Anthropic: 1 GW Stream Talks, ~$40B Infra — CRE AI Briefing, Sep 23, 2026

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 credit support still under discussion and nothing signed. NAVER and Brookfield push staged project finance to expand Sejong from 55 MW to 200 MW (Brookfield up to $9B, Nvidia $1B) with NAVER on a long-term lease. Against that, Texas audits a 474 GW large-load queue while new interconnections pause, and more than $170B of AI data-center capacity has been blocked or stalled since early 2024.Reach out to the AI Consulting Network: https://www.theaiconsultingnetwork.com/Sources:https://www.thehindu.com/sci-tech/technology/anthropic-looks-to-secure-more-data-centre-capacity-report/article71499198.ecehttps://www.bitget.com/news/detail/12560605861246https://valueaddvc.com/pulse/anthropic-apollo-stream-data-centers-1gw-lease-2026https://en.sedaily.com/news/2026/09/23/naver-brookfield-launch-10-trillion-won-ai-data-centerhttps://www.navercorp.com/en/media/pressReleasesDetail?seq=10034518https://www.utilitydive.com/news/efforts-to-curb-data-center-speculation-gain-ground-across-the-us/830495/https://www.theaiconsultingnetwork.com/blog

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Episoder(249)

CoreWeave: $1.1B Bonds Back 76 MW, $2.94B 15-Year Lease — CRE AI Briefing, Sep 22, 2026

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 Sep 1min

CleanSpark: $2.28B Notes Back Meta's $6.6B 175 MW Lease — CRE AI Briefing, Sep 21, 2026

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 Sep 1min

Prologis: 5.8 GW AI Power Pipeline, $4B BTS — CRE AI Briefing, Sep 20, 2026

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 Sep 1min

Oracle: $18B AI Campus Debt Trades Off — CRE AI Briefing, Sep 19, 2026

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 Sep 1min

PPC/Amazon: Lignite Site Becomes 300 MW AI Lease — CRE AI Briefing, Sep 18, 2026

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 Sep 1min

CleanSpark/Meta: Junk Bonds Meet $6.6B AI Lease — CRE AI Briefing, Sep 17, 2026

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 Sep 1min

Digital Realty: AI Slowdown Isn't End for DC — CRE AI Briefing, Sep 16, 2026

Digital Realty: AI Slowdown Isn't End for DC — CRE AI Briefing, Sep 16, 2026

Digital Realty’s CEO tells CNBC an AI-lab slowdown is not “pencils down” for data-center real estate — while Dexus’s ADC consortium locks conditional Stage 1 lease docs with an Anthropic Australian su...

16 Sep 1min

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