{ "as_of": "2026-10-22", "source_count": 100, "id_count": 117, "date_note": "The research cutoff is October 22, 2026. Later recheck dates identify renewed access to historical documents, not incorporation of later substantive events. Undated website pages retain observation-date limitations.", "sources": [ { "id": "ENG01", "title": "NUAI Form 8-K, Item 1.01", "publication_date": "2026-09-21", "event_date": "2026-09-18", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026101642/ea0305716-8k_newera.htm", "document_id": "SEC 0001213900-26-101642", "evidence_class": "Executed agreement summary", "support": "200-207 MW supply; Odessa or alternative sources/ERCOT; conditions; technical schedules not included; full agreements expected with Q3 10-Q.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG02", "title": "NUAI investor presentation", "publication_date": "2026-08-17", "event_date": null, "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026090827/ea030246701ex99-1.htm", "document_id": "SEC 0001213900-26-090827 Exhibit 99.1; slides 3,5,7,8", "evidence_class": "Company claims in SEC exhibit", "support": "757 MW gross; 207/550 MW phases; submitted air permit and revised generation/emissions approach; islanded marketing.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG03", "title": "NUAI investor presentation", "publication_date": "2026-05-18", "event_date": null, "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026058988/ea029141501ex99-1.htm", "document_id": "SEC 0001213900-26-058988 Exhibit 99.1; slides 7,15", "evidence_class": "Company claims in SEC exhibit", "support": "Claims physically diverse gas supply across three pipelines; names Enterprise, ONEOK and White Water; no firm gas contract terms.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG04", "title": "New Era Q2 filing and construction-permit update", "publication_date": "2026-08-14", "event_date": null, "url": "https://www.globenewswire.com/news-release/2026/08/14/3345632/0/en/new-era-energy-digital-files-q2-2026-form-10-q-and-announces-tcdc-construction-permits.html", "document_id": "GlobeNewswire release 3345632", "evidence_class": "Company release", "support": "550 MW air-permit application and gross 757 MW combined; not issued air permit or tenant IT capacity.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG05", "title": "New Era supports strengthened Texas data-center oversight", "publication_date": "2026-08-11", "event_date": null, "url": "https://investors.newerainfra.ai/news/news-details/2026/New-Era-Energy--Digital-Supports-Strengthened-Oversight-of-Data-Center-Development-in-Texas/default.aspx", "document_id": "Company investor-relations release", "evidence_class": "Company claim", "support": "Prioritizes closed-loop liquid cooling/reclaimed water; evaluating additional water/wastewater alternatives.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG06", "title": "New Era About Us", "publication_date": null, "event_date": null, "url": "https://www.newerainfra.ai/about-us", "document_id": "Undated current company website", "evidence_class": "Company marketing", "support": "Advertises greater than 99% water reduction; baseline and engineering water balance not supplied in reviewed page.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG07", "title": "Texas Critical Data Centers project page", "publication_date": null, "event_date": null, "url": "https://www.newerainfra.ai/location/texas-critical-data-centers", "document_id": "Undated current project website", "evidence_class": "Company marketing", "support": "Still displays earlier 200/450/750 MW phase plan; 99.99%+ SLA and multi-source cooling claims are not executed tenant contracts.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG08", "title": "Energy Dome and NUAI energy-storage partnership", "publication_date": "2026-04-02", "event_date": null, "url": "https://energydome.com/energy-dome-and-nuai-to-partner-on-energy-storage-solution-for-texas-ai-data-center/", "document_id": "Energy Dome company announcement", "evidence_class": "Vendor statement / MOU", "support": "Assessment framework; gas-turbine waste-heat integration; steady and stored-energy boost modes. No installed TCDC capacity or guaranteed duration.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG09", "title": "TCDC and Thunderhead 250 MW strategic power agreement", "publication_date": "2025-09-02", "event_date": null, "url": "https://investors.newerainfra.ai/news/news-details/2025/New-Era-Energy--Digitals-TCDC-and-Thunderhead-Energy-Solutions-Sign-Strategic-Power-Agreement-for-250-MW-AI-Data-Center-Campus-in-Texas/default.aspx", "document_id": "Business Wire release 20250902177723", "evidence_class": "Company release / non-binding term sheet", "support": "250 MW non-binding arrangement, hybrid engines/turbines, contemplated Thunderhead finance/build/operate; Harbert funding relationship not project-specific financial close.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG10", "title": "Cooling Water Efficiency Opportunities for Federal Data Centers", "publication_date": null, "event_date": null, "url": "https://www.energy.gov/cmei/femp/cooling-water-efficiency-opportunities-federal-data-centers", "document_id": "US DOE FEMP; Direct Liquid Cooling Systems section; figure 2", "evidence_class": "Government technical guidance", "support": "Closed IT loop can reject heat through another loop and evaporative cooling tower; hybrid systems may require peak-day water.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG11", "title": "Best Practices Guide for Energy-Efficient Data Center Design", "publication_date": "2024-07", "event_date": null, "url": "https://www.energy.gov/sites/default/files/2024-07/best-practice-guide-data-center-design.pdf", "document_id": "DOE FEMP / NREL; printed pp1,29-30; PDF pages10,38-39 (one-based)", "evidence_class": "Government technical guide", "support": "Annual PUE and WUE definitions; maximize useful heat reuse/dry heat rejection; annual PUE is not a certified peak MW ratio.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG12", "title": "Midland Top Ten Warmest Temperatures", "publication_date": null, "event_date": "1994-06-27", "url": "https://www.weather.gov/maf/cli_maf_temp_toptenwarmest", "document_id": "NWS Midland/Odessa climate records; 1930-2025 table", "evidence_class": "Government climate record", "support": "Midland record 116 F on June27 1994. Regional stress context, not TCDC design temperature.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG13", "title": "Electric Power Annual Table 8.2: Average Tested Heat Rates", "publication_date": "2026-10-21", "event_date": "2025", "url": "https://www.eia.gov/electricity/annual/html/epa_08_02.html", "document_id": "EIA Table8.2; FormEIA860; 2025 row", "evidence_class": "Government statistics", "support": "Gas CC7535, internal combustion8853, turbine10975 Btu/kWh; full-load, capacity-weighted; not TCDC performance.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG14", "title": "GE Vernova TM2500 specifications", "publication_date": null, "event_date": null, "url": "https://www.gevernova.com/gas-power/products/gas-turbines/tm2500", "document_id": "Manufacturer product specifications", "evidence_class": "Generic technical specification, not TCDC equipment evidence", "support": "Illustrates ISO conditions, LHV convention and exclusions; no evidence that this is the TCDC machine.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG15", "title": "Kinder Morgan Q2 2026 results", "publication_date": "2026-07-22", "event_date": "2026-06-23", "url": "https://ir.kindermorgan.com/news/news-details/2026/Kinder-Morgan-Reports-Second-Quarter-2026-Financial-Results/default.aspx", "document_id": "KMI Q2 release; Natural Gas Pipelines highlights", "evidence_class": "Operator-reported completed event", "support": "GCX expansion placed in service June23; +570MMcf/d; total2.59Bcf/d. Not proof of site delivery.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG16", "title": "Energy Transfer Q2 2026 results and outlook", "publication_date": "2026-08-04", "event_date": null, "url": "https://ir.energytransfer.com/news-releases/news-release-details/energy-transfer-reports-second-quarter-2026-results-and-updates/", "document_id": "ET Q2 release; strategic highlights", "evidence_class": "Operator event plus guidance", "support": "Reports Hugh Brinson commercial service; expects full PhaseI1.5Bcf/d capability bySeptember1. Expected capability is not independently verified throughput.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23" }, { "id": "ENG17", "title": "EIA natural-gas conversion FAQ", "publication_date": null, "event_date": null, "url": "https://www.eia.gov/tools/faqs/faq.php?id=45&t=5", "document_id": "EIA FAQ45", "evidence_class": "Government conversion guidance", "support": "1037Btu/cf normalization; heating value varies bylocation/customer/time. Used as illustrative conversion, not TCDC gas quality.