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Issued on behalf of Healthy Choice Wellness Corp. / Host Digital Infrastructure
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NEW YORK, Sept. 03, 2026 (GLOBE NEWSWIRE) — Equity Insider News Commentary – The artificial intelligence buildout has run into a wall that no amount of capital shortens. Grid interconnection queues in the largest United States markets now stretch for years, substations take years to build, and utility capacity cannot be added with a software update. The result is that the binding constraint on AI infrastructure has stopped being chips and started being electricity that is already flowing, in a place a data center can actually use it. That has made a specific and unglamorous asset extremely valuable: the energized industrial site.
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Companies mentioned in today’s commentary include: Healthy Choice Wellness Corp. (NYSE American: HCWC), IREN Limited (Nasdaq: IREN), TeraWulf Inc. (Nasdaq: WULF), Hut 8 Corp. (Nasdaq: HUT), and Riot Platforms, Inc. (Nasdaq: RIOT).
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Key Takeaways
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A contract before a listing, not after one. Host Digital Infrastructure signed a 15-year take-or-pay lease on August 7, 2026 covering approximately 43 megawatts of critical IT load at its northeast Oklahoma facility, representing approximately $1.25 billion of contracted base-term revenue, and approximately $3.2 billion if every renewal option is exercised across a possible 30-year term.
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The site is already energized. The facility is an existing industrial building of nearly 80,000 square feet with existing load above 45 megawatts, rather than open ground awaiting an interconnection queue. Host Digital holds its rights under a property lease entered into on November 25, 2025.
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Stockholders approved, but the merger has not closed. Holders of Healthy Choice Wellness Corp. approved all proposals on August 27, 2026, including the stock issuance, an increase in authorised shares and a name change. Closing remains expected in mid-September 2026, subject to the remaining conditions.
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The share count and the ticker are both in motion. A 1-for-35 reverse stock split took effect on August 28, 2026, with split-adjusted trading from August 31 under a new CUSIP. The combined company is expected to trade on NYSE American under the symbol HOST following closing, subject to exchange approval.
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No revenue has been earned under the lease. Delivery to the tenant is expected in the first half of 2027 and remains subject to construction, commissioning, financing and the performance of both parties. The tenant is described as a major privately held cloud infrastructure company and has not been named.
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There Is Land, And Then There Is Powered Land
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The most common mistake investors make in the data center boom is treating every announced project as broadly equivalent. They are not. There is no shortage of land in America and no shortage of renderings. What is scarce is usable power, in the right place, at the right time.
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A proposed greenfield project typically sits in a multiyear interconnection queue, still needs a substation built, has transmission upgrades outstanding and utility agreements unsigned, faces permitting ahead of it, and requires major construction before the first server is switched on. Its revenue is a hope attached to a date that keeps moving.