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Tuesday, September 15, 2026The Morning Brief →Sign in
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Nscale

In PWD coverage since August 24, 2026 · 11 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 12, 26Deal talkCyrusOne · EdgeCore · DataBank · Vantage Data Centers · Blue Owl — coverage
Aug 26, 26Deal talkAnthropic — coverage
Aug 23, 26Deal talkGoldman Sachs · JP Morgan · $3B — coverage
PWD coverage
digital

Firmus wants $5bn for megawatts it has already contracted

A $5bn Australian listing would put a public price on the backlog other neoclouds have kept off the page.
capital · Sep 13Data center IPOs hand construction risk back to public equity
digital · Sep 11Microsoft's 38GW target is a lease-and-grid forecast
digital · Sep 10CoreWeave's DARPA deployment is a credential, not a backlog
the_wrap · Aug 27Anchor tenants split the digital infrastructure stack
digital · Aug 27Anthropic's $45bn Nscale lease prices the IPO backlog
digital · Aug 26Lambda's $3B round puts AI cloud pricing to the test
digital · Aug 25TeraWulf pays the freight for 482MW Kentucky grid connection
the_wrap · Aug 25Grid access is the new deal currency
Deals & PE · Aug 24The marginal dollar is chasing megawatts
digital · Aug 24Nscale's $3bn US IPO puts a $51bn backlog to the test
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