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG18", "title": "FERC/NERC lessons from Winter Storm Elliott", "publication_date": "2023-11-07", "event_date": "2022-12", "url": "https://www.ferc.gov/news-events/news/ferc-nerc-release-final-report-lessons-winter-storm-elliott", "document_id": "FERC release R24-2; Elliott report summary", "evidence_class": "Government reliability investigation", "support": "Gas/electric interdependence, freezing and fuel risks. Historical evidence does not forecast TCDC failure.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG19", "title": "January 2024 Arctic storms review", "publication_date": "2024-04-25", "event_date": "2024-01", "url": "https://www.ferc.gov/news-events/news/january-2024-arctic-storms-review-finds-no-major-gas-electric-performance-problems", "document_id": "FERC/NERC review announcement", "evidence_class": "Government reliability review", "support": "Disconfirming evidence: improved performance with no major gas/electric incidents; preparations matter.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG20", "title": "Blackcomb project website", "publication_date": null, "event_date": null, "url": "https://blackcombpipeline.com/", "document_id": "Official project homepage", "evidence_class": "Limited extraction; commissioning unverified", "support": "No dated primary commissioning confirmation established in this workstream; do not count whole planned capacity as confirmed flowing.", "accessed_at": "2026-10-22", "primary": true }, { "id": "ENG21", "title": "New Era Helium initiates Phase1 250 MW project", "publication_date": "2025-04-16", "event_date": null, "url": "https://investors.newerainfra.ai/news/news-details/2025/New-Era-Helium-Initiates-Phase-1-of-250MW-Data-Center-Project-and-Launches-Related-Website/default.aspx", "document_id": "Company investor-relations release", "evidence_class": "Historical company plan", "support": "Expected finalization of gas supply agreements and gas transmission access; old250MWplan is not current executed550MWgas contract.", "accessed_at": "2026-10-22", "primary": true }, { "id": "PN01", "title": "Odessa Planning and Zoning October 1 agenda packet containing September 17, 2026 meeting record", "url": "https://www.odessa-tx.gov/AgendaCenter/ViewFile/Agenda/_10012026-1029", "tier": 1, "source_type": "local government", "event_date": "2026-09-17", "publication_date": "2026-10-01", "locator": "PDF page 6 (zero-based page 5), case 2026-91-P(ETJ)", "evidence": "September 17 meeting record gives 4–0 conditional preliminary approval for New Era Phase 1, 63.42 acres in Odessa’s extraterritorial jurisdiction; proposed employee-only well with 150-foot setback.", "classification": "VERIFIED FACT", "limitation": "October 1 is the packet date. The record does not establish final plat recordation or satisfaction of staff conditions; detailed archived staff conditions were not retrieved.", "last_accessed": "2026-10-23" }, { "id": "PN02", "title": "Posted minutes of Odessa Planning and Zoning Commission, September 17, 2026", "url": "https://www.odessa-tx.gov/AgendaCenter/ViewFile/Minutes/_09172026-1028", "tier": 1, "source_type": "local government", "event_date": "2026-09-17", "publication_date": null, "locator": "Five-page PDF; case 2026-91-P(ETJ)", "evidence": "Official posted meeting minutes for September 17, 2026.", "classification": "VERIFIED FACT", "limitation": "Scan-only retrieval produced no extractable text during reinspection. The readable meeting record is cited through PN01.", "last_accessed": "2026-10-23" }, { "id": "PN03", "title": "ECAD parcel 47010.00020.00000", "url": "https://search.ectorcad.org/parcel/47010.00020.00000", "tier": 1, "source_type": "county appraisal record", "event_date": "2025-07-25", "publication_date": null, "locator": "Parcel summary; last sale instrument 2025-00014469", "evidence": "Lists Texas Critical Data Centers LLC as owner of 235 acres on S Atwood Avenue; July 25, 2025 sale under instrument 2025-00014469.", "classification": "VERIFIED FACT", "limitation": "The current page includes preliminary 2027 and 2026 assessments. It is not a current certified title report, physical site inspection or market valuation.", "last_accessed": "2026-10-23" }, { "id": "PN03b", "title": "ECAD 2026 appraisal notice for parcel 47010.00020.00000", "url": "https://search.ectorcad.org/notices/2026/47010.00020.00000", "tier": 1, "source_type": "county appraisal notice", "event_date": "2026-04-01", "publication_date": "2026-04-01", "locator": "One-page notice dated April 1, 2026", "evidence": "Dated tax assessment for the 235-acre tract with no assessed building value.", "classification": "VERIFIED FACT", "limitation": "A historical assessment cannot disprove subsequent construction.", "last_accessed": "2026-10-22" }, { "id": "PN04", "title": "Executed amendment to the 235-acre special warranty deed", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026037454/ea028411601ex10-1.htm", "tier": 1, "source_type": "SEC-filed executed contract", "event_date": "2026-03-25", "publication_date": "2026-03-31", "locator": "Exhibit 10.1; original deed 2025-00014469; replacement Exhibit A; legal description in Exhibit B", "evidence": "Replaces the repurchase exhibit with commencement of pouring a qualifying data-center foundation within 24 months after amendment recording; original purchase price $1,527,500; conditional 80% repurchase mechanism.", "classification": "VERIFIED FACT", "limitation": "The retrieved exhibit does not establish the amendment recording date. March 25 execution and March 27 grantee acknowledgment are distinct from recording. Other deed terms remain.", "last_accessed": "2026-10-23" }, { "id": "PN05", "title": "Executed amendment to the 205.13-acre special warranty deed", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026037454/ea028411601ex10-2.htm", "tier": 1, "source_type": "SEC-filed executed contract", "event_date": "2026-03-25", "publication_date": "2026-03-31", "locator": "Exhibit 10.2; original deed 2025-00024528; replacement Exhibit A", "evidence": "Identifies the December 19, 2025 acquisition of 205.13 acres for $5,128,250 and replaces the repurchase exhibit with the qualifying foundation-initiation condition.", "classification": "VERIFIED FACT", "limitation": "The amendment recording date was not obtained. Exhibit B has an apparent Midland/Ector wording inconsistency; this alone does not establish defective title.", "last_accessed": "2026-10-23" }, { "id": "PN06", "title": "New Era Form 8-K concerning land-deed amendments", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026037454/ea0284116-8k_newera.htm", "tier": 1, "source_type": "SEC filing", "event_date": "2026-03-25", "publication_date": "2026-03-31", "locator": "Item 1.01; accession 0001213900-26-037454", "evidence": "Discloses amendment consideration of $4,347,500, comprising $1 million cash and a $3,347,500 note.", "classification": "VERIFIED FACT", "limitation": "Historical consideration and any subsequent debt repayment are separate facts. This filing alone does not establish the current outstanding debt.", "last_accessed": "2026-10-23" }, { "id": "PN07", "title": "Promissory note associated with deed amendments", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026037454/ea028411601ex4-1.htm", "tier": 1, "source_type": "SEC-filed executed contract", "event_date": "2026-03-25", "publication_date": "2026-03-31", "locator": "Exhibit 4.1", "evidence": "Historical $3,347,500 note with July 20, 2026 maturity and 3.7% stated interest; repeats the narrowed foundation condition.", "classification": "VERIFIED FACT", "limitation": "The historical instrument alone does not establish whether the obligation was later paid, amended or refinanced.", "last_accessed": "2026-10-22" }, { "id": "PN08", "title": "Original 235-acre real-estate purchase contract", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390025068761/ea025043401ex10-1_newera.htm", "tier": 1, "source_type": "SEC-filed contract", "event_date": "2025-07-17", "publication_date": null, "locator": "Exhibit 10.1; schedules 5 and 6.9; historical repurchase exhibit", "evidence": "Historical six- and nine-month milestones and a 24-month completed-foundation condition; title schedules include pipeline easements, a water disclaimer and a Dragon Products lease.", "classification": "VERIFIED FACT", "limitation": "The repurchase exhibit was replaced in March 2026. The historical lease term ended February 28, 2026; no continuing lease is inferred. Physical pipeline removal does not establish legal easement release.", "last_accessed": "2026-10-23" }, { "id": "PN09", "title": "New Era second-quarter 2026 update and construction-permit announcement", "url": "https://investors.newerainfra.ai/news/news-details/2026/New-Era-Energy--Digital-Files-Q2-2026-Form-10-Q-and-Announces-TCDC-Construction-Permits/default.aspx", "tier": 2, "source_type": "issuer original release", "event_date": "2026-08-14", "publication_date": "2026-08-14", "locator": "Recent Highlights and Construction Permits in Hand", "evidence": "Issuer reports county structure and driveway permits, a grading NOI approval, a closed 54-acre corridor acquisition, removal of 22 abandoned pipelines and one pending surface waiver.