JonesTrading's buy case for KEEL leans on a cross-check that puts all 478MW of unleased power at $2 million of revenue per IT MW. The check ignores buildout capital, and two convertibles strike below ...
IREN says new buildings behind its 30 MW British Columbia campus need no new power or local water. A separate company is ...
IREN's backlog reached $20.3 billion, and a new five-year contract has the customer prepaying 90% of GPU capex. Net debt rose ...
KEEL Infrastructure reported Q3 earnings, and the stock fell almost 20% to a 14-month low. On paper, a lot went right: revenue beat estimates, cash is about $780 million, Moses Lake broke ground, and ...
Adam Sullivan, CEO of Core Scientific, joins Charlie and Will fresh off the Q3 earnings call. The company has a $6.5 billion market cap, 1.1 GW of contracted power and about $24 billion in contracted ...
The Information reported that IREN is one of the neoclouds behind Microsoft's Q3 2026 buildout delays, which cut about $5 ...
Microsoft spent $45.2 billion in the September quarter after third-party capacity slipped. Construction surveys flag risk ...
KEEL Infrastructure is negotiating leases at three sites but has signed none. It is funding the gap with about $780 million in cash after selling its bitcoin treasury, as adjusted EBITDA turned ...
Core Scientific spent $985 million on capex in the third quarter. Reported liquidity fell to $1.74 billion, of which only ...
Texas just elected a governor who wants to pause new data centers, and SpaceX stock has slid back toward its IPO price. Does the world’s biggest neocloud have a Texas problem? Annie Sen of Bluebird ...
SemiAnalysis is forecasting an extraordinary 50 GW of data center buildout in 2027, a figure comparable to the industry’s cumulative capacity as of 2024. The research firm bases its projections on ...
Democrats swept the midterms, and Bitcoin pumped on the news. Jay Patel, CEO of Lygos Finance, joins Charlie and Will to explain why. Jay’s take is that Bitcoin is a macro asset, not a political one.
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