Riot will commit about $5.5 billion to site work and tenant reimbursements. Rent on all 910 MW is due regardless of utilization, with the first 400 MW scheduled for September 2027.

KBW halved its odds on Cipher's Reveille lease and trimmed CleanSpark's Sealy and Brazoria to 50%, citing Gina Hinojosa's ...

Hut 8 used bitcoin-sale proceeds for $250 million of repurchases while its expected AI lease value reached $26.6 billion.

TeraWulf said Google can assume Anthropic's rent or pay a declining termination fee after a default, but the support starts ...

The upcoming US elections could trigger massive shifts for AI stocks and data center builds. We analyze the policy risks ...

Bernstein raised its 2030 capacity, revenue and EBITDA forecasts for Cipher but cut its multiple to 15x from 21x and lifted ...

Rosenblatt raised its 2027 and 2028 EBITDA forecasts for Cipher Digital but applied a lower multiple, citing a growing share ...

ATB Cormark sees 138.6% upside in Galaxy shares. The firm lifts 2026 and 2027 EBITDA estimates, trims 2028 data-center revenue and gives no value to most of the Texas power pipeline.

SpaceX was sued by the NAACP for its usage of generation sets at its 1 GW data center in Tennessee over air quality concerns.

Anthropic's S-1 lifts the SpaceX compute ceiling from $84.5 billion, with payments reaching about $3.1 billion a month by ...

KBW kept its Outperform rating and $11 price target on Cipher Digital (NASDAQ: CIFR) on Monday after the company reported third-quarter revenue of $26.7 million, short of both the bank’s forecast and ...

In this clip, Will from Blockspace discusses with Charlie about a recent banking report from KBW on why Cipher Digital could rebound, despite its short term struggles. They also review the earnings ...