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "Issuer disclosure is not independent permit verification. Pending items reflect the August disclosure date, not established October status.", "last_accessed": "2026-10-23" }, { "id": "PN10", "title": "New Era August 17, 2026 investor presentation", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026090827/ea030246701ex99-1.htm", "tier": 1, "source_type": "SEC-filed issuer presentation", "event_date": "2026-08-17", "publication_date": "2026-08-17", "locator": "Slide 8, Development Workstreams; slide 10, commercialization; slide 15, site survey", "evidence": "Reports ongoing surface-waiver and reclamation work, submitted plat, completed construction permits and planned grading.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "An SEC-filed issuer presentation is disclosure, not independent engineering or permit certification. The September preliminary-plat vote supersedes its submitted-plat status.", "last_accessed": "2026-10-22" }, { "id": "PN11", "title": "Sharon AI Form 425 disclosure of Ramboll/EYP engineering appointment", "url": "https://www.sec.gov/Archives/edgar/data/1860514/000182912625008569/rothchacq_425.htm", "tier": 1, "source_type": "SEC-filed original transaction release", "event_date": "2025-10-30", "publication_date": "2025-10-30", "locator": "Full-site mandate for Ramboll Data Center Facilities, formerly EYP Mission Critical Facilities", "evidence": "Announces design and engineering services including powered shells and electrical systems.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "No executed construction contract or completed construction drawings are appended. The historical 400 MW design concept is not a current accepted capacity.", "last_accessed": "2026-10-22" }, { "id": "PN12", "title": "New Era announcement of TCDC memorandum for a 1,600-mile fiber network", "url": "https://investors.newerainfra.ai/news/news-details/2025/New-Era-Energy--Digitals-TCDC-Signs-MOU-for-1600-Mile-High-Capacity-Fiber-Network-Across-Texas/default.aspx", "tier": 2, "source_type": "issuer original release distributed by BusinessWire", "event_date": "2025-09-17", "publication_date": "2025-09-17", "locator": "GlobeLink Holdings memorandum; Global Connect Enterprises involvement", "evidence": "Describes a proposed network, designed sub-five-millisecond latency and more than 30 Tbps per fiber pair, with intended TCDC access.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "Designed performance is not measured performance. The announcement does not establish a binding use-right agreement, operational campus route or physical diversity.", "last_accessed": "2026-10-22" }, { "id": "PN13", "title": "Sharon AI phase-one engineering announcement, original website", "url": "https://sharonai.com/press-releases/sharon-ai-completes-phase-one-engineering-for-flagship-ai-data-center-campus-joint-venture-in-texas/", "tier": 2, "source_type": "former project partner original release", "event_date": "2025-09-30", "publication_date": "2025-09-30", "locator": "Engineering announcement and Site Connectivity paragraph; historical website date September 30, 2025", "evidence": "Historical retrieval described a nonbinding GlobeLink memorandum for dark-fiber use rights and maintenance services. The readable SEC-filed version is registered as PN13A.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "The October 23 reinspection returned navigation without the release body. PN13A supplies the substantive text and has a September 29, 2025 dateline; the website date and release dateline are not conflated.", "last_accessed": "2026-10-23" }, { "id": "PN14", "title": "GlobeLink Fiber network description", "url": "https://globelinkfiber.com/", "tier": 2, "source_type": "network operator website", "event_date": null, "publication_date": null, "locator": "GlobeLink Network section; inspected October 22 and October 23, 2026", "evidence": "Describes 2,500 miles under development, comprising 1,600 new greenfield Texas miles and 900 subsea miles.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "The undated marketing page does not establish commissioned routes, an as-built campus alignment or a complete historical page record.", "last_accessed": "2026-10-23" }, { "id": "PN15", "title": "FiberLight Odessa regional network map", "url": "https://www.fiberlight.com/network/regional-network-maps/odessa/", "tier": 2, "source_type": "network operator map", "event_date": null, "publication_date": null, "locator": "Embedded ArcGIS map at https://experience.arcgis.com/experience/36238f84106b4f239d641220baf72ba0", "evidence": "Odessa is a region marketed by the operator.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "Interactive route geometry was unavailable in retrieval. Regional coverage does not establish a TCDC route, spare strands or serviceability.", "last_accessed": "2026-10-22" }, { "id": "PN16", "title": "GlobeLink Fiber press page", "url": "https://globelinkfiber.com/press", "tier": 2, "source_type": "network operator release", "event_date": null, "publication_date": null, "locator": "TCDC/GlobeLink partnership announcement", "evidence": "Uses existing-tense wording for 2,400-mile infrastructure, while other operator pages describe development.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "Inconsistent marketing tense does not resolve whether a particular route is operational. Campus-specific operating evidence was not supplied.", "last_accessed": "2026-10-22" }, { "id": "PN17", "title": "GlobeLink Fiber announcement of Cequel III investment", "url": "https://www.einpresswire.com/article/913012907/globelink-fiber-secures-strategic-investment-from-cequel-iii-family-office", "tier": 2, "source_type": "GlobeLink-authored original release", "event_date": "2026-05-18", "publication_date": "2026-05-18", "locator": "Early-round strategic investment; financial terms undisclosed", "evidence": "Announces named investor support for network development, including Texas routes.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "Does not disclose the investment amount, a funded completion schedule or a TCDC-specific allocation.", "last_accessed": "2026-10-22" }, { "id": "PN18", "title": "Cequel III portfolio page", "url": "https://cequel3.com/portfolio/", "tier": 2, "source_type": "investor website", "event_date": null, "publication_date": null, "locator": "Search-index entry for GlobeLink among current companies", "evidence": "The investor’s indexed portfolio lists GlobeLink.", "classification": "ATTRIBUTED SOURCE WITH RETRIEVAL LIMITATION", "limitation": "Rendered retrieval omitted the dynamic portfolio entries. The indexed entry does not establish investment amount or terms.", "last_accessed": "2026-10-22" }, { "id": "PN19", "title": "FiberLight/Netsync Ector ISD dark-fiber deployment announcement", "url": "https://www.fiberlight.com/resources/news/fiberlight-partners-with-netsync-to-deliver-dark-fiber-network-services-to-ector-county-tx-independent-school-district/", "tier": 2, "source_type": "operator original release with named customer quotation", "event_date": "2024-06-11", "publication_date": "2024-06-11", "locator": "80-mile network and loop design; named customer quotation from CTO Kellie Wilks", "evidence": "Operator reports successful deployment of a local school-district dark-fiber network with loop rerouting.", "classification": "COMPANY CLAIM OR GUIDANCE (operator evidence)", "limitation": "This operator/customer disclosure is not an independent site inspection and does not establish spare commercial capacity, TCDC access or two independent campus routes.", "last_accessed": "2026-10-23" }, { "id": "PN20", "title": "FiberLight Texas Connector construction-completion announcement", "url": "https://www.fiberlight.com/resources/news/completion-of-fiber-construction-connecting-texas-networks/", "tier": 2, "source_type": "operator original release", "event_date": "2018-02-20", "publication_date": "2018-02-20", "locator": "Texas Connector linking western footprint with Dallas, Austin, San Antonio and Houston", "evidence": "Operator reports completed fiber construction connecting its Texas networks and discusses equipment turn-up separately.", "classification": "COMPANY CLAIM OR GUIDANCE (operator evidence)", "limitation": "Historical regional completion is not current site-specific bandwidth availability or contracted TCDC service.", "last_accessed": "2026-10-22" }, { "id": "PN21", "title": "FiberLight West Texas expansion and investment announcement", "url": "https://www.fiberlight.com/resources/news/fiberlight-doubles-down-on-west-texas-bringing-ai-infrastructure-investment-to-nearly-500-million/", "tier": 2, "source_type": "operator original capital-program announcement", "event_date": "2026-02-23", "publication_date": "2026-02-23", "locator": "$350 million additional program covering approximately 1,400 route miles; delivery FAQ", "evidence": "Reports construction begun and targets partial service in six months and completion of the full program in less than two years.