JPMorgan and Goldman Sachs underwrote only the $1.3 billion term loan in Volta's $5.012 billion package, leaving the roughly $3.7 billion GPU tranche without bank underwriting as yield talk runs at 11% or more on debt tied to Bitdeer's 121 MW Tydal, Norway AI campus lease. With commitments due 5 p.m. ET on Oct 14, the pricing is still talk, not a final print, but it shows what lease-linked AI campus debt costs right now. On the power side, AEP plans to invest about $4 billion in 702 MW of Bloom fuel cells near Cheyenne, Wyoming, under a 20-year Google power purchase agreement.
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