Every belief about power scarcity as the binding constraint on data center growth hardened further, with record leasing of 2.6 gigawatts, a 7 gigawatt sales funnel, and $4.1 billion in capital raised year to date.
Tessara post-call read · synthesized from the earnings-call transcriptreported Oct 30, 2025
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.