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "Targets are not completion evidence. The calculated $250,000 per route mile is a broad program ratio, not standalone boring cost or a TCDC quotation.", "last_accessed": "2026-10-22" }, { "id": "PN22", "title": "FiberLight Midland-to-El Paso corridor expansion announcement", "url": "https://www.fiberlight.com/resources/news/fiberlight-expands-west-texas-network-corridor-from-midland-toward-el-paso/", "tier": 2, "source_type": "operator original release", "event_date": "2026-09-22", "publication_date": "2026-09-22", "locator": "Project Phases", "evidence": "Describes a planned 300-mile corridor, a 150-mile Pecos–McNary phase targeted for late 2027, and 50-mile Monahans–Fort Stockton construction or overbuild underway.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "The announcement does not establish that the full corridor is operating or that TCDC is connected.", "last_accessed": "2026-10-22" }, { "id": "PN23", "title": "Fiber Broadband Association, Local Permitting for Fiber Network Projects", "url": "https://fiberbroadband.org/wp-content/uploads/2025/08/FBA-Whitepaper_Local-Permitting-for-Fiber-Network-Projects_FINAL-1.pdf", "tier": 2, "source_type": "industry technical publication", "event_date": "2025-09", "publication_date": "2025-09", "locator": "PDF page 9, zero-based page 8; directional-boring benchmark and deployment considerations", "evidence": "Cites approximately $80,000 per route mile for directional boring; discusses rights-of-way, coordination and local permitting.", "classification": "TECHNICAL BENCHMARK", "limitation": "A technical benchmark is not a TCDC quotation or all-in network cost. References to underlying 2024 and 2025 cost reports are inconsistent.", "last_accessed": "2026-10-22" }, { "id": "PN24", "title": "Grow Odessa official website", "url": "https://growodessa.net/", "tier": 2, "source_type": "counterparty original website", "event_date": null, "publication_date": null, "locator": "Membership and Odessa Industrial Development Corporation identification", "evidence": "The branded organization uses the Odessa Industrial Development Corporation name.", "classification": "VERIFIED FACT", "limitation": "The executed instruments establish the deed counterparty. A similar name does not establish identity with the municipal economic-development entity.", "last_accessed": "2026-10-22" }, { "id": "PN25", "title": "Archived versions of the September 17, 2026 Odessa agenda", "url": "https://www.odessa-tx.gov/AgendaCenter/PreviousVersions/_09172026-1028", "tier": 1, "source_type": "local government archive", "event_date": "2026-09-17", "publication_date": null, "locator": "Archive versions 1514 and 1517, approximately 46.55 MB each", "evidence": "The government archive publicly links the meeting’s staff-packet versions.", "classification": "ACCESS LIMITATION", "limitation": "The archived packets exceeded retrieval capacity. Detailed staff conditions remain unexamined. Archive URLs: https://www.odessa-tx.gov/AgendaCenter/ViewFile/ArchivedAgenda/_09172026-1514 and https://www.odessa-tx.gov/AgendaCenter/ViewFile/ArchivedAgenda/_09172026-1517 .", "last_accessed": "2026-10-22" }, { "id": "LP01", "title": "WULF Justified lease and Abernathy sale", "published_date": "2026-07-06", "date_precision": "day", "url": "https://investors.terawulf.com/news-events/press-releases/detail/142/terawulf-announces-anthropic-lease-at-justified-data-campus-and-sale-of-majority-interest-in-abernathy-joint-venture-to-fluidstack", "type": "Company transaction announcement", "evidence": "Executed 401 critical-IT-MW, 20-year direct Anthropic lease; approximately $19 B expected initial-term revenue. Sale of entire 50.1% Abernathy JV interest. Credit support expected; not represented as closed.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP02", "title": "WULF Q2 2026 earnings exhibit", "published_date": "2026-08-05", "date_precision": "day", "url": "https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001083301-26-000162/a_wulfearningsreleaseq22026.htm", "type": "SEC earnings exhibit", "evidence": "81 MW revenue-generating IT at June 30; CB3 increased total to 102 in early July. Approximately $530 M Abernathy sale consideration versus $450 M invested. Justified revenue $33 B including renewals. Lake Mariner construction guidance $8-10 M/ITMW.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP03", "title": "WULF original Fluidstack leases", "published_date": "2025-08-14", "date_precision": "day", "url": "https://investors.terawulf.com/news-events/press-releases/detail/112/terawulf-signs-200-mw-10-year-ai-hosting-agreements-with-fluidstack", "type": "Company transaction announcement", "evidence": "More than 200 ITMW, approximately 250 gross MW; $3.7 B initial 10 years/$8.7 B including options; Google $1.8 B backstop and 41 M warrants. Modified gross escalating leases; $8-10 M/ITMW construction guidance.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP04", "title": "WULF 2025 10-K", "published_date": "2026-02-27", "date_precision": "day", "url": "https://investors.terawulf.com/sec-filings/all-sec-filings/content/0001083301-26-000031/wulf-20251231.htm", "type": "SEC 10-K", "evidence": "Google recognition agreements become effective at lease commencement. On specified default, Google may pay the termination amount or assume lease/pay rent. This is not a blanket construction guarantee.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP05", "title": "APLD Polaris Forge3 lease", "published_date": "2026-05-20", "date_precision": "day", "url": "https://ir.applieddigital.com/news-events/press-releases/detail/152/applied-digital-reaches-significant-milestone-surpassing-1", "type": "Company transaction announcement", "evidence": "300 critical ITMW supported by 430 gross MW; 15-year take-or-pay agreement, $7.5 B initial/$18.2 B including options. Unnamed US investment-grade hyperscaler. August 2027 initial delivery guidance.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP06", "title": "APLD fiscalQ1 2027 results", "published_date": "2026-10-07", "date_precision": "day", "url": "https://ir.applieddigital.com/news-events/press-releases/detail/163/applied-digital-reports-fiscal-first-quarter-2027-results", "type": "Company results release", "evidence": "1.41 GW leased IT as of August 31, $36 B initial/$86 B including options. PF1 operational 250 MW as of October 1. $1.59 B 7% secured notes due 2031 for third 150 MW building. HPC revenue includes base rent, fit-out and recoveries.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP07", "title": "APLD Macquarie financing terms presentation", "published_date": "2026-04-23", "date_precision": "day", "url": "https://ir.applieddigital.com/sec-filings/all-sec-filings/content/0001144879-26-000036/apld_invxinvestorpresent.htm", "type": "SEC filed company presentation", "evidence": "Macquarie preferred plus 15% common: 12.75% PIK/cash return first five years, rising thereafter. Liquidation greater of accreted preference plus common FMV or 1.8 x MOIC. Seven-year force-sale right. Up to $2.25 M per leased MW.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP08", "title": "Cipher Barber lease extension", "published_date": "2026-09-25", "date_precision": "day", "url": "https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-expands-barber-lake-lease-term-20-years", "type": "Company transaction announcement", "evidence": "September 25 amendment modifies original Fluidstack lease and accompanies a separate subsequent ten-year AI-lab commitment, adding approximately$5.2 B and extending total duration to 20 years. Cipher bears first$359.3 M over initial budget; tenant reimburses 50% beyond that through rent over 20 years with a contracted return. Total-deal NPV is not established by this clause alone.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP09", "title": "Cipher 2025 10-K", "published_date": null, "date_precision": "unknown", "url": "https://www.sec.gov/Archives/edgar/data/1819989/000181998926000009/cifr-20251231.htm", "type": "SEC 10-K", "evidence": "Barber 300 gross MW, including 244 phase 1 and 56 phase 2; Black Pearl 300 gross MW. Company states grid-approved power without load restrictions. Gross capacity must not be used as an IT denominator.