New Jersey fines DataOne $1.07 million over unpermitted generators at Nebius (NBIS) site serving Microsoft
New Jersey fined DataOne $1.07 million for running 62 gas generators without air permits at the Vineland data center that DataOne is building for Nebius. DataOne has 45 days to apply for permits.
Oracle (ORCL) is building its New Mexico data center before its power plant has an air permit or a gas supply line
A report released by a New Mexico law group lists what is still unresolved at Oracle's Project Jupiter: the power plant's air permit, a delayed gas pipeline, water limits, tax-break lawsuits, and jobs.
Leopold Aschenbrenner is buying options again through a new broker, six weeks after a 67% portfolio drop
The Financial Times says Situational Awareness is working with Clear Street and rebuilding in AMD, Intel, SK Hynix, SanDisk and CoreWeave using customized flex options. CNBC's list is not the same one.
Oracle (ORCL) and Nebius (NBIS) pivot data center projects to Bloom Energy (BE) after gas permitting delays
SemiAnalysis reported Thursday that permitting delays forced two high-profile data center projects, Oracle's Project Jupiter and Nebius New Jersey, to pivot to Bloom Energy fuel cells. Nebius New Jersey is the Vineland site we reported on in August.
Bloom Energy (BE) is joining the S&P 500. Pelosi's household bought it in July, while it was falling.
S&P Dow Jones Indices named Bloom Energy to the S&P 500 on Friday. The same ticker turned up in a Pelosi periodic transaction report last month, bought on two falling days in late July.
FuelCell Energy (FCEL) signed a 75 MW data center deal in Texas, and its first AI order cost it a $17 million charge
FuelCell Energy signed its first Capacity Reservation Agreement with a data center operator, a planned 75 MW project in Texas. The data center orders it has already booked cost more to build than they sell for.
GE Vernova (GEV) is booking turbines years out. Data centers are buying Bloom Energy (BE) fuel cells instead.
Heavy-duty gas turbines are booked years out, so AI data centers are paying for onsite power instead. What GE Vernova, Bloom Energy, Power Solutions International, NRG and EQT each sell into that gap.
A thermal drone found 45 gas generators running at the Nebius (NBIS) data center in New Jersey. The state says it issued no permits.
Floodlight's thermal drone footage shows at least 45 of 62 gas generators operating at DataOne in Vineland, the site supplying Microsoft under Nebius' $17 billion deal. NJDEP says it has issued no permits and none are under review.
Nancy Pelosi opened a new Bloom Energy (BE) position worth up to $12 million in late July
Nancy Pelosi's financial disclosure, filed August 21, shows a first-time position in Bloom Energy (BE): about 15,000 shares and 200 call options worth $3 million to $12 million, her biggest new single-name bet of 2026. The same filing adds 10,000 shares and 50 call options of Intel (INTC), on top of the Intel options she reported in June.
Ken Griffin says Citadel has closed out 80% of Leopold Aschenbrenner's Situational Awareness risk
Griffin's first comment on the Situational Awareness purchase came in a Friday letter to clients. It took more than 100 block trades over $4 billion of market value to retire four fifths of the risk.
Leopold Aschenbrenner's latest filing shows he closed 13 of his 16 options positions and moved more than half his fund into SanDisk and Micron
Situational Awareness LP reported $8.46 billion of put positions on March 31 and one on June 30. The money went into SanDisk, Micron, Nebius and STMicroelectronics.
Hedge Fund Citadel already held every stock in Leopold Aschenbrenner's book before buying it
Citadel's own quarterly filing, out Friday, already listed every stock in Leopold Aschenbrenner's book, about a month before it bought the book. The catch is what those holdings actually mean.
Leopold Aschenbrenner's Situational Awareness fund owned 19 stocks outright. Every one of them rose Thursday after he sold his positions
Four SEC filings name 19 companies Situational Awareness owned outright, and every one of them rose on July 30. Nebius was the biggest at about $1.84 billion, and the quarterly report understates SharonAI by twelve times.
The Nasdaq fell six days straight, then chips ripped. Microsoft, Samsung, and Citadel buying out Aschenbrenner all landed inside 18 hours.
The Nasdaq's six-day losing streak ended at exactly six, which our own history piece said was the single most likely outcome. Microsoft's $678 billion backlog, Samsung's call that the chip crunch runs to 2028, and Citadel buying the bulk of a leveraged $24 billion book all arrived between Wednesday's close and Thursday afternoon.
Leopold Aschenbrenner's AI fund sold its levered stock book, longs and shorts, to a single buyer. It was levered as much as four times.
CNBC's David Faber reported that Situational Awareness sold its entire public equities book, longs and shorts together, to a single buyer. The fund reached $24 billion near its highs and ran leverage of as much as four times. Its last public filing shows 62% of a $13.68 billion book was bets against chip stocks, and the stocks it owned outright fell twice as far.
New Mexico blocked the pipeline feeding Oracle's (ORCL) biggest Stargate site. Bloom Energy (BE) has 2.45 GW riding on it.
New Mexico's land commissioner denied the Green Chile gas pipeline for Oracle's Project Jupiter Stargate site a second time, and SemiAnalysis now sees a 1 to 2 year delay risk. That puts Bloom Energy's record 2.45 GW fuel cell order, and a $61 billion market cap built on AI power deals, on the clock.