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Stack Infrastructure

In PWD coverage since August 19, 2026 · 11 stories

4Deals on our tracker

Deal recordFull tracker →

Sep 23, 26Deal talkBlue Owl Capital Inc. · $25B — coverage

Sep 23, 26Deal talkArtificial Intelligence Infrastructure Partnership (AIP) · Blue Owl Capital Inc. · IFM Investors · $25B — coverage

Sep 23, 26Deal talkBlackRock · Blue Owl Capital Inc. · IFM Investors — coverage

Aug 26, 26Deal announcedAmazon — coverage

PWD coverage

debt

Oracle's rent notice reprices $18 billion of data center debt

A force majeure clause that needs both parties' consent has turned a Big Tech lease into a negotiation over who carries the energization risk.

portfolio · Sep 25The 26% earnings quarter was a capex peak

the_wrap · Sep 25