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Strategic Assets

The estate's physical anchors: contracted capacity and the energy position.

Anchors of record

NorCal AIDC — 400,000 sq ft / 55 MW, PDCC Phase 2, LOI secured, availability July 2026 (CEO A1).ECXI 1K campus — 1 GW path, 20 × 10,000 sq ft blocks on the AXENODE ~20-week cadence, targeting $465M IaaS ARR at full build-out.ECXI ZERO (SoCal) — 35% reserved for ECX; Energycapitalx the only anchor tenant; gated by political/macro conditions at 70% probability (actuarial, CFO-held).Exacore regions — CH-GVA-2 / CH-DK-2. Nodeswiss — air-gapped GPU infrastructure A30 → B300 HGX.
Sources & governance.
· CEO Assumptions A1, A2, A3
· ECXI-LOS-EXEC Rev 4 §2, §5.4

Published 2026-10-22 · webmaster build (CEO Go 2026-10-22, TR3-CU-17) · corrections: webmaster@cipherbit.ai