AIB Data Centers (NYSE: AIB) boosts cash reserves as losses widen
Rhea-AI Filing Summary
AIB Data Centers Inc. (AIB) furnished an August 2026 investor presentation outlining its strategy as a pure-play AI and high-performance computing data center developer focused on power-secured infrastructure. The company highlights 65 MW of contracted power at its CLT-01 site, about 140 MW under development and roughly 570 MW of total identified capacity across six sites.
The materials describe a mid-market, tenant-brings-GPUs colocation model using long-term, credit-backed leases and emphasize securing utility power via executed agreements before building. AIB also notes its recent NYSE listing and transition from a single-tenant hosting operator to a broader digital infrastructure platform.
Second-quarter 2026 figures show revenue of $2,915 versus $4,745 a year earlier and a gross margin of (18)% versus 12%, with net loss of $3,481 and Adjusted EBITDA of $(3,074) thousand. Following a June 2026 underwritten offering, cash rose to $52,785, total assets to $90,408, stockholders’ equity to $82,667, and the company reports having no debt.
Positive
- $52,785 in cash and $82,667 in equity after a June 2026 offering, with no debt, significantly strengthening liquidity and the balance sheet.
- Contracted 65 MW of power at CLT-01 and a total identified pipeline of about 570 MW, positioning the company for large-scale AI data center development.
Negative
- Q2 2026 revenue declined 39% year over year to $2,915, while gross margin deteriorated to (18)% from 12%, reflecting weaker economics at the legacy site.
- Q2 2026 net loss widened to $3,481 with Adjusted EBITDA of $(3,074) thousand and operating cash outflow of $4,700 thousand for the first half of 2026.
Filing Explained
AIB adds no disclosed financing; its 65 MW contracted figure is firmer than the roughly 505 MW evaluated pipeline, whose milestones remain illustrative.
The
The company labels the presentation “furnished,” says it is not “filed” for Section 18 purposes, and says it is not incorporated by reference into other filings; its immediate effect is disclosure, not a new issuer financing.
The presentation lists 65 MW contracted, about 140 MW under development, and about 570 MW identified, but expressly describes the development figures as illustrative estimates—not guidance, forecasts, guarantees, or commitments.
The 65 MW is tied to a 15-year ESA at CLT-01, while the presentation says the CLT-01 lease signing targeted for Q3 2026 and Minnesota power target for Q4 2026 remain illustrative milestones.
8-K Event Classification
Key Figures
Key Terms
Energy Services Agreement financial
Adjusted EBITDA financial
modified NNN leases financial
power-secured infrastructure technical
FAQ
What is AIB (AIB Data Centers Inc.) disclosing in this August 2026 8-K?
How much power capacity does AIB (AIB) report in its development pipeline?
What were AIB (AIB) Q2 2026 revenue and profitability figures?
How did AIB’s (AIB) balance sheet change by June 30, 2026?
What is AIB’s (AIB) business model for its AI data centers?
AI-generated analysis. How Rhea-AI works. Not financial advice.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
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FORM
CURRENT REPORT
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Item 7.01 Regulation FD Disclosure.
On August 19, 2026, AIB Data Centers Inc. (formerly known as BlockchAIn Digital Infrastructure, Inc.) (the “Company”) released an investor presentation (the “Investor Presentation”) containing information regarding the Company’s financial position, business and operations that management of the Company intends to use from time to time in investor communications and conferences. A copy the Investor Presentation is attached hereto as Exhibit 99.1.
The information contained in the Investor Presentation is summary information that is intended to be considered in the context of the Company's filings with the Securities and Exchange Commission (“SEC”) and other public announcements that the Company may make, by press release or otherwise, from time to time. The Company undertakes no duty or obligation to publicly update or revise the information contained in the Investor Presentation, although it may do so from time to time as its management believes is warranted. Any such updating may be made through the filing of other reports or documents with the SEC, through press releases or through other public disclosure.
The information in this Item 7.01, including Exhibit 99.1, is “furnished” and shall not be deemed to be “`filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of such section, and shall not be deemed to be incorporated by reference in any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing. By filing this Current Report on Form 8-K and furnishing the information contained herein, the Company makes no admission as to the materiality of any information in this report that is required to be disclosed solely by reason of Regulation FD.
Forward-Looking Statements
This Current Report on Form 8-K and the Presentation furnished as Exhibit 99.1 contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and assumptions that are subject to risks and uncertainties. Actual results may differ materially due to a number of factors, including those set forth in the Company’s filings with the SEC, including the Company’s recent Annual Report on Form 10-K.
