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Boyd Thermal makes thermal components, systems and ruggedized solutions for data center, aerospace and other end-markets, and employs more than 6,000 people. It is reported in the Electrical Global segment. Eaton's cash paid for acquisitions was $11,079 million in the first nine months of 2026.
Boyd ThermalEaton
Source: Eaton Corp plc 10-Q, filed Nov 3, 2026
The site in Hamre Industrial Park, SollefteƄ Municipality has a pending application for a grid connection of up to 100 MW. The purchase price was SEK 60.0 million (approximately US$6.2 million), and the Company intends to develop the site as an AI data center.
Cirenso Group ABVertical Data Inc.Vertical Data Nordic AB
Source: Vertical Data Inc. 8-K, filed Nov 2, 2026
The five-year take-or-pay agreement at a fixed rate would represent aggregate contract value of approximately US$1.4 billion if fully performed. It includes a refundable customer downpayment and is subject to the Company securing financing.
NVIDIAVertical Data Inc.
Source: Vertical Data Inc. 8-K, filed Nov 2, 2026
The five-year take-or-pay term sheet would serve a sovereign government end customer, with aggregate contract value of approximately US$2.8 billion if fully performed. It is non-binding apart from exclusivity, dispute resolution and governing law, and is subject to definitive agreements, financing, letters of credit and export-control clearances.
NVIDIAVertical Data Inc.
Source: Vertical Data Inc. 8-K, filed Nov 2, 2026
A 100 MW Stingray data center for an HPC tenant is expected to commence in 2027. The portfolio also includes seven additional sites expected to be built out for HPC.
Cipher Digital Inc.FluidstackFluidstack USA II Inc.
Source: Cipher Digital Inc. 10-Q, filed Nov 2, 2026
The grid-powered site was used for bitcoin mining through February 2026. HPC leasing revenue was $5,852 in the quarter ended September 30, 2026, with no HPC revenue in the prior-year period.
Cipher Digital Inc.
Source: Cipher Digital Inc. 10-Q, filed Nov 2, 2026
The portfolio has a 17.3-year weighted average lease term and $864 MM projected average annualized NOI. Contracted revenue including extensions is $28.4Bn, with high investment-grade counterparties.
Cipher Digital
Source: Cipher Digital Inc. 8-K, filed Nov 2, 2026
Cipher elected to invest additional capital instead of change order reimbursement, in exchange for a 10-year lease extension and incremental rent (+$5.2Bn incremental rent). Data halls are delivered in phases from Q4 2026 through Q1 2027, and the base lease term is now 20 years.
Cipher Digital
Source: Cipher Digital Inc. 8-K, filed Nov 2, 2026