Jefferies said that Marathon’s expectation for 3.2 EH/s is the biggest risk. It will be connected to a Compute North Texas facility. Compute North’s bankruptcy is another concern. Marathon may have to revise terms with their hosting company. Another risk was 12.2 EH/s that are expected to be triggered by Applied Blockchain (APLD), facilities in North Dakota, and Texas. Both of these areas face regulatory delays.
