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

California signed seven data center bills that put the full grid bill on AI campuses. Senate Bill 886 gives the CPUC until January 1, 2028 to set tariffs covering interconnection, transmission, distri...

29 Sep 1min

SoftBank cleared about $11.1 billion of senior notes with coupons up to 9.75% to fund its final $10 billion OpenAI tranche due October 1, as the 10-year Treasury sat near 5.17% and JPMorgan still maps...

28 Sep 1min

Lambda announced a new AI data center at MidAmerica Industrial Park in Mayes County, Oklahoma, with about $500 million in taxes over 10 years, up to 1,000 construction jobs, and a full ratepayer shiel...

27 Sep 1min

Nscale closed a $3.36 billion pre-IPO convertible led by Third Point, with $2.36 billion already funded and a $1 billion Nvidia commitment due mid-November, against more than $103 billion in contracte...

26 Sep 1min

Cipher stretched Barber Lake to a twenty-year contracted lease and lifted facility revenue from $3.8 billion to over $9 billion, with about $5.2 billion from a follow-on decade with a leading AI lab a...

25 Sep 1min

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 Sep 1min

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 Sep 1min

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