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The Pass-Through Tariff Is the Real Asset in the Anthropic-TeraWulf Lease
MISO energy risk transfer, brownfield interconnection inheritance, single-tenant control premium, investment-grade rent, execution-window exposure
Jul 14
17
1
Anthropic Signs $19 Billion TeraWulf Lease for 401 MW Kentucky AI Campus
Anthropic’s landmark lease turns contracted AI demand into infrastructure value, reshaping how data centers are financed, built, and valued.
Jul 13
29
1
2
Why Meta Bought Megawatts Instead of Building Them
Build-versus-buy inflection, offtake as developer collateral, the $15 billion Abilene joint venture, five-hyperscaler concentration risk, power-first…
Jun 23
24
3
Meta Contracts 1.6 Gigawatts of AI Compute From Crusoe
Childress and Warrenton sites, two-campus capacity, Crusoe's 4.9 gigawatt contracted book, undisclosed contract value, Meta's $600 billion…
Jun 22
23
Why Google Now Rents Compute From the Company It Once Hosted
SpaceX multi-tenant pivot, Google and Anthropic offtake, behind-the-meter speed, 90-day terms, AI segment economics
Jun 17
27
2
SpaceX Lists at $1.75 Trillion With Two Anchor Compute Tenants
Nasdaq SPCX debut, Anthropic and Google offtake, Colossus Memphis cluster, behind-the-meter power, AI segment capex
Jun 16
20
1
Why NVIDIA Took A $2.1B Warrant In IREN, Not Just A Contract
Equity verticalization, DSX as operating standard, neocloud channel separation, 23 percent strike premium, hyperscaler bypass, capital reallocation
May 12
35
1
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NVIDIA Anchors IREN With $3.4B Contract And $2.1B Equity Warrant
Five-year cloud services contract, $70 warrant strike on 30 million shares, DSX-aligned 5GW pipeline, Sweetwater Texas flagship deployment
May 11
19
3
Why Is Meta Spending $21 Billion on CoreWeave Instead of Its Own US Data Centers?
Take-or-pay GPU supply mechanics, NVIDIA Vera Rubin priority access, US grid constraints, hyperscaler self-build timelines, inference workload…
Apr 13
32
2
Will Bell’s 300MW AI Campus Redefine Canada’s Data Center Market?
Pre-leased demand, sovereign alignment, and power access converge to redefine how AI data centers are underwritten, financed, and positioned in…
Mar 25
22
Is ByteDance’s 500MW China Deal the New AI Infrastructure Playbook?
The ByteDance–VNET deal reveals the emerging playbook for financing and deploying gigawatt-scale AI infrastructure.
Mar 17
22
Why Are Hyperscalers Doubling Down on Data Center Capex Now?
AI has turned compute into constrained infrastructure making capacity certainty more valuable than capital efficiency and turning underinvestment into…
Feb 9
14
1
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