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Saturday, October 3, 2026The Morning Brief →Sign in
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SB Energy

In PWD coverage since August 19, 2026 · 10 stories
3Deals on our tracker
Deal recordFull tracker →
Sep 22, 26Deal announcedNvidia · $3B — coverage
Aug 16, 26Deal talkNvidia — coverage
Aug 16, 26Deal talk · $3B — coverage
PWD coverage
digital

Onsemi's GaN window makes a power semiconductor the bottleneck behind the meter

The company expects mass production in 2026/27, which would let racks get denser while leaving the grid queue untouched.
energy · Sep 23Nvidia doubles SB Energy to $3bn with no stake disclosed
the_wrap · Sep 15The bond market's 72-basis-point data-center warning
the_wrap · Sep 14Data center IPOs are selling the construction curve
capital · Sep 13Data center IPOs hand construction risk back to public equity
capital · Sep 4Blue Owl's data center REIT is a known-book bet
digital · Aug 28Nvidia's revenue-sharing pause re-prices AI cloud risk
digital · Aug 24FlexSysAI launches software that makes data center load portable
digital · Aug 19Nvidia weighs $3B SB Energy investment behind OpenAI's Ohio campus
digital · Aug 19Nvidia guarantees first 4.25GW of OpenAI's Ohio data center
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