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NAVER's $9 Billion AI Factory Is Built on a Fee Contract Banks Can Lend Against
Brookfield owns the GPUs, NAVER Cloud runs them, and NVIDIA's $1 billion stake is now paid. What repays KRW 10.7 trillion of loans is the computing…
Anthropic's IPO Filing Puts $482 Million of Capex Next to $321.4 Billion of Signed Leases
The S-1 shows an AI lab that rents its chips, its buildings and its power. Some power terms run 20 years, so the listing also tests the tenant credit…
The $63 Billion Chip Deal Runs on One Number
Broadcom stands behind the senior lenders on equipment leased to Anthropic. The filings show how AI chips are becoming bankable, and what the money…
Why Nebius Took a One-Year Loan to Build for Five-Year Contracts
The $3.5 billion Citi facility lets Nebius keep building now. Its price rises every 90 days, and its likely replacement depends on new capacity reaching…
Google's Cheyenne Campus Puts the Cost of AI Power in Writing
AEP will invest about $4 billion in 702 MW of fuel cells under a 20-year Google contract. The bigger lesson sits in the Black Hills agreements, where…
Google and Constellation Find 890 MW of New Power Inside Running Reactors
A 20-year contract funds upgrades at 11 reactors in PJM. The next milestones are NRC approvals and a FERC ruling on how the grid counts the new output.
How Contracts Turn GPUs Into Investment-Grade Debt
Lambda closed a $1.0 billion GPU loan in October 2026, rated Baa1 by Moody's. Inside how contracts, a delayed draw, and a fixed rate turn servers into…
OpenAI and Anthropic Want Small Sites. U.S. Hubs Have None This Year.
Anthropic and OpenAI are exploring 20 to 30 MW data center deals in the UK, the Nordics and the US, CNBC reported September 18. Inside the grid queues…
Vantage's $2 Billion Is Not Backed by Data Centers. Not Yet.
A dozen insurance and institutional investors closed the five-year data center development facility in September 2026. Inside the Evercore and Wells…
Crusoe Has Delivered One Gigawatt. It Has Contracted Six.
Atreides, Mubadala Capital and Valor lead Crusoe's $3.9 billion Series F at a $30.9 billion valuation. Inside the $140 billion contract book and the AI…
The Contracts Run Three Years. CoreWeave's Newest Debt Runs Five.
CoreWeave closed a $2.6 billion GPU-backed facility on August 10 with JPMorgan and MUFG. Inside the two-year maturity gap, the re-lease option, and the…
Microsoft's Hard Number Is Not 2032. It Is A Gigawatt A Quarter.
Bloomberg reported on September 10 that Microsoft plans to grow from 12 to over 38 gigawatts by 2032. Inside the two-year doubling guidance and the…
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