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "reporting_period": "2025-12-31" }, { "id": "LP10", "title": "Cipher Q2 2026 business update", "published_date": "2026-08-04", "date_precision": "day", "url": "https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-provides-second-quarter-2026-business-update", "type": "Company results release", "evidence": "Initial Black Pearl capacity delivered and rent commenced early August; remaining construction continues. Barber beneficial use/network racks do not establish rent start. Stingray financing returns $56.7 M previously invested equity.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP11", "title": "Cipher February2026 presentation", "published_date": "2026-02", "date_precision": "month", "url": "https://www.sec.gov/Archives/edgar/data/1819989/000095010326001480/dp240991_ex9901.htm", "type": "SEC filed company presentation", "evidence": "AWS Black Pearl 300 gross MW, 15 years/$5.5 B, 3% escalator, triple-net, Amazon parent guarantee for rent/operating expenses. $2 B 6.125% Black Pearl notes and $1.4 B 7.125% Barber notes.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP12", "title": "Galaxy Helios PhaseI completion", "published_date": "2026-07-06", "date_precision": "day", "url": "https://www.galaxy.com/newsroom/galaxy-completes-phase-i-of-its-helios-data-center-campus", "type": "Company milestone release", "evidence": "133 ITMW/200 gross MW delivered PhaseI, with rent in Q2 2026. Contracted 526 ITMW/800 gross MW to CoreWeave, 15 years plus two five-year options. PhaseII 260 ITMW and PhaseIII 133 ITMW scheduled 2027/2028.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP13", "title": "Galaxy Q2 2026 investor presentation", "published_date": "2026-08-05", "date_precision": "day", "url": "https://investor.galaxy.com/static-files/bd9f9727-1a8f-4fa1-8533-175e10020d7f", "type": "Company investor presentation p16", "evidence": "Page 16: PhaseI 133 ITMW, $315 M average annual base revenue, $1.8 B construction; PhaseII 260 ITMW, $690 M average annual base revenue, $4 B estimated construction. Annual averages include escalators; not first-year rent.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP14", "title": "Riot initial AMD lease", "published_date": "2026-01-16", "date_precision": "day", "url": "https://www.riotplatforms.com/riot-announces-fee-simple-acquisition-of-land-and-first-data-center-lease-with-amd-at-the-rockdale-site/", "type": "Company transaction announcement", "evidence": "25 critical ITMW, 10 years, $311 M initial/$1 B including three five-year options. Modified gross. $89.8 M retrofit plus separate $96 M land purchase. Expansion rights are not initial contracted MW.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP15", "title": "Riot Q2 2026 presentation", "published_date": "2026-08-10", "date_precision": "day", "url": "https://www.sec.gov/Archives/edgar/data/1167419/000110465926093406/riot-20260810xex99d2.htm", "type": "SEC filed company presentation", "evidence": "191 ITMW, 20-year AI-lab agreement, $9.1 B initial including ramp/$16.1 B including renewals; published $457 M average annual revenue. Construction estimate $11-12 M/ITMW excludes existing infrastructure and tenant fit-out. Expected IG backstop in finalization. AMD now 50 MW contracted, 25 commissioned.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP16", "title": "Hut8 RiverBend lease", "published_date": "2025-12-17", "date_precision": "day", "url": "https://canada.hut8.com/resources/press-releases/hut-8-signs-15-year-245-mw-ai-data-center-lease-at-river-bend-campus-with-total-contract-value-of-usd7-0-billion", "type": "Company transaction announcement", "evidence": "245 criticalITMW, 15-year triple-net Fluidstack lease, $7 B initial including 3%annual escalator; $17.7 B including three five-year renewals. Google support covers lease payments/pass-throughs. Up to 1, 000 ITMW ROFO excluded. Initial hallQ22027 guidance.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP17", "title": "Hut8 BeaconPoint PhaseI lease", "published_date": "2026-05-06", "date_precision": "day", "url": "https://www.hut8.com/news-insights/press-releases/hut-8-commercializes-first-phase-of-1-gw-beacon-point-ai-data-center-campus-with-15-year-352-mw", "type": "Company transaction announcement", "evidence": "352 ITMW, 15 years, $9.8 B initial/$25.1 B including options. Unnamed high-investment-grade tenant; triple-net take-or-pay.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP18", "title": "Hut8 BeaconPoint PhaseII", "published_date": "2026-07-20", "date_precision": "day", "url": "https://www.hut8.com/news-insights/press-releases/hut-8-fully-commercializes-1-gw-beacon-point-ai-data-center-campus-with-second-352-mw-it-lease", "type": "Company transaction announcement", "evidence": "Additional 352 ITMW at same campus. Total 704 ITMW against 1 GW gross. Combined initial-term revenue $19.6 B. Campus not yet delivered.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP19", "title": "Hut8 RiverBend financing close", "published_date": "2026-04-30", "date_precision": "day", "url": "https://www.hut8.com/news-insights/press-releases/hut-8-closes-usd3-25-billion-of-investment-grade-senior-secured-notes-in-landmark-financing", "type": "Company financing release", "evidence": "$3.25 B secured notes; 16.5-year fully amortizing tenor. Issuer describes nonrecourse, nondilutive construction funding. April 30 is announcement date, not necessarily closing event date.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP20", "title": "Hut8 BeaconPoint financing close", "published_date": "2026-06-09", "date_precision": "day", "url": "https://www.hut8.com/news-insights/press-releases/hut-8-closes-usd4-25-billion-of-investment-grade-senior-secured-notes-for-beacon-point-data", "type": "Company financing release", "evidence": "$4.25 B secured notes; fully amortizing, nonrecourse, nondilutive, Baa 2 rated. Combined project construction financing $7.5 B.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23" }, { "id": "LP21", "title": "CORZ Q2 2026 10-Q", "published_date": null, "date_precision": "unknown", "url": "https://www.sec.gov/Archives/edgar/data/1839341/000183934126000014/core-20260630.htm", "type": "SEC 10-Q", "evidence": "590 MW CoreWeave leased customer power; 395 MW billable June 30. Power passed through without markup and recorded gross. July 27 AMD377 MW plus neocloud 152 MW 15-year leases. AMD 1, 925 MW reservation is not firm; AMD may, but need not, cure neocloud default. Warrants create dilution.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "reporting_period": "2026-06-30" }, { "id": "LP22", "title": "CORZ Q2 2026 results", "published_date": "2026-07-28", "date_precision": "day", "url": "https://investors.corescientific.com/news-events/press-releases/detail/139/core-scientific-announces-second-quarter-2026-results", "type": "Company results release", "evidence": "437 MW billing by mid-July. New approximately 530 MW/15-year agreements exceed $14 B potential base contracted revenue; total approximately 1.1 GW leased and more than $24 B potential contracted revenue.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP23", "title": "IREN Microsoft agreement 8-K", "published_date": "2025-11-03", "date_precision": "day", "url": "https://iren.gcs-web.com/static-files/87a13320-156c-4f88-8589-dee2d10faa81", "type": "SEC 8-K", "evidence": "Microsoft five-year $9.7 B AI cloud agreement using 200 critical ITMW; 20% prepayment; approximately $5.8 B Dell equipment commitment. These GPU services are not bare colocation rent.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP24", "title": "IREN Horizon1 acceptance 8-K", "published_date": "2026-08-13", "date_precision": "day", "url": "https://www.sec.gov/Archives/edgar/data/1878848/000114036126032638/ef20080141_8k.htm", "type": "SEC 8-K", "evidence": "Microsoft accepted Horizon 1. NVIDIA exemplar status. This does not establish that all 200 MW was delivered.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP25", "title": "Nebius Meta agreement", "published_date": "2026-03-16", "date_precision": "day", "url": "https://nebius.com/newsroom/nebius-signs-new-ai-infrastructure-agreement-with-meta", "type": "Company transaction announcement", "evidence": "Five-year $12 B dedicated capacity plus $15 B available-capacity backstop if capacity not sold to third parties. Initial deployment early 2027. GPU cloud, not rent; no comparable ITMW denominator.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP26", "title": "FRMI TensorWave binding lease", "published_date": "2026-08-10", "date_precision": "day", "url": "https://investor.fermiamerica.com/fermi-announces-binding-lease-agreement-with-tensorwave", "type": "Company transaction announcement", "evidence": "222 MW total facility power, 15 years, $6.5 B initial; two five-year renewals. Expansion rights exceeding 650 MW are not firm. H2 2027 target; requisite project guaranties/financing conditions.