Oracle: Force Majeure on 2.45 GW Jupiter Lease — CRE AI Briefing, Sep 24, 2026
Oracle sent Blue Owl a force majeure notice on Project Jupiter, a 2.45 GW New Mexico Stargate campus aimed at 2028, seeking room to delay lease payments if COD slips while $18B of bank debt and $3B of...
24 Syys 1min
Anthropic: 1 GW Stream Talks, ~$40B Infra — CRE AI Briefing, Sep 23, 2026
Today's CRE AI Briefing: Anthropic is in early talks to lease up to 1 GW directly from Apollo-backed Stream Data Centers — a footprint developers peg at about $40B of infrastructure, with Google credi...
23 Syys 1min
CoreWeave: $1.1B Bonds Back 76 MW, $2.94B 15-Year Lease — CRE AI Briefing, Sep 22, 2026
Today's CRE AI Briefing: Goldman-led banks kick off about $1.1 billion of high-yield notes for Blue Owl's Digital Drive near Richmond — 76 MW fully leased to CoreWeave under a 15-year, $2.94 billion c...
22 Syys 1min
CleanSpark: $2.28B Notes Back Meta's $6.6B 175 MW Lease — CRE AI Briefing, Sep 21, 2026
CleanSpark priced about $2.276 billion of 7.875% senior secured notes due 2031 (at 98.5% of principal) to finish its Sandersville, Georgia data center — anchored by Meta’s 20-year, roughly $6.6 billio...
21 Syys 1min
Prologis: 5.8 GW AI Power Pipeline, $4B BTS — CRE AI Briefing, Sep 20, 2026
Prologis puts a logistics REIT stamp on AI infrastructure: about 10% of new leasing already ties to the data-center build-out, with roughly 5.8 GW of power secured or advanced (1.6 GW locked) and abou...
20 Syys 1min
Oracle: $18B AI Campus Debt Trades Off — CRE AI Briefing, Sep 19, 2026
Today's CRE AI Briefing: Oracle's Project Jupiter campus debt — about $18B in loans tied to the Doña Ana, New Mexico AI site — is quoted around 89–91 cents with syndication stalled (FT via Reuters), w...
19 Syys 1min
PPC/Amazon: Lignite Site Becomes 300 MW AI Lease — CRE AI Briefing, Sep 18, 2026
Today's CRE AI Briefing: Greece's PPC and Amazon Web Services plan a 300 MW data center on the former Agios Dimitrios lignite site in Kozani — a 15-year AWS lease with PPC owning the buildings and sel...
18 Syys 1min
CleanSpark/Meta: Junk Bonds Meet $6.6B AI Lease — CRE AI Briefing, Sep 17, 2026
CleanSpark is taking a Meta-tied Georgia AI data center to the U.S. junk-bond market — about $2.23 billion in senior secured notes for Sandersville — while a 20-year Anviran (Meta) lease anchors rough...
17 Syys 1min
