AIB Data Centers Files Q3 2026 Investor Presentation

AIB Data Centers Inc. (formerly BlockchAIn Digital Infrastructure, Inc.) filed a Current Report on Form 8-K on September 30, 2026, to furnish an Investor Presentation for the third quarter of 2026. The document details the company’s financial position, business operations, and growth strategy, specifically focusing on data center development and power capacity.

The presentation highlights a significant milestone in the execution of its CLT-1 project in South Carolina. AIB reports that it has secured a 65-megawatt (MW) utility power under a 15-year electric service agreement and executed a Master Colocation Services Agreement (MCSA) with a customer. The company anticipates that service will commence on October 1, 2026. The customer has contracted for 50 MW of critical IT capacity, with a 12-year initial term and two five-year renewal options. The presentation notes that customer prepayments are expected to cover initial development costs.

Financial data included in the appendix of the presentation shows the company’s Q2 2026 performance. For the quarter ended June 30, 2026, AIB reported revenue of $2.915 million and a net loss of $3.481 million. Adjusted EBITDA for the same period was a loss of $3.073 million. The balance sheet as of June 30, 2026, lists total assets of $90.408 million, with cash and cash equivalents totaling $52.785 million. The company reported no traditional debt at that time.

The presentation outlines a portfolio of five sites totaling 280 MW of contracted power. These sites include DFW1 (55 MW), DFW2 (60 MW), GSO1 (90 MW), MSP1 (75 MW), and CLT-1 (65 MW). The projected contract value for this portfolio over the 12-year initial term is $6.56 billion, with a projected average annual revenue of $546.40 million.

AIB also provides a peer comparison based on market capitalization per energized MW as of September 28, 2026. The company notes that it trades at approximately $2 million per energized MW, which is significantly lower than the median of ~$31 million per MW for its peers, such as IREN, CIFR, and WULF.