The bank sees limited value capture in MARA’s capital-light Starwood venture, preferring AI/HPC operators that control ...
The 10-year agreement lifts secured AI cloud capacity to 206.5MW, although A202 and the neighboring A201 facility do not yet ...
The classification preserves Dorothy’s previously studied interconnection capacity, while a separate 50 MW expansion request ...
ERCOT’s provisional classification advances Ionic Digital’s plan to bring Ward County to 700 MW of aggregate demand, though verification and utility work remain outstanding.
Richard Choe reversed JPMorgan’s bearish rating as customer signings, higher neocloud pricing and 2027 capacity strengthened the bank’s outlook for IREN.
Soluna’s operating capacity reached 206 MW, while a conditional ERCOT classification protects the planned Kati 2 AI/HPC ...
Sweetwater 1’s energized substation and 300MW buildout give IREN a head start, but the hub’s 2GW interconnection status ...
To recap, the classifications include: base load (projects whose MW requests are locked in and not subject to the Batch Zero ...
The unchanged target implies 77.5% upside from Cipher’s $16.90 share price, while the conditional grid classifications cover ...
Bitdeer’s cash purchase secures control of a potential AI/HPC site at a lower price than KBW expected, but power rights, ...
The firm sees NC-1 project financing and two pending property acquisitions setting the pace for WhiteFiber’s 2027 data-center ...
ERCOT classified 585 MW as Batch Zero baseload and another 300 MW as studied load, advancing CleanSpark’s two Texas sites ...
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