Dimetrics.ai

The ultimate market intelligence tool for datacenter and neocloud investors

[IREN @IREN_Ltd]

Horizon 1: delivered.

IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72.

Read more: https://t.co/ItVXSXK1V7

[Brandon Bailey @BrandonKBailey_]

$RIOT new Rockdale lease prices at ~$199/kW-mo. That continues the clustering we've seen in recent modified-gross leases, which are printing in a tight $188–202 band:

- $GLXY / CoreWeave (Helios III): $188
- $WULF / Anthropic (Hawesville): $197
- RIOT / Frontier AI Lab (likely Anthropic) (Rockdale): $199
- $BTDR / Volta (Tydal): $202

Recent triple-net leases cluster lower, at $147–159, from $CORZ ($147, AMD), $HUT ($155, likely NVIDIA), $CLSK (unknown IG tenant $157), and $CIFR ($159, AWS).

[Blockspace @blockspace]

Unlikely candidate behind some anti-datacenter movements: other datacenters

"There could be smaller games being played where competition at the frontier is fierce." says @BrandonKBailey_, @Dimetrics_ founder

[Blockspace @blockspace]

Talking with $HUT CEO @ashergenoot on stream!

Beacon Point, River Bend, Fluidstack & financing.

also:
☑️ $CLSK and $MARA
☑️ Datacenter moratoriums on @Dimetrics_
☑️ July @hashrateindex lookback

guests: @BrandonKBailey_ @BrightsideBTC

https://t.co/9MaNnkP5aw

[Dimetrics.ai @Dimetrics_]

$SHAZ signed a US$373M, five-year AI cloud agreement with a global AI platform today. Initial deployment: 2,048 NVIDIA B300s in Australia, revenue from Q1 2027. The implied contract rate is ~$4.16/GPU-hr, roughly 17% below current B300 marketplace rates near $5/hr. https://t.co/RTlsJZvray

[Dimetrics.ai @Dimetrics_]

$BTDR signs its first HPC lease: $4.7B / 16yr to Volta at Tydal, Norway. ~$202/kW/mo on 121 crit-IT MW vs recent triple NNN US IG colo comps at $137-159. https://t.co/FC9Xzhkbys

[cbspears ◉ @cbspears]

It's not just a single sector carrying everything, the entire AI datacenter stack is ripping today.

[cbspears ◉ @cbspears]

@MTSlive @MTSlive @theojaffee have tuned in a few times and I think you should be using @Dimetrics_ for a lot of your stuff.

DM me if you are interested in more

[Dimetrics.ai @Dimetrics_]

Needham increases their price target on $CORZ to $35 and reiterates their Buy rating.

“We believe share weakness is mostly due to the broader weakness in AI infrastructure. The AMD lease announced yesterday, while modestly discounted on a yield-on-cost basis (15.3%) vs recent transactions, represents a large, quality lease; this agreement was exactly what we have been looking for from CORZ.”

[Dimetrics.ai @Dimetrics_]

Hut 8's 500 MW Logan Prairie campus has been stuck in Logan County, IL politics for 8 months. The county passed a 12-month moratorium in May. Its own State's Attorney recently declared it invalid.

Now $HUT gets two attempts to move the project forward in one week:

Aug 3: the Village of Latham votes on annexing the site bypassing the county entirely, with an $8–11M/yr community benefit agreement on the table.

Aug 6: the county ZBA hears the refiled application, grandfathered from any new ordinance. The full board vote would occur some time in Aug–Sep.

The upside case: Hut 8 just fully leased its 1 GW Beacon Point campus 704 MW IT, $19.6B in base-term contract value, $50B+ with renewals. Apply those economics to 500 MW and Logan Prairie is a ~$10B TCV asset sitting behind a single land-use vote with an Ameren interconnection agreement already secured.

Hut 8 has said further delay risks the Ameren agreement expiring. So next week could be make or break for the Logan Prairie project.

For jurisdictions restricting data center development we track it live at https://t.co/MmhogsQIHe

[Dimetrics.ai @Dimetrics_]

Estimated equity value of $CORZ new $AMD lease assuming its triple net.

Get access to dimetrics HPC and GPUaaS lease calculator at https://t.co/FSslQZbuJe

[Dimetrics.ai @Dimetrics_]

The legacy data center REITs $DLR and $EQIX vs the power shells $HUT $CIFR $WULF $CORZ $APLD over the last month. The dispersion between the two buckets over the last month is setting up for an attractive entry in the power shell names. Many of which have signed new major leases.

Access this chart with a free account at https://t.co/eIfz9joNKf

[Dimetrics.ai @Dimetrics_]

$ANY is the only green Bitcoin Miner / power shell company on the day. @mikealfred recently initiated a starter position on the company with 199,000 shares after a constructive meeting with the CEO Joel Block.

https://t.co/ZaAYYEQ5DV

[Dimetrics.ai @Dimetrics_]

B Riley maintains its price target of $66 for $APLD after strong 4Q26 Earnings

B Riley says the execution flywheel is in full motion as the company is in advanced negotiations on 250 MW of expansion capacity

https://t.co/iqNrKNmm3m

[Dimetrics.ai @Dimetrics_]

BREAKING: $GLXY Expands Data Center Footprint with Acquisition of 500 Acre Campus in McGregor, Texas.

https://t.co/Y1o600o2EA

[Dimetrics.ai @Dimetrics_]

BREAKING: $CORZ announces partnership with AMD for more than 500 megawatts of U.S. capacity to support end customer deployments beginning in 2027, with the ability to expand up to 2.5 gigawatts.

https://t.co/0k8PUTZF2A

[Blockspace @blockspace]

$HUT analyst price targets 👀

Morgan Stanley: $263
Compass Point: $195
Coker Palmer: $165
Jefferies: $156
BTIG: $150
Needham: $145
Northland: $120

[Brandon Bailey @BrandonKBailey_]

$BTC vs the AI trade over the last month. BTC continues to be largely inversely correlated with the AI trade. This is a trend to continue to watch in the near to medium term especially if this earnings season continues to produce several capex revisions higher (which i think it will) we may see a more aggressive rotation trade back out of $BTC and crypto back into certain AI related names.

[Dimetrics.ai @Dimetrics_]

$GLXY prices $3.5B at 9.875% for Helios Phase II with CoreWeave as tenant…compare to $CIFR at 6.125% (Black Pearl/AWS) and 6.0% (Stingray/AWS), $APLD at 6.75% with an IG hyperscaler at Polaris Forge 2 vs 9.25% on its CoreWeave buildings, $WULF at 7.75% with Google standing behind Fluidstack at Lake Mariner. Theres a about 3-4% spread between hyperscaler offtake and neocloud offtake.

Dimetrics Pro plan gives you access to the MCP with every HPC lease linked to the debt that finances it, SEC-sourced, queryable in Claude/ChatGPT https://t.co/ZwYZr7PQJ8