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP27", "title": "KEEL Q2 2026", "published_date": "2026-08-10", "date_precision": "day", "url": "https://ir.keelinfra.com/news-releases/news-release-details/keel-infrastructure-reports-second-quarter-2026-results", "type": "Company results release", "evidence": "Negotiations at three priority sites with permitting work underway; 2.2 GW pipeline. This update does not establish a signed lease. August 7 liquidity $819 M includes $121 M bitcoin.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP28", "title": "WYFI Fluidstack release SEC exhibit", "published_date": "2025-12-18", "date_precision": "day", "url": "https://www.sec.gov/Archives/edgar/data/2042022/000121390025123321/ea026991801ex99-1_white.htm", "type": "SEC earnings/transaction exhibit", "evidence": "40 critical ITMW, 10 years, $865 M including nonrecurring installation/build charges and 3% escalator, excluding power and certain pass-throughs. Modified gross; customer pays PUE-adjusted electricity and tax allocations.99 MW utility agreement.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP29", "title": "WYFI September2026 presentation", "published_date": "2026-09", "date_precision": "month", "url": "https://www.sec.gov/Archives/edgar/data/1710350/000121390026098132/ea030473001ex99-1.htm", "type": "SEC filed presentation", "evidence": "NC1 active customer deployment and initial billing began August 2026. Do not infer all 40 MW was billing.", "retrieved_as_of": "2026-10-22", "claim_classification": "VERIFIED FACT that issuer filed disclosure; forecasts remain COMPANY CLAIM OR GUIDANCE", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP30", "title": "Cipher gas laterals development", "published_date": "2026-09-03", "date_precision": "day", "url": "https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-begins-development-lateral-pipelines-facilitate", "type": "Company development announcement", "evidence": "Gas lateral development intended to support up to 2.5 GW new generation across sites; first power before end 2027 target and planned grid connection. This is not delivered capacity or evidence of fully islanded power.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date" }, { "id": "LP31", "title": "WhiteFiber Form8-K execution date", "published_date": null, "reporting_event_date": "2025-11-22", "url": "https://www.sec.gov/Archives/edgar/data/2042022/000121390025123321/ea0269918-8k_white.htm", "type": "SEC 8-K", "evidence": "Agreement executed November 22. Item 7.01 refers to December 16 announcement while furnished exhibit is dated December 18; preserve difference instead of treating all dates as execution date.", "retrieved_as_of": "2026-10-22", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown." }, { "id": "F01", "title": "New Era October 8, 2026 Form 8-K: LC reimbursement agreement and A2/A3 funding", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026107704/ea0308042-8k_newera.htm", "publication_date": "2026-10-08", "event_date": "2026-10-07", "primary": true, "locator": "Items 1.01, 2.03, 3.02 and 8.01", "supports": "LC face, pledged cash, funding sources, fees, drawing reimbursement interest, warrants, anticipated refinancing and direct-leasing strategy.", "limitation": "Filing summary refers to amended term loan; refinancing closing, current loan amendments and collateral-release conditions are not established." }, { "id": "F02", "title": "Executed April 8, 2026 Term Loan Agreement", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026041499/ea028535301ex10-1.htm", "publication_date": "2026-04-08", "event_date": "2026-04-08", "primary": true, "locator": "Sections 1.01, 2.03(d), 4.06, 6.20 and 7.06", "supports": "Historical written repayment election, contribution provisions, blocked account and conditional return mechanism.", "limitation": "Original agreement is historical evidence; it does not prove the operative amended terms, current breach, acceleration, contribution shortfall or lender notice." }, { "id": "F03", "title": "New Era July 22, 2026 Form 8-K: July 17 waiver and consent", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026080397/ea0298913-8k_newera.htm", "publication_date": "2026-07-22", "event_date": "2026-07-17", "primary": true, "locator": "Item 1.01, Consent Letter", "supports": "Revised ATM establishment timetable and reference to procedural waivers.", "limitation": "Summary does not establish all later amendments or whether contribution and repayment provisions were waived." }, { "id": "F04", "title": "New Era September 21, 2026 Form 8-K: September 18 PPA and development framework", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026101642/ea0305716-8k_newera.htm", "publication_date": "2026-09-21", "event_date": "2026-09-18", "primary": true, "locator": "Item 1.01, Power Purchase Agreement and Development Framework Agreement", "supports": "Additional security up to $82.8m by delivery and relevant project-company 5% fully diluted nonvoting interest after power delivery.", "limitation": "Future security form is not established as cash; interest is not in listed parent or all future phases." }, { "id": "F05", "title": "New Era September 24, 2026 Form 8-K: ATM and commercial negotiations", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026102859/ea0306502-8k_newera.htm", "alternate_official_url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026102859/0001213900-26-102859.txt", "publication_date": "2026-09-24", "event_date": "2026-09-24", "primary": true, "locator": "Items 1.01 and 8.01; complete submission current-report section", "supports": "Optional $100m ATM, no minimum agent sales obligation, up to 3.5% commission, direct-lease negotiations and possible continued development partnerships.", "limitation": "Establishes capacity and company intent, not proceeds raised, a signed lease or formal abandonment of a defined JV process." }, { "id": "F06", "title": "New Era June 30, 2026 Form 10-Q filed August 14", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026090138/ea0301610-10q_newera.htm", "publication_date": "2026-08-14", "period_end": "2026-06-30", "primary": true, "locator": "Balance sheet; Note 2 Liquidity and Going Concern; Cash, Cash Equivalents, and Restricted Cash", "supports": "$69.821390m cash and equivalents plus $15m restricted cash; management conclusion that substantial doubt was alleviated at issuance.", "limitation": "Dated management assessment and balance sheet precede October collateralization; neither establishes current cash or a post-transaction liquidity conclusion." }, { "id": "N01", "title": "Terrain Labs October commentary on New Era financing", "url": "https://terrainlabs.ai/s/nuai-new-era-energy-digital-new-facility-4gno", "accessed_date": "2026-10-22", "source_type": "Secondary commentary", "supports": [ "Original A3 conditions vsOctober financing discrepancy already discussed externally" ], "limitations": [ "Not relied on for contract terms or current default status" ] }, { "id": "N02", "title": "Ephesus October20 CoreWeave and NUAI article", "url": "https://www.ephesusresearch.com/research/coreweave-default-nuai-fundamental-impact", "accessed_date": "2026-10-22", "source_type": "Prior publisher coverage", "supports": [ "Lease signature distinct from financial close andLC release already covered" ], "limitations": [ "Prior analysis provides context; primary filings govern contractual terms." ] }, { "id": "REG-01", "title": "Governor August3 letter to PUCT and ERCOT", "date": "2026-08-03", "url": "https://gov.texas.gov/uploads/files/press/Thomas_Gleeson_Pablo_Vegas_Data_Centers_Directive_Letter_to_PUCT_ERCOT_August_2026_.pdf", "tier": 1, "supports": "ERCOT-interconnection audit; resource and ownership reporting; denial for noncompliance" }, { "id": "REG-02", "title": "NUAI Second Quarter 2026 Business Update, SEC Exhibit 99.1", "date": "2026-08-17", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026090827/ea030246701ex99-1.htm", "tier": 1, "classification": "Company primary disclosure; does not independently verify agency status", "locations": "Slides 7 and 8; slide 8 air-permit status Submitted and next milestone Air permit issued", "supports": "Company-reported 550 MW Phase 2 application; islanded/BTM description; reported county and grading permissions", "limits": "No exact Thunderhead subsidiary, RN/CN, permit/registration number or issued agency authorization established" }, { "id": "REG-03", "title": "Governor directs TWDB reporting enforcement", "date": "2026-09-14", "url": "https://gov.texas.gov/news/post/governor-abbott-directs-twdb-to-penalize-data-center-reporting-failures", "tier": 1, "supports": "Water-use reporting enforcement and ERCOT audit coordination" }, { "id": "REG-04", "title": "Texas Register October 2, 2026 adopted 16 TAC 25.194; Project 58481; TRD-202604027", "date": "2026-10-02", "event_date": "2026-09-18", "effective_date": "2026-10-08", "url": "https://www.sos.texas.gov/texreg/archive/October22026/Adopted%20Rules/16.ECONOMIC%20REGULATION.html", "tier": 