Coverage, not scoring · ledger row 224 · 2026-10-20
AI infra watch
Source: SEC XBRL company facts and the issuers' own 8-K filings.
Event class two: AI infrastructure financing. Monitoring only. Scoring rules for this class are not yet written.
Issuers (USD m)
Latest fiscal year and latest quarter. fiscal year to date through the latest 10-Q quarter end; debt at quarter end. FOCF: CFO minus capex (derived). EBITDA: operating income plus D&A (derived, as-reported proxy, S&P adjustments not applied). Hover a mark for the XBRL tag or formula.
VerifiedDerivedMissing
| Issuer | Period | Revenue | Capex | CFO | FOCF | Op. income | D&A | EBITDA | Debt | Capex / rev. |
|---|---|---|---|---|---|---|---|---|---|---|
| CRWVCoreWeave | FY to 2025-12-3110-K 0001769628-26-000104 | 5,131Verified | 10,309Verified | 3,058Verified | (7,251)Derived | (46)Verified | 2,454Verified | 2,408Derived | 21,373Verified | 2.01xDerived |
| CRWV | YTD 2026-01 to 2026-06-3010-Q 0001769628-26-000366 | 4,653Verified | 14,117Verified | 3,663Verified | (10,454)Derived | (193)Verified | 2,540Verified | 2,347Derived | 35,551Verified | 3.03xDerived |
| APLDApplied Digital | FY to 2026-05-3110-K 0001144879-26-000048 | 611Verified | 2,866Verified | 90Verified | (2,776)Derived | (236)Verified | 67Verified | (169)Derived | 4,976Verified | 4.69xDerived |
| APLD | YTD 2026-06 to 2026-08-3110-Q 0001144879-26-000059 | 342Verified | 2,075Verified | 64Verified | (2,011)Derived | (62)Verified | 42Verified | (20)Derived | 6,377Verified | 6.07xDerived |
| HUTHut 8 | FY to 2025-12-3110-K 0001104659-26-019392 | 235Verified | 203Verified | (139)Verified | (342)Derived | (322)Verified | 102Verified | (220)Derived | 409Verified | 0.86xDerived |
| HUT | YTD 2026-01 to 2026-06-3010-Q 0001104659-26-090025 | 146Verified | 616Verified | (33)Verified | (649)Derived | (577)Verified | 78Verified | (499)Derived | 7,735Verified | 4.22xDerived |
| ORCLOracle | FY to 2026-05-3110-K 0001193125-26-277521 | 67,357Verified | 55,663Verified | 31,977Verified | (23,686)Derived | 20,606Verified | 9,294Verified | 29,900Derived | 129,541Verified | 0.83xDerived |
| ORCL | YTD 2026-06 to 2026-08-3110-Q 0001193125-26-389274 | 19,345Verified | 28,499Verified | 23,103Verified | (5,396)Derived | 6,728Verified | 3,358Verified | 10,086Derived | 125,337Verified | 1.47xDerived |
| METAMeta Platforms | FY to 2025-12-3110-K 0001628280-26-003942 | 200,966Verified | 69,691Verified | 115,800Verified | 46,109Derived | 83,276Verified | 18,616Verified | 101,892Derived | 58,744Verified | 0.35xDerived |
| META | YTD 2026-01 to 2026-06-3010-Q 0001628280-26-050705 | 117,111Verified | 49,113Verified | 64,088Verified | 14,975Derived | 41,647Verified | 12,355Verified | 54,002Derived | 83,664Verified | 0.42xDerived |
| OWLBlue Owl Capital | FY to 2025-12-3110-K 0001823945-26-000009 | 2,870Verified | 58Verified | 1,256Verified | 1,198Derived | Missing | 382Verified | Missing | 3,324Verified | 0.02xDerived |
| OWL | YTD 2026-01 to 2026-06-3010-Q 0001823945-26-000040 | 1,507Verified | 22Verified | 564Verified | 542Derived | Missing | 184Verified | Missing | 3,812Verified | 0.01xDerived |
Bond terms
From each issuer's own 8-K. Every term is parsed from a verbatim excerpt checked against the filing in code; hover a mark for the excerpt. Coupons at their stated precision. Prices: FINRA TRACE only.
