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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…
Oct 6
24
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
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…
Sep 22
23
1
1
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…
Sep 21
24
3
5
Project Finance, Equity, and Debt: How a Build Actually Gets Funded
The Capital Stack, Senior Debt and Mezzanine, Non-Recourse SPV Structures, What Each Layer Demands, The Abilene Stargate Financing
Sep 19
25
3
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…
Sep 15
22
1
PPAs, Leases, and Pre-Commitments: How Demand Gets Locked Before Concrete
Powered shell versus turnkey lease economics, physical and virtual PPAs, take-or-pay pre-commitments, counterparty credit and coverage ratios…
Sep 12
11
2
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…
Sep 8
28
2
5
KKR Is Not Behind MTN's Africa Data Hub. Tarek Al Ashram Is.
MTN Digital Infrastructure and Bayobab entered a UAE-backed data center partnership on August 27, targeting 150MW in South Africa and Nigeria. Inside…
Sep 2
5
3
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…
Sep 1
33
5
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…
Aug 31
2
1
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…
Aug 24
2
2
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