1, "classification": "Official adopted rule", "locations": "25.194(a), (b)(1)(A)-(D), (b)(2), (c)(5),(14),(16), (d)(2)(B), (f)(2)(A)-(D), (f)(3), (g); final footer", "supports": "ERCOT-interconnection scope, not-yet-energized criterion, 75 MW tests, co-location read with large-load definition, intermediate and SLLIA security, upgrade-cost comparison, separate CIAC and other obligations", "limits": "No project-specific TCDC applicability determination; source includes obsolete proposed-language discussion before the final operative text" }, { "id": "REG-05", "title": "NUAI Form 8-K dated September 21, 2026, event September 18: PPA and DFA", "date": "2026-09-21", "event_date": "2026-09-18", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026101642/ea0305716-8k_newera.htm", "tier": 1, "classification": "Company SEC disclosure of definitive agreements", "locations": "Item 1.01, Power Purchase Agreement and Development Framework Agreement", "supports": "200-207 MW supply from Odessa or other/ERCOT sources; conditions precedent by December 31, 2027; substation and transmission construction obligations", "limits": "Disclosure summarizes agreements; supply-source flexibility does not establish physical campus topology or completed infrastructure" }, { "id": "REG-06", "title": "Governor September 21, 2026 TCEQ data-center permit directive", "date": "2026-09-21", "url": "https://gov.texas.gov/uploads/files/press/TCEQ_Data_Center.pdf", "tier": 1, "classification": "Official statewide executive directive", "locations": "Pages 1-2; operative pause paragraph on page 1", "supports": "Pause of permits related to data-center projects pending ERCOT review; October 19 agency response deadline", "limits": "No express islanded exception, automatic restart date or TCDC-specific stop/revocation established" }, { "id": "REG-07", "title": "TCEQ October 19, 2026 response to Governor September 21 directive", "date": "2026-10-19", "url": "https://www.tceq.texas.gov/downloads/response/tceq-response-gov-abbott-dc-directive.pdf", "tier": 1, "classification": "Official agency implementation letter", "locations": "Page 1, paragraphs 2-3", "supports": "Infrastructure directly supporting data centers; screening and pausing covered applications; claimed authorizations screened and suspended where possible", "limits": "Does not identify TCDC's individual authorizations or their current disposition" }, { "id": "REG-08", "title": "White & Case summary of PUCT rule and permit pause", "date": "2026-09-25", "url": "https://www.whitecase.com/insight-alert/puct-sets-financial-commitments-data-center-interconnection-governor-pauses-permit", "tier": 3, "supports": "Secondary account of the rule and permit pause; the adopted rule governs the analysis.", "limitations": "Not relied on in place of the operative final rule." }, { "id": "S01", "title": "TCEQ October 19, 2026 response to Governor September 21 directive", "date": "2026-10-19", "url": "https://www.tceq.texas.gov/downloads/response/tceq-response-gov-abbott-dc-directive.pdf", "tier": 1, "classification": "Official agency implementation letter", "locations": "Page 1, paragraphs 2-3", "supports": "Infrastructure directly supporting data centers; screening and pausing covered applications; claimed authorizations screened and suspended where possible", "limits": "Does not identify TCDC's individual authorizations or their current disposition", "alias_of": "REG-07" }, { "id": "S02", "title": "Governor September 21, 2026 TCEQ data-center permit directive", "date": "2026-09-21", "url": "https://gov.texas.gov/uploads/files/press/TCEQ_Data_Center.pdf", "tier": 1, "classification": "Official statewide executive directive", "locations": "Pages 1-2; operative pause paragraph on page 1", "supports": "Pause of permits related to data-center projects pending ERCOT review; October 19 agency response deadline", "limits": "No express islanded exception, automatic restart date or TCDC-specific stop/revocation established", "alias_of": "REG-06" }, { "id": "S16", "title": "Ephesus NUAI PPA spark spread and power cost advantage", "publication_date": "Observed 2026-10-22", "url": "https://www.ephesusresearch.com/research/nuai-ppa-spark-spread-and-power-cost-advantage", "support": "Prior coverage: power purchase costs, tenant recovery and generator margins are distinct." }, { "id": "S17", "title": "Ephesus The Jevons Question", "publication_date": "Observed 2026-10-22", "url": "https://www.ephesusresearch.com/research/the-jevons-question-cheaper-intelligence-more-compute", "support": "Prior coverage: computing demand does not by itself establish investor return." }, { "id": "S18", "title": "The Buildout NUAI company page", "publication_date": "Observed 2026-10-22", "url": "https://thebuildout.co/company/NUAI", "support": "Secondary market-development context; not a substitute for primary project records." }, { "id": "S19", "title": "TechTarget: TCEQ data center permit freeze may reach beyond ERCOT review", "publication_date": "2026-09-24", "url": "https://www.techtarget.com/it-infrastructure/news/366651196/TCEQs-data-center-permit-freeze-may-reach-beyond-ERCOT-review", "support": "Secondary reporting used only to establish prior public discussion and limit novelty claims; primary agency letter controls current policy analysis." }, { "id": "S03", "title": "NUAI Form 8-K, Item 1.01", "publication_date": "2026-09-21", "event_date": "2026-09-18", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026101642/ea0305716-8k_newera.htm", "document_id": "SEC 0001213900-26-101642", "evidence_class": "Executed agreement summary", "support": "200-207 MW supply; Odessa or alternative sources/ERCOT; conditions; technical schedules not included; full agreements expected with Q3 10-Q.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23", "alias_of": "ENG01" }, { "id": "S04", "title": "New Era October 8, 2026 Form 8-K: LC reimbursement agreement and A2/A3 funding", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026107704/ea0308042-8k_newera.htm", "publication_date": "2026-10-08", "event_date": "2026-10-07", "primary": true, "locator": "Items 1.01, 2.03, 3.02 and 8.01", "supports": "LC face, pledged cash, funding sources, fees, drawing reimbursement interest, warrants, anticipated refinancing and direct-leasing strategy.", "limitation": "Filing summary refers to amended term loan; refinancing closing, current loan amendments and collateral-release conditions are not established.", "alias_of": "F01" }, { "id": "S05", "title": "Executed April 8, 2026 Term Loan Agreement", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026041499/ea028535301ex10-1.htm", "publication_date": "2026-04-08", "event_date": "2026-04-08", "primary": true, "locator": "Sections 1.01, 2.03(d), 4.06, 6.20 and 7.06", "supports": "Historical written repayment election, contribution provisions, blocked account and conditional return mechanism.", "limitation": "Original agreement is historical evidence; it does not prove the operative amended terms, current breach, acceleration, contribution shortfall or lender notice.", "alias_of": "F02" }, { "id": "S06", "title": "Executed amendment to the 235-acre special warranty deed", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026037454/ea028411601ex10-1.htm", "tier": 1, "source_type": "SEC-filed executed contract", "event_date": "2026-03-25", "publication_date": "2026-03-31", "locator": "Exhibit 10.1; original deed 2025-00014469; replacement Exhibit A; legal description in Exhibit B", "evidence": "Replaces the repurchase exhibit with commencement of pouring a qualifying data-center foundation within 24 months after amendment recording; original purchase price $1,527,500; conditional 80% repurchase mechanism.", "classification": "VERIFIED FACT", "limitation": "The retrieved exhibit does not establish the amendment recording date. March 25 execution and March 27 grantee acknowledgment are distinct from recording. Other deed terms remain.", "last_accessed": "2026-10-23", "alias_of": "PN04" }, { "id": "S07", "title": "Executed amendment to the 205.13-acre special warranty deed", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026037454/ea028411601ex10-2.htm", "tier": 1, "source_type": "SEC-filed executed contract", "event_date": "2026-03-25", "publication_date": "2026-03-31", "locator": "Exhibit 10.2; original deed 2025-00024528; replacement Exhibit A", "evidence": "Identifies the December 19, 2025 acquisition of 205.13 acres for $5,128,250 and replaces the repurchase exhibit with the qualifying foundation-initiation condition.", "classification": "VERIFIED FACT", "limitation": "The amendment recording date was not obtained. Exhibit B has an apparent Midland/Ector wording inconsistency; this alone does not establish defective title.", "last_accessed": "2026-10-23", "alias_of": "PN05" }, { "id": "S08", "title": "Odessa Planning and Zoning October 1 agenda packet containing September 17, 2026 meeting record", "url": "https://www.odessa-tx.gov/AgendaCenter/ViewFile/Agenda/_10012026-1029", "tier": 1, "source_type": "local government", "event_date": "2026-09-17", "publication_date": "2026-10-01", "locator": "PDF page 6 (zero-based page 5), case 2026-91-P(ETJ)", "evidence": "September 17 meeting record gives 4–0 conditional preliminary approval for New Era Phase 1, 63.42 acres in Odessa’s extraterritorial jurisdiction; proposed employee-only well with 150-foot setback.", "classification": "VERIFIED FACT", "limitation": "October 1 is the packet date. The record does not establish final plat recordation or satisfaction of staff conditions; detailed archived staff conditions were not retrieved.", "last_accessed": "2026-10-23", "alias_of": "PN01" }, { "id": "S09", "title": "NUAI investor presentation", "publication_date": "2026-05-18", "event_date": null, "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026058988/ea029141501ex99-1.htm", "document_id": "SEC 0001213900-26-058988 Exhibit 99.1; slides 7,15", "evidence_class": "Company claims in SEC exhibit", "support": "Claims physically diverse gas supply across three pipelines; names Enterprise, ONEOK and White Water; no firm gas contract terms.