CPI Has the Microphone. Megawatts Have the Money.
📊 CPI has the microphone this morning. Megawatts have the money.
Wall Street is waiting for one inflation decimal point while Fermi and Riot have attached $15.6 billion of base term revenue to 413 megawatts of Texas data center capacity. The market may reprice Treasury yields in seconds, but institutional capital is being allocated through power rights, permits, tenant guarantees, completion support, and twenty year lease economics.
🌏 South Korea’s Kospi surged 4 percent as Samsung and SK Hynix rallied.
⚡ Fermi signed a $6.5 billion TensorWave lease covering 222 megawatts.
🏗️ Riot signed a…
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