matthew sigel, recovering CFA(@matthew_sigel):$BTDR announces 10-year agreement for 65.1MW AI Cloud in Malaysia at A202 facility (same campus as recent 21.7MW deal), with similar economics (prior A102 was 5 years, $800M, 9.5W; or $16.8M per MW per year). Energization in 3Q27. Would imply total rev of $1.1B per year or total contract value of $5.5B. They stated the AI cloud pipeline has surpassed $7B (up from $2B in latest press release). GPU deployment of this recent facility primarily through customer prepayments, with >50% of associated capex coming from that.

matthew sigel, recovering CFA

@matthew_sigel

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matthew sigel, recovering CFA@matthew_sigel

2026.09.14 12:10

$BTDR announces 10-year agreement for 65.1MW AI Cloud in Malaysia at A202 facility (same campus as recent 21.7MW deal), with similar economics (prior A102 was 5 years, $800M, 9.5W; or $16.8M per MW per year). Energization in 3Q27. Would imply total rev of $1.1B per year or total contract value of $5.5B. They stated the AI cloud pipeline has surpassed $7B (up from $2B in latest press release). GPU deployment of this recent facility primarily through customer prepayments, with >50% of associated capex coming from that.