Item 9.01 Financial Statements and Exhibits.
(d) Exhibits.
| Exhibit No. |
Description | |
| 99.1 | Investor Presentation, August 2026 | |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |
1
SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
| Dated: August 19, 2026 | ||
| AIB DATA CENTERS INC. | ||
| By: | /s/ Jerry Tang | |
| Name: | Jerry Tang | |
| Title: | Chief Executive Officer and President | |
2
Exhibit 99.1
AIB Data Centers Inc. Power First Compute Infrastructure Investor Presentation August 2026 NYSE: AIB KB1 KB2
Forward - Looking Statements This presentation contains forward - looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 , including statements regarding the expectations, plans and prospects of AIB Data Centers Inc. (AIB), such as anticipated financial performance, growth strategy, data center development, power capacity, and potential commercial opportunities. These statements are based on current assumptions and are subject to risk and uncertainties that could cause actual results to differ materially, including AIB's a bil ity to execute its business plan, secure and develop infrastructure and power resources, enter into definitive agreements, and general economic, market, reg ulatory and business conditions as well as the risks described in AIB's filings with the U.S. Securities and Exchange Commission. Words s uch as "anticipate," "expect," "plan," "believe," "estimate," "intend," "project," "target," "may," "will," "should," "could," "would," "seek," an d s imilar expressions, or the negative of such terms, are intended to identify forward - looking statements This presentation and any oral statements made in connection with this presentation shall neither constitute an offer to sell no r the solicitation of an offer to buy any securities, nor shall there be any sale of securities in any jurisdiction in which the offer, solicitation o r s ale would be unlawful prior to the registration or qualification under the securities laws of any such jurisdiction. This communication is restricted by law ; i t is not intended for distribution to, or use by any person in, any jurisdiction where such distribution or use would be contrary to local law or r egu lation. No Representations and Warranties This presentation is for informational purposes only and does not purport to contain all of the information that may be requi red to evaluate a possible investment decision with respect AIB or any of its subsidiaries. The recipient agrees and acknowledges that this presentation is not intended to form the basis of any investment decision by the recipient and does not constitute financial investment, tax or legal advice. No r epr esentation or warranty, express or implied, is or will be given by AIB or any of its respective affiliates, directors, officers, employees or adviser s o r any other person as to the accuracy or completeness of the information (including as to the accuracy, completeness or reasonableness of statements, esti mat es, targets, projections, assumptions or judgments) in this presentation or in any other written, oral or other communications transmitted or otherwise made available to any party in the course of its evaluation of a possible investment and no responsibility or liability whatsoever is accepted for the accuracy or sufficiency thereof or for any errors, omissions or misstatements, negligent or otherwise, relating thereto. The recipient al so acknowledges and agrees that the information contained in this presentation is preliminary in nature and is subject to change, and any such ch ang es may be material. AIB disclaims any duty to update the information contained in this presentation.
CORPORATE OVERVIEW Pure - Play AI Data Center Developer Powered by Secured Energy 65 MW Contracted ~ 140 MW Under Development ~ 570 MW Total Identified Power - First Infrastructure ESA - backed sites, grid - tied for available generation and transmission AI - Optimized Design 150 kW/rack liquid cooling, N+1 redundancy, 9 – 10 - month delivery Owner - Agnostic Platform Tenants bring their own GPUs — Modified NNN leases, no hardware risk Converting existing powered land infrastructure and brownfield sites into AI/HPC grade colocation facilities
