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

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 ...

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 ...

Hut 8 used bitcoin-sale proceeds for $250 million of repurchases while its expected AI lease value reached $26.6 billion.

KBW halved its odds on Cipher's Reveille lease and trimmed CleanSpark's Sealy and Brazoria to 50%, citing Gina Hinojosa's ...

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