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 ...

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

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

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

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 ...

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 ...

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