Why power - secured infrastructure is the defining constraint of the AI era 38% Data Center Power Demand CAGR (2023 – 2030E) 11% U.S. Grid Share by 2030 $720B Grid Investment Needed U.S. DATA CENTER CAPACITY (GW) 2023 10 GW 2024 12 GW 2025 15.5 GW 2030E 95 GW Grid additions growing at ~2 - 3% annually vs 38% demand CAGR Source: JLL North America DC Report YE2025; Goldman Sachs Research 2026 CORPORATE OVERVIEW Market Backdrop □ 5 - 6 year average interconnection queues in primary markets □ Projected power shortfall due to limited generation additions □ North American data center vacancy at 1% □ Powered land parcel prices rising dramatically □ Hyperscalers to spend >$1T on data center development
NYSE: AIB Path to Success: 3 Keys Drive Every Decision at AIB 02 — ACCESS TO POWER Power We secure executed utility agreements before breaking ground targeting markets with available generation and transmission capacity , t he critical bottleneck limiting AI growth. 03 — TENANT PIPELINE Pipeline Growing pipeline of Enterprise AI (HPC), Sovereign AI, and Neocloud Cloud Providers. Demand is outpacing capacity. 01 — DATA CENTER EXPERTS People Our team has delivered 3GW+ of data center construction and closed large hyperscale deals, with deep expertise across power, capital markets, and real estate to execute at scale. CORPORATE OVERVIEW
Gary Heitz VP of Sales Hyperscale infrastructure deals at Google and Dell; 25+ years in enterprise and infrastructure sales Jolienne Halisky Chief Financial Officer CPA with 20+ years of senior finance roles at Deloitte, Siemens Energy, and Weatherford Alexander Ocello Strategic Advisor Christopher I annacone Director of Construction Execution 3GW+ of data center construction for AWS; Mission - critical engineer with 20+ years delivering data centers $40B+ TOTAL INFRA REAL ESTATE TRANSACTIONS 3GW + TOTAL DATA CENTER CONSTRUCTION EXPERIENCE People: Seasoned Management Team CORPORATE OVERVIEW Jerry Tang Chief Executive Officer 20+ years as a senior executive in global banking and infrastructure development, with $40B+ in real estate and capital markets transactions Alex has nearly 2 decades of data center leadership experience as VP at Digital Realty, Switch and ACS Group
Power: Path to Contracted MW Near - term LOI conversion translates secured power into long - dated infrastructure cash flows Illustrative development targets — not guidance or a forecast. The MW figures shown above are illustrative estimates only and do not represent commitments, guarantees, or forecasts of actu al contracted capacity. Actual results may differ materially due to market, regulatory, infrastructure, and operational risks. These number s a re based on management assumptions and are subject to change . . CORPORATE OVERVIEW 0 3 — IDENTIFIED ~570 MW Development Pipeline 02 — UNDER DEVELOPMENT ~140 MW Site Control & Build 0 1 — CONTRACTED 65 MW Contracted (CLT - 01) REVENUE START (RFS) LEASE SIGNING POWER ED LAND AVAILABLE CAPACITY SITE H2 2027 H2 2026 Now 65 MW CLT - 01 H2 2027 H2 2026 Q3 2026 15 MW DFW - A — Phase I H1 2028 H 1 2027 Q4 2026 75 MW MN Site H1 2028 H1 2027 Q1 2027 200 MW DEN - 01 H2 2028 H2 2027 Q3 2027 75 MW HSV - 01 H2 2029 H2 2028 Q2 2028 40 MW DFW - A — Expansion H1 2029 H1 2028 Q4 2027 100 MW CLT - 02 Across 6 active sites 570 MW TOTAL
SITE SELECTION DISCIPLINE Power: Three Gates to Acquisition Every site clears all three gates in sequence before we commit capital. GATE 01 Power agreement Executed ESA and/or PPA in place GATE 02 Land control Ownership, PSA, or control mechanism GATE 03 Interconnection Substation / Distribution lines to the property OUTCOME Acquire HOW WE GRADE POWER AVAILABILITY Firm Power Signed ESA or FEA Conditional Power ESA effective once a PSA (or similar) is signed Speculative Power Power study under way
