AI-Gen Daily: AI News by AI

Israel Caps New Data Centers at 200 MW as 27 GW of Grid Requests Pile Up - CRE AI Briefing, Oct 19, 2026

Developers seeking a grid hookup in Israel would post NIS 2 million (about $643,000) per megawatt under new Electricity Authority rules, while Nscale is reportedly negoti

Microsoft Exits £2B, 90 MW Nscale AI Campus as Grid Power Slips to 2030s - CRE AI Briefing, Oct 18, 2026

Nscale's Loughton, Essex AI data center has lost Microsoft, its only announced customer there, after UK grid officials reportedly put power for the up to 90 MW site in th

Anthropic: 20-Year Lease on C$10B, 420 MW Nova Scotia AI Campus - CRE AI Briefing, Oct 17, 2026

EverWind will fully fund grid connection and network upgrade costs at its Point Tupper, Nova Scotia campus, where Anthropic has leased the 95 MW first phase for at least

Moreno Bill: 100% Tax on State Incentives for 100 MW AI Data Centers - CRE AI Briefing, Oct 16, 2026

AI campus pro formas built on sales tax exemptions and property tax abatements face a new federal threat: Sen. Bernie Moreno's RECLAIM Act would levy an excise tax equal

CoreWeave: $50B AI Debt CDS Hits Distress, Bonds Yield ~16% - CRE AI Briefing, Oct 15, 2026

CoreWeave's roughly $50 billion AI infrastructure debt stack saw five-year CDS peak above 1,140 basis points and its 9.75% 2031 notes yield about 15.8% (Reuters saw as hi

Volta: $5B Norway Loan Markets Near 11% for AI Campus Lease - CRE AI Briefing, Oct 14, 2026

JPMorgan and Goldman Sachs underwrote only the $1.3 billion term loan in Volta's $5.012 billion package, leaving the roughly $3.7 billion GPU tranche without bank underwr

Digi Power X Lands $200M Goldman Debt for 40 MW Alabama AI Campus - CRE AI Briefing, Oct 13, 2026

Digi Power X said it received a commitment letter for $200 million in project-level debt, syndicated by Goldman Sachs, to complete its 40 MW AI data center in Columbiana,

Indiana Clears $1.3B Google Power Plan Under New Cost Law - CRE AI Briefing, Oct 12, 2026

Per AES Indiana, Google will cover 100% of its incremental energy and new infrastructure costs for a 390 MW data center in Monrovia under a roughly $1.3 billion power pla

Hillsboro Moves to Cut Data Center Land 90%, to 608 Acres - CRE AI Briefing, Oct 11, 2026

Hillsboro, Oregon data centers got $84 million in local property tax breaks last year (per The Oregonian), and the council just advanced an ordinance capping primary-use

Taylor, Texas: 500 MW Data Center Approved With $28.2M in Strings - CRE AI Briefing, Oct 10, 2026

Big Watt Digital and PowerHouse Data Centers won a 5-0 Taylor City Council vote on a 664-acre, gas-powered data center campus, with no tax abatements, reclaimed-water coo

Firmus: $5B IPO Pulled With Just 46 of 912 MW Live - CRE AI Briefing, Oct 9, 2026

Nvidia-backed AI data center operator Firmus withdrew its planned ASX listing this week, a raise reported at about US$5 billion, amid investor concerns over its price, ro

Manatee County: 12-Month Freeze on Data Center Permits, Rezonings - CRE AI Briefing, Oct 8, 2026

Florida's Manatee County adopted Ordinance 26-42 on Oct. 8, a 12-month moratorium on new building permits, site plans, rezonings and comprehensive plan amendments for dat

Meta's $27B Hyperion Bond Hits Record Low Near 91 Cents - CRE AI Briefing, Oct 7, 2026

Bonds financing Meta's Louisiana Hyperion AI data center, held off balance sheet by Beignet Investor LLC, fell to about 91 cents on the dollar on Oct. 7 as investors weig

Google: 3.6 GW Deal, Only 890 MW New Under PJM Cutoff Plan - CRE AI Briefing, Oct 6, 2026

Google has contracted 3,590 MW (about 3.6 GW) from Constellation Energy in the PJM grid, but only 890 MW of it is new capacity: a 20-year deal funding upgrades at 11 nucl

TeraWulf: $100M Bill Credits for 1 GW Still Unapproved - CRE AI Briefing, Oct 5, 2026

TeraWulf has amended its electric service agreement with Kentucky Power, doubling contracted capacity at its Muskie Data Campus in eastern Kentucky from 500 MW to 1 GW an

Google Pine Island: $1B Ratepayer Cost Fight - CRE AI Briefing, Oct 4, 2026

Minnesota's attorney general is challenging the Xcel Energy electric service agreement behind Google's Pine Island data center. Xcel says the deal delivers more than $1.1

Fermi: $6.5B 222 MW Lease Still Unclosed - CRE AI Briefing, Oct 3, 2026

Fermi's TensorWave lease on Project Matador is still unclosed: about $6.5 billion in expected revenue over a 15-year term for a 222 MW phase one. The lease is binding but

Apollo: $15B Japan Campus Needs 400 MW - CRE AI Briefing, Oct 2, 2026

Apollo is backing more than $15 billion for a Japan AI campus that taps up to 400 MW behind the meter at JERA's Chiba thermal plant, with operations targeted around 2028.

Digital Realty: Megawatt Renewals Top 60% - CRE AI Briefing, Oct 1, 2026

Digital Realty told RBC that megawatt-plus renewals printed above 60% last quarter as power stays scarce, AWS surfaced as the end user on Homer City's 36-building campus

Senate: AI Campuses Pay Full Transmission Costs - CRE AI Briefing, Sep 30, 2026

Senate leaders locked a bipartisan permitting deal that puts the grid upgrade bill on AI campuses. The American Affordability and Jobs Act from Sens. Heinrich, Lee, Capit