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23", "alias_of": "ENG03" }, { "id": "S10", "title": "NUAI investor presentation", "publication_date": "2026-08-17", "event_date": null, "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026090827/ea030246701ex99-1.htm", "document_id": "SEC 0001213900-26-090827 Exhibit 99.1; slides 3,5,7,8", "evidence_class": "Company claims in SEC exhibit", "support": "757 MW gross; 207/550 MW phases; submitted air permit and revised generation/emissions approach; islanded marketing.", "accessed_at": "2026-10-22", "primary": true, "revision_rechecked_at": "2026-10-23", "alias_of": "ENG02" }, { "id": "S11", "title": "New Era June 30, 2026 Form 10-Q filed August 14", "url": "https://www.sec.gov/Archives/edgar/data/2028336/000121390026090138/ea0301610-10q_newera.htm", "publication_date": "2026-08-14", "period_end": "2026-06-30", "primary": true, "locator": "Balance sheet; Note 2 Liquidity and Going Concern; Cash, Cash Equivalents, and Restricted Cash", "supports": "$69.821390m cash and equivalents plus $15m restricted cash; management conclusion that substantial doubt was alleviated at issuance.", "limitation": "Dated management assessment and balance sheet precede October collateralization; neither establishes current cash or a post-transaction liquidity conclusion.", "alias_of": "F06" }, { "id": "S13", "title": "Cipher Barber lease extension", "published_date": "2026-09-25", "date_precision": "day", "url": "https://investors.cipherdigital.com/news-releases/news-release-details/cipher-digital-expands-barber-lake-lease-term-20-years", "type": "Company transaction announcement", "evidence": "September 25 amendment modifies original Fluidstack lease and accompanies a separate subsequent ten-year AI-lab commitment, adding approximately$5.2 B and extending total duration to 20 years. Cipher bears first$359.3 M over initial budget; tenant reimburses 50% beyond that through rent over 20 years with a contracted return. Total-deal NPV is not established by this clause alone.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23", "alias_of": "LP08" }, { "id": "S14", "title": "WULF Justified lease and Abernathy sale", "published_date": "2026-07-06", "date_precision": "day", "url": "https://investors.terawulf.com/news-events/press-releases/detail/142/terawulf-announces-anthropic-lease-at-justified-data-campus-and-sale-of-majority-interest-in-abernathy-joint-venture-to-fluidstack", "type": "Company transaction announcement", "evidence": "Executed 401 critical-IT-MW, 20-year direct Anthropic lease; approximately $19 B expected initial-term revenue. Sale of entire 50.1% Abernathy JV interest. Credit support expected; not represented as closed.", "retrieved_as_of": "2026-10-22", "claim_classification": "COMPANY CLAIM OR GUIDANCE; transactional occurrence as announced", "limitations": "Issuer filings establish disclosed terms and reported milestones. Future delivery, revenue and cost estimates remain company guidance; unspecified terms are unknown.", "date_kind": "Source announcement date unless explicitly noted; not necessarily contract execution, filing or effective date", "rechecked_on": "2026-10-23", "alias_of": "LP01" }, { "id": "LP32", "title": "Hut8 River Bend financing Form8-K", "published_date": "2026-04-30", "event_date": "2026-04-27", "url": "https://www.sec.gov/Archives/edgar/data/1964789/000110465926053247/tm2613163d1_8k.htm", "type": "SEC Form8-K, Item1.01; Exhibit4.1 indenture", "rechecked_on": "2026-10-23", "evidence": "Issuer reports $3.25B 6.192% secured notes due2042, partial project-construction funding, reimbursement of prior equity, reserves and fees. Semiannual amortization from May2028. Covenants restrict distributions and other actions. The filing states offering completion April27 and indenture April30; dates are preserved as reported.", "limitations": "Item1.01 summary reviewed; full indenture not exhaustively audited. Nonrecourse/nondilutive characterization attributed separately to issuer release LP19." }, { "id": "LP33", "title": "Hut8 Beacon Point financing Form8-K", "published_date": "2026-06-09", "event_date": "2026-06-09", "url": "https://www.sec.gov/Archives/edgar/data/1964789/000110465926071952/tm2617190d1_8k.htm", "type": "SEC Form8-K, Item1.01; Exhibit4.1 indenture", "rechecked_on": "2026-10-23", "evidence": "Beacon Point DC LLC issued $4.25B 6.129% secured notes due2042 for352criticalITMW data center/substation, reserves and fees. Tenant rated AA- or higher at financing date. Amortization begins May2030; covenants restrict distributions and other actions.", "limitations": "Item1.01 summary reviewed; full indenture not exhaustively audited. Nonrecourse/nondilutive characterization attributed separately to issuer release LP20." }, { "id": "PN13A", "title": "Sharon AI SEC-filed release on TCDC phase-one engineering and site connectivity", "url": "https://www.sec.gov/Archives/edgar/data/1860514/000182912625007797/rothchacq_425.htm", "tier": 1, "source_type": "SEC-filed former project partner release", "event_date": "2025-09-29", "publication_date": null, "locator": "Release dateline September 29, 2025; Site Connectivity paragraph; accession 0001829126-25-007797", "evidence": "Explicitly describes a nonbinding memorandum with GlobeLink to purchase dark-fiber use rights and associated operations and maintenance services for the proposed 1,600-mile Texas network.", "classification": "COMPANY CLAIM OR GUIDANCE", "limitation": "The release dateline is verified; the SEC filing date was not separately established. No signed binding use-right agreement or campus acceptance evidence is appended. The historical nonbinding status does not rule out subsequent undisclosed agreements.", "last_accessed": "2026-10-23" }, { "id": "REG-10", "title": "ERCOT Request for Information Regarding Data Center State and Community Impacts", "date": null, "event_period": "August-October 2026 RFI process", "url": "https://www.ercot.com/about/legal/data-center-impact-rfi", "tier": 1, "classification": "Official ERCOT RFI information page", "locations": "Main RFI paragraph; key documents dated September 14 and September 18, 2026", "supports": "Data centers at least 25 MW pursuing ERCOT interconnection; October 12, 2026 responses; intended report on or before December 10, 2026", "limits": "Living page without a separate page publication date; no guarantee of permit reopening, no specific TCDC respondent status" }, { "id": "REG-11", "title": "ERCOT Market Notice M-B091426-01: Issuance of Request for Information Regarding Data Center State and Community Impacts", "date": "2026-09-14", "url": "https://www.ercot.com/services/comm/mkt_notices/M-B091426-01", "tier": 1, "classification": "Official ERCOT market notice", "locations": "Notice title and date; cross-reference in M-B091426-02 Long Description", "supports": "Issuance chronology", "limits": "Direct fetch returned 403; full text not represented as reopened; deadline and threshold conclusions rely on REG-10 and REG-12" }, { "id": "REG-12", "title": "ERCOT M-B091426-02: Voluntary State and Community Impact RFI Option for Newly Substantiated Medium Load Data Center Customers", "date": "2026-09-24", "url": "https://www.ercot.com/services/comm/mkt_notices/M-B091426-02", "tier": 1, "classification": "Official ERCOT market notice and clarification", "locations": "Long Description and Action Required", "supports": "Conditionally classified Batch Zero large-load cohort and substantiated 25-<75 MW medium-load cohort; voluntary newly substantiated medium-load option requested by October 5; unchanged October 12, 2026, 5 p.m. CPT response deadline", "limits": "Does not establish that TCDC received an RFI or failed to respond" } ] }