| Issuer | Issuing entity | Coupon | Maturity | Principal (USD m) | Source | Last sale |
|---|---|---|---|---|---|---|
| CRWV | CoreWeave, Inc. | 9.25%Verified | 2030-06-01Verified | 2,000Verified | 0001769628-25-000025excerpts verified | TRACE lookup pending |
| CRWV | CoreWeave, Inc. | 9.0%Verified | 2031-02-01Verified | 1,750Verified | 0001193125-25-165924excerpts verified | TRACE lookup pending |
| CRWV | CoreWeave, Inc. | 9.75%Verified | 2031-10-01Verified | 2,750Verified | 0001769628-26-000183excerpts verified | TRACE lookup pending |
| CRWV | CoreWeave, Inc. | 9.625%Verified | 2032-07-15Verified | 1,250Verified | 0001769628-26-000291excerpts verified | TRACE lookup pending |
| APLD | APLD ComputeCo LLC | 9.25%Verified | 2030-12-15Verified | 2,350Verified | 0001493152-25-024479excerpts verified | TRACE lookup pending |
| APLD | APLD ComputeCo 2 LLC | 6.75%Verified | 2031-03-15Verified | 2,150Verified | 0001493152-26-009538excerpts verified | TRACE lookup pending |
| APLD | APLD ComputeCo 3 LLC | 7.0%Verified | 2031-06-15Verified | 1,590Verified | 0001493152-26-028899excerpts verified | TRACE lookup pending |
| HUT | Hut 8 DC LLC | 6.192%Verified | 2042-11-15Verified | 3,250Verified | 0001104659-26-053247excerpts verified | TRACE lookup pending |
| HUT | Beacon Point DC LLC | 6.129%Verified | 2042-11-30Verified | 4,250Verified | 0001104659-26-071952excerpts verified | TRACE lookup pending |
| ORCL | Oracle Corporation | 4.95%Verified | 2031Verifiedyear only | 3,500Verified | 0001193125-26-037840excerpts verified | TRACE lookup pending |
| ORCL | Oracle Corporation | 5.7%Verified | 2036Verifiedyear only | 5,000Verified | 0001193125-26-037840excerpts verified | TRACE lookup pending |
| ORCL | Oracle Corporation | 6.85%Verified | 2066Verifiedyear only | 2,750Verified | 0001193125-26-037840excerpts verified | TRACE lookup pending |
| META | Meta Platforms, Inc. | 4.55%Verified | 2031Verifiedyear only | 3,000Verified | 0001193125-26-204128excerpts verified | TRACE lookup pending |
| META | Meta Platforms, Inc. | 5.25%Verified | 2036Verifiedyear only | 6,000Verified | 0001193125-26-204128excerpts verified | TRACE lookup pending |
| META | Meta Platforms, Inc. | 6.3%Verified | 2056Verifiedyear only | 6,000Verified | 0001193125-26-204128excerpts verified | TRACE lookup pending |
| APLD | Applied Digital Corporation (convertible notes, senior unsecured) | 2.75%Verified | 2030Verifiedyear only | 450Verified | 0001144879-26-000059excerpts verified | TRACE lookup pending |
| OWL | Blue Owl Finance LLC | 6.75%Verified | 2036-08-18Verified | 750Verified | 0001193125-26-355671excerpts verified | TRACE lookup pending |
TRACE lookup pending: no last-sale price retrieved. finra-markets.morningstar.com/BondCenter returns HTTP 301 to finra.org/investor/investments-explorer, which covers equities, ETFs and mutual funds only (its public API has no bond endpoint). FINRA's corporate bond data service (services-dynarep.ddwa.finra.org) redirects to a FINRA login page (ews.fip.finra.org); not used because the house rules forbid sources that need a login. Press-reported prices are not stored or shown.
