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MARA Closes $168 Million Deal for 64% of Exaion After French Security Review

Approval came with sovereignty safeguards, including a 10% NJJ Capital stake alongside assurances that no sensitive EDF data remains at Exaion.

Overview

  • The acquisition gives MARA a controlling interest in Exaion following months of French national security screening.
  • EDF retains a minority share in Exaion and continues as a customer of the HPC and secure cloud provider.
  • France required NJJ Capital to take a 10% stake in the local entity Mara France to preserve a domestic anchor investor.
  • Exaion’s board will include three MARA seats, three from EDF Pulse Ventures, one from NJJ, plus the CEO, with Fred Thiel and Xavier Niel joining as directors.
  • The deal advances MARA’s push into AI and high‑performance computing as miners diversify after the 2024 halving and a recent difficulty jump, with a reported option to raise its stake to 75% by 2027.