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Bitfarms Confirms Full Bitcoin Exit and Rebrand to Keel in AI Data‑Center Pivot

Investors are betting the pivot will unlock steadier, contracted data‑center revenue starting in 2027.

Overview

  • On Tuesday's earnings call, CEO Ben Gagnon said Bitfarms will reduce its holdings to zero and is already selling, with about 1,827 BTC left after $28.2 million of gains in 2025.
  • Shareholders cleared a move to the U.S. and a rebrand to Keel Infrastructure, with the KEEL ticker expected to go live around April 1.
  • The company is building a 2.2 gigawatt North American data‑center pipeline for AI and high‑performance computing customers, with first revenue targeted in 2027.
  • Bitfarms reported $229 million in 2025 revenue and a $284 million net loss tied to digital‑asset value swings and impairments, while boosting liquidity to about $520 million and repaying a $100 million facility.
  • Shares rose between 4.6% and 6.6% Tuesday as investors responded to a shift many miners are making by repurposing power and sites for AI workloads.