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Site capacity and power availability
Ownership of a data center site with about one gigawatt of immediate power and added land expands the ability to host large-scale customers without major grid upgrades.
AI/HPC-ready design and faster construction
Updated Corsicana design increases site density and capital efficiency for next-generation AI and high-performance computing workloads, while prefabricated, vendor-agnostic components can shorten build timelines and reduce procurement risk.
Lease momentum and customer commitments
Progress on an AMD lease, expansion of signed high-performance computing capacity, and active discussions with around ten potential counterparties signal strengthening demand and improve prospects for converting capacity into revenue.
Extended leasing timeline
Potentially extended leasing timelines could delay revenue conversion from developed capacity and require patience before full site monetization.
Earnings volatility from crypto exposure and depreciation
EBITDA performance can be weakened by mark-to-market losses on cryptocurrency holdings and higher depreciation expense, increasing earnings volatility and obscuring underlying operating trends.