Facilities and reported results
From the issuers' own 8-K and 10-Q filings (verbatim excerpt checked in code) or XBRL (tag shown). Units with each item. Hover a mark for the excerpt or tag.
| Issuer | Item | Period | Value | Source |
|---|---|---|---|---|
| HUT | senior secured revolver commitment (USD m) | closed Sep 24 2026 | 1,070Verified | issuer SEC filing |
| HUT | revolver closing date | 2026-09-24 | statedVerified | issuer SEC filing |
| HUT | revolver availability | until the fourth anniversary of the Closing Date | statedVerified | issuer SEC filing |
| HUT | revolver margin over term sofr | 1.50% to 2.00% | statedVerified | issuer SEC filing |
| HUT | revolver lender count (lenders) | n/a | 12Verified | issuer SEC filing |
| HUT | net loss attributable to hut8 (USD m) | three months to 2026-06-30 | 150Verified | issuer SEC filing |
| HUT | beacon point campus base term contract value (USD m) | full 1,000 MW campus | 19,600Verified | issuer SEC filing |
| HUT | beacon point second lease mw | n/a | 352Verified | issuer SEC filing |
| HUT | development pipeline mw | as of 2025-12-31 | 8,500Verified | issuer SEC filing |
| APLD | net loss (USD m) | three months to 2026-08-31 | 184Verified | issuer SEC filing |
| APLD | net loss attributable to common (USD m) | three months to 2026-08-31 | 237Verified | issuer SEC filing |
| APLD | net loss attributable to common continuing ops (USD m) | three months to 2026-08-31 | 221Verified | issuer SEC filing |
| HUT | net loss (USD m) | 2026-04-01 to 2026-06-30 | (150)Verified | SEC XBRL companyfactsNetIncomeLoss |
| HUT | net loss (USD m) | 2026-01-01 to 2026-06-30 | (370)Verified | SEC XBRL companyfactsNetIncomeLoss |
| HUT | eps basic (USD per share) | 2026-04-01 to 2026-06-30 | (1.27)Verified | SEC XBRL companyfactsEarningsPerShareBasic |
| APLD | revenue total (USD m) | 2026-06-01 to 2026-08-31 | 342Verified | SEC XBRL companyfactsRevenues |
| APLD | cash and restricted cash (USD m) | at 2026-08-31 | 3,678Verified | SEC XBRL companyfactsCashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents |
| APLD | total liabilities (USD m) | at 2026-08-31 | 7,907Verified | SEC XBRL companyfactsLiabilities |
S&P published references
Figures and terms as S&P published them, each parsed from a verbatim excerpt checked against the public S&P page. Sensitivities are S&P's stated sensitivity, not an engine threshold. No grade is shown.
| Subject | Metric | Period | Value | As of | Source |
|---|---|---|---|---|---|
| Applied Digital Corp. (consolidated) | debt to EBITDA | 2028 | 8.00xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | debt to EBITDA | 2029 | 7.50xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | debt to EBITDA | 2030 | 7.00xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | FFO to debt | 2028 | 6.0%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | FFO to debt | 2029 | 6.7%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | FFO to debt | 2030 | 7.5%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | EBITDA interest coverage | each year through 2030 | 1.50xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | debt to EBITDAS&P's earlier projection | 2028 | 6.00xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | FFO to debtS&P's earlier projection | 2028 | 8.5%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | EBITDA interest coverageS&P's earlier projection | 2028 | 2.00xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | FFO to debtS&P's stated sensitivity | favorable side | 7.0%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | EBITDA interest coverageS&P's stated sensitivity | favorable side | 1.50xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | FFO to debtS&P's stated sensitivity | unfavorable side | 5.0%Verified | 2026-03-03 | S&P article |
| APLD ComputeCo LLC (subsidiary) | FFO to debtS&P's stated sensitivity | upon lease commencement | 9.0%Verified | 2026-03-03 | S&P article |
| APLD ComputeCo LLC (subsidiary) | EBITDA interest coverageS&P's stated sensitivity | upon lease commencement | 1.75xVerified | 2026-03-03 | S&P article |
| APLD ComputeCo 2 LLC | secured debt share of project cost | n/a | 80.0%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (parent) | preferred stock USD m | n/a | 450Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (parent) | preferred dividend pct | initial | 12.75%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (parent) | preferred dividend max pct | by 2035 | 16.75%Verified | 2026-03-03 | S&P article |
| Applied Digital Corp. (parent) | preferred minimum liquidation multiple | n/a | 1.80xVerified | 2026-03-03 | S&P article |
| Applied Digital Corp. (consolidated) | deleveraging per year | n/a | 0.50xVerified | 2026-03-03 | S&P article |
| APLD ComputeCo 2 LLC | oracle lease term years | n/a | 15Verified | 2026-03-03 | S&P article |
