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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…
Anthropic's Contract Is Reported. Hut 8's $19.6 Billion Is Signed.
Anthropic has reportedly committed $35 billion to Lambda for compute at Hut 8's Beacon Point data center campus in Texas. Inside the 15-year lease, the…
Anthropic Pays For The Chips. Nscale Keeps The Residual.
Anthropic has reportedly committed $45 billion over six years for 460 megawatts of AI compute at Nscale's Monarch Compute Campus. Inside the…
NVIDIA Did Not Buy Powered Land. It Bought The Design Standard.
Cloverleaf Infrastructure, a Houston data center site developer, disclosed no price on August 21, 2026. Inside DSX at the entitlement stage and the J.P…
Meta Promised A Community Compact. The Proof Expires In 2030.
Meta launched the $1 billion Future Is For Everyone Fund on August 10 for data center communities. Inside the 1968 sales tax behind the Richland Parish…
NVIDIA Did Not Guarantee The Rent. It Guaranteed The Resale.
NVIDIA committed up to $105 billions of residual value guarantees on SB Energy's Ohio AI data center campus on August 17. Inside the recovery waterfall…
Anthropic's Compute Deals Have Numbers. Theseus Does Not.
Anthropic, Macquarie and GIC launched data center platform Theseus Infrastructure on August 10, 2026. Inside the anchor tenant lease, the undisclosed…
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