ATM offering plus Oct 9 debt maturity raises dilution and funding concerns
첫날 -0.7% · 5일 후 -8.2%
이전 이벤트 7건›
규제호재
NUAI Signs 20-Year Power Agreement with Vistra for 207MW, Expected Q3 2027영어 원문
Agreement details confirmed, power delivery expected Q3 2027, strengthening data center power security
첫날 +7.4% · 5일 후 +19.4%
›전개 과정 3회
2026-09-17Multiple sources point to plat approval and PPA signing, unconfirmed
2026-09-21Agreement secures power for TCDC Phase 1, reducing execution risk
2026-09-22Agreement details confirmed, power delivery expected Q3 2027, strengthening data center power security
기업호재
NUAI recognized by Texas governor, power moat narrative strengthens영어 원문
Governor recognition plus analyst view on grid power as AI moat lifts attention
첫날 -6.0% · 5일 후 -1.2%
실적호재
NUAI Q2: Texas data center advances, equity covered by liquidity영어 원문
Q2 call: TCDC campus at 493 acres, phase 1 equity covered, asset-level capital raise planned
첫날 -6.0% · 5일 후 -1.2%
실적
실적 발표
첫날 +1.4% · 5일 후 -4.1%
실적
실적 발표
첫날 -9.6% · 5일 후 +11.4%
M&A·자금조달호재
NVIDIA in Talks to Provide Up to $250B Financing Guarantees for OpenAI's 10GW Ohio Data Center Campus영어 원문
M2 reports NVIDIA discussing up to $250B in guarantees for OpenAI's 10GW Ohio campus; M1 notes NVIDIA signed open letter supporting open-weight AI; M4 highlights powered land as hardest constraint
ATM offering plus Oct 9 debt maturity raises dilution and funding concerns
첫날 -0.7% · 5일 후 -8.2%
규제호재
NUAI Signs 20-Year Power Agreement with Vistra for 207MW, Expected Q3 2027영어 원문
Agreement details confirmed, power delivery expected Q3 2027, strengthening data center power security
첫날 +7.4% · 5일 후 +19.4%
›전개 과정 3회
2026-09-17Multiple sources point to plat approval and PPA signing, unconfirmed
2026-09-21Agreement secures power for TCDC Phase 1, reducing execution risk
2026-09-22Agreement details confirmed, power delivery expected Q3 2027, strengthening data center power security
기업호재
NUAI recognized by Texas governor, power moat narrative strengthens영어 원문
Governor recognition plus analyst view on grid power as AI moat lifts attention
첫날 -6.0% · 5일 후 -1.2%
실적호재
NUAI Q2: Texas data center advances, equity covered by liquidity영어 원문
Q2 call: TCDC campus at 493 acres, phase 1 equity covered, asset-level capital raise planned
첫날 -6.0% · 5일 후 -1.2%
이전 이벤트 4건›
실적
실적 발표
첫날 +1.4% · 5일 후 -4.1%
실적
실적 발표
첫날 -9.6% · 5일 후 +11.4%
M&A·자금조달호재
NVIDIA in Talks to Provide Up to $250B Financing Guarantees for OpenAI's 10GW Ohio Data Center Campus영어 원문
M2 reports NVIDIA discussing up to $250B in guarantees for OpenAI's 10GW Ohio campus; M1 notes NVIDIA signed open letter supporting open-weight AI; M4 highlights powered land as hardest constraint
