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Friday, September 11, 2026The Morning Brief →Sign in
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JD Cloud

In PWD coverage since September 9, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 8, 26Deal announcedMoore Threads — coverage
PWD coverage
the_wrap

The data-center capital stack now prices one tenant

A 16.2x tower multiple and a $1 billion unnamed hyperscaler contract show the market only finances named offtakers.
digital · Sep 9JD Cloud and Moore Threads plan a 100,000-GPU domestic deployment
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