| Beignet Investor LLC (private issuer) | notes USD bn | n/a | 27.3Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | jv interest pct | n/a | 80.0%Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | sponsor equity USD bn | n/a | 2.45Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | tenant pays overruns above budget pct | n/a | 105.0%Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | casualty repair guarantee USD bn | per event, during construction | 3.125Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | delay rent abatement cap USD m | through the end of 2030 | 750Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | rent credit accrual after 2030 pct | n/a | 50.0%Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | rent credit repayment cap pct of base rent | n/a | 10.0%Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | DSCR flat | through 2049 | 1.12xVerified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | floor area m sqft (million sq ft) | n/a | 4Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | campus capacity gw | n/a | 2.064Verified | 2025-10-16 | S&P article |
| Beignet Investor LLC (private issuer) | residual value guarantee | n/a | residual-value guarantee mechanism (no figure)Verified | 2025-10-16 | S&P article |
| CoreWeave Inc. | FFO to debtS&P's stated sensitivity | favorable side | 12.0%Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | cfo to debtS&P's stated sensitivity | favorable side | 10.0%Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | FFO to debtS&P's stated sensitivity | unfavorable side | 12.0%Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | cfo to debtS&P's stated sensitivity | unfavorable side | 10.0%Verified | 2026-04-09 | S&P article |
| Oracle Corp. | leverageS&P's stated sensitivity | unfavorable side | 4.50xVerified | 2026-07-09 | S&P article |
| Oracle Corp. | focf pathS&P's stated sensitivity | unfavorable side | S&P's stated condition, unfavorable side. a forecast condition; current FOCF sign is shown beside it, not as a breachVerified | 2026-07-09 | S&P article |
| Oracle Corp. | focf positiveS&P's stated sensitivity | favorable side | S&P's stated condition, favorable sideVerified | 2026-07-09 | S&P article |
| V.F. Corporation | leverageS&P's stated sensitivity | unfavorable side | 4.00xVerified | 2025-10-06 | S&P article |
| V.F. Corporation | leverageS&P's stated sensitivity | favorable side | 4.00xVerified | 2025-10-06 | S&P article |
| Meta Platforms Inc. | adjusted leverageS&P's stated sensitivity | unfavorable side | 1.00xVerified | 2025-10-21 | S&P article |
| Blue Owl Capital Inc. | weighted average leverageS&P's stated sensitivity | unfavorable side | 3.00xVerified | 2025-04-22 | S&P article |
| Blue Owl Capital Inc. | leverage and coverageS&P's stated sensitivity | favorable side | 2.00xVerified | 2025-04-22 | S&P article |
| Hut 8 DC LLC (subsidiary) | construction counterparty dependencyS&P's stated sensitivity | unfavorable side | S&P's stated condition, unfavorable side. Hut 8 DC LLC (project subsidiary); no numeric level statedVerified | 2026-04-22 | S&P article |
| Hut 8 DC LLC (subsidiary) | construction counterparty dependencyS&P's stated sensitivity | favorable side | S&P's stated condition, favorable side. Hut 8 DC LLC (project subsidiary)Verified | 2026-04-22 | S&P article |
| Boston Scientific Corp. | leverageS&P's stated sensitivity | unfavorable side | 2.50xVerified | 2025-02-19 | S&P article |
| Amgen Inc. | adjusted leverageS&P's stated sensitivity | unfavorable side | 3.25xVerified | 2025-05-09 | S&P article |
| Amgen Inc. | leverageS&P's stated sensitivity | favorable side | 2.50xVerified | 2025-05-09 | S&P article |
| Amgen Inc. | sp stated adjusted leverage | n/a | 2.90xVerified | 2025-05-09 | S&P article |
| Blue Owl Capital Inc. | sp stated leverage | n/a | exceeded 3x in 2024Verified | 2025-04-22 | S&P article |
| V.F. Corporation | sp stated adjusted leverage forecast | n/a | mid-3x area by the end of fiscal 2026Verified | 2025-10-06 | S&P article |
| CoreWeave Inc. | sp stated adjusted debt (USD m) | n/a | 29,900Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | backlog concentration largest customer pct | n/a | 35.0%Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | rpo and revenue backlog USD bn | n/a | 66.8Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | adjusted EBITDA margin pct | n/a | 74.9%Verified | 2026-04-09 | S&P article |
| CoreWeave Inc. | free cash flow deficit 2025 USD bn | n/a | 7.2Verified | 2026-04-09 | S&P article |
| Oracle Corp. | lease and purchase obligations added to debt USD bn | n/a | 273Verified | 2026-07-09 | S&P article |
| Oracle Corp. | focf deficit fiscal 2027 USD bn | n/a | 42Verified | 2026-07-09 | S&P article |
| Meta Platforms Inc. | hyperion facility cost USD bn | n/a | 27Verified | 2025-10-21 | S&P article |
| Hut 8 DC LLC (subsidiary) | project lease guarantee | n/a | triple-net lease with a guarantee of payment obligations from a highly rated hyperscalerVerified | 2026-04-22 | S&P article |
Reported market context
Supplied by Preetam Sirur on 2026-10-19. Prices and yields as the cited sources state them.
