined company is expected to initially operate 53 megawatts (MW) of managed power capacity across five data centers in Iowa, Kentucky, and Tennessee
managed power capacity of the combined company
53 MW across five data centersupon closing (June 1, 2026)
In Muskogee, the Company's current leased 70 MW building designed to support the Nvidia GB300 platform is progressing through final testing as well as commissioning and is on track for a second quarter 2026 delivery to its customer.
delivery of the leased 70 MW Muskogee building
70 MW delivered to the customersecond quarter 2026
70 MW at Muskogee leased and billing as of mid-July 2026as of Jul 28, 2026
Long Ridge's assets include a 485 MW nameplate capacity (expected to increase to 505 MW nameplate capacity in H2 2026) combined-cycle gas turbine power plant located in Hannibal, Ohio
MW
505 MW nameplateby Dec 31, 2026 (H2 2026)
timeline moved: the Q2 2026 10-Q says 'expected to increase to 505 MW in the first quarter of 2027'as of Aug 6, 2026
MARA expects construction of an initial AI/Critical IT buildout to begin in 1H 2027, with initial capacity accelerated by its current 200 MW of capacity and targeted to be ready for service in mid-2028. MARA also has multiple paths to expand capacity at the site to up to 600 gross MW over time through a combination of grid expansions and on-site power generation, which MARA will pursue in parallel with the transaction close.
HPC MW
initial AI/Critical IT buildout at Hannibal: construction start 1H 2027, ready for service mid-2028; up to 600 gross MW over timeby Jun 30, 2028
unresolved; acquisition not closed as of Aug 6, 2026as of Aug 6, 2026
The Company's ARMS200 system in Alabama is currently in its commissioning phase, with go-live targeted for late March 2026 and first revenues currently expected in April 2026.
ARMS 200 go-live and first AI revenue
go-live, then first revenuego-live late March 2026, first revenues April 2026
go-live on May 15, 2026 and first AI-related revenues in May 2026as of Jun 3, 2026
DMG Blockchain Solutions Announces 75 MW Utility Approval Expanding Christina Lake Data Center Power
MW
75 MW of utility power at Christina Lakeno date stated
Partly visible: the operations page still describes "its 65 megawatt data center in Christina Lake, British Columbia, including its own substation", so the approved 75 MW is not yet reflected as installed capacity.as of Sep 6, 2026
We are targeting the Kentucky Facility to reach a total capacity of approximately 232 MW through the remainder of 2026, with additional expansion anticipated.
MW
232 MW developed capacity in Kentuckyby Dec 31, 2026
192 MW developed at Jun 30, 2026 (137 MW at the 10-K date); unresolvedas of Jun 30, 2026
By the end of 2028, we expect every megawatt in our portfolio to be dedicated to colocation to support artificial intelligence-related workloads and next generation colocation services.
share of portfolio megawatts dedicated to colocation
During 2026, we currently expect to monetize substantially all of our bitcoin holdings, subject to market conditions, to enhance liquidity and fund our planned capital expenditures and other cash requirements.
bitcoin holdings monetized
substantially all of the bitcoin holdingsduring 2026
Announced plans to develop four new sites with more than 1,500 MW of total capacity across the United States, including 330 MW of utility capacity at the Company's River Bend campus in Louisiana.
Stingray Site ... The Stingray Site has conditional ERCOT interconnection approval of up to 100 MW. We expect to energize the site in the first half of 2026.
MW
Stingray energized H1 2026by Jun 30, 2026
Missed: Q1 2026 deck (May 5, 2026) says substation electrical work 'aligning with Q4 2026 target energization timeline'; Q2 2026 deck shows earthwork and underground electrical underway with '1H 2027 Expected Delivery' and rent from Apr 1, 2027as of Aug 4, 2026
Preliminary estimated revenues are expected to be approximately $39.8 million for 2025 compared with $59.3 million for 2024, a year-on-year decrease of 33%.
Bitfarms Announces U.S. Redomiciliation Plan and Intent to Rebrand as Keel Infrastructure
other
redomicile to the United States and rebrand as Keel Infrastructureby 2026 (no date given)
Met: shareholders approved on Mar 20, 2026 and the rebrand and redomiciliation completed on Apr 1, 2026 ("Bitfarms Officially Rebrands as Keel Infrastructure; Completes U.S. Redomiciliation").as of Apr 1, 2026
We strengthened our financial foundation, secured up to 890 megawatts of high-quality utility potential capacity in the Houston region, and materially advanced our Sandersville site with the acquisition of an additional 122-acre parcel as we progress toward AI tenancy.
