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Sunday, October 11, 2026The Morning Brief →Sign in
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Bain & Company

In network coverage since August 25, 2026 · 14 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 20, 26Deal announcedMeta · McKinsey · Google · REI · Microsoft · Symbiosis · Salesforce — coverage
Network coverage
the_wrap

Bain projects $5tn to $6.5tn data center spending through 2030

Power availability, electrical labor and local opposition are the near-term constraints, not capital.
digital · Oct 8Bain puts a $6 trillion revenue test on the AI data center buildout
debt · Oct 1The 10-year hits 5.3%, highest since 2002, and CRE lenders expect values to fall
debt · Sep 30Nvidia pitches insurers on backing neocloud GPU loans as lenders balk
the_wrap · Sep 30BlackRock and GID write construction loans; VAC recapitalizes a Henderson office
sectors · Sep 29Bain report sizes the $4.2 trillion AI revenue gap behind data center capex
the_wrap · Sep 27Brussels ships the ESRS; the data layer writes the rest
Deals & PE · Sep 21Carbon removal learns to write a purchase order
transition · Sep 21Symbiosis sells CFOs on the carbon offtake
Family Office · Sep 18HSBC bundles the concierge; Citi refers it out
the_wrap · Sep 10The unpriced deal is now infrastructure's default language
advisor_note · Sep 10A zero-fee custody pitch turns due diligence upside down
the_wrap · Sep 10The data-center capital stack now prices one tenant
The Close · Aug 25Bank M&A wave will redraw the advisor map
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