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BTDRBullishCorporate Developmentsnews

High materiality8/10

Bitdeer AI expands 67MW Malaysia campus; secured capacity 273.5MW, $10B pipeline

Oct 8, 2026, 6:32 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Clear capacity expansion, a sizable >$10B pipeline, and a near-term delivery cadence create upside potential for BTDR if contract execution follows; downside remains if offtake activity stalls.

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What happened, with direct paths to the underlying reporting

Bitdeer AI announced a 67MW A901 data center campus in Malaysia under a 10-year agreement, with initial delivery in Q1 2027 and full delivery by Q2 2027. Secured capacity rises to about 273.5MW across Malaysia, Norway and the US, representing roughly 78% of a 350MW target for 2028, while the active AI Cloud capacity pipeline exceeds $10B, signaling strong demand for liquid-cooled AI infrastructure.

BTDR's Bitdeer AI adds 67MW A901 campus in Malaysia. Ten-year data center services agreement.
Delivery starts Q1 2027; full 67MW by Q2 2027.
Secured capacity now ~273.5MW across Malaysia, Norway and the US; 78% of 350MW target.
Active AI Cloud capacity pipeline exceeds $10B; demand appears strong vs. supply.
No offtake commitments yet for A901 as of press release.

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