MW
up to 890 MW of utility capacity in the Houston region (Texas)no date stated
585 MW of ERCOT-approved capacity by May 2026 (including ERCOT approval of 300 MW at Brazoria); July 2026: Texas portfolio described as 'up to 885 MW of secured and planned power capacity'as of Jul 14, 2026
Rent under the initial phase is expected to commence in October 2026. Rent under the final phase is expected to commence in March 2027
HPC MW
Black Pearl initial rent October 2026by Oct 1, 2026
Beaten by about two months: 'Cipher began delivering data center capacity at the beginning of August, two months ahead of the original schedule' and 'rent has commenced at the site' (tenant-requested acceleration via Jul 24, 2026 lease amendment)as of Aug 4, 2026
One of four sites comprising the 310 MW portfolio of power generation assets Hut 8 expects to sell to TransAlta in early Q1 2026, subject to customary closing conditions including regulatory approval
sale of the 310 MW Ontario power generation portfolio
310 MW portfolio soldearly Q1 2026
the sale completed; the Q4 2025 release of Feb 25, 2026 states the transaction closed in February 2026as of May 6, 2026
We expect to continue increasing our computing power through calendar year 2025 and beyond as we expand infrastructure at our owned sites in Tennessee and across our portfolio of data centers in Georgia, Mississippi, and Wyoming, while also pursuing regional expansion opportunities and evaluating strategic acquisition targets.
hashrate
continue increasing computing power through calendar year 2025 and beyond; no figure is statedby 2026 and beyond
Average hashrate declined: 42.6 EH/s in June 2026 (10-Q) and 38.6 EH/s average operating in July 2026 (monthly update) versus 45.6 EH/s, the September 2025 final-month averageas of Jul 31, 2026
Targeting BUZZ HPC annualized run-rate revenue of ~$140 million by Q4 2026, at ~80% gross margins.
revenue
about $140 million of BUZZ HPC annualized run-rate revenueby Dec 31, 2026
Partly met and re-based upward: at Aug 17, 2026 active plus contracted GPU Cloud ARR was about $110 million and the company restated the goal as "our target of approximately $200 million GPU Cloud ARR by the fourth quarter"; the $350 million five-year agreement signed two days later adds about $70 million of ARR.as of Aug 17, 2026
New multi-year contracts including Together AI, Fluidstack and Fireworks AI, supporting growth to target AI Cloud ARR of >$500m by end of Q1
revenue
>$500m ARR (Prince George GPU deployments) by end of Q1 2026by Mar 31, 2026
~$0.4bn ARR under contract at Prince George as of Feb 5, 2026; '$0.5bn ARR under contract from GPU deployments at Prince George' as of May 7, 2026 (contracted, not yet all revenue-generating)as of May 7, 2026
Targeting $3.4bn in AI Cloud annualized run-rate revenue (ARR) by the end of 2026 (expansion to 140k GPUs)
revenue
$3.4bn ARR by end of CY2026by Dec 31, 2026
Target raised to $3.7bn (Mar 4, 2026, 150k GPUs), then to 'more than $4bn' (Jul 20, 2026). As of Aug 26, 2026: $1bn operating ARR and '$4bn contracted ARR for 2026 capacity'. Unresolved until year-end.as of Aug 27, 2026
Purchased additional S21 Pro and S21 XP miners in October 2025, which is expected to increase deployed EH/s by approximately 25% during the fourth quarter of 2025.
deployed hashrate
approximately 25% increase in deployed EH/sfourth quarter of 2025
Under the terms of this lease agreement, Cipher will deliver 300 MW of capacity in 2026, including both air and liquid cooling to the racks. The capacity will be delivered in two phases, expected to begin in July 2026 and complete in the fourth quarter of 2026, with rent commencing in August 2026.
HPC MW
AWS Black Pearl: first delivery July 2026, rent August 2026, full 300 MW gross by Q4 2026by Dec 31, 2026
Partly met: after an interim slip (10-K Feb 2026: initial rent by Q4 2026, full ramp Q1 2027; Feb 2026 deck: initial rent October 1, 2026, final phase March 2027), the lease was amended Jul 24, 2026 and first capacity was delivered 'at the beginning of August' 2026 with rent commenced, matching the original August rent date. Full 300 MW is now scheduled into Q1 2027 (final data hall 81 IT MW target Feb 28, 2027), i.e. one quarter later than 'complete in the fourth quarter of 2026'.as of Aug 4, 2026
The Colchis site includes a fully executed 1-GW Direct Connect Agreement with American Electric Power ("AEP"), under which AEP will construct the necessary dual interconnection facility for a targeted energization in 2028.
MW
Colchis 1 GW energized 2028by Dec 31, 2028
unresolved; Q2 2026 deck: '2028 Target Energization ... expected to be included in Batch Zero' (subject to ERCOT batch process)as of Aug 4, 2026
The Company expects revenue for the third quarter of 2025 to be between $48 million and $52 million, representing an approximate 84% increase compared to the $27 million reported in the third quarter of 2024.