STRATEGY & DIFFERENTIATION Pipeline: Focus on Midmarket A disciplined, underserved niche — we don't compete head - on with the giants. ≤150 MW PER PROJECT · NO HYPERSCALER BUILDS A focused, repeatable model in an underserved segment. Multi - GW platform, 100MW at a time. de - risks WHY SMALLER DE - RISKS THE PLATFORM 01 Faster leasing Smaller footprints close lease negotiations quickly 02 Faster delivery Quicker to build, energize, and stabilize to cash flow 03 Simpler supply chain Fewer long - lead dependencies per project 04 Less pushback Lower community and permitting friction
10 - 25 year agreements Credit - backed contracts Pass - through energy costs Modified NNN structure Annual price escalations Upfront deposit payments Illustrative Lease Terms: PROSPECT A GPU Cloud P latform PROSPECT B S overeign AI infrastructure platform GPU Cloud Operator PROSPECT D Bare - M etal GPU Marketplace PROSPECT E AI Cloud I nfrastructure O perator AI Silicon and Hosted - I nference P latform LEASE UNDER NEGOTIATION 50 MW 65 MW Utility · 50 MW IT 10 - yr term + 2 î 5 - yr options Modified net · credit - backed Escalator: 3% or CPI, annual Downside - protected terms 12 - mo prepaid rent + deposit CRITICAL IT LOAD CORPORATE OVERVIEW Pipeline : Active Commercial Dialogue PROSPECT C PROSPECT F There can be no assurance that these discussions will result in a signed lease or a binding commitment. Actual lease terms ma y d iffer materially from those shown. This information constitutes forward - looking statements subject to the cautionary language set forth on slide 2 “Forward - Looking Statements
40 MW Secured NYSE Listing + LOI Signed +25 MW Secured 65 MW Leased +15 MW Secured +200 MW Secured Q1 ’ 26 Announced repurposing of existing energized CLT - 01 bitcoin mine for AI/HPC Mar’26 Began trading on NYSE and signed LOI to lease 26MW on existing energized site May’26 ESA signed to expand power access at CLT - 01 site to 65MW Q3’26* CLT - 01 lease agreement signed for full capacity +75 MW Secured Q4’26* Power secured at Minnesota site +215 MW Secured CY’27/CY’28* DFW - A 40MW expansion in lease negotiation HSV - 01 75MW acquisition signed CLT - 02 100MW in early stages Q1’27* DEN - 01 acquisition s igned * Illustrative target timeline - not guidance or a forecast. The MW figures shown above are illustrative estimates only and do not represent commitments, guarantees, or forecasts of actu al contracted capacity. Actual results may differ materially due to market, regulatory, infrastructure, and operational risks. These number s a re based on management assumptions and are subject to change . . OPERATING FOOTPRINT Growth Trajectory * Utility load shown Q3’26* DFW - A acquisition signed
NYSE: AIB BUILT - IN ADVANTAGES ■ Previously cash flowing 40MW bitcoin mine, now increased utility capacity by 25MW following executed ESA in May 2026 ■ Clean, reliable, low - cost utility power supported by strong regional baseload generation ■ Pre - zoned for industrial / data center use ■ Outside flood zones; low seismic - risk region ■ Carrier - neutral connectivity with multiple fiber providers 65 MW Utility Load $0.07/kWh Firm Electricity Cost 150+ kW Max Rack Density 1.3 PUE Design Spec OPERATING FOOTPRINT CLT - 01: Expanded Power A ccess for 65MW Turn - Key AI C olocation Campus
NYSE: AIB Three integrated capabilities that compress timelines, reduce risk, and deliver at scale. 9 – 10 MONTHS AVG. Power Network ■ Fast - path to deliverable MW via pre - screened sites ■ Executed ESAs with utility counterparties ■ High execution certainty from day one ■ Redundant - feed, substation - ready design 9 MONTHS BASE - CASE Modular Build ■ 10 MW modular data halls — deploy in phases ■ Pre - engineered structure; parallel civil work ■ Equipment procurement locked before NTP ■ 9 to 12 - month delivery vs. 18+ months for traditional builds 8 KEY VENDORS SECURED Supply Chain ■ Long - lead electrical equipment secured early ■ Transformer & generator LOIs at site selection ■ Mitigate procurement risk & protect timelines ■ Domestic vendor relationships at scale Source: AIB management; Uptime Institute; McKinsey Global Institute INFRASTRUCTURE & PARTNER NETWORK The Power of Execution
