secwatch.observer — SEC 8-K summary
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Issuer:     AirJoule Technologies Corp. (AIRJ)
CIK:        0001855474
Form:       8-K
Filed at:   2026-09-14T11:58:26+00:00
Accession:  0001193125-26-389855
Event type: m_and_a
Sentiment:  positive
Materiality: 0.85
Item codes: 1.01, 3.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AirJoule acquires BitSink for $18M cash + $9M stock + $40M earnout; expands into AI data center cooling
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- Acquired 100% of BitSink, a U.S. designer/manufacturer of cooling and power infra for AI/HPC data centers, for $18M cash + $9M stock (1,859,504 shares).
- Earnout up to $40M in stock tied to BitSink revenue milestones over 2027-2029; no debt assumed.
- BitSink has 220+ MW deployed, cumulative revenue ~$11M (2024-25), $15M in near-term purchase orders; 65,000 sq ft SC facility.
- Expands AirJoule's addressable market from $20B to $70B for data center cooling and power distribution.
- Transaction complements AirJoule's AWG tech; aligns with GE Vernova JV and AirJoule Prime water generation system.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1855474/000119312526389855/0001193125-26-389855-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1855474/000119312526389855/airj-20260910.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-389855

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer