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Saturday, October 3, 2026The Morning Brief →Sign in
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Microsoft

In PWD coverage since September 24, 2026 · 16+ stories
9Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal announced — coverage
Sep 23, 26Deal announcedG42 · Qai · Humain — coverage
Sep 20, 26Deal announcedMeta · McKinsey · Bain & Company · Salesforce · Google · REI · Symbiosis — coverage
Sep 16, 26Deal talkEdgeConneX — coverage
Sep 15, 26Deal announced · $466M — coverage
Sep 1, 26Deal announcedCypress Creek Energy — coverage
Sep 1, 26Deal announcedChronoScale — coverage
Aug 30, 26Deal announced — coverage
Aug 19, 26Deal announcedQcells — coverage
PWD coverage
digital

Crusoe files for a $4.8bn data center campus in Jayton, Texas

The two buildings are slated to go live in 2029, and the filings name no tenant, landowner or power source.
debt · Sep 30Nvidia pitches insurers on backing neocloud GPU loans as lenders balk
digital · Sep 30Microsoft launches a Luxembourg Azure Extended Zone with Post Luxembourg
digital · Sep 30Crusoe confirms Google as end user of its Goodnight campus in Texas
the_tape · Sep 30Hyperscaler bond issuance pushes tech past banks in IG bond indexes
sectors · Sep 29Bain report sizes the $4.2 trillion AI revenue gap behind data center capex
passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes
digital · Sep 29Amazon Data Services agrees to buy 1.98m sq ft in Sepang from Sunsuria
Allocators · Sep 28Warren letters ask Meta, Amazon, Microsoft and Alphabet to itemize AI tax breaks
portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%
digital · Sep 25Nscale's $3.36 billion raise is a bet on 5 percent energized GPUs
Data · Sep 25Private credit's exit finally has a price: 12.5% off NAV
transition · Sep 25ESB's first EU green bond is a template, not a funding event
debt · Sep 24An $85 million SoHo refi that underwrites Microsoft, not SoHo
Deals & PE · Sep 24The AI buildout is a fundraise, and the wealth shelf just filed
Deals & PE · Sep 24Blue Owl's data-center ask meets a $25 billion income bid
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