Analyst-suppliedsecondary, not TRACE
Secondary sources via analyst. Not verified against TRACE.
| Instrument or event | Reported price | Reported yield | Reported text | Source as cited |
|---|---|---|---|---|
| CoreWeave 9.625% senior notes due 2032analyst-supplied · B01 | 75.00Analyst-supplied | 16.50%Analyst-supplied | Price 75.00 (two-year range 103.625 to 75.00); yield stated as above 16.50% | marketanalysis.com (document citation 1); jain.com (document citation 6) |
| CoreWeave 9.750% senior notes due 2031analyst-supplied · B02 | 78.00Analyst-supplied | 16.39%Analyst-supplied | Price 78.00, yield 16.39% | marketanalysis.com (document citation 1) |
| Project Jupiter syndicated project loan (Stack Infrastructure, Oracle tenant), about $18 billionanalyst-supplied · B03 | 89.00 to 91.00Analyst-supplied | n/a | Traded from par to 89.00 to 91.00 after the force majeure notice | globaldatacenterhub.com (document citation 4) |
| Oracle-leased Michigan campus project bondsanalyst-supplied · B04 | 87.00Analyst-supplied | n/a | Fell from par to 87.00 | marketanalysis.com (document citation 1) |
| Oracle notice of force majeure to Blue Owl Capital (Project Jupiter, New Mexico)analyst-supplied · 2026-09-24 · B05 | n/a | n/a | Oracle issued a notice of force majeure to Blue Owl Capital on Sept 24 2026 | marketanalysis.com (document citation 1); seekingalpha.com (citation 5); roic.ai (citation 10); investing.com (citation 17) |
| Project Jupiter gas supply and permitsanalyst-supplied · B06 | n/a | n/a | 22-mile, 30-inch Energy Transfer pipeline delayed six months to Feb 1 2027; state air-quality permit decision deadline extended to Nov 23 | globaldatacenterhub.com (document citation 4) |
| Project Jupiter build-to-suit leaseanalyst-supplied · B07 | n/a | 9.00% to 11.00%Analyst-supplied | Construction-stage rental yield about 9.00%, completion yield about 11.00% | globaldatacenterhub.com (document citation 4) |
| QTS Project Excalibur senior project bonds (Georgia, Microsoft tenant)analyst-supplied · B08 | 87.00 to 88.00Analyst-supplied | 7.50% to 8.50%Analyst-supplied | Secondary price 87.00 to 88.00, implied yield 7.50% to 8.50%; 6.6 million sq ft campus | marketanalysis.com (document citation 1) |
| Beignet Investor LLC senior secured notesanalyst-supplied · B09 | 91.00 to 92.00Analyst-supplied | 6.50% to 7.20%Analyst-supplied | Traded at 101.50 in early July, then 91.00 to 92.00; yield about 6.50% to 7.20% | marketanalysis.com (document citation 1) |
| Hut 8 Louisiana project-level bondsanalyst-supplied · B10 | 94.00Analyst-supplied | n/a | Dropped to 94.00 | marketanalysis.com (document citation 1) |
| Hut 8 Texas campus project bondsanalyst-supplied · B11 | 91.00 to 92.00Analyst-supplied | 7.80% to 8.50%Analyst-supplied | Fell to 91.00 to 92.00; the document names Nvidia as tenant (not named in Hut 8's filing) | marketanalysis.com (document citation 1) |
| Applied Digital 7.000% senior secured notes due 2031analyst-supplied · B12 | 94.50Analyst-supplied | 8.44%Analyst-supplied | Price 94.50 (two-year range 98.00 to 94.50), yield 8.44% | jain.com (document citation 6) |
