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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…
13 hrs ago
19
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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
22
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
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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
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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
32
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
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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
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
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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…
Aug 18
34
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