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⚠️$BTDR flagship US AI Site at Risk of Delay
>BTDR slips crucial disclosure into today’s monthly report: Clarington, OH site (570MW), the cornerstone of its U.S. AI/HPC strategy, may be delayed due to ongoing litigation with a neighboring industrial tenant.
>This is the same site BTDR has been guiding the market toward as a leased facility with ~2027 energization, central to proving domestic AI compute capability.
>Lawsuit was first mentioned generically in an after-hours 6-K last Thursday; today’s report is where we learn it’s Clarington.
>Strong Jan mining numbers aside, introduces real timeline risk to the AI pivot.
>Question: what hyperscaler commits capacity with unresolved site-level legal risk?
$BTDR

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