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In PWD coverage since August 24, 2026 · 16+ stories

4Deals on our tracker

Deal recordFull tracker →

Sep 24, 26Deal closedCitadel · 8090 Industries · Apollo · Abu Dhabi Investment Council · Third Point · Nvidia · Hudson Bay Capital · $3.4B — coverage

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

debt

Nvidia pitches insurers on backing neocloud GPU loans as lenders balk

The Financial Times reports early talks with no agreements in place, as AI cloud tenants take a growing share of Nvidia's demand.

Deals & PE · Sep 29Declaration Partners and Canyon file zero-sold Form Ds as Anthropic SPV sells out

the_wrap · Sep 28How 230-kW AI racks are shifting data center capital to switchgear and rate design

Deals & PE · Sep 25Northwestern Mutual set a price for the software layer: 22,000 advisors

digital · Sep 25Nscale's $3.36 billion raise is a bet on 5 percent energized GPUs

digital · Sep 21Nscale's New York listing tests public equity's appetite for AI capacity

digital · Sep 14Firmus wants $5bn for megawatts it has already contracted

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