TeraWulf, CleanSpark and Hut 8 all pair disclosed capacity with twenty-year terms. Inside the leases, the debt raised against them, and why Meta and SK Telecom cleared July.
My take…
https://danielsethroberts.substack.com/p/data-centers-are-not-ai-factories?utm_source=share&utm_medium=android&r=8cnl84
My take…
https://danielsethroberts.substack.com/p/data-centers-are-not-ai-factories?utm_source=share&utm_medium=android&r=8cnl84