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🧭 DayOne's Nasdaq Filing, TeraWulf's 1GW Pact, Ares's $500M+ Sabey Stake
The signed customer is now the collateral, and one AI tenant can carry a whole platform to market. Inside DayOne's 69% customer, 2.3GW of bookings and…
Oct 11
27
2
2
Testing, Commissioning, and Certification: Uptime, Tier, and ISO Explained
Equipment Checks, System Testing, Integrated Testing Under Load, Tenant Sign-Off, Uptime Tier and ISO, Revenue Timing
Oct 10
25
2
5
The Global AI Buildout in 125 Deals
Ten signals and the ten highest-ranked transactions from August 2026, drawn from the top data center and AI transactions globally.
Oct 8
22
3
🧭 Akamai's $11.6B Anthropic Deal, Crusoe's 1GW+ Campus, Google's Brazil Push
Suppliers now pay for anchor demand with equity. Akamai gave Anthropic a path to ~5% of its stock and will spend ~$5.5 billion before revenue. Plus a…
Oct 4
24
1
1
🧭 Oracle’s Jupiter Force Majeure, VIRTUS’ £2.45B Loan, Stack Asia Talks
A late-power notice in New Mexico hit a loan banks already struggled to sell. Inside the ~$18 billion syndicate quoted near 90 cents, the reported 9…
Sep 27
29
2
1
Anchor Concentration: The Hidden Vacancy Risk in Emerging Data Center Clusters
Querétaro data center inventory rose 450.2% to 298.2 MW as vacancy hit 10.6% from 0.9%, per CBRE. A few hyperscale phases set absorption, and spec…
Sep 25
27
2
🧭Anthropic's Dalby Lease, Crusoe's $3.9B Raise, UAE's $46B Germany Pledge
OpenAI is reportedly hunting 20 to 30MW blocks while the week's biggest raise funds modular capacity. Inside the $30.9 billion valuation, Vantage's $2…
Sep 20
22
2
2
Order Transformers Before You Buy Land
The equipment queue runs longer than the permitting queue, so capital commits before certainty exists. Inside slot reservations, content rules, interest…
Sep 10
28
3
What $725 Billion Cannot Buy (And Why the AI Buildout Now Waits on Electricians)
Amazon, Microsoft, Alphabet and Meta plan to spend three quarters of a trillion dollars this year. The trade that wires the buildings takes five years…
Sep 4
6
2
4
The Most Credible Megawatts in July 2026 Are Contracted, Not Announced
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…
Sep 3
31
1
5
Why the Guarantee Shrank and Yield Climbed | This Week in Data Centers
Nvidia's Ohio guaranties cover 4.25 IT-GW of OpenAI leases and pay only on default. Inside the SEC letter cutting sponsor risk retention, QTS pricing…
Aug 23
31
1
What a Data Center Announcement Actually Means (And Why Most of Them Never Get Built)
Texas has requests for five times its historical peak demand, yet less than four gigawatts are operating. The gap between announced and operational data…
Aug 21
4
2
1
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