HIVE Digital Technologies CEO on AMC Robotics Collaboration, AI Robotics and GPU Cloud Growth

Why It Matters

The partnership showcases how GPU‑as‑a‑service can unlock new AI robotics markets, driving significant revenue growth for Hive while accelerating deployment of autonomous security solutions.

Key Takeaways

• Hive signed $30M, 504 Nvidia Blackwell GPU contract
• Annual recurring revenue grew to $35M, 70% increase
• AMC Robotics uses Hive GPU cloud for autonomous robot dogs
• Moving camera vision requires high‑performance AI compute on edge
• Hive aims to reach $225M HPC revenue by 2026

Summary

Hive Digital Technologies' CEO Aydin Kilic announced a strategic partnership with AMC Robotics to power AI‑driven robot dogs using Hive’s GPU‑cloud platform.

The deal includes a two‑year, $30 million contract for 504 Nvidia Blackwell GPUs, pushing Hive’s annual recurring revenue to $35 million—a 70 % jump from $20 million. Hive’s GPU‑as‑a‑service offering is being tested by AMC to process video from moving cameras on autonomous security dogs, a workload that demands high‑throughput AI compute.

Kilic highlighted the Tokyo security show debut of AMC’s robot dog, noting that “AI‑powered robotics is just the beginning.” He also referenced the sister company’s $100 million revenue stream and Hive’s plan to build tier‑three data centers, expanding its sovereign compute footprint through 2026.

The collaboration signals a scalable revenue pipeline for Hive, validates GPU‑cloud demand in industrial robotics, and gives investors a mix of stable multi‑year contracts and high‑growth upside as AI‑enabled security and logistics solutions gain traction.

Original Description

HIVE Digital Technologies Ltd (TSX-V:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) President & CEO Aydin Kilic talked with Proactive's Stephen Gunnion about the company’s expansion into AI-powered robotics and the growth of its global GPU cloud infrastructure.

Kilic discussed HIVE’s collaboration with AMC Robotics, a company developing security-focused robotic dogs powered by advanced AI vision systems. The partnership highlights how HIVE’s GPU cloud infrastructure can support complex video processing requirements for moving robotic cameras.

The CEO explained that the company has been steadily expanding its GPU and cloud offerings over the past three years. A recent milestone includes a two-year contract valued at $30 million for 504 Nvidia Blackwell GPUs, which contributes $15 million in annual run-rate revenue. As a result, HIVE Digital Technologies has increased its annual run-rate revenue from $20 million to $35 million.

Kilic said the robotics partnership demonstrates the growing demand for high-performance computing in real-world AI applications. He noted that mobile robotics require significantly more computing power than traditional stationary camera systems because moving cameras continuously change their field of view.

“You are seeing AI powered robotics where that level of information processing allows robots to be autonomous or just have better mobility navigating obstacles and being more effective in the field,” Kilic said.

Looking ahead, HIVE Digital Technologies plans to scale its GPU cloud infrastructure and build additional Tier 3 data centers as part of its sovereign compute strategy. The company is targeting significant growth in high-performance computing revenue and expects more enterprise partnerships as AI adoption accelerates.

For HIVE Digital Technologies, the collaboration with AMC Robotics represents a practical example of how AI infrastructure can power emerging technologies in security, logistics and industrial applications.

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