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Tuesday, September 15, 2026The Morning Brief →Sign in
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In PWD coverage since August 24, 2026 · 7 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 12, 26Deal closedFermi · Blackstone Digital Infrastructure Trust — coverage
PWD coverage
digital

Brookfield buys an option on 8GW the market cannot yet price

A minority stake lets Brookfield hold a pipeline reported at more than 8GW without putting a number on pre-lease AI capacity, which is the only way that exposure trades right now.
capital · Sep 13Data center IPOs hand construction risk back to public equity
capital · Sep 4Blue Owl's data center REIT is a known-book bet
Allocators · Sep 4Blue Owl plans a data-center REIT seeded with $6.5 billion
digital · Aug 26Federal courts open colocation rebid with Washington in the requirements
digital · Aug 26Lambda's $3B round puts AI cloud pricing to the test
digital · Aug 24Nscale's $3bn US IPO puts a $51bn backlog to the test
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