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Tuesday, October 20, 2026The Morning Brief →Sign in
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Magnora

In network coverage since August 24, 2026 · 4 stories
1Deals on our tracker
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Aug 23, 26Deal announced — coverage
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AI infrastructure now prices the calendar ahead of the tenant

Rune's $40 million raise and Microsoft's six-year filing are the same wager from opposite sides: schedule risk has become the thing AI infrastructure buys.
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