Two AI/HPC lease signings targeted by year-end 2026
Company: Marathon Digital
The claim, verbatim
Management said AI/HPC tenant discussions are in very advanced stages and it still targets two lease signings before year-end, while conceding the timing could slip into 2027.
Source (primary)
[MARA Holdings Q3 2026 Earnings Call] MARA Posts $632M Net Income Despite 35% Revenue Drop, Unveils $500M Buyback and $1.1B Bitcoin Sale to Slash Debt 37% - BigGo Finance (-, news_article)
View cached copy (2026-11-10)Live source ↗Archive.org ↗
Quote: “with two signings still targeted before year-end”
How we checked this
Checked on November 11, 2026. The cited source supports every part of this claim.
The document reports the advanced talks, the two-signing target and Thiel's concession that timing could move into next year, which it also describes as 2027.
Confirmed in the source:
- Management said AI/HPC tenant discussions are in very advanced stages
- Management still targets two lease signings before year-end
- Management conceded the timing could move into 2027
What we did: Read our cached copy of the publisher (https://finance.biggo.com/news/US_MARA_2026-11-09) in full (12,616 characters, retrieved November 10, 2026) and checked each assertion in the claim against it.
Additional evidence
confirms [MARA Holdings Q3 2026 Earnings Call] MARA Posts $632M Net Income Despite 35% Revenue Drop, Unveils $500M Buyback and $1.1B Bitcoin Sale to Slash Debt 37% - BigGo Finance
Quote: “with two signings still targeted before year-end”