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FRMI

FRMI — Ruslan Averin's Analysis · 1 entries

  1. Fermi Signed $6.5 Billion of Rent for a Data Center That Does Not Exist Yet
    ·6 min read

    Fermi Signed $6.5 Billion of Rent for a Data Center That Does Not Exist Yet

    Fermi's first binding lease: 222 MW to TensorWave, about $6.5B over 15 years, delivery from late 2027. FRMI rose 21%. The financing question stays.