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Sunday, October 11, 2026The Morning Brief →Sign in
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Oracle

In network coverage since September 22, 2026 · 16+ stories
5Deals on our tracker
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Sep 30, 26Deal announcedTencent — coverage
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Bain puts a $6 trillion revenue test on the AI data center buildout

The firm projects $5 trillion to $6.5 trillion of data center spending through 2030 and says capital is not the near-term issue; power, electrical labor and local opposition are.
digital · Oct 7ByteDance holds about a fifth of China's 24GW data center capacity, nearly all leased
launches · Oct 6ProShares files for an AI hyperscaler bond ETF
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
digital · Oct 1Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports
digital · Oct 1Xantaro names Christian Werner CEO as Czermin moves to executive chairman
the_tape · Sep 30Hyperscaler bond issuance pushes tech past banks in IG bond indexes
passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes
portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%
the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk
debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt
the_wrap · Sep 25Washington's grid money stops buying new corridors
digital · Sep 24Oracle moves a permitting failure onto Blue Owl's books
capital · Sep 23Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline
sectors · Sep 22The $700 billion data center build-out is repricing every other construction project
energy · Sep 22Nuclear's scarce input is construction capacity; Kairos just bought some with equity
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