AI Data Center News - Breaking insights on AI infrastructure, hyperscalers, HPC leases, power generation & compute. Covering the AI supercycle 24/7 • 365.
$META has come to an agreement for 1.6 gigawatts of compute from Crusoe across two sites
One in Childress, Texas
One in Warrenton, Missouri
Contrary to popular belief, the data center at Childress is not $IREN
Interesting to see another hyperscaler renting massive compute in the city of Childress…
$IREN received a buy rating from Jeffries with a $79 price target this week🔋🎯
Jeffries cited they could see their annual revenue growing to $3.1B, they also cited the Nvidia & Microsoft Deal
This is right around the median Wall Street price target of $80
Jeffries initiated a Buy rating on $IREN with a $79 Price Target👀🔋
Jeffries has cited IREN’s 6GW powered data centers & GPU model could support at least $3.1B ARR
Jeffries also cited their main 2 deals:
- $9.7B Microsoft Deal
- $3.4B Nvidia Deal
$META has come to an agreement for 1.6 gigawatts of compute from Crusoe across two sites
One in Childress, Texas
One in Warrenton, Missouri
Contrary to popular belief, the data center at Childress is not $IREN
Interesting to see another hyperscaler renting massive compute in the city of Childress…
$META is set to receive 1.6 GIGAWATTS of compute capacity across both Crusoe data centers
A large portion of that will come from Crusoe’s data center in Childress, Texas
So Meta secures compute in IREN’s back yard, just not with $IREN … yet?
The U.S. is fast tracking grid connections for AI data centers 🇺🇸
Remember who is actively securing power in the neocloud sector: $CIFR $KEEL $WULF $WYFI
More to come from this
The United States has just approved fast tracking grid connections for AI data centers 🇺🇸
This is huge for former Bitcoin miners $CIFR and $WULF, both with major projects in the PJM grid
$WYFI TRADING AT A DISCOUNT 📈
WhiteFiber is down over 20% in the last week with the following data center deals
1. Colocation with Nscale: 10 years for 40 MW of critical IT
2. $160 million deal for 5 years in the Paris region
3. GPU cloud business in Iceland 2yr/$17M H200 agreement
$SHAZ signed an AI compute deal with NVIDIA in Australia 🇦🇺
Sharron AI will deploy 72 MW of AI compute capacity with Nvidia’s DSX AI factory design and scale up to 40,000 Grace Blackwell GPUs
$MSFT WALKS FROM $3 BILLION CLOUD INFRASTRUCTURE AGREEMENT WITH ORACLE
Even when raw power and hardware are theoretically available, hyperscalers face massive hurdles around energy availability, grid connections, hardware procurement and liquid cooling for the latest GPUs, regulatory approvals, and ironclad security/compliance frameworks required by enterprise and government clients
$WYFI +22% TODAY 📈
Five days ago we posted about WhiteFiber trading at a discount
Today the stock is up big on a massive volume spike and momentum in the data center/infrastructure sector
We cover data centers 365 days a year, 24/7
$WYFI TRADING AT A DISCOUNT 📈
WhiteFiber is down over 20% in the last week with the following data center deals
1. Colocation with Nscale: 10 years for 40 MW of critical IT
2. $160 million deal for 5 years in the Paris region
3. GPU cloud business in Iceland 2yr/$17M H200 agreement
Did you know that $NUAI is scaling a 1+ GW data center in Texas for AI workloads?
Over 430 acres and vertically integrated, on-site generation for future hyperscalers
New Era Energy & Digital is currently +94% YTD
Did you know that $IREN Childress data center in West Texas is the largest operating data center in the United States? 🇺🇸
750 MW of power capacity for HPC + AI workloads
Microsoft is their first HPC tenant, taking 300 MW of gross power over 5 years for $9.7 billion
$IREN is back over $60
With 5.8 gigawatts of electricity secure for its AI data center buildout, IREN is one of our top asymmetric bets through 2030
Anthropic has committed $500 billion across major cloud, chip, & infrastructure deals for AI compute
IREN sits at the base layer with a massive power and infrastructure portfolio
$CIFR MASSIVE 1 GW DATA CENTER IN WEST TEXAS
Cipher Digital has a 4+ GW pipeline which included its 1 gigawatt colchis data center targeting 2028 energization
The company already has multiple leases with investment-grade hyperscalers to run AI workloads
$GLXY HELIOS IS COMING TO LIFE
Galaxy Digital is constructing a 1.6 GW AI/HPC data center in west Texas targeted for the largest hyperscalers on the planet
First halls live for $CRWV with much more power in the pipeline
$META has signed a PPA for 298MW of solar in Texas 🇺🇸
The media giant continues to capitalize on its massive AI buildout with up to $145 BILLION in capex allocated for this year