$AIB

$AIB — A Small-Cap AI Data Center Play With a $1.32B Nebius Contract

AIB, valued at ~$105M market cap, has secured a $1.32B, 12-year Nebius contract for 50 MW of AI data center capacity. With $52.8M cash, 120 MW of total utility capacity across two sites, and management guidance suggesting no equity dilution needed to fund CLT1, the company is positioned to de-risk execution through customer prepayments and project-level financing. Successful delivery of the first 25 MW phases will demonstrate a repeatable model and materially revalue the stock.