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 contract, with early talk in the low- to mid-9% area. Fermi and TensorWave push closing on a 222 MW / $6.5 billion Project Matador lease to October 31 while an IG rent guaranty finishes. Against that, at least 45 U.S. data-center projects worth about $68 billion were blocked or delayed in Q2, and SB Energy plus Holtec slip IPO plans.Reach out to the AI Consulting Network: https://www.theaiconsultingnetwork.com/Sources:1. https://www.communicationstoday.co.in/coreweave-leased-data-centre-backed-by-1-1b-bond-financing/2. https://www.bloomberg.com/news/articles/2026-08-19/goldman-sounds-out-investors-for-coreweave-tied-data-center-bond3. https://www.finanzwire.com/press-release/fermi-inc-nasdaq-frmi-fermi-and-tensorwave-agree-to-extend-closing-date-to-october-31-2026-oSAgdGulxTI4. https://www.networkworld.com/article/4224586/communities-are-blocking-data-centers-before-theyre-even-proposed.html5. https://www.bisnow.com/news/national/data-center-capital-markets/wall-street-ai-fears-delays-data-center-ipos6. https://www.theaiconsultingnetwork.com/blog/meta-cleanspark-data-center-lease-backed-bond-cre-investors-2026

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Episoder(255)

California: Full Grid Bill on AI Campuses by Jan 2028 - CRE AI Briefing, Sep 29, 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: 9.75% Coupons Clear Oct 1 OpenAI Wire - CRE AI Briefing, Sep 28, 2026

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: $500M OK Taxes on AI Campus - CRE AI Briefing, Sep 27, 2026

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: $3.36B Convertible Pre-IPO for AI DC Buildout — CRE AI Briefing, Sep 26, 2026

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: Barber Lake to $9B+ on 20-Year Lease — CRE AI Briefing, Sep 25, 2026

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: 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 Sep 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 Sep 1min