# Пов'язані статті щодо Lease

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Lease", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

Anthropic Drops $19 Billion to 'Sponsor' a Bitcoin Miner

On July 6, 2026, Bitcoin mining company TeraWulf (NASDAQ: WULF) saw its stock surge 15% pre-market following the announcement of a landmark 20-year agreement with AI giant Anthropic. The deal grants Anthropic 401 MW of IT load capacity at TeraWulf's "Justified Data" campus in Kentucky and is projected to generate approximately $19 billion in contracted revenue for the miner over its duration. On the same day, TeraWulf also sold its 50.1% stake in a Texas joint venture for about $530 million. This dual move signals a strategic pivot: divesting non-core assets to fund its fully-owned Kentucky project and shifting focus from cryptocurrency mining to becoming a specialized infrastructure provider for AI. The agreement highlights a key advantage for Bitcoin miners transitioning to AI: their pre-existing access to land and critical power grid capacity, which is becoming a major bottleneck for data center expansion. Unlike peers who operate AI clouds, TeraWulf is adopting a "landlord" model, leasing only the physical space and power for clients' own servers. However, a significant gap exists between the deal's announcement and revenue generation, with the first phase of the Kentucky site not operational until late 2027. The $19 billion figure represents a long-term bet on both TeraWulf's execution and Anthropic's financial durability in the capital-intensive AI race. The market's positive reaction reflects the growing value of fundamental infrastructure—secured land and reliable electricity—in the era of AI compute scarcity.

marsbit07/08 03:56

Anthropic Drops $19 Billion to 'Sponsor' a Bitcoin Miner

marsbit07/08 03:56

$500 Billion, 20-Year Lease: OpenAI in Talks for 10GW Ohio Data Center, Nvidia Set to Act as Credit 'Backstop'

OpenAI is in advanced negotiations with SB Energy, a SoftBank subsidiary, to lease a massive 10-gigawatt AI data center campus planned for a former uranium enrichment site in Pike County, Ohio. The proposed 20-year lease could involve total rental payments amounting to tens of billions of dollars, with the first 800-megawatt phase slated for 2028. A key structural innovation reported is that Nvidia is in discussions to act as a credit guarantor for OpenAI's lease payments and SB Energy's project financing. This marks a significant expansion of a financing model where major tech firms back AI startups' infrastructure commitments, following similar reported arrangements between Google and Anthropic. The project is part of a larger U.S.-Japan investment framework and involves SB Energy building 9.2 GW of gas-fired power generation. The total cost for the required IT hardware, primarily Nvidia chips, is estimated at around $350 billion, for which OpenAI is seeking separate financing. This deal represents a shift in OpenAI's strategy towards large-scale bilateral agreements for its own compute infrastructure, moving away from earlier joint venture plans like the shelved "Stargate" project. This massive infrastructure commitment coincides with OpenAI's confidential IPO filing. Analysts expect its long-term cloud and compute obligations, totaling over $665 billion, to be a major focus for SEC scrutiny and investor due diligence. SB Energy has also announced its own IPO plans, creating a complex web of financial interdependencies between OpenAI, its infrastructure partner, and its key chip supplier.

marsbit06/10 03:36

$500 Billion, 20-Year Lease: OpenAI in Talks for 10GW Ohio Data Center, Nvidia Set to Act as Credit 'Backstop'

marsbit06/10 03:36

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