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Thursday, August 27, 2026The Morning Brief →Sign in
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SK Horizon

In PWD coverage since August 27, 2026 · 2 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 26, 26Deal announcedKKR · IMM Investment-Stonebridge consortium · SK Telecom · $2.2B — coverage
PWD coverage
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Anchor tenants split the digital infrastructure stack

The Nscale-Anthropic lease and Rum's penny warrants show how tenant quality, not megawatts, now sets the cost of capital.
digital · Aug 27SK Telecom splits AI data centers into KKR-backed SK Horizon
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