异动解读｜Hut 8盘中上涨5.59%，Anthropic 350亿美元算力大单持续催化

行情直击09-03 23:01

9月3日，Hut 8盘中上涨5.59%，报85.19美元/股，成交额1.01亿美元。

消息面上，Anthropic近日与英伟达支持的云服务商Lambda签署价值350亿美元的云计算协议，承载算力的数据中心正是由Hut 8在得克萨斯州努埃塞斯县开发的Beacon Point园区。英伟达此前已与Hut 8签署租约锁定产能，Lambda在该设施部署英伟达芯片向Anthropic交付算力。Hut 8此前披露该园区两份15年期租约覆盖704兆瓦IT容量，合同总价值达196亿美元。

同日，Opti9 Technologies宣布收购Hut 8在加拿大的传统托管云服务业务，Hut 8则保留加拿大数据中心所有权并继续推进GPU及高性能计算业务，进一步聚焦AI算力赛道。多重利好叠加推动股价走强。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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