比特币矿企Ionic Digital登陆纳斯达克，转型AI数据中心租赁

比特币矿企Ionic Digital于2026年7月28日在纳斯达克挂牌上市，股票代码为IOND，首日股价上涨25%，上市后市值约24亿美元1。这家公司完成了从加密货币挖矿向AI基础设施租赁的战略转变，此前已获得4亿美元私募融资，对应融资前估值20亿美元1。

公司与数据中心运营商Nscale签订了10年半的长期租约协议，锁定约19.5亿美元的收入，后续还有扩展空间达26亿美元1。位于沃德县的数据中心设施拥有234兆瓦的容量1。根据2026年第一季度财报，Ionic Digital实现营收5140万美元，其中AI数据中心租赁收入达4400万美元1。相比之下，同期比特币挖矿业务收入同比暴跌82%，公司当时运行约23,200台矿机，总拥有约120,600台，持有比特币2,861枚1。

CEO Matt Prusak表示，"市场正在奖励我们把比特币矿场改成AI数据中心"1，公司的转型正逢AI计算需求快速增长之际。

Ionic Digital, a former cryptocurrency mining powerhouse, completed its direct listing on NASDAQ on July 28, 2026, under the ticker symbol IOND 1. The company's debut was marked by strong investor enthusiasm, with shares climbing 25% on the first day of trading 1, valuing the firm at approximately $2.4 billion 1.

The transformation reflects a strategic pivot away from bitcoin mining toward AI infrastructure leasing. The company had previously raised $400 million in private financing 1, establishing a pre-money valuation of $2 billion 1. A decade-long partnership with Nscale proved instrumental in this shift, with Ionic Digital securing a 10.5-year lease agreement that locks in approximately $1.95 billion in committed revenue, with potential expansion to $2.6 billion 1. The company operates a 234-megawatt data center facility in Ward County 1.

Financial results for the first quarter of 2026 underscore the strategic reorientation. The company generated $51.4 million in revenue, with AI data center rental accounting for $44 million of that total 1. Meanwhile, bitcoin mining revenue plummeted 82% year-over-year 1, as the company reduced active mining operations to approximately 23,200 machines from a total inventory of roughly 120,600 units 1. As of March 31, 2026, Ionic Digital held 2,861 bitcoin 1. CEO Matt Prusak characterized the transition, stating: "The market is rewarding us for converting our bitcoin mining operations into AI data centers" 1.