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Every result contains all of these whole words: power. Newest document dates first. No semantic matching or synonym expansion.
By 2030, there will be an approximately three-fold increase in AI power demand, but AI is scaling faster than the grid.
To Our Shareholders(shareholder letter)
The Colchis site includes a fully executed 1-GW Direct Connect Agreement with American Electric Power (“AEP”), under which AEP will construct the necessary dual interconnection facility for a targeted energization in 2028.
Cipher Mining Provides Third Quarter 2025 Business Update(earnings release)
Secured 1 GW Site Expected to Energize in 2028 • Cipher expects to own ~95% of joint venture equity assuming standard HPC lease and development assumptions • 1 GW of capacity supported by a signed Direct Connect Agreement with AEP – Anticipated power consumption in 2028 pending ERCOT approval • Transaction includes land purchase options of up to 620 acres • Site is well-suited for HPC application given its large-scale potential power capacity, sizable acreage, availability of diverse fiber paths, and dual interconnection capability 1 GW Fully Executed DCA with AEP(1) 620 Acres Total Acreage Under Option New Site: Colchis 4 Colchis Barber Lake (1) DCA: Direct Connect Agreement
Signed 10-Year Lease with Fluidstack and Google • Signed 10-year lease with Fluidstack including $1.4Bn backstop from Google – 244 MW gross (168 IT MW) – ~$3.0Bn of minimum contracted revenue • Construction underway – Ground has been broken at the site and engineering, procurement, and construction are underway and progressing on schedule • Optionality for 56 MW of remaining capacity • Signed MOU for additional 500 MW of capacity 300 MW Approved Power Capacity 587 Acres Total Acreage Barber Lake Barber Lake Site Highway I-20
Total Acreage 12 Future Pipeline Capacity Reveille Milsing McLennan Mikeska 70 MW Total Power Capacity Reveille (1) Reflects total potential capacity of 500 MW per site – pending load studies and ERCOT / ERCOT LFL approval (2) Reflects recent site acquisition of Colchis site – 1 GW site expected to be available in 2028 pending ERCOT approval 55 Acres Total Acreage 500 MW Total Power Capacity(1) Mikeska 100 Acres Total Acreage 500 MW Total Power Capacity(1) Milsing 187 Acres Total Acreage 500 MW Total Power Capacity(1) McLennan 319 Acres Total Acreage 1,000 MW Total Power Capacity(2) Colchis 620 Acres Colchis
Amazon Web Services Transaction Overview 3 Executed 15-Year Data Center Campus Lease with Amazon Web Services to Support AI Workloads • 15-year lease agreement with Amazon Web Services will provide turnkey space, and power for AI workloads • Cipher will deliver 300 MW of gross capacity in 2026, including both air and liquid cooling to the racks • The capacity will be delivered in two phases beginning in July 2026 and completing in Q4 2026, with rent commencing in August 2026 Amazon Web Services, Inc. 300 MW Gross Capacity ~$5.5Bn Estimated Contract Value 15 Years Base Lease Term Aug. 2026 Lease Start Date
2026 Currently Available Power Capacity • Energization expected in Q4 2026 • Continued development of substation and secured long-lead items including transformers and high-voltage breakers • Site features: – 250 acres of land in West Texas – Approvals for 100 MW of interconnection / agreements necessary to participate in the ERCOT market 100 MW Approved Power Capacity 250 Acres Total Acreage Stingray 11 Stingray Site Andrews Stingray Site Midland
This robust liquidity positions Digi Power X to accelerate the rollout of its 2026 AI infrastructure development plan, which includes the planned deployment of high-efficiency Tier III AI data centers and expansion of the Company’s critical power capacity across multiple U.S. sites.
MATERIAL CHANGE REPORT DATED NOVEMBER 3, 2025(press release)
Source: McKinsey Data Center Demand Model (2023, 2025); S&P Global Power & Renewable Market Outlook (2024).
NASDAQ: RIOT(deck)
▪ Simplifies and expedites planned development of full 1 GW of power capacity
NASDAQ: RIOT(deck)
Power Expansion Pipeline ~2.3 GW in existing and future gross power allocations from utility partners ~1.5 GW in existing and future billable power available for colocation contracts = In addition to the ~2.3 GW of gross power; ~1.5 GW of billable power within our current pipeline, we are actively progressing ~1 GW of incremental capacity through targeted paid load studies based on feedback from utilities, representing total potential expansion opportunities in aggregate of ~3.3
Adam Sullivan, CEO Jim Nygaard, CFO Matt Brown, COO October 30, 2025 Investor(deck)
~590 MW infrastructure (~800 MW gross) Over $10 Billion In revenue potential over contracts’ term ~$850 Million avg. annual run rate revenue1 75% to 80% anticipated profit margin2 12-year contracts with two 5-year options3 Client pays for capex4, power and utilities CoreWeave contract summary Represents the estimated average annual revenue over the 12-year contract periods; Austin, Texas contract term is a 7-year period.
Adam Sullivan, CEO Jim Nygaard, CFO Matt Brown, COO October 30, 2025 Investor(deck)
ORE SCIENTIFIC 11 What to expect by Q4 earnings Signing of at least one new colocation customer 1 One or more new power contract(s) at existing site(s) 2 New major power contract and site in top US market 3 Additional details on scalable financing approach 4
Adam Sullivan, CEO Jim Nygaard, CFO Matt Brown, COO October 30, 2025 Investor(deck)
Energization of more than 200 MW is expected in the first half of 2027.
CleanSpark Enters Texas Market with Land and Large-Scale Power Acquisition to Rapidly Deploy an AI Data Center in Greater Houston(press release)
Together with the BUZZ data center in Toronto-which will host an additional 2,000 GPUs in 2026-and planned growth in New Brunswick, HIVE has secured power and land at three strategic locations for next-generation, renewable-powered HPC operations.
Bitcoin Operations: Targeting > 35 EH/s global capacity, supported by next-generation ASIC technology and low-cost renewable power.
FORM 51-102F3(press release)
Bitcoin Operations: Targeting > 35 EH/s global capacity, supported by next-generation ASIC technology and low-cost renewable power.
Together with the BUZZ data center in Toronto-which will host an additional 2,000 GPUs in 2026-and planned growth in New Brunswick, HIVE has secured power and land at three strategic locations for next-generation, renewable-powered HPC operations.
FORM 51-102F3(press release)
In parallel, Digi Power X is developing its retail compute platform, “NeoCloudz”, expected to launch in January 2026.
MATERIAL CHANGE REPORT DATED OCTOBER 21, 2025(press release)
– Digi Power X Inc. (“Digi Power X” or the “Company”) (Nasdaq: DGXX / TSXV: DGX), a U.S. developer of Tier III-grade high-performance computing (“HPC”) infrastructure, announced today that it is expanding its AI data center capacity with the addition of five new ARMS-200 GPU modules, scheduled to come online at its Columbiana, Alabama facility in March 2026.
MATERIAL CHANGE REPORT DATED OCTOBER 21, 2025(press release)
What this search can find
Snapshot 2026-09-24. The corpus lists 577 documents; 426 have captured text. Search includes 1329 source-linked excerpts across the indexed companies, within 2025-09-23 to 2026-09-24.
The existing extraction rule selects sentences with a forward-looking word and a quantity or dated target, with at most sixty candidates per document. It drops safe-harbor boilerplate. This is not full-text search of every SEC filing, a transcript archive, live news, or an assessment of whether management delivered.
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