CleanSpark (NASDAQ: CLSK) has acquired rights to approximately 271 acres in Austin County, Texas, and signed long-term power purchasing agreements totaling 285 MW, boosting the company’s total capacity by 28%. The move is CleanSpark’s most direct action yet to establish an AI compute business line. Get these headlines directly to your inbox: subscribe to Blockspace. The site sits on a major regional fiber backbone and lies adjacent to natural gas pipelines, offering the flexibility to incorporate behind-t ...

TeraWulf (NASDAQ: WULF) intends to offer $500 million of convertible senior notes due 2032, with an option for initial purchasers to acquire up to an additional $75 million of notes within a 13-day launch period. Get these headlines directly to your inbox: subscribe to Blockspace. The company plans to use net proceeds to fund a portion of the construction costs for its data center campus in Abernathy, Texas. The notes will be senior unsecured obligations. Prior to February 1, 2032, conversions of the not ...

HydraVault has obtained a construction permit allowing Power Construction Company to begin construction on downtown Chicago's first purpose-built next-generation data centre. The facility will cater to applications such as AI inferencing, large-scale model training, and low-latency financial trading. HydraVault expects initial user access to begin in December 2026. The facility, designed by Gensler, will offer infrastructure for workloads requiring considerable computing power. It will provide rack den ...

In this articleNVDAAmazon's largest AI data center has seven completed buildings, with 30 total buildings planned on 1,200 acres in New Carlisle, Indiana, shown here on October 8, 2025.Erin BlackNEW CARLISLE, Indiana — A year ago, it was farmland. Now, the 1,200-acre site near Lake Michigan is home to one of the largest operational AI data centers in the world. It's called Project Rainier, and it's the spot where Amazon is training frontier artificial intelligence models entirely on its own chips.Amazon and ...

融资计划概述 - 公司宣布计划发行5亿美元本金总额的2032年到期可转换优先票据，发行对象为符合资格的机构买家 [1] - 公司预计授予票据初始购买者一项期权，可在票据首次发行之日起13天内额外购买最多7500万美元本金总额的票据 [2] - 此次发行取决于市场和其他条件，无法保证能否完成、何时完成或以何种条款完成 [2] 资金用途 - 公司拟将净收益用于资助德克萨斯州阿伯纳西市数据中心园区的部分建设成本，并用于一般公司用途 [3] 票据条款细节 - 可转换票据将是公司的高级无担保债务，不支付常规利息，本金金额不计息 [4] - 票据将于2032年5月1日到期，除非根据条款提前回购、赎回或转换 [4] - 2032年2月1日前，票据仅在满足特定条件和特定期间内可转换，此后可在到期日前第二个预定交易日收盘前的任何时间转换 [4] - 票据可转换为现金、公司普通股或现金与普通股的组合，具体转换方式由公司选择 [5] - 初始转换率和其他条款将在与初始购买者定价时确定 [5] 发行与注册信息 - 票据及可能因转换而发行的普通股未根据证券法或其他司法管辖区的证券法注册，不得在美国境内发售或销售，除非获得注册豁免 [6] - 票据将仅根据证券法Rule 144A条款向合理认为合格的机构买家发售 [6] 公司业务简介 - 公司在美国开发、拥有并运营环境可持续的工业级数据中心基础设施，专为高性能计算托管和比特币挖矿而建 [8] - 公司致力于为下一代人工智能和高性能计算客户提供可扩展的低碳计算能力 [8]

