Keel Infrastructure Targets Three Hyperscaler Leases by Year-End with 2.2-Gigawatt Pipeline

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Keel Infrastructure, formerly known as Bitfarms, is scaling AI data center infrastructure and intends to secure three hyperscaler leases by the end of the year. The company has a 2.2-gigawatt pipeline, including 1.5 gigawatts in expansion capacity under application and evaluation, as it shifts focus to North American high-demand AI computing. Keel is winding down Bitcoin mining and expects to begin delivering orders for hyperscalers as early as 2027, when high-performance compute revenue should accelerate. Its colocation model minimizes capital expenditures by having tenants bring their own chips, positioning Keel as a landlord with steady payments and a foundation for future growth. The Scrubgrass site in Pennsylvania could add up to 1.3 gigawatts, further boosting revenue potential.

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Keel Infrastructure Corp.
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Keel (formerly Bitfarms) is pivoting to AI data centers with a 2.2GW pipeline and expects hyperscaler leases, which is a strategic shift that could enhance revenue and growth.

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