| Applied Digital project finance debt, JPMorgan research viewanalyst-supplied · B13 | n/a | n/a | JPMorgan analysts moved their view on Applied Digital's project debt to Neutral from Overweight, citing a supply overhang of up to $8.0 billion of additional secured project debt | jain.com (document citation 6); marketanalysis.com (document citation 1) |
| AI data center debt, market-wideanalyst-supplied · B14 | 87.00 to 92.00Analyst-supplied | n/a | Unenhanced issuer yields above 16%; investment-grade SPV debt at 87 to 92 cents; 800 to 900 bp spread between unsecured and secured project notes; secured project notes at 7.17% to 8.44%; developer borrowing costs 9.00% to 16.00% from 6.00% to 7.00% | marketanalysis.com (document citation 1); jain.com (document citation 6) |
| CoreWeave GPU-collateralized facility (May 2024)analyst-supplied · B15 | n/a | n/a | Variable rate averaging about 11.00%, principal amortization from Jan 2026 (the document's $7.5 billion size differs from the 10-K's up to $7.6 billion) | quinnemanuel.com client alert (document citation 3) |
| CoreWeave DDTL 4.0 Facilityanalyst-supplied · B16 | n/a | n/a | Document: backed by a six-year take-or-pay contract with Meta; CoreWeave's 8-K names only a customer contract | timdavis.com blog (document citation 9) |
| Hut 8 Corp. ratiosanalyst-supplied · B17 | n/a | n/a | Net margin -188.59% and debt to equity 4.22x for Q2 2026 (aggregator figures; the document's Q2 net loss of $248.0 million differs from the 10-Q) | stocktitan.net (document citation 11) |
| Hut 8 Corp. 8-K on a Texas grid directiveanalyst-supplied · 2026-08-10 · B18 | n/a | n/a | Document: an Aug 10 2026 8-K affirming compliance with a Texas Governor directive; no such 8-K found in EDGAR | stocktitan.net (document citation 11) |
Private project vehicles
Names only. No figures.
| Vehicle | Sponsor | Tenant | Project |
|---|---|---|---|
| Beignet Investor LLCprivate issuer, no public filing | funds managed by Blue Owl Capital | Meta Platforms | Hyperion data center |
| QTS / Blackstone Georgia projectprivate issuer, no public filing | QTS (Blackstone) | not identified in a public filing | Georgia data center project |
| Hut 8 DC LLCprivate issuer, no public filing | Hut 8 Corp. | not named in Hut 8's filing | River Bend campus data center |
| Beacon Point DC LLCprivate issuer, no public filing | Hut 8 Corp. | not named in Hut 8's filing | Beacon Point data center, Nueces County, Texas |
Context links
- press report, not a data sourceAI Infrastructure Investment To Exceed $1.3 Trillion By 2027, S&P Global Ratings SaysS&P Global Ratings (press release), 2026-08-27. projects negative free operating cash flow for the largest hyperscalers in 2026 and 2027.
- press report, not a data sourceCoreWeave Bonds Plunge to Distress Levels, Musk Responds 'Yikes' on Social MediaBloomberg, 2026-10-14. headline only; prices reported there are not stored or shown.
No tiers or scores: scoring rules for this class are not yet written (scoring_rules.md section 5, open item 3). Company facts sha256 CRWV c0af16143fd6, APLD 67d7bc9a560c, HUT 02fc736a90e3, ORCL 65523545f040, META 7518e76d6dac, OWL e1a320297e8f.