Every great economic era has been defined by a fight over a single resource.In the 19th century, ...
The American power grid is about to fail the most important industry it has ever been asked to support.In ...
TeraWulf signed a 20-year, $19 billion lease with Anthropic for its Kentucky data center and sold its Abernathy stake for $450 million to fund the buildout amid high short interest.
Hut 8, TeraWulf, and Core Scientific have each gained more than 90% YTD pivoting to AI data center landlordship, but valuations and timelines vary widely.
A large volume of out-of-the-money Core Scientific put options suggests investors may be bullish after the data center's recent earnings release. These puts yield 20%+ over 6 months in a 12.5% OTM short-put...
Applied Digital is successfully transitioning into a premier digital infrastructure landlord by securing massive hyperscaler commitments for its data centers.
Core Scientific (NASDAQ:CORZ) is focused on expanding five new data center sites under development, diversifying its customer base and positioning itself to win long-term artificial intelligence infrastructure...
Industry Veteran with 35+ Years of Leadership Experience in Data Center, Digital Infrastructure and Technology Industries
Core Scientific recently raised more capital while expanding its gross power capacity aggressively.
Recent Developments Strengthened the capital structure through today’s closing of a $3.3 billion offering of 7.75% senior secured notes due 2031,...