wow.
These colo agreements moving towards ~100% margins and hyperscaler tenants.
Excited to see what kind of financing theyll get for this.
Very attractive.
$CIFR
$CIFR discloses terms for 70MW Stingray lease announced last month, offers $800M senior notes.
>Tenant is AWS
>15-year triple-net lease (100% margins)
>Starts April 27
>Implies $1.9B NOI/MW (high end of what we've seen)
>We had been modeling lower margins; NNN adds ~$1/share
๐ข ๐๐๐๐ ๐๐: Amazon Signs Multibillion-Dollar Fiber Infrastructure Deal With Corning - $AMZN $GLW
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:
โค Amazon and Corning enter a ๐ฆ๐ฎ๐ฅ๐ญ๐ข๐๐ข๐ฅ๐ฅ๐ข๐จ๐ง-๐๐จ๐ฅ๐ฅ๐๐ซ fiber infrastructure agreement.
โค Corning will supply ๐จ๐ฉ๐ญ๐ข๐๐๐ฅ ๐๐ข๐๐๐ซ, cables, and connectivity solutions.
โค Deal supports Amazonโs expanding ๐.๐. ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ infrastructure footprint.
โค Agreement expected to create ๐,๐๐๐ new jobs at Corning facilities.
โค Additional ๐๐จ๐ง๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ข๐จ๐ง jobs planned through manufacturing expansion projects.
โค Companies will expand a ๐ ๐ข๐๐๐ซ ๐๐ฉ๐ญ๐ข๐ ๐๐๐๐ก๐ง๐ข๐๐ข๐๐ง ๐๐ซ๐๐ข๐ง๐ข๐ง๐ program in North Carolina.
โค Deal builds on Amazonโs previously announced $๐๐๐ North Carolina cloud infrastructure investment.
๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:
โAmazon's investments in North Carolina have created more than 26,000 jobs across the state,โ said Matt Garman, CEO of AWS.
โThis multibillion-dollar agreement with Corning continues that commitment, channeling investment into American manufacturing and creating 1,000 new jobs at their facilities near our data centers.โ
โThis agreement marks a significant milestone for Corning and for American manufacturing,โ said Wendell Weeks, Chairman and CEO of Corning.
โCorning will expand production capabilities to support Amazonโs growing fiber optic infrastructure requirements and strengthen domestic manufacturing capacity.โ
Vale mucha guita la infraestructura que estรกn metiendo en $WYFi
No quedan neoclouds < $1B MC. Va a subir bastante este producto.
Las instituciones estรกn fuera y no la tienen en su radar. Van a terminar pagando arriba.
Throwback to the last time everyone hated solana:So11111111111111111111111111111111111111112.
I had accumulated for 6 months at this point, sold for roughly a 9x (20-180).
Nothing really has changed but I do have a better grill now.
Same duplex, still living below my means.. getting ready to load up on Sol again.