MARA Holdings Pivots to AI Infrastructure with 4.8GW Power Capacity

Key Facts

1MARA Holdings expanded its power capacity to 4.8GW to support AI data centers.

2The company funded the shift by selling $1.5B in Bitcoin and restructuring debt.

3MARA partnered with Exaion and Starwood to bolster AI expertise and data center development.

In a move reflecting the accelerating convergence between crypto mining and cloud computing, MARA Holdings has announced a strategic pivot toward AI infrastructure. The company expanded its power capacity to 4.8GW to attract hyperscalers and support advanced data centers. To fund this transition and restructure its debt, MARA sold $1.5 billion worth of Bitcoin and established strategic partnerships with Exaion and Starwood to bolster its technical expertise in data center development.

This pivot comes as major miners seek to diversify revenue streams away from crypto volatility, a trend seen in peers like Core Scientific, which recently secured multi-billion dollar contracts with CoreWeave for AI infrastructure (per Bloomberg reports). Compared to industry peers, MARA’s 4.8GW capacity positions it as a significant player in energy assets, providing a strategic moat amid a global shortage of power for high-performance computing (per market data).

Regarding market performance, MARA shares closed at $12.60 (close July 10, 2026), after trading between a low of $12.33 and a high of $13.68. Investors are now focused on the company's ability to convert its massive power capacity into tangible revenue contracts with major tech firms. Looking ahead, traders will be monitoring the FOMC Minutes release on July 8, which could influence broader risk appetite across the technology and digital asset sectors.