Shawn Matthews

Chairman of @HostDigital_ | $HOST

[Shawn Matthews @Shawn_Matthews_]

The data center market needs to distinguish between projects that can use existing power and infrastructure and those that require years of new development. A 20–100 MW facility and a gigawatt campus carry very different execution risks.

The same discipline applies to financing. Credit is becoming more selective, with greater scrutiny of counterparties, cash flows and the ability to repay. That’s a healthy shift toward projects that can deliver.

Thanks to @EdLudlow for the conversation on @technology.

https://t.co/dyipsVCfcc $HOST

[Harmol Samra @HarmolSamra]

Spotted $HOST chairman @Shawn_Matthews_ on @Bloomberg’s TV schedule 👀

Looking forward to this @technology interview with @EdLudlow!

[Shawn Matthews @Shawn_Matthews_]

Joining @EdLudlow on @technology soon.

[Host Digital @HostDigital_]

$HOST Chairman @Shawn_Matthews_ will join @EdLudlow on Bloomberg Tech @technology around 11:20am ET today.

Stay tuned.

[Shawn Matthews @Shawn_Matthews_]

Investors have grown cautious about data centers, and the caution is spreading to anything near the sector. Some of that is earned. The largest projects need new generation, new transmission, and approval from towns that have never seen anything that size, and those timelines run for years. Local opposition blocked or delayed 45 projects worth $68 billion in the second quarter alone, according to Data Center Watch.

The problem is that the market is pricing every project as if it carried the same risks. A project of tens of megawatts, on a site that already has power and often an existing industrial building, has cleared the hardest steps before construction starts. This kind of site can be in service in months, and this sort of project deserves to be judged on its own merits, which is the case I made in a recent opinion piece for RealClear Markets.

https://t.co/qkuev1hO6v $HOST

[McNallie Money @McnallieM]

Great podcast here today covering big news from @HostDigital_ along with updates from @SolunaHoldings, @IREN_Ltd, @Bitdeer many others in the AI infrastructure sector!!! 🔥🔥🔥 $HOST $HIVE.NE $BTDR $IREN $SLNH $CORZ $WYFI $HUT

https://t.co/HoQazt3whq

[Harmol Samra @HarmolSamra]

Today, @HostDigital_ ($HOST) announced a $15 million share buyback program.

Our share price hasn’t changed the power available at Site I or the signed 15-year take-or-pay lease behind it. Our top priority remains financing, developing, and delivering our contracted projects.