Market Pulse
Featured Story

Oracle’s $165 Billion New Mexico AI Campus Faces Fresh Power Permit Delay
Oracle’s planned New Mexico data center campus reportedly faces renewed uncertainty over its power supply after the infrastructure developer waived a deadline for a key air permit decision.

DarkHorse Doubles Contracted Power Capacity to 100 MW in Third Quarter
DarkHorse Technologies Inc., a digital infrastructure firm headquartered in Wilmington, Delaware, disclosed its financial and operational results for the third quarter of 2026. The company reported a substantial increase in its energy footprint, reaching approximately 100 MW in contracted power capacity. This figure represents a doubling of the capacity reported in previous periods. According to the company, 50 MW of the total contracted power is currently in active operation, while the second 50 MW block is associated with future capacity requirements.
3h ago
ING Seeks to Sell $500 Million of Data Center Loans: Report
ING is seeking buyers for roughly $500 million of data center loans, including debt tied to the Stargate artificial intelligence infrastructure project, as investors reassess the sector following the US midterm elections, Bloomberg reported.
3h ago
TeraWulf Revenue Jumps 70% as HPC Leasing Expands
TeraWulf reported third-quarter revenue of $76.2 million as high-performance computing leases accounted for most of its sales, while adjusted earnings remained negative as the company expanded its data-center portfolio.
4h ago
Miner Weekly: When AI Data Centers Go Over Budget
AI data center costs are rising. Cipher, Riot and Hut 8 reveal how construction risks and tighter credit are reshaping the economics of miners’ AI expansion. ...
8h agoTEM Explainer Series
Most Read
- 1
Oracle’s $165 Billion New Mexico AI Campus Faces Fresh Power Permit Delay
- 2
Google Details $17B Wyoming Data Center Plan as AI Stocks Sell Off
- 3
IREN AI Cloud Revenue Triples to $200M as $4B ARR Target Slips to 2027
- 4
ING Seeks to Sell $500 Million of Data Center Loans: Report
- 5
Miner Weekly: When AI Data Centers Go Over Budget
Nexus Pillars
Comprehensive Company Coverage
From Vistra and Constellation to CoreWeave and NVIDIA. We track the entire supply chain from fuel to floating-point operations.




