AIB Data Centers (AIB) Emerging Growth Conference summary

Corporate strategy and market positioning

• Focuses on converting powered land and brownfield sites into AI and HPC-grade colocation facilities, emphasizing a 'power first' approach with executed utility agreements before development.

• Operates under an owner-agnostic model where tenants bring their own GPUs, eliminating hardware and residual value risk.

• AI-optimized design supports 150 kW per rack, liquid cooling, and N+1 redundancy, with a 9-10 month delivery timeline.

• Holds 65 MW of contracted power, 140 MW under development, and 570 MW of identified capacity.

• Targets mid-market sites (50-150 MW) to avoid moratoriums and accelerate speed to market.

Industry trends and competitive advantages

• Data center power demand is growing at 38% annually through 2030, while grid additions lag at 2-3%, creating a significant supply gap.

• Hyperscalers are investing over $1 trillion, with U.S. capacity projected to rise from 15.5 GW to 95 GW by 2030.

• Secured power agreements and rapid site readiness provide a competitive edge in a market where utility interconnection queues can take 5-6 years.

• Strategic relationships with hyperscalers and neo clouds enable tailored site acquisition and customer targeting.

Team and execution capabilities

• Leadership team brings decades of experience in banking, infrastructure, data center construction, and operations.

• Partnerships with top engineering, design, and operations firms (e.g., CBRE, JLL, T5) enhance execution reliability.

• Proven ability to secure energized assets, often repurposed from crypto mining, for rapid deployment.