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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
PWD coverage
the_wrap

The bond market's 72-basis-point data-center warning

Debt has begun pricing construction and concentration risk in data centers; equity has not, and the next issuance wave will force the two to converge.
the_wrap · Sep 14Data center IPOs are selling the construction curve
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
the_wrap · Aug 25Grid access is the new deal currency
digital · Aug 24Switch's grid play turns a race track into a 270MW hedge
energy · Aug 24Ireland's nuclear opening is a hedge, not a fix
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