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HPC Daily
Friday, Aug 28, 2026 · Pre-market · 6:00am PT
Two notes before the tape. First: interconnection is still the constraint, not GPU supply. Second: a shelf is permission. It is not a raise. The rest of the week is downstream of those two sentences.
IREN’s 10-K is the interconnection document, not the GPU brochure
The annual report landed Thursday.
Core Scientific keeps filing toward CoreWeave. Close is still a process.
Another 8-K, another stack of exhibits.
Nebius dropped another 6-K. The constraint is still not GPUs.
A foreign-issuer current report is not a capacity add.
Lake Mariner is a power site first. The tenant question is second.
TeraWulf’s New York campus is the one investors can visit.
Also noted