IREN's backlog reached $20.3 billion, and a new five-year contract has the customer prepaying 90% of GPU capex. Net debt rose ...

The Information reported that IREN is one of the neoclouds behind Microsoft's Q3 2026 buildout delays, which cut about $5 ...

Core Scientific spent $985 million on capex in the third quarter. Reported liquidity fell to $1.74 billion, of which only ...

Microsoft spent $45.2 billion in the September quarter after third-party capacity slipped. Construction surveys flag risk ...

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 ...

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 ...

Riot will commit about $5.5 billion to site work and tenant reimbursements. Rent on all 910 MW is due regardless of utilization, with the first 400 MW scheduled for September 2027.

TeraWulf said Google can assume Anthropic's rent or pay a declining termination fee after a default, but the support starts ...

On its Q3 2026 earnings call, Riot announced a 910 megawatt agreement with a leading frontier lab. Riot didn't name the ...

The midterms brought a blue wave, and Texas now has its first Democratic governor in over 30 years. Gina Hinojosa beat Greg ...

Texas just elected a governor who wants to pause new data centers, and SpaceX stock has slid back toward its IPO price. Does ...