HIVE targets 25 EH/s by late 2025 and 35 EH/s during 2026, while scaling its HPC division five-fold over the same period.
hashrate
35 EH/s during 2026by Dec 31, 2026
Behind: average operational hashrate was 24.0 EH/s in the quarter ended Jun 30, 2026 ("HIVE's average operational hashrate to 24.0 EH/s"), no higher than the level reached in November 2025, with four months of 2026 left.as of Jun 30, 2026
Preliminary estimated revenues are expected to be approximately $11.2 million for the third quarter of 2025 compared with $12.3 million for the third quarter of 2024, a year-on-year decrease of 9%.
Preliminary estimated revenues are expected to be approximately $34.5 million for the nine months of 2025 compared with $44.2 million for the nine months of 2024, a year-on-year decrease of 22%.
The first Tier III certified ARMS 200 pod is scheduled for delivery at Digi Power X's Alabama facility by the end of November 2025, with commissioning planned for December 2025.
delivery and commissioning of the first ARMS 200 pod
first pod delivered, then commissioneddelivery by the end of November 2025, commissioning December 2025
live and operating since May 15, 2026, about five and a half months after the planned December 2025 commissioningas of Jul 7, 2026
Expected Delivery of 168 MW of Critical IT Load by September of 2026
HPC MW
Barber Lake Phase I 168 MW critical IT delivered by September 2026by Sep 30, 2026
Unresolved as of Aug 4, 2026 but on schedule: 10-K restated 'targeting delivery of Barber Lake Phase I by September 30, 2026'; Q2 deck: 'Sep. 2026 Expected Initial Delivery; Rental payments expected to commence October 2026'; tenant 'has commenced beneficial use of the facility, including partial occupancy'as of Aug 4, 2026
Our operational team continues to execute and we are well on our way to achieving our ambitious target of 40 EH/s of self-mining by the end of October 2025.
We now have the financial strength and operational momentum to capitalize on the rapidly expanding AI infrastructure market, with our first NVIDIA B200 GPU cluster set to go live in Q1 2026 and a pipeline of AI infrastructure contracts in advanced negotiations.
first NVIDIA B200 GPU cluster live
first B200 cluster liveQ1 2026
the B200 and B300 fleet has run AI workloads continuously since May 15, 2026, six weeks after the end of the target quarteras of Jun 3, 2026
regain compliance with the Nasdaq minimum bid price and keep the ADS listingby Jan 14, 2026 (the date the Nasdaq panel set)
Met: "On January 5, 2026, the Company was formally notified by Nasdaq that it had regained compliance with the minimum bid price requirement and satisfied all other applicable continued listing criteria"; the ADSs transferred to the Nasdaq Capital Market effective Feb 12, 2026.as of Jan 5, 2026
Horizon 1 (up to 50MW IT load) on track for Q4 2025 delivery, with foundations underway and long lead equipment continuing to arrive in line with initial expectations
HPC MW
Horizon 1, 50MW IT, delivered Q4 2025by Dec 31, 2025
Horizon 1 delivered to and accepted by Microsoft in August 2026 (about 8 months after the original target; the Nov 2025 Microsoft contract re-based delivery to 2026, and the 10-K cites NVIDIA component shortages)as of Aug 13, 2026
50 EH/s installed - reached target self-mining capacity by month end, with further expansion paused to prioritize continued build-out of AI verticals
hashrate
50 EH/s installed by mid-2025 (target set in 2024)by Jun 30, 2025
50 EH/s installed June 2025 (met); subsequently reduced to 23.2 EH/s installed at Jun 30, 2026 as miners were decommissioned for AI Cloudas of Jun 30, 2026
With 1.7 gigawatts ("GW") of captive capacity - including 1.1 GW currently operational - and a growth pipeline exceeding 3 GW of low-cost power opportunities, we are targeting 75 exahash by the end of 2025.
hashrate
75 EH/s energizedby Dec 31, 2025
66.4 EH/s at Dec 31, 2025 (missed by 8.6 EH/s); company: 'While below our 75 EH/s target, this outcome reflects deliberate capital discipline'as of Dec 31, 2025
With every megawatt and associated mining hardware for our 300 MW Paraguay expansion now fully funded, we are excited to be on track to deliver our target of 25 EH/s by US Thanksgiving-more than quadrupling our hashrate from March 2025.
hashrate
25 EH/s operational hashrateby Nov 27, 2025 (US Thanksgiving 2025)
Met, within days of the date: the November 2025 production report is headlined "Reports November Production of 290 BTC, Achieves 25 EH/s".as of Dec 16, 2025
With planned mining capacity of 2.5MW expected to be added in Q2 or Q3 2025 and at least 40MW by Q2 2026, Greenidge expects to have a total near-term mining capacity of 161.5MW, excluding any future transactions.
