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 Viewpoint - Core Scientific (CORZ) has undergone a significant business transformation, shifting from a Bitcoin-focused mining operation to supporting AI infrastructure development [1] Company Transformation - The company has pivoted its business model to align with the growing demand for AI infrastructure, indicating a strategic shift in focus [1]

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... ...

Core Insights - Hut 8 has signed a deal valued at approximately $7 billion to lease a data center in Louisiana, indicating a strategic pivot from cryptocurrency mining to meet the increasing demand for artificial intelligence infrastructure [1] Company Summary - The deal reflects Hut 8's transition from former cryptocurrency mining operations to focusing on artificial intelligence, aligning with market trends [1] - The leasing of the data center is a significant investment, showcasing the company's commitment to expanding its capabilities in the AI sector [1] Industry Summary - The demand for artificial intelligence infrastructure is surging, prompting companies like Hut 8 to adapt their business models accordingly [1] - The shift from cryptocurrency mining to AI-related services highlights a broader trend within the tech industry as firms seek to capitalize on new growth opportunities [1]

经济观察网重庆市人民政府办公厅印发《重庆市推动"人工智能+"行动方案》，构建重庆数据中心集群 与跨域共享协同发展的算力供给体系。推进"东数西算"工程，以重庆数据中心集群起步区为重点，推动 本地高性能智能算力基础设施建设，加快云边端一体化协同发展。实施"疆算入渝"工程，以市场化方式 推动算力产业链企业赴新疆投资建设智能算力基础设施，持续提质扩容重庆(新疆)算力基地，建设高带 宽算力传输网络，迭代升级西部(国家)算力调度平台，实现多元异构算力灵活调度和统一服务。 ...