Two AI data center leases by year-end 2026
Company: Marathon Digital
The claim, verbatim
CEO Fred Thiel reaffirmed MARA's target of signing two AI leases by year-end 2026, saying the company is very confident about it; MARA does not announce LOIs or exclusivities, so the first public sign will likely be a signed lease.
Source (primary)
MARA’s CEO Expects Two AI Leases by Year-End. Here’s What the Stock Needs to Show Before December 31 - TIKR.com (-, news_article)
View cached copy (2026-10-10)Live source ↗Archive.org ↗
Quote: “So we don't announce LOIs or exclusivities around leases, but we feel very confident about signing the 2 leases by year-end”
How we checked this
Checked on October 14, 2026. The cited source supports every part of this claim.
The article reports the reaffirmed target and Thiel's confidence, quotes his statement that MARA does not announce LOIs or exclusivities, and concludes that a signed lease will likely be the first public sign.
Confirmed in the source:
- CEO Fred Thiel reaffirmed MARA's target of signing two AI leases by year-end 2026
- Thiel said the company feels very confident about signing the two leases
- MARA does not announce LOIs or exclusivities around leases
- The first public sign of progress will likely be a signed lease
What we did: Read our cached copy of the publisher (https://www.tikr.com/blog/maras-ceo-expects-two-ai-leases-by-year-end-heres-what-the-stock-needs-to-show-before-december-31) in full (10,023 characters, retrieved October 10, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms MARA’s CEO Expects Two AI Leases by Year-End. Here’s What the Stock Needs to Show Before December 31 - TIKR.com
Quote: “So we don't announce LOIs or exclusivities around leases, but we feel very confident about signing the 2 leases by year-end”