other material
confidence high
sentiment positive
materiality 0.65
AIB Data Centers signs 12-year Nebius deal for 50 MW at CLT1; Texas acquisition lifts contracted power to ~120 MW
BlockchAIn Digital Infrastructure, Inc.
- Entered a 12-year agreement with Nebius for 50 MW of critical IT capacity at AIB's CLT1 data center campus, with two potential five-year renewal periods.
- Completed a strategic Texas acquisition that increased AIB's total contracted utility power capacity from 65 MW to approximately 120 MW.
- CLT1 funding plan combines customer prepayments and project-level financing, including potential debt and preferred equity; no corporate-level common equity is currently anticipated.
- CEO Jerry Tang's Oct. 7, 2026 letter cites commercial validation of AIB's power-first strategy and plans to repeat the model across the portfolio.