Datacenter & neocloud tracking
The miner-to-HPC conversion, tracked deal by deal.
Every signed colocation lease across the public bitcoin miners and neoclouds — with the capacity bridge, valuation spreads, and backlog charts an analyst needs to price the conversion trade. Part of the Plus plan.
Site map & capacity
Every tracked site on a US map with energized and pipeline MW, filterable by operator, plus total site capacity by year and region.
Valuation spreads
EV per MW, EV per contracted HPC revenue, and the conversion spread between miners priced as miners and miners priced as datacenters.
Lease economics
Lease rates per kW/month and NOI per critical-IT MW across every disclosed deal — the colo comp set.
Backlog & capex
Hyperscaler and neocloud RPO backlog stacked by quarter beside their capex — the demand side of the conversion.
Everything on this page unlocks with Plus.
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