May 12, 2026
Three Deals, One Thesis: The Capital Stack Is Buying Electrons NowKevin O'Leary's 9 GW Stratos project cleared Box Elder County commissioners unanimously, with MIDA approving a development agreement April 24, 2026.
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MIDA
MIDA is a federal agency that provides financing and insurance for U.S. exports and foreign investments, operating independently of Texas datacenter infrastructure, energy, or policy.
Referenced in 2 briefingsLast referenced: May 12, 2026
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May 10, 2026
Sequencing Beats Vision: Why Fermi's $19B Pitch Couldn't Land a Single TenantO'Leary Digital and Utah's MIDA got Box Elder County commission approval on May 4 for the 40,000-acre Stratos campus, slated for 9 GW of gas generation and an estimated 16.6 billion gallons of water annually from sources feeding a Great Salt Lake already at record lows.
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