Nvidia Printed the Money. Treasury Raised the Rent.
🚨 Nvidia sold $89 BILLION of data center hardware in one quarter. That still does not make your vacant industrial site an AI data center.
The market is finally separating compute demand from infrastructure bankability.
🧠 Nvidia reported $96.2 billion in quarterly revenue, with data center revenue up 117 percent from the prior year.
⚡ A $500 million AI infrastructure merger centered on an Ohio campus with 154 megawatts available today and a path to 480 megawatts.
🏦 Boston’s Winthrop Center secured $856 million through separate residential and office financing structures.
🏗 Port 99 raised $102…
The skinny
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