BUZZ High Performance Computing, a subsidiary of HIVE Digital Technologies Ltd., has standardized on VAST Data’s AI Operating System to build secure, high-performance national AI infrastructure for sovereign AI and agentic computing. This move is expected to enhance HIVE's competitive position in the AI cloud market and generate positive sentiment for the company.

Opening

BUZZ High Performance Computing (BUZZ HPC), a wholly owned subsidiary of HIVE Digital Technologies Ltd. (Nasdaq: HIVE; TSX.V: HIVE; FSE: YO0), has adopted VAST Data’s AI Operating System as the foundational data layer for its national AI infrastructure. This strategic standardization aims to establish a secure, high-performance environment for sovereign AI and agentic computing across Canada and the Nordics, positioning HIVE as a key player in the evolving AI landscape.

The Event in Detail

On August 28, 2025, BUZZ HPC announced its selection of the VAST AI Operating System. This integration provides BUZZ HPC with the capability to deliver secure, high-throughput access to training data and model artifacts, alongside scalable, multitenant infrastructure essential for advanced AI workloads. These workloads include training, inference, real-time reasoning, and agentic computing, all while maintaining full data sovereignty. Key features of the VAST AI OS integrated by BUZZ HPC include its Zero Trust architecture for Sovereign Data Control, ensuring compliance with local data residency and national regulations. Additionally, VAST DataSpace offers a Global Namespace for seamless AI development, providing consistent, high-speed access to data across distributed environments. The system also delivers Multitenant Performance at Scale, supported by VAST’s Disaggregated Shared-Everything (DASE) architecture, which separates compute from data for independent scaling and secure performance isolation between customers.

Analysis of Market Reaction

The partnership between BUZZ HPC and VAST Data is anticipated to generate positive sentiment for HIVE Digital Technologies. By leveraging VAST’s AI Operating System, BUZZ HPC is enhancing its capacity to provide critical infrastructure for sovereign AI clouds. This move is particularly relevant given the increasing global emphasis on data residency and national control over AI development. The ability to offer secure, high-performance computing with full data sovereignty is a significant competitive advantage in attracting government, research, and regulated enterprise clients. The implementation of VAST’s AI-native architecture aligns with BUZZ HPC’s vision for a flexible, sovereign, multitenant AI cloud, which is crucial for supporting complex AI operations and accelerating collaboration among developers and researchers.

Broader Context & Implications

This strategic partnership underscores HIVE Digital Technologies’ commitment to expanding its presence in the high-performance computing and AI sectors. The financial implications for HIVE’s HPC/AI Cloud services have shown significant growth. For the fiscal year ended March 31, 2025 (FY2025), HIVE reported HPC/AI Cloud revenue of $10.1 million, representing a threefold increase from the previous year. In the first quarter of fiscal year 2026 (Q1 FY2026), covering April to June 2025, HPC and AI revenue reached a record $4.8 million, a 59.8% sequential increase. BUZZ HPC has achieved a $20 million annual run rate and is targeting a $50 million run rate by the end of 2025. These figures indicate a strong trajectory in HIVE’s diversification strategy, leveraging its green energy-powered data centers for both cryptocurrency mining and AI computing.

The investment in advanced AI infrastructure by BUZZ HPC also aligns with a broader industry trend of substantial capital allocation towards AI. Recent announcements from technology giants like Microsoft (committing approximately $30 billion over four years in the UK), Nvidia (planning to invest up to £11 billion in the UK), Google (£5 billion for UK AI development), and Salesforce (approximately $6 billion for AI-driven cloud services expansion) highlight the strategic importance of building robust AI infrastructure globally. HIVE’s move with VAST Data positions it within this global shift towards enhanced AI capabilities.

Expert Commentary

Craig Tavares, President and COO at BUZZ HPC, articulated the company's vision:

"Our mission is to empower innovators across Canada and beyond with the tools they need to build the future of AI – securely and independently. The VAST AI OS lets us scale effortlessly while delivering the security and performance our customers demand, and VAST’s AI-native architecture aligns perfectly with our vision of a flexible, sovereign, multitenant AI cloud."

Pezhman Sharifi, Director at VAST Data Canada Inc., emphasized the broader impact of the collaboration:

"BUZZ HPC is laying the groundwork for the next generation of intelligent systems by giving Canadian government agencies, organizations, and model builders a sovereign cloud they can trust. With the VAST AI OS at the core of their infrastructure, we are unlocking new capabilities in secure, agentic AI – helping innovators to build and train models with unprecedented speed, scale, and control."

Looking Ahead

The integration of the VAST AI OS is a pivotal step for BUZZ HPC as it continues its expansion across Canada and the Nordics. Furthermore, BUZZ HPC recently formed a preferred partnership with Bell Canada, the nation’s largest telecommunications provider, on August 3, 2025. This collaboration aims to deliver one of Canada’s largest sovereign AI ecosystems through Bell AI Fabric, providing access to NVIDIA’s most advanced GPU clusters. The first phase of this deployment, a 5 MW installation in Manitoba, is expected to launch later this year, with additional deployments planned for other Bell AI Fabric data centers. These initiatives are designed to advance Canadian innovation, support national objectives, and provide domestic enterprises with world-class AI computing power, indicating a sustained growth trajectory for HIVE Digital Technologies in the rapidly evolving AI and high-performance computing markets.