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But we saved everything 🙂.
Contract terms for HPC projects are improving, according to matthew sigel. Over the past few quarters, new HPC contracts have transitioned to triple-net leases, resulting in estimated EBITDA margins climbing into the mid-90% range compared to earlier agreements with margins near 70%, BTIG stated in the commentary.
Matthew Sigel previously highlighted a sharp rise in AI adoption for U.S. tax filing to 26 percent in 2026, citing data from Adobe. He has also reported that 60% of Bitcoin supply is held by long term holders as retail investors stepped back from the market. These factors reflect ongoing tracking of trends in both digital assets and technology adoption.