AIB Data Centers

Industry leasing benchmarks for large AI deployments have trended around roughly 140 to 160 dollars per kW per month excluding pass-through energy, with 10 to 25-year terms and annual escalators. Power scarcity and long interconnection queues create a supportive backdrop.

AIB’s ESA and high-density design should allow it to compete for such rates, especially if it can bring capacity online ahead of peers. Still, as a small, single-site operator without existing AI/HPC contracts, AIB may need to price at or below market to win anchor tenants and prove reliability.

Energy-cost volatility and true-up mechanisms at the utility level (evidenced by 2025 adjustments) also limit net unit-level pricing power. The setup suggests potential, not yet realized leverage.