BUZZ HPC 获得 1.29M 为Cohere GPU集群提供的固定贷款机制

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BUZZ HPC 获得 1.29M 为Cohere GPU集群提供的固定贷款机制

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HIVE Digital Technologies 称于2026年10月27日发布新闻称，间接子公司BUZZ Alpha Cloud Inc.与机构贷款人签订了贷款与担保协议，提供约1.29亿美元的固定利率信贷贷款，为与Cohere的主权AI合同NVIDIA GB200 NVL72 GPU集群融资。

设施条件和安全结构

贷款机制的固定利率为每年9.0%，为期三年，本金和利息在贷款期内摊销。 所有美元数额均以美元表示。 债务由BUZZ Alpha Cloud的GPUs和相关资产担保，并由BUZZ高性能计算公司作为有限追索担保支持，该公司是全资的HIVE子公司，被称作BUZZH PC，同时对BUZZ HPC在BUZZ Alpha Cloud的股权作出质押。 BUZZ HPC在设施下不负其他责任。

该协议载有习惯条款、条件和盟约，包括规定的偿债覆盖率，在艾滋病毒/艾滋病术语结束时，将直接拥有全球免疫单位，不支付剩余款项。 由于融资结构为债务，因此公司没有发行与之相关的共同股份。 债务在项目一级持有，并由它资助的基础设施担保；称 BUZZ Alpha Cloud公司打算用合同收入偿还固定摊还时间表上的贷款。

收益的使用和合同经济学

收益将购买一个主权AI GPU集群和相关基础设施，包括NVIDIA GB200 NVL72系统，以根据2026年6月18日与Cohere 宣布的三年定期主权AI客户合同进行部署。 总统兼首席执行官Aydin Kilic 称将融资用于购买由2,303 NVIDIA GB200 GPU组成的1.65亿美元集群，与Cohere签订为期三年的固定2.25亿美元合同总价值，他称这一安排大约是80%的贷款对成本。 发布时的一个脚注称，先前为Cohere交易披露的2.2亿美元合同总价值仅涵盖GPU计算收入，而2.25亿美元的数字新增收入则归因于连接和存储。

Kilic 称公司对集群余额的股本贡献及其相关的硬件和软件成本由2026年早些时候发行的零利率可兑换债券的收益来提供。 该公司指出，它已发行了0.0%的可兑换利息债券，总收益为2.45亿美元，净收益为上限兑付后约2亿美元。 Kilic还补充道，HIVE在2026年签下了GPU云总合同价值的6亿美元，交易涉及了3个GPU的收购合同。

该公司表示，它认为2,303 GB200 GPU的1.65亿美元价格在当前市场具有吸引力，指出NVIDIA硬件在前6个月价格大幅上涨，称公司在它描述许多同行以可变利率借入的市场中，在部署后3年里，NVIDIA硬件为可预测的合同现金流量提供担保。

六月Cohere协定

2026年6月18日，BUZZ HPC 称执行了一份为期三年的GPU云合同，然后与Bell AI Fabric为Cohere Inc.，合并了Bell的数据中心和连接平台，Cohere的企业AI和大型语言模型，以及BUZZ HPC的GPU云的总合同价值约2.2亿美元。 根据该协议，HIVE在与NVIDIA量子InfiniBand联网并使用液冷相接的GB200 NVL72架级系统中，采购了由2,304 NVIDIA Grace Blackwell GPU提供动力的NVIDIA基础设施。

该集群部署在不列颠哥伦比亚省梅里特的贝尔专用设施，Cohere将在该设施为加拿大政府和公司客户运行其基础模型和企业AI解决方案。 Hypertec是一个加拿大高性能计算OEM公司，正在处理硬件采购，系统集成，安装，调试和OEM支持。 6月的公告称 HIVE部分资助了架子规模的购买，其收益来自2026年4月完成的1.15亿美元可兑换纸币融资，而Kilic 称在部署预计在2026年末至2027年初投入使用时，增加了约7000万美元的签约年度经常性收入，以当时的3500万美元实现ARR.

主权结构与公司背景

并描述加拿大的联邦人工智能战略，为加拿大科技主权投资及加拿大数据安全控制，BUZZ HPC 称认为这种能力可以帮助加拿大企业，研究人员和公共机构在国内建立和运行先进的AI.

公司执行主席弗兰克·福尔摩斯(Frank Holmes 称)认为，在AI时代主权将取决于计算地点和谁控制它，融资允许BUZZ HPC将更多的基础设施投入加拿大工作，同时保持资本结构的纪律。

HIVE自2017年起开始建设再生电能和数字基础设施，在加拿大，瑞典和巴拉圭设有数据中心，而BUZZ HPC作为加拿大负责任的数据中心发展原则的原始签署者，设计和运营主权AI基础设施。 根据发布情况，GB200GPU的交付预计会快到Q4 2026结束。

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Funding

BUZZ HPC Lands $129M Fixed-Rate Credit Facility for Cohere GPU Cluster

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HIVE Digital Technologies said in an October 27, 2026 news release that BUZZ Alpha Cloud Inc., an indirect subsidiary, has entered into a Loan and Security Agreement with an institutional lender for a fixed-rate credit facility of approximately $129 million to finance an NVIDIA GB200 NVL72 GPU cluster for a sovereign AI contract with Cohere.

