Q3 results:
- Acquisition of Mirantis
- Strategic partnership with NVIDIA for 5 GW
- 5-year AI cloud contract with NVIDIA for 3.4 billion $
- DSX Digital Twin with BE Networks
- Expansion in Spain by 490 MW
3 billion dollar convertible bond (1 % coupon = annual interest, conversion right only from 110,3 $)
Acquisition of Awaken (marketing agency)
Childress: Liquid cooling is online (Horizon 1)
https://x.com/danroberts0101/status/2058408816321122475?s=20
Dell-Blackwell deal worth 1.6 billion $ (GPU purchase) & ARR (annual recurring revenue) to 4.4 bn $ raised.
3.65 bn $ GB300 financing secured (3.31% interest), secured by Microsoft. The transaction received ratings of A and A (low) from Fitch and DBRS respectively. This is the highest publicly rated investment grade GPU financing announced to dateand the first GPU financing in the US private placement market.
Expansion in Australia by 800 MW brings the total energy capacity to 5.8 GW
Deals will follow, it's just a matter of time. 🚀
