AI boom drives Hyperscale Data and crypto miners higher
4.6 Investments Hyperscale Data targets up to $200M revenue in 2026, driven by AI, blockchain, and Ballista integration. Sandisk, Micron, and Bitcoin miners are set to benefit from AI infrastructure demand.
Hyperscale Data, Inc. (GPUS) projects 2026 revenue between $180 million and $200 million, marking an anticipated 80% to 100% growth over preliminary 2025 results. This growth is fueled by the full-year integration of Ballista Group, expected to contribute $40 million, and expansion across AI infrastructure, blockchain, and digital platforms. Ault Lending is forecasted to add $20 million to $30 million, supporting overall profitability. Previous capital investments in AI and blockchain are now generating consistent returns, with management expecting these initiatives to contribute $24 million to $44 million in 2026. Despite a 20.9% revenue decline in 2024, the company’s diversified operations and high-margin platforms are strengthening its 2026 outlook. Meanwhile, the AI sector is driving strong demand for storage and memory, benefiting Sandisk and Micron. Bitcoin mining companies are also expected to gain as they shift to providing power and computing capacity for AI infrastructure, with their stocks seen as undervalued compared to other data center firms.
