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Why Announced Data Centers Take Years to Switch On (And What It Means for the AI You Use)
In 2025, weather and construction delays held back a 262-megawatt Texas data center meant to serve OpenAI. Every new campus waits on power lines and…
Oct 9
32
1
3
How to Read a Hyperscaler Capacity Pledge in Megawatts
Google Cloud said in September 2026 that it plans to double its technical infrastructure in Brazil by 2030. Inside how to turn a compute pledge into…
Oct 7
27
1
3
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…
Sep 29
30
4
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…
Sep 14
27
4
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
5
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
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