Keel Infrastructure Corp.
Blocks Bridge Consulting’s Miner Weekly says public bitcoin miners reduced output while AI and compute conversions increased. It cites Core Scientific and TeraWulf shifting revenue toward colocation/HPC, with Core Scientific Q2 colocation $136.7M vs mining $27.5M, and TeraWulf HPC $31.9M vs mining $12.8M. TheEnergyMag estimates the tracked cohort’s realized hashrate fell 13.4% in six months.
Keel Infrastructure Corp. (NASDAQ: KEEL) shares rose about 6.34% after the company said it secured a long-term government infrastructure contract. The article cites quarterly revenue of about $30.4M and trailing revenue of about $229.3M, but also a quarterly net loss near $65.0M and negative operating cash flow around $52.9M. It also notes cash of about $715.5M versus long-term debt near $1.02B and highlights KEEL’s recent price consolidation around $3.29 to $3.54.
Gagnon Benjamin (Chief Executive Officer) purchased 58,888 shares of Keel Infrastructure Corp. (KEEL) at $3.33 ($0.20M total) on 2026-08-13.
Over the past 7 days, alphai's AI scored 9 news stories mentioning KEEL (Keel Infrastructure Corp.). Coverage has skewed bearish: 1 bullish, 2 neutral, and 6 bearish.
Recent KEEL coverage spans earnings, market movers and sector analysis.
In the last 30 days, KEEL insiders filed 1 SEC Form 4 transaction — 1 purchase ($196K) and no sales. The most active reporter was Gagnon Benjamin, Chief Executive Officer, with 1 filing.
Near-term revenue gap risk from transitioning capacity could pressure results until data center/HPC revenue ramps.
The contract narrative is the only fresh catalyst cited, but the rest is technical and fundamental context (cash vs debt, cash burn, leverage).
This is a routine insider open-market purchase with no stated 10b5-1 plan, which can be mildly supportive but is not a fundamental catalyst by itself.
The pivot from Bitcoin mining to AI/HPC is accompanied by worsening financials and ongoing BTC wind-down, likely keeping the stock under pressure until HPC permitting and monetization progress.
The U.S. mining exit is a material business model shift that likely pressures near-term earnings while creating optionality for contracted AI/HPC revenue later.
alphai scores every news story that mentions KEEL with an AI model for sentiment and relevance, and aggregates insider trades from Keel Infrastructure Corp.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Blocks Bridge Consulting’s Miner Weekly says public bitcoin miners reduced output while AI and compute conversions increased. It cites Core Scientific and TeraWulf shifting revenue toward colocation/HPC, with Core Scientific Q2 colocation $136.7M vs mining $27.5M, and TeraWulf HPC $31.9M vs mining $12.8M. TheEnergyMag estimates the tracked cohort’s realized hashrate fell 13.4% in six months.
7 min readKeel Infrastructure Corp. (NASDAQ: KEEL) shares rose about 6.34% after the company said it secured a long-term government infrastructure contract. The article cites quarterly revenue of about $30.4M and trailing revenue of about $229.3M, but also a quarterly net loss near $65.0M and negative operating cash flow around $52.9M. It also notes cash of about $715.5M versus long-term debt near $1.02B and highlights KEEL’s recent price consolidation around $3.29 to $3.54.
5 min readGagnon Benjamin (Chief Executive Officer) purchased 58,888 shares of Keel Infrastructure Corp. (KEEL) at $3.33 ($0.20M total) on 2026-08-13.
1 min readKeel Infrastructure (Nasdaq: KEEL), formerly Bitfarms, reported a $64 million loss from continuing operations in Q2 2026, versus a $13 million profit a year earlier, per its Aug. 10 earnings report. Revenue fell 50% to $30 million and adjusted EBITDA was negative $24 million. The company is exiting Bitcoin mining, decommissioning U.S. sites for HPC, and sold 1,085 BTC for $75 million, leaving 1,861 BTC.
4 min readKeel Infrastructure (Nasdaq: KEEL) shut down all U.S. Bitcoin mining at sites in Washington and Pennsylvania, citing a shift to AI and high performance computing data centers. In Q2, revenue fell 50% to $30.4M and net loss was about $65M. Keel sold 1,085 BTC for about $75M since April 1 and plans to liquidate its remaining BTC position in 2026.
6 min readKeel Infrastructure (KEEL) reported Q2 2026 liquidity of $819 million as of Aug. 7, 2026, including $698 million cash and $121 million unencumbered Bitcoin. Revenue was $30 million, down 50% year over year, with an operating loss of $141 million and non-GAAP adjusted EBITDA of negative $24 million. The company raised $458 million via convertible notes for power capacity expansion and plans to liquidate all 1,861 Bitcoin by end-2026.
7 min readKeel Infrastructure (KEEL) reported Q2 results before the open. Revenue fell 50% year over year to $30 million, while operating expenses declined to just over $54 million. Net loss widened to about $65 million, or $0.11 per share. The stock dropped more than 12% on the day. Keel said its three AI data center sites are near full permitting and it is in talks with potential tenants.
4 min readKeel (Keel Falls 10%) reported a $140.8 million operating loss versus $10.8 million operating income a year earlier, with $84.1 million of depreciation and amortization. It cited no signed data-center leases, though it is negotiating tenants for 350 MW Panther Creek, 110 MW Sharon, and 18 MW Moses Lake. Liquidity was about $819 million, including $121 million in unencumbered Bitcoin.
6 min readKeel Infrastructure (KEEL) reported Q2 2026 revenue of $30.4M, down 50% year over year, with an operating loss of $140.8M and net loss of $65.0M. Adjusted EBITDA from continuing operations was negative $23.7M. The company said it had about $819M total liquidity as of Aug. 7, 2026, including $698M unrestricted cash and $121M unencumbered Bitcoin.
1 min readKeel Infrastructure Corp. (KEEL) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a202689finalprkeelq22026ea.htm EX-99.1 Document Keel Infrastructure Reports Second Quarter 2026 Results Site development on track across near-term sites with visibility on infrastructure delivery timelines Active negotiations at three sites with deepening commercial eng
6 min read
