other material
confidence high
sentiment positive
materiality 0.60
AIB Data Centers deck names Nebius as 50 MW CLT1 anchor tenant; $6.56B illustrative pipeline across 280 MW
BlockchAIn Digital Infrastructure, Inc.
- First customer named: Nebius (parent Nebius Group N.V.) signed a 12-year agreement for 50 MW of critical IT capacity at CLT1, with two five-year renewal options.
- ~120 MW of contracted utility power across five named sites in four metro markets; CLT1 holds 65 MW under a 15-year electric service agreement; DFW2, GSO1 and MSP1 have none.
- Illustrative $6.56B contract value ($546M average annual revenue) for 280 MW excluding CLT1 — explicitly not guidance; no customer agreements exist at those four sites.
- Q2 2026 revenue $2.9M vs $4.7M in Q2 2025; net loss $3.48M (-$0.07/sh); adjusted EBITDA -$3.07M after legacy hosting site de-energized June 5, 2026.
- Cash $52.8M at June 30, 2026; ~$11.2M paid for Texas acquisition; no traditional debt; deck cites ~$1M market cap per energized MW vs peer median ~$20M.