Sector median: $26M/MW | AIB today: ~$2M/MW METHODOLOGY: Operating MW = energized capacity per latest 10 - Q/10 - K/earnings release. Market caps × July 28, 2026 intraday. Contracted/planned MW excluded. $M PER ENERGIZED / OPERATING MW MEDIAN · $26M AIB Data Centers AIB $2M Hut 8 HUT $15M IREN IREN $16M Core Scientific CORZ $17M TeraWulf WULF $26M Cipher Mining CIFR $36M Applied Digital APLD $40M CoreWeave CRWV $137M MW SOURCES — AIB: May 27, 2026 Press Release · HUT: Q1 2026 results (May 6, 2026) · IREN: Full Year FY2025 results · CORZ: Q1 FY 2026 results (May 6, 2026) · WULF: Q1 2026 results (May 8, 2026) · CIFR: Q1 2026 results (May 5, 2026) · APLD: Fiscal Q3 2026 re sults (Apr 8, 2026) · CRWV: Q1 2026 results (May 7, 2026). Market caps × Yahoo Finance July 28, 2026 closing price. MARKET CAP PER OPERATING MEGAWATT Valuation Gap
15 Appendix Financial Statements
SECOND QUARTER 2026 • INVESTOR UPDATE Q2 2026 Results at a Glance Q2 2026 | Three months ended June 30, 2026 REVENUE $2.9M (39)% YoY ($4.7M in Q2 2025) GROSS MARGIN (18)% vs. 12% in Q2 2025 (energy costs) ADJUSTED EBITDA $(3.1)M vs. $(0.1)M in Q2 2025 OPERATING CASH FLOW* $(4.7)M vs. $(1.0)M in 6M 2025 NET (LOSS) / INCOME $(3.5)M vs. $(0.5)M | EPS $(0.07) CASH & EQUIVALENTS $52.8M vs. $15,265 at year - end 2025 TOTAL ASSETS $90.4M +424% vs. $17.3M at year - end 2025 STOCKHOLDERS’ EQUITY $82.7M vs. $7.9M at year - end 2025 OPERATIONAL HIGHLIGHTS CONTRACTED POWER 65 MW 15 - year ESA at CLT - 01 IDENTIFIED CAPACITY 570 MW 65 MW contracted + ~505 MW evaluated CAPITAL POSITION No debt ~$59M net offering proceeds Source: AIB Data Centers Inc. second quarter 2026 earnings release, August 14, 2026. Adjusted EBITDA is a non - GAAP measure. * Net cash used in operating activities for the six months ended June 30, 2026; the Company did not disclose a standalone sec ond - quarter figure.
FINANCIAL DETAIL • CONDENSED BALANCE SHEET Summary Balance Sheet Q2 2026 | As of June 30, 2026 Jun 30, 2026 (unaudited) vs. Dec 31, 2025 (audited) ASSETS n/m +$52,769 $15 $52,785 Cash +43% +$1,469 $3,454 $4,923 Other current assets n/m +$54,239 $3,470 $57,708 Total current assets - 1% ($93) $8,865 $8,772 Property and equipment, net +392% +$19,023 $4,851 $23,874 Goodwill - 35% ($29) $82 $53 Other non - current assets +424% +$73,140 $17,268 $90,408 Total assets LIABILITIES & EQUITY - 12% ($1,084) $8,728 $7,644 Total current liabilities - 86% ($583) $680 $97 Long - term liabilities - 18% ($1,667) $9,408 $7,741 Total liabilities +952% +$74,808 $7,859 $82,667 Total stockholders’ equity +424% +$73,140 $17,268 $90,408 Total liabilities & stockholders’ equity WHAT MOVED THE BALANCE SHEET Offering transformed liquidity $59.0M of net proceeds from the June 2026 underwritten offering lifted cash from $15K at year - end 2025 to $52.8M; financing activities provided $58.4M. Goodwill from the combination Goodwill rose $19.0M to $23.9M following the March 2026 business combination, versus $4.9M at year - end 2025. Equity base up more than tenfold Stockholders’ equity of $82.7M against $7.9M at year - end 2025, with $86.4M of additional paid - in capital and a $3.8M accumulated deficit. Liabilities lower, still no debt Total liabilities fell 18% to $7.7M as the $2.3M contract liability was released; no traditional indebtedness at quarter end. Source: AIB Data Centers Inc. — Form 10 - Q for the quarter ended June 30, 2026. Totals may not foot due to rounding. 75,979,466 Common shares outstanding 1,533,333 Warrants (all exercisable) 7,526,299 2026 EIP authorized 3,863,460 Earnout shares¹ 88,902,558 Fully diluted CAP TABLE ¹ Earnout shares if 2026 EBITDA ≥ $25M; no options or EIP awards outstanding.
