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Monday, October 12, 2026The Morning Brief →Sign in
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Serverfarm

In network coverage since September 16, 2026 · 5 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 15, 26Deal closed — coverage
Network coverage
the_wrap

AI infrastructure now prices the calendar ahead of the tenant

Rune's $40 million raise and Microsoft's six-year filing are the same wager from opposite sides: schedule risk has become the thing AI infrastructure buys.
capital · Sep 16Power funds filed at zero while credit took $1.1 billion
the_wrap · Sep 16The data-center build-out is reinsurers' unseen hail risk
the_wrap · Sep 16Data center debt now underwrites development, not tenants
digital · Sep 16Serverfarm's $895 million add-on says who funds merchant data centers
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