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Galaxy Digital Posts $216 Million Q1 Loss as Helios AI Campus Begins Commercial Operations

The results highlight ongoing crypto exposure despite new data‑center revenue from Helios.

Overview

  • Galaxy Digital, which reported results Tuesday, posted a $216 million net loss for Q1 2026 with diluted EPS of $0.49 and negative adjusted EBITDA of $188 million.
  • The deficit followed a roughly 20% slide in crypto prices during the quarter that drove unrealized markdowns, though the loss narrowed from $482 million in Q4.
  • The company delivered the first data hall at its Helios campus in West Texas to CoreWeave, starting lease revenue under a long‑term contract for AI workloads.
  • Texas grid operator ERCOT approved an additional 830 megawatts for Helios, lifting authorized capacity above 1.6 gigawatts, with 133 megawatts targeted for Phase I delivery by the end of Q2.
  • Galaxy ended March with about $2.6 billion in cash and stablecoins and $2.8 billion in total equity, and it is guiding to roughly $90 million in adjusted EBITDA for Q2.