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Thursday, September 24, 2026The Morning Brief →Sign in
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Qai

In PWD coverage since September 24, 2026 · 1 story
1Deals on our tracker
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Sep 23, 26Deal announcedMicrosoft · Humain · G42 — coverage
PWD coverage
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Microsoft's $10 billion Gulf plan buys capacity, not partners

Two of the three platforms Microsoft names get support without equity, most of the capex lands on lessors, and every Gulf megawatt now carries a war-risk question the announcement answers with paperwork.
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