业务扩张与设备更新 - 公司已完成2000台Bitmain S21 Pro比特币矿机的订单，加上此前已收到2099台Bitmain S21+矿机，新矿机总数达4099台 [1] - 新增的S21 Pro和S21+矿机预计将使公司当前的比特币产量相比S19J Pro矿机大约翻倍，并显著提高密歇根数据中心的总算力 [2] - 新的S21 Pro矿机将取代老一代的S19J Pro矿机，并与公司此前宣布的NVIDIA人工智能集群在密歇根设施内协同运行 [2] - 2000台S21 Pro矿机预计在未来几周内抵达，并于11月完成安装 [3] 战略定位与设施发展 - 公司将比特币挖矿业务与NVIDIA人工智能集群置于同一设施内，旨在最大化基础设施效率，并为其1亿美元的比特币储备目标做出贡献 [3] - 公司持续扩大其密歇根设施的容量，将其建设为兼具人工智能计算和数字资产基础设施的双重用途设施 [2] - 公司通过其全资子公司Sentinum, Inc.拥有并运营一个数据中心，在该中心进行数字资产挖矿，并为新兴人工智能生态系统及其他行业提供托管和主机托管服务 [5] 公司架构与分拆计划 - 公司预计其多元化控股子公司Ault Capital Group, Inc. (ACG) 的分拆将于2026年第二季度完成 [6] - 分拆完成后，公司将专注于成为数据中心的所有者和运营商，以支持高性能计算服务，并持有数字资产 [6] - 在分拆完成前，公司将继续通过ACG及其子公司提供关键产品，涉及领域包括人工智能软件平台、社交游戏平台、设备租赁服务、国防/航空航天、工业、汽车、医疗/生物制药和酒店运营等 [6] - 分拆将通过Series F优先股自愿交换为ACG的A类及B类普通股的方式进行 [7]

公司概况与行业地位 - 公司是全球数据中心和托管服务领域的领导者，为全球企业提供数字基础设施解决方案 [1] - 公司以其广泛的互联数据中心网络而闻名，这些网络支持着对云服务和数字化转型日益增长的需求 [1] - 行业内的主要竞争对手包括Digital Realty和CyrusOne [1] 近期业绩与市场预期 - 公司将于2025年10月29日公布季度业绩，分析师预计每股收益为9.26美元，营收预计约为23.3亿美元 [2][6] - 预计营收较去年同期增长5.6%，增长动力来自对互联数据中心和人工智能技术集成的需求上升 [2] - 上一季度公司报告的调整后运营资金为每股9.91美元，超过了市场预期的每股9.19美元 [3][6] - 在过去四个季度中，公司的AFFO每股收益有三次超过市场预期，显示出持续的财务实力 [3] 关键财务指标与估值 - 公司的市盈率约为80.33倍，市销率约为8.93倍 [4][6] - 企业价值与销售额比率约为10.97，企业价值与营运现金流比率约为28.08，反映了其市场估值和运营效率 [4] - 公司的债务与权益比率约为1.55，显示出平衡的债务运用策略以支持增长 [5][6] - 流动比率约为1.54，表明公司维持了健康的流动性状况 [5]

In the U.S., the most recent CTIA survey showed that mobile data consumption in 2024 increased approximately 35% year-over-year for the third straight year; driven by growth in mobile customers, 5G-enabled devices, usage per device and fixed wireless access. To put this into perspective, at this pace, mobile data consumption would continue to double every 2 to 3 years. Experts believe that the rapid growth in mobile data consumption will require a doubling in overall network capacity over the next 5 years, ...

Key Points TeraWulf's Q3 preliminary results showed 84% year-over-year growth in revenue. The company announced another massive data center deal backed by Google. 10 stocks we like better than TeraWulf › Shares of TeraWulf (NASDAQ: WULF) soared on Tuesday, finishing the day up 16.8%. The move comes as the S&P 500 (SNPINDEX: ^GSPC) and the Nasdaq Composite (NASDAQINDEX: ^IXIC) gained 0.2% and 0.8%, respectively. The data center builder's stock flew higher after the company announced a new 25-year d ...

Massive data center complexes are becoming the norm due to the pressure to support AI. GW-scale projects are springing up all over North America. According to consulting firm DC Byte, colocation providers and hyperscalers added 12 GW of new capacity in 2024. Thirty-five GW-scale projects were announced in 2024 compared to three the previous year. Another 15 projects broke ground that were slightly below 1 GW in size. This new breed of AI factories is being situated in places like North Dakota, West Texas, I ...