AI data-center infrastructure
A power-first, AI-focused data-center strategy built around infrastructure constraints that matter.
The demand case
McKinsey estimates global data-center capacity demand could grow from 82 to 219 gigawatts between 2025 and 2030 in its continued-momentum scenario, with AI workloads rising about 3.5 times, from 44 to 156 gigawatts.
To position for that shift, Jerry Tang, CEO of AIB Data Centers, has focused the company on AI data centers rather than data centers in general.
AIB’s investor presentation puts North American data-center vacancy at about 1 percent and interconnection queues in primary markets at 5 to 6 years, citing JLL and Goldman Sachs Research. Vacancy measures how much capacity is still available, so nearly all of it is in use or already sold.
The approach
AIB’s strategy targets AI and HPC campuses of less than 150 MW, leased primarily to specialized AI cloud providers rather than hyperscale tenants. It converts existing powered land into AI-ready capacity, and tenants bring their own GPUs.
These are the facilities where AI models run inference: the AI data centers that answer the questions you ask an AI model and host AI agents that go to work for you.
AIB describes smaller projects as quicker to lease, build and energize, with fewer long-lead dependencies.
The operator
Jerry Tang, CEO of AIB Data Centers, is building AI data centers around three infrastructure disciplines: power, funding, and technology.
Jerry Tang holds an MS in Engineering from Columbia University, giving him a grounding in the physical side of power: the electricity grid and efficiency. Electricity is the single biggest operating expense of an AI data center.
According to AIB’s annual report, Jerry Tang spent over 14 years on Wall Street in real estate and hospitality capital markets and investment banking, executing over $40 billion in transactions. He is also founding partner of VCV Digital, a venture capital company. Data-center real estate is commercial real estate, and that is his specialty.
The South Carolina data center began taking shape in 2021, and in 2022 Jerry signed a 40 MW hosting agreement, giving the team hands-on experience in the infrastructure fundamentals that matter.
Aside from his engineering background and commercial-real-estate experience, Jerry Tang had already built in the data-center industry before starting AIB Data Centers.
After a career in investment banking and real-estate capital markets, Tang decided to build his own business. His route into data centers began while evaluating financing for Core Scientific.
“I had a talk with the CEO of Core Scientific, former COO of Microsoft and Walmart, who came to me for financing when I was an investment banker. And, because I’m a real estate guy, I thought, that’s interesting, maybe I should build the infrastructure to support these data centers.”
“I did my research, found the power and the land, and secured the financing. That’s how I got into data centers.”
The current site
AIB Data Centers still has the South Carolina data center, which is being transitioned into an AI-ready data center. The former 40 MW electricity arrangement has been expanded to a signed 65 MW agreement.
South Carolina already operated as a hosting data center. The site is pre-zoned for data-center use and is being positioned for an AI-ready transition.
After conversion to an AI center, the design efficiency is 1.3 PUE, against a 1.54 global average reported by the Uptime Institute. PUE measures how much of the power a data center draws reaches the computing equipment.
The amended electric service agreement is scheduled to take effect on October 1, 2026. It carries a minimum monthly demand charge of $400,000, half payable currently and half deferred until contracted demand first reaches 40,000 kVA or December 31, 2027, whichever comes first.
Commercial interest
AIB’s presentation lists six active commercial dialogues: a GPU-cloud platform, a sovereign-AI platform, a GPU-cloud operator, a bare-metal GPU marketplace, an AI-cloud infrastructure operator, and an AI silicon and hosted-inference platform. Its latest quarterly report says the company is negotiating with a single prospective tenant for a long-term lease of the full 65 MW. No lease has been signed.
Illustrative lease terms include 10 to 25 year agreements, annual price escalations, pass-through energy costs, and a 12-month prepaid lease with a deposit. Lease signing in H2 2026 and revenue in H2 2027 are illustrative targets, not guidance.
Growth strategy
Beyond its 65 MW South Carolina site, AIB has announced a completed Texas acquisition that brings its reported total contracted power portfolio to 120 MW. Minnesota remains a separate opportunity under evaluation.
On September 14, 2026, AIB announced the completed acquisition of two adjacent parcels totaling about 29.4 acres. The site adds 55 MW of contracted power capacity: 15 MW of energized service and an existing building shell at closing, plus 40 MW of contracted service under a facilities-extension agreement, still under development.
AIB is evaluating an approximately 75 MW planned site. As of June 30, 2026, it had a non-binding letter of intent and a $1.2 million refundable land deposit, and no definitive agreement. The land is owned by a related party: an entity owned by a shareholder holding about 19.9 percent of AIB’s common stock.
It’s simple: secure power first. Without power, a data center cannot run.
That is the approach AIB has used in South Carolina and Texas, and expects to use in Minnesota.
Leadership
Experience across infrastructure, construction, capital markets, sales, and finance informs the company’s AI data-center strategy.
Chief Executive Officer
20+ years as a senior executive in global banking and infrastructure development; $40B+ in real-estate and capital-markets transactions, according to the AIB presentation.
Director of Construction Execution
20+ years delivering mission-critical data centers; AIB cites 3 GW+ of data-center construction for AWS.
VP of Sales
25+ years in enterprise and infrastructure sales; AIB cites hyperscale infrastructure deals at Google and Dell.
Chief Financial Officer
CPA with 20+ years of senior finance roles at Deloitte, Siemens Energy, and Weatherford.
Strategic Advisor
Nearly two decades of data-center leadership experience, including roles at Digital Realty, Switch, and ACS Group.
FAQ
Review the risk discussion, then request the investor package for primary-source materials.
AIB is transitioning an existing South Carolina hosting site toward an AI/HPC colocation model. That creates potential upside, but it also means the investment case depends on execution rather than established AI/HPC operating results.
The main risks are straightforward: AIB still needs to convert contracted power into commissioned capacity, sign and retain creditworthy customers, secure project funding on workable terms, manage construction and equipment delivery, and control operating costs. The company may also need additional capital, which could be dilutive to existing shareholders. [1]
The latest reported quarter shows where it stands. For the three months ended June 30, 2026, AIB reported revenue of $2.9 million, down 39 percent from a year earlier, and a net loss of $3.5 million, or $0.07 per share. It de-energized substantially all of its bitcoin mining hosting operations on June 5, 2026, and had not resumed them. [1]
Like any small public company, AIB’s share price can be volatile and may be affected by market conditions, financing news, delays, changes in expectations, and the company’s ability to meet its milestones. A prospective investor should read AIB’s SEC filings and risk factors before making an investment decision. [1] [2]