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Wednesday, October 7, 2026The Morning Brief →Sign in
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Oracle

In network coverage since September 21, 2026 · 16+ stories
5Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedTencent — coverage
Sep 30, 26Deal announcedTencent — coverage
Sep 17, 26Deal announcedRWE — coverage
Sep 17, 26Deal announcedRWE · ERCOT · Scout Clean Energy · Engie North America · Clearway Energy — coverage
Sep 9, 26Deal closed — coverage
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ByteDance holds about a fifth of China's 24GW data center capacity, nearly all leased

SemiAnalysis analyzed 1,000 data centers and 60 providers to put ByteDance's live capacity near 4.8GW, ahead of Alibaba Cloud, Tencent, Baidu and Huawei.
launches · Oct 6ProShares files for an AI hyperscaler bond ETF
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
digital · Oct 1Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports
digital · Oct 1Xantaro names Christian Werner CEO as Czermin moves to executive chairman
the_tape · Sep 30Hyperscaler bond issuance pushes tech past banks in IG bond indexes
passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes
portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%
the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk
debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt
the_wrap · Sep 25Washington's grid money stops buying new corridors
digital · Sep 24Oracle moves a permitting failure onto Blue Owl's books
capital · Sep 23Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline
sectors · Sep 22The $700 billion data center build-out is repricing every other construction project
energy · Sep 22Nuclear's scarce input is construction capacity; Kairos just bought some with equity
issuers · Sep 21Direxion's ORCU turns Oracle's growth-versus-severance churn into a daily trade
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