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Data centers · Evidence brief

Hut 8 commercializes 352 MW Beacon Point AI factory lease

Hut 8 + unnamed high-investment-grade tenant + AEP + Vertiv + Jacobs

Primary sourcePress release only2026-05-06
Deal structureAI data-center triple-net lease / campus commercialization
GeographyNueces County, Texas / AEP Texas service territory
Infrastructure layersData centers + power + construction / EPC
Disclosed scale$9.8B base-term value for a 15-year, 352 MW IT lease; up to $25.1B if renewal options are exercised; first phase of a 1 GW Beacon Point campus

Why it matters

The strategic read

Turns another crypto-infrastructure operator into a contracted AI-factory landlord at hyperscale. Hut 8 is commercializing 352 MW of IT capacity under a long-duration lease while naming AEP, Vertiv, and Jacobs as delivery counterparties, making power access, electrical equipment, and EPC execution central to the economics.

Source-supported terms

What was disclosed

  1. 01

    Hut 8 announced a triple-net lease with a high-investment-grade tenant for the first phase of the Beacon Point AI Data Center Campus.

  2. 02

    The base term covers 15 years and 352 MW of IT capacity, with a base-term contract value of $9.8B.

  3. 03

    The transaction is valued at up to $25.1B if all renewal options are exercised.

  4. 04

    Hut 8 says the deal expands total contracted AI data-center capacity to 597 MW with aggregate base-term contract value of approximately $16.8B.

  5. 05

    The company plans to deliver a 352 MW AI factory designed to NVIDIA DSX reference architecture for gigawatt-scale AI infrastructure.

  6. 06

    Hut 8 named American Electric Power, Vertiv, and Jacobs as Tier 1 counterparties in the repeatable delivery model for the project.

  7. 07

    On June 5, 2026, Hut 8 announced that wholly owned subsidiary Beacon Point DC LLC priced a $4.25B private offering of 6.129% senior secured notes due 2042 to finance the Beacon Point data-center project.

  8. 08

    Hut 8 said the financing is fully amortizing and non-recourse to Hut 8 Corp., and the offering is expected to close on June 9, 2026 subject to market and other customary conditions.

  9. 09

    DCD reported that the proceeds are intended to fund development and construction of the turnkey data center, six data halls on a 521-acre Nueces County property and an onsite substation, with a 1 GW interconnection agreement at the site.

Disclosure boundary

What is known—and what is not

Public company announcements and DCD financing coverage; tenant identity, full lease, pricing schedule, renewal mechanics, power-service agreements, equipment contracts, final note indenture, collateral package, covenant details and construction milestones are not public in full contract form. The June 5 note pricing materially advances project financing, but the offering was still expected to close on June 9, 2026 when announced.