FINANCIAL DETAIL • STATEMENTS OF OPERATIONS Summary P&L Three months ended Jun 30, 2026 vs. Jun 30, 2025 Three months ended Jun 30, 2026 vs. Jun 30, 2025 Revenue fell 39% as customer mix shifted and the legacy site was temporarily de - energized on June 5, while gross margin swung to (18)% from 12% — per - kWh energy cost rose from ~$0.049 to ~$0.066, including the 2025 utility true - up recognized in the quarter, as the average billing r ate eased to ~$0.063. SG&A tripled to $2.7M. Δ % Δ $ Q2 2025 Q2 2026 (US$ thousands, except %, EPS, shares) - 39% - $1,830 $4,745 $2,915 Revenue - 18% - $763 ($4,196) ($3,433) Cost of revenues n/m - $1,066 $549 ($517) Gross profit - 29 pp 12% (18)% Gross margin +29% +$57 ($194) ($251) Depreciation & amortization +202% +$1,814 ($897) ($2,711) Selling, general & administrative n/m +$101 $ — ($101) Advertising +23% +$1,209 ($5,286) ($6,495) Total operating costs n/m - $3,038 ($542) ($3,580) Operating (loss) / income n/m +$99 $ — $99 Other income, net n/m - $2,939 ($542) ($3,481) Net (loss) / income $(0.01) $(0.07) Basic & diluted EPS (US$) +24% — 37,646,133 46,840,272 Weighted avg shares (basic & diluted) OPERATIONAL DRIVERS What's behind the P&L PER - kWh ECONOMICS Q2 2025 Q2 2026 $0.069 $0.063 Avg. billing rate $0.049 $0.066 Avg. energy cost $0.020 $(0.003) Implied spread Spread turned negative as the per - kWh energy cost rose ~35% while the average billing rate fell ~9%. 46 GWh billed to customers, - 33% vs. 69 GWh in Q2 2025. UTILITY TRUE - UP The 2025 actual true - up charge of $934K landed in Q2’26 ($101K of interest); the accrual now stands at $151K vs. $545K a year ago. Source: AIB Data Centers Inc. — Form 10 - Q for the quarter ended June 30, 2026. Totals may not foot due to rounding.
FINANCIAL DETAIL • NON - GAAP MEASURE Adjusted EBITDA Three months ended Jun 30, 2026 vs. Mar 31, 2026 Three months ended Jun 30, 2026 vs. Mar 31, 2026 BRIDGE: Q1 2026 → Q2 2026 ADJUSTED EBITDA (US$ thousands) 0 - $152K Q1 2026 Adjusted EBITDA - $1,998K Revenue decline +$911K Cost of revenues relief - $1,835K SG&A and advertising Q2 2026 Adjusted EBITDA RECONCILIATION TO NET (LOSS) / INCOME Note Δ $ Q1 2026 Q2 2026 (US$ thousands) GAAP starting point - $3,208 ($273) ($3,481) Net (loss) / income Non - cash; useful - life - based +$1 $250 $251 + Depreciation & amortization Q1'26 net of $1,330 reimbursement; none in Q2'26 +$200 ($125) $75 ± Transaction costs, net of reimbursement Below - the - line items - $95 ($4) ($99) – Other (income) / expense Terminated financing; advisory fees +$181 $ — $181 + Non - recurring legal & professional fees Sequential decline of $2.9M - $2,922 ($152) ($3,074) Adjusted EBITDA (non - GAAP) Source: AIB Data Centers Inc. — Form 10 - Q for the quarterly period ended June 30, 2026. Q2 2026 derived as six months ended June 30, 2026 less Q1 2026 as reported. - $3,074K
MANAGEMENT COMMENTARY • OUTLOOK Strategic Highlights & Forward Focus H1 2026 | Six months ended June 30, 2026 A FOUNDATIONAL FIRST HALF The first six months of 2026 marked our debut as a public company and the close of a multi - year strategic repositioning — from a single - tenant hosting operator into a diversified digital - infrastructure platform aligned to the AI and HPC compute cycle. Power We own the scarce input: We lock executed utility agreements before breaking ground. In a market with 5 – 6 year queues and 1% vacancy, secured power is the asset. People Built by operators, structured for returns: A team that has delivered 3GW+ and $40B+ in deals. Layers of expertise in financial markets, commercial real estate, power, procurement, construction, and operations. Progress 40 → 65 → 570 MW, already in motion: Power contracted, expansion secured, anchor LOI signed. Documented growth, demonstrated execution. Source: AIB Data Centers Inc. — Form 10 - Q (period ended June 30, 2026) and AIB management estimates. Potential $31.2M EBITDA per site, valued at 20 × : ~$1.5M of stabilized EBITDA per secured MW → ~$872M/yr across the ~570 MW pipeline (illustrative).
Company AIB Data Centers Inc. Investor Relations Chris Tyson Executive Vice President MZ Group - MZ North America 949 - 491 - 8235 AIB@mzgroup.us a ib .us /investors NYSE: AIB AIB Data Centers Inc. KB1