Facility Terms and Security Structure

The facility bears a fixed interest rate of 9.0% per annum over a three-year term, with principal and interest amortizing over the life of the loan. All dollar amounts in the release are expressed in US dollars. The debt is secured by the GPUs and related assets of BUZZ Alpha Cloud and supported by a limited recourse guarantee from BUZZ High Performance Computing Inc., the wholly owned HIVE subsidiary known as BUZZ HPC, together with a pledge of BUZZ HPC’s equity in BUZZ Alpha Cloud. BUZZ HPC is not otherwise liable under the facility.

The agreement carries customary terms, conditions and covenants, including required debt-service coverage ratios, and at the end of the term HIVE will own the GPUs outright with no residual payment. Because the financing is structured as debt, no common shares of the company are issued in connection with it. The debt is held at the project level and secured by the infrastructure it funds; the company said BUZZ Alpha Cloud intends to repay the facility from contract revenue over a fixed amortization schedule.

Use of Proceeds and Contract Economics

Proceeds will purchase a sovereign AI GPU cluster and related infrastructure, including NVIDIA GB200 NVL72 systems, for deployment under the three-year fixed-term sovereign AI customer contract with Cohere announced on June 18, 2026. President and CEO Aydin Kilic said the financing is applied toward the purchase of a $165 million cluster of 2,303 NVIDIA GB200 GPUs contracted on a three-year fixed $225 million total contract value with Cohere, an arrangement he described as an approximate 80% loan-to-cost. A footnote in the release states that the $220 million total contract value previously disclosed for the Cohere deal covered only GPU compute revenue, while the $225 million figure adds revenue attributed to connectivity and storage.

Kilic said the company’s equity contribution toward the balance of the cluster and its associated hardware and software costs is being funded from the proceeds of 0% interest convertible bonds issued earlier in 2026. The company noted it has issued 0% interest convertible bonds for total gross proceeds of $245 million, with net proceeds of approximately $200 million after capped calls. Kilic added that HIVE has signed $600 million of total contract value for GPU cloud deals in 2026 across three GPU off-take contracts.

The company stated it believes the $165 million price for the 2,303 GB200 GPUs is attractive in the current market, noting that NVIDIA hardware has risen substantially in price over the preceding six months, and said that securing fixed-interest debt, in a market where it described many peers as having borrowed on variable rates, positions HIVE for predictable contracted cash flow in the three years following deployment.

The June Cohere Agreement

The deployment being financed was first announced on June 18, 2026, when BUZZ HPC said it had executed a three-year GPU cloud contract then valued at approximately $220 million in total contract value with Bell AI Fabric for Cohere Inc., combining Bell’s data centre and connectivity platform, Cohere’s enterprise AI and large language models, and BUZZ HPC’s GPU cloud. Under that agreement, HIVE procured NVIDIA infrastructure powered by 2,304 NVIDIA Grace Blackwell GPUs in GB200 NVL72 rack-scale systems interconnected with NVIDIA Quantum InfiniBand networking and using liquid cooling.

The cluster is being deployed at Bell’s purpose-built facility in Merritt, British Columbia, where Cohere is to operate its foundation models and enterprise AI solutions for government and corporate customers across Canada. Hypertec, a Canadian high-performance computing OEM, is handling hardware procurement, system integration, installation, commissioning and OEM support. The June announcement said HIVE was funding the rack-scale purchase in part with proceeds from a $115 million convertible note financing completed in April 2026, and Kilic said at the time that the deployment was expected to go live in late 2026 to early 2027, adding approximately $70 million in contracted annual recurring revenue to a then-current $35 million in realized ARR.

Sovereignty Framing and Company Background

The release frames the funded infrastructure as keeping compute within Canadian borders and describes Canada’s federal AI strategy as setting a direction to invest in Canadian technology sovereignty and keep Canadian data secure under Canadian control. BUZZ HPC said it believes such capacity can help Canadian enterprises, researchers and public institutions build and run advanced AI at home.

Executive Chairman Frank Holmes said the company believes sovereignty in the AI era will depend on where compute lives and who controls it, and that the financing allows BUZZ HPC to put more infrastructure to work in Canada while keeping the capital structure disciplined.

HIVE has been building renewable power and digital infrastructure since 2017, with data centres in Canada, Sweden and Paraguay, and BUZZ HPC designs and operates sovereign AI infrastructure as an original signatory of Canada’s Responsible Data Centre Development Principles. According to the release, delivery of the GB200 GPUs is expected toward the end of Q4 2026.

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