Data Center News

AI Data Center News - Breaking insights on AI infrastructure, hyperscalers, HPC leases, power generation & compute. Covering the AI supercycle 24/7 • 365.

[Data Center News @datacenter365]

More on Crusoe x $META in Childress, Texas

[Data Center News @datacenter365]

$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…

[Data Center News @datacenter365]

$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

[Stock Snipa @stocksnipa]

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

[Data Center News @datacenter365]

$WULF Expected capacity growing from up to 1.0 GW up to 3.0 GW by 2030🔋

Currently, the development pipeline stands at 2.3 GW

[Data Center News @datacenter365]

$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…

[Small Cap Snipa @SmallCapSnipa]

$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?

[Data Center News @datacenter365]

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

[Blockspace @blockspace]

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

[Data Center News @datacenter365]

$WYFI SOMEONE KNOWS: $40 📈

WhiteFiber is now trading over $40 about to surpass its all-time high

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$BTDR LOOKS TO DEVELOP 750 MW DATA CENTER IN OHIO 🇺🇸

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

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

[Data Center News @datacenter365]

@ZeekTyt 👍

[Data Center News @datacenter365]

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

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

@NeotransB @CityofCleveland @CLEMayorsOffice @CleCityCouncil @ADayInTheSlife @stephaniehowse @DowntownCLE @CampusDistrict @H5_Datacenters @GreaterCLE @NOhioNAIOP @ClevelandULI 👀

[Data Center News @datacenter365]

$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

[Data Center News @datacenter365]

$META is building a 168 MW data center in Gujarat, India 🇮🇳

Meta also announced purchasing over 900 MW of clean energy in India