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].
