Bitdeer (BTDR) Q2 FY26 earnings call

Bitdeer's Q2 FY26 results highlight a strategic pivot towards AI infrastructure, anchored by a significant $4.7 billion colocation lease at Tydal, Norway, securing long-term contracted revenue. While the core Bitcoin mining operations continue to expand aggressively, the company is balancing growth investments with a focus on AI cloud and colocation, leveraging its power infrastructure portfolio. The quarter saw strong sequential improvements in adjusted EBITDA and cash position, despite negative gross profit and net loss, as the company navigates a dynamic market and invests heavily in future