secwatch.observer — SEC 8-K summary
======================================

Issuer:     BlockchAIn Digital Infrastructure, Inc. (AIB)
CIK:        0002070542
Form:       8-K
Filed at:   2026-10-20T11:00:20+00:00
Accession:  0001213900-26-110826
Event type: other_material
Sentiment:  positive
Materiality: 0.60
Item codes: 7.01, 9.01
LLM model:  deepseek-v4.1-flash:cloud@v2

AIB Data Centers deck names Nebius as 50 MW CLT1 anchor tenant; $6.56B illustrative pipeline across 280 MW
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/2070542/000121390026110826/0001213900-26-110826-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/2070542/000121390026110826/ea0308974-8k_aibdata.htm
  HTML page:      https://secwatch.observer/filing/0001213900-26-110826

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