IREN says new buildings behind its 30 MW British Columbia campus need no new power or local water. A separate company is ...
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'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 ...
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 ...
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 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 signs 15-year, 910 MW Corsicana powered-land lease with frontier AI lab worth about $28 billion
Riot will commit about $5.5 billion to site work and tenant reimbursements. Rent on all 910 MW is due regardless of ...
TeraWulf said Google can assume Anthropic's rent or pay a declining termination fee after a default, but the support starts ...
Hut 8 used bitcoin-sale proceeds for $250 million of repurchases while its expected AI lease value reached $26.6 billion.
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