AI and high-performance computing campuses
Lease talks are under way at several sites; the company is confident of signing at least one lease by year-end 2026.
The numbers
What it is
MARA plans to convert its mining sites into AI and high-performance computing campuses, with partners providing capital and construction support. The company says it will put each megawatt to its highest-value use, whether mining or AI computing.
Why it matters to the stock. Leases would move MARA toward a computing-based revenue stream that is less tied to bitcoin's price. The first signed lease would be the first real test of that plan.
News
MARA signs deal for 1,200-acre Texas powered-land site with up to 2 GW of grid capacity
MARA signed a definitive agreement with HIF USA to acquire a powered-land site of more than 1,200 acres in Matagorda County, Texas, about 90 miles southwest of Houston.
MARA signs strategic agreement with Starwood Digital Ventures for AI and HPC campuses
MARA signed a strategic agreement with Starwood Digital Ventures to develop, finance and operate AI and high-performance computing campuses on MARA's power-rich sites.