FIN · T06

Who writes the checks for the buildout?

The shortage of power, chips and data-center capacity supports lenders today. But every new dollar also brings the glut that can wreck their collateral.

Questions 5Open 5Call held 0Call missed 0

The questions

1. Settles Oct 29open

   Did the combined net cash from operating activities of Microsoft, Alphabet, Amazon and Meta for the quarter ended September 30, 2026 exceed their combined figure for the quarter ended June 30, 2026?

2. Settles Nov 23open

   Did the New Mexico Environment Department approve the air-quality permit for the fuel cells at the Project Jupiter campus in Doña Ana County by November 23, 2026?

3. Settles Feb 1open

   Pipeline in-service date tests whether Project Jupiter can secure fuel for its planned campus.

4. No date yetopen

   Contract repricing shows whether scarce compute retains value or lenders face faster obsolescence.

5. No date yetopen

   Government-loan terms reveal the price Washington assigns to financing bottlenecks it wants to remove.

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