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Friday, September 11, 2026The Morning Brief →Sign in
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Cox

In PWD coverage since September 11, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 10, 26Deal closedcoverage
PWD coverage
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AI financing has two buyers left: the customer and the state

Oracle's customers buy the hardware, SpaceX's book rests on four names, and where nobody signs, the Pentagon writes the loan.
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