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Blockspace
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Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.
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$IREN GLOBAL POWER FOOTPRINT & RAMP UP ⚡️
2026: 480 MW (fully funded)
2027: ~1.2 GW
2028 & onwards: 5.8 GW
2026: 480 MW (fully funded)
2027: ~1.2 GW
2028 & onwards: 5.8 GW
🚨 $CORZ CEO Adam Sullivan Post-Q3 26 Earnings Interview:
• 1.1 GW contracted with $24B+ aggregate revenue
• CoreWeave credit risk to Core Scientific
• AMD 530 MW contract over 15 years
• Texas Gov-elect Gina Hinojosa
• 1.1 GW contracted with $24B+ aggregate revenue
• CoreWeave credit risk to Core Scientific
• AMD 530 MW contract over 15 years
• Texas Gov-elect Gina Hinojosa
0:43
B. Riley on $IREN: BUY rating, $64 price target
Pricing and prepayments keep moving in IREN’s favor
Since quarter-end, IREN signed three contracts, one being a five-year deal at ~$22M per IT MW, with the customer prepaying 90% of the associated GPU capex.
Pricing and prepayments keep moving in IREN’s favor
Since quarter-end, IREN signed three contracts, one being a five-year deal at ~$22M per IT MW, with the customer prepaying 90% of the associated GPU capex.
1:16
$WULF landmark $19 billion deal with Anthropic is fully backstopped by Google
20-year lease for ~401 MW at the Kentucky campus. Google credit support de-risks the financing so TeraWulf can lock in competitive long-term debt.
20-year lease for ~401 MW at the Kentucky campus. Google credit support de-risks the financing so TeraWulf can lock in competitive long-term debt.
1:53