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Keel Infrastructure Posts $145 Million Q1 Loss as AI Data-Center Pivot Advances

Investors will judge the AI data‑center pivot by whether Keel signs leases at three permitted sites in 2026.

Overview

  • Keel Infrastructure, which reported first‑quarter results Monday, posted $37 million in revenue and a $145.4 million net loss.
  • The deficit reflected non‑cash hits from a $41.4 million drop in crypto valuations and a $21.6 million charge to retire a credit line.
  • Liquidity totaled about $533 million as of May 8, and management said that covers lease execution at three priority sites and basic costs through 2028.
  • The former Bitfarms completed its U.S. redomicile and rebrand and is pivoting to AI and high‑performance computing campuses, with zoning in place at Panther Creek, Sharon, and Moses Lake and a goal to sign leases this year.
  • Shares fell about 9% in premarket trading then closed up roughly 8% Monday, signaling focus on the data‑center plan despite weak results.