Episode Details

MARA Holdings strategic acquisition of Long Ridge Energy and Power for $1.5 billion bolsters their AI data center ambitions, adding 1.6 GW of power capacity and 65% to their total capacity. The deal, set to close in H2 2026, secures prime real estate in Ohio, boosting MARAs EBITDA by $144 million annually. Investors view this as a shrewd move in the AI-driven power race, with MARA planning to launch their first AI and critical IT setup in H1 2027.

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