CPI Has the Microphone. Megawatts Have the Money.

📊 CPI has the microphone this morning. Megawatts have the money.Wall Street is waiting for one inflation decimal point while Fermi and Riot have attached $15.6 billion of base term revenue to 413 megawatts of Texas data center capacity. The market may reprice Treasury yields in seconds, but institutional capital is being allocated through power rights, permits, tenant guarantees, completion support, and twenty year lease economics.🌏 South Korea’s Kospi surged 4 percent as Samsung and SK Hynix rallied.⚡ Fermi signed a $6.5 billion TensorWave lease covering 222 megawatts.🏗️ Riot signed a $9.1 billion base term lease covering 191 critical information technology megawatts.✈️ Joby agreed to acquire defense contractor Resonant Sciences for approximately $500 million.🏠 Existing home sales fell even while prices rose, proving that price stability and market liquidity are not the same thing.⚖️ FinCEN permanently eliminated domestic Corporate Transparency Act beneficial ownership reporting, but serious lenders will still demand full ownership and source of funds diligence.Today’s episode explains what makes contracted data center revenue financeable, why the ten year Treasury auction may matter as much as CPI, and how developers can turn a tenant commitment into institutional collateral.Listen, share, and tag someone who still thinks a data center becomes bankable when someone adds more GPUs to the pitch deck. GRO GROUP is actively evaluating qualified data centers, solar projects, oil and gas transactions, and ground up developments for financing structures that can provide up to 100 percent of project capital.Until tomorrow, be the best human you can be.~ Teresa GrobeckerSign up for the daily newsletter on LinkedIn.Read on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7354236980961886208Listen to GRO MONEY NEWS https://podcasts.apple.com/us/podcast/gro-money-news/id1833953369GRO GROUP Brought to you by GRO Group—we are actively looking to place $5B of equity financing in 2026 for qualified Master Builders in major MSA territories. We offer multiple financing options, including up to 100% for developments, data centers, and solar projects.