J.P. Morgan maintains Overweight on CoreWeave, arguing that pre-sold take-or-pay capacity and GPU recontracting support ...
UK Power Networks reportedly told Nscale the Essex site would not get sufficient power until the early to mid-2030s. Microsoft was the 50 MW project's only announced customer, and Nscale filed for a ...
Fermi's fact sheet puts phase-one capex at roughly $2.2 billion to $2.8 billion and NOI margins at 75% to 80%. AMD's credit ...
The chipmaker's support covers the 222 MW TensorWave lease that Fermi needs to close and finance by October 31. A separate ...
Rosenblatt estimates Nebius has about a sixth of CoreWeave's active power today. It expects customer prepayments, new debt ...
Cipher will fund capped calls, Barber Lake equity and its HPC pipeline with 2032 convertibles, while swapping part of its ...
An Oracle (NYSE: ORCL) executive on Tuesday offered to reverse a proposed power agreement with El Paso Electric after Doña Ana County commissioners objected to it during a Project Jupiter update, the ...
KEEL Infrastructure’s (NASDAQ: KEEL) developer Quantm Group was granted land development approval on Tuesday by the Allentown Planning Commission for a data center in the county, per local reporting ...
AI stocks are suffering a severe selloff as investors reassess the debt financing underpinning the sector's expansion. IREN, ...
JonesTrading kept Buy ratings on Cipher (NASDAQ: CIFR) and CoreWeave (NASDAQ: CRWV) on Thursday. Analyst Kevin Dede argued that this week’s selloff in AI infrastructure equities and credit reflects ...
Bernstein says CoreWeave's selloff reflects a sharper repricing of financing risk, with $41 billion of debt outstanding and unsecured bonds trading near 15% yields.
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