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AIB Data Centers ( AIB): Power Play — AIB's Move from Bitcoin Hosting to AI Infrastructure

Published 1 month ago
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In this episode of the WTR Small-Cap Spotlight Podcast, Jolienne Halisky, CFO of AIB Data Centers Inc. (NYSE American: AIB), joins host Tim Gerdeman and WTR equity research analyst James Kisner. AIB is a power-first developer of AI and high-performance computing infrastructure. The company locks up executed utility power agreements before it breaks ground, then builds modular, liquid-cooled facilities that tenants lease and fill with their own GPUs. Halisky explains why power, not chips, is the real bottleneck in AI infrastructure, and how securing it first lets customers deploy compute months or years sooner. She covers the recent name change from BlockchAIn Digital Infrastructure, the shift from Bitcoin hosting to AI workloads, and how the build-to-suit model keeps hardware obsolescence off the balance sheet. Halisky also walks through the roughly 40 MW live today, a pipeline approaching 395 MW, the debt-free capital strategy, and the milestones investors should watch.

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