project

Zenith Arc

Data-center project in central Oklahoma, comprising a hall and substation, financed with green bonds.

Current clusters

product1 publisher

A single Jane Street lease backs Zenith Arc's $2.25bn Oklahoma green bond

Zenith Arc sold $2.25 billion of green bonds in Oklahoma on the strength of a long-term lease to the quantitative trading firm Jane Street. Bondholders are pricing one tenant's rent as the cash flow.

Publishers:cobo.com

Reality

Evidence17
Adoption: Insufficient
Hype gap+55
Incentives50
Confidence22

product1 publisher

Jane Street books $13bn of Crusoe GPUs while its next substation waits on ERCOT

The five-year deal reported by Bloomberg takes Jane Street's rented GPU commitments to about $19 billion across two vendors, at a firm that already runs its own GPUs in Texas and owns equity in one landlord.

Publishers:disruptionbanking.com

Reality

Evidence52
Adoption62
Hype gap−10
Incentives72
Confidence55