MW
161.5 MW of total near-term mining capacityby Jun 30, 2026
Superseded by the pivot: at Aug 14, 2026 the company reports "We control 104 MW of existing energized capacity and have a 654 MW development pipeline across owned sites, including more than 100 MW of near-term AI/HPC opportunities"; the mining expansion is no longer the plan.as of Aug 14, 2026
Our go forward hashrate, reflective of the machine sales, is expected to be 1.7 exahash.
hashrate
1.7 EH/sno date stated (go-forward)
Beaten: "As of December 31, 2025, we had a fleet of approximately 22,600 machines mining Bitcoin that can generate up to 2.4 exahash per second of computing power."as of Dec 31, 2025
Construction work on the substation, to be completed in early 2026, also continues and will bring a total of 1.0 GW of power capacity online once completed.
MW
1.0 GW at Corsicanaby Mar 31, 2026
10-Q Q2 2026 still describes Corsicana as 'currently equipped to provide up to approximately 400 MW ... upon completion, is expected to have a total of approximately one gigawatt'; substation completion not confirmed in reviewed filingsas of Jun 30, 2026
Through its expansion projects and the investment in its transformative fleet upgrade, the Company achieved its target of 21 w/TH before the end of 2024 and is executing towards its revised targets of 18 EH/s operational and 21 EH/s and 19 w/TH installed by June 30, 2025.
hashrate
21 EH/s installedby Jun 30, 2025
Missed and withdrawn: on Aug 12, 2025 the company said "it is no longer feasible to achieve the 21 EH/s target" on its originally anticipated timeline, and that it "has no plans to increase its hashrate beyond the current operational hashrate of 17.7 EH/s". Its second-quarter 2025 management discussion and results release give no installed hashrate figure for Jun 30, 2025.as of Aug 12, 2025
Upon completion of this deployment, Mawson expects to operate and manage approximately 5.51 exahash per second (EH/s) in combined total current operating hashrate across its facilities.
GEM owns 2.4 exahash (EH) of mining machines which, following completion of the Acquisition, is expected to more than double the Company's hashrate and provide the Company with access to the GEM's hosting arrangements.
hashrate
more than double Argo's hashrateon completion of the GEM acquisition
Partly delivered through the restructuring rather than the announced acquisition: at Dec 31, 2025 the fleet is about 22,600 machines and up to 2.4 EH/s, against 2.8 EH/s of capacity at Dec 31, 2023 and a 1.7 EH/s go-forward figure in May 2025.as of Dec 31, 2025
Riot is launching a formal process to evaluate the feasibility of developing the approximately 600 megawatts ("MW") of remaining power capacity at the Company's Corsicana Facility for artificial intelligence ("AI")/high-performance computing ("HPC") uses.
HPC MW
600 MW at Corsicana for AI/HPC
first leases (241 MW) signed at Rockdale, not Corsicana; Corsicana full campus under non-binding LOI as of Aug 10, 2026as of Aug 10, 2026
580 documents from 18 miners, Oct 13, 2025 to Oct 14, 2026. 412 were read. They hold 1292 candidate statements with a forward-looking word beside a quantity or dated target. A research pass decides which become ledger rows.
Documents on file for each miner by channel, and the candidate statements mined from them, most candidates first until a column's header is clicked
X posts (informal): not captured yet, since reading them takes the paid X API, which the site has not bought. interviews (informal): not captured yet, since each would first have to be transcribed, which the site does not do yet. DMGGF: not an SEC registrant, so the filing and presentation channels hold only what its investor site publishes. Candidates are found mechanically and remain unscored. The rule keeps a sentence by its words. A research pass decides what it projects and whether it resolved.
Read from the exhibits to each company's 8-K and 6-K filings on EDGAR, plus releases and presentations on its investor site. Filed from Oct 13, 2025 to Oct 14, 2026. Generated Oct 14, 2026, 16:29 UTC.
Every row is one published statement. It gives the exact quote, what it projected, its target date, the later outcome where one has been read, and its specificity. 74 of the 74 rows are verified: the quote was found in the cited document word for word. Every row is verified. 42 rows store the sentence that reports their outcome, and the check found each word for word in its outcome document. 15 link an outcome document without a sentence, so their outcomes were not string-checked, and their cards say so.
From 2 research passes over the companies' own documents and the 5 Tier 2 dossiers. Generated Oct 3, 2026.
CLSK
HUT
IREN
MARA
WULF
DRK
DGXX
KEEL
BGDE
BTBT
DMGGF
VIP
CORZAug 14, 2026specificno outcome documentfilings and press releasescritical IT MW delivered at Muskogee