Texas Pacific Land announces a deal with Bolt Data & Energy to develop data-center campuses in West Texas. ...

Blue Owl Capital will not fund Oracle’s (NYSE: ORCL) 1 GW AI datacenter project in Saline, Michigan, according to the Financial Times who spoke to sources close to the matter. Oracle reported a cloud revenue miss in its most recent quarterly results while increasing its 2026 capital expenditure outlook to $50 billion. The Financial Times reported negotiations faltered amid lender concerns over Oracle’s capital expenditures and increasing debt. Specifically, lenders asked for “stricter leasing and debt t ...

🔥 UPDATE: Hut 8 teams up with Google in a deal backing a $7 billion data center lease. https://t.co/JarMnK9qgz ...

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The thing that I can't quite square is the data center play and um and I know you you've talked to some of my friends about that in the past. Um I I look at a I look at a data center um that's $10 billion, right? First of all, there haven't been any exits above, you know, four or five billion. Um you haven't seen comp, so that worries me quite a bit. Then I see large uh technology companies, the largest companies on the planet with $4 trillion market cap saying I don't want to own this asset. I don't want t ...

Hut 8 (HUT) shares are up 20% in pre-market trading after the company announced a landmark long term AI data center lease with Fluidstack. The bitcoin and AI miner announced it has signed a 15 year, $7 billion lease with AI infrastructure firm Fluidstack for 245 megawatts (MW) of IT capacity at its River Bend campus in Louisiana. It also grants Fluidstack a Right of First Offer (ROFO) for up to an additional 1,000 megawatts of IT capacity as the campus expands.The agreement includes three 5 year renewal ...

A data center firm co-founded by ex-Google chief Eric Schmidt has partnered with a major Texas landowner to develop large-scale data hubs https://t.co/picBrjr3HZ ...

Core Scientific ( CORZ ) has been on a massive business transformation over the past several years. What was once a Bitcoin-focused miner, the company has quickly pivoted to help support the AI infrastructure build-out. Add in the potentialAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compen ...

Hut 8 is partnering with Fluidstack to build a large artificial-intelligence data center in Louisiana for Anthropic, backed by a $7 billion lease, where Hut 8 will develop and deliver the power needed... ...

Hut 8 has signed a deal valued at about $7 billion to lease a data center in Louisiana, it said on Wednesday, as former cryptocurrency miners pivot to meet surging demand for artificial intelligence i... ...