AIB BlockchAIn Digital Infrastructure, Inc.
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Executive Summary
Blockchain Digital Infrastructure (AIB) executed a 15-year Electric Service Agreement with a local utility, expanding contracted power at its CLT-01 data center campus from 40 MW to 65 MW. The agreement secures up to 65,000 kVA of power starting December 15, 2026, with a $400,000/month minimum demand charge (half deferrable until end-2027 or 40 MW demand). This operational milestone supports the company's AI/HPC repositioning strategy and customer pipeline, but no revenue or earnings figures were disclosed.
Actionable Insight
The 65 MW power commitment removes a key bottleneck for AI/HPC tenant conversion at CLT-01. Monitor for signed customer contracts converting the 25 MW LOI pipeline into revenue-generating leases, and for the completion of the new data center shell over the next nine months. The $400k/month minimum charge creates a fixed cost floor that requires tenant revenue to cover.
Key Facts
- 15-year Electric Service Agreement signed May 27, 2026, effective October 1, 2026, replacing expiring contract
- Contracted utility load expanded from 40 MW to 65 MW at CLT-01 flagship data center campus
- Initial power delivery targeted for December 15, 2026; no significant electrical infrastructure upgrades required
- Minimum monthly demand charge of $400,000; $200,000/month deferrable without interest until December 31, 2027 or 40 MW demand reached
- Company must prepay a $250,000 infrastructure early termination fee, creditable against future power bills
- Customer pipeline includes letters of intent representing 25 MW of committed critical IT load from a leading AI company and a financial institution
- New AI-optimized data center shell expected to be completed over the next nine months
Financial Impact
Minimum monthly demand charge of $400,000 (annualized $4.8M); $250,000 infrastructure early termination fee prepaid
Risk Factors
- Power delivery start date of December 15, 2026 is subject to commercially reasonable efforts and force majeure; 180-day failure-to-accept termination right exists
- Full $400k/month minimum charge becomes payable in cash after December 31, 2027 or upon reaching 40 MW demand, creating cash flow pressure if tenant revenue lags
- Rate Schedule I (Industrial) and Service Regulations are subject to change by the utility or regulatory authority, potentially increasing power costs
- Customer pipeline LOIs may not convert to definitive contracts
Market Snapshot
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001213900-26-063565 |
| Document: ea029232801ex10-1.htm | 0001213900-26-063565 |
| Document: ea029232801ex99-1.htm | 0001213900-26-063565 |
| Document: 0001213900-26-063565-index-headers.html | 0001213900-26-063565 |
| Document: 0001213900-26-063565-index.html | 0001213900-26-063565 |
| Document: 0001213900-26-063565.txt | 0001213900-26-063565 |
Track record builds as more directional reports settle.
Filters
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Jun 9, 2026
5d ago
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Press Release
| $1.61 awaiting T+1 | awaiting T+1 | — | $1.60 (+0.62%) |
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Jun 5, 2026
9d ago
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Press Release
| $1.86 awaiting T+1 | awaiting T+1 | — | $1.60 (+13.98%) |
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Jun 5, 2026
10d ago
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EFFECT
| $1.71 awaiting T+1 | awaiting T+1 | — | $1.60 (−6.43%) |
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Jun 1, 2026
13d ago
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8-K
| $2.50 $2.07 | ▼ −17.20% | ▼ −16.48% | $1.60 (−36.00%) |
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May 19, 2026
26d ago
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8-K
| $1.74 $1.78 | ▲ +2.30% | ▲ +1.26% | $1.60 (−8.05%) |
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May 15, 2026
4w ago
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Press Release
| $1.44 $1.79 | ▲ +24.31% | ▲ +24.37% | $1.60 (+11.11%) |
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Apr 15, 2026
8w ago
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8-K
| $1.58 $1.65 | ▼ −4.43% | ▼ −4.18% | $1.60 (−1.27%) |
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Mar 31, 2026
10w ago
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Press Release
| $1.04 $1.00 | ▼ −3.85% | ▼ −4.59% | $1.60 (+53.85%) |
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Mar 24, 2026
11w ago
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Press Release
| $1.34 $1.26 | ▼ −5.97% | ▼ −6.54% | $1.60 (+19.40%) |
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Mar 16, 2026
12w ago
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Press Release
| $2.90 $3.32 | ▲ +14.48% | ▲ +15.88% | $1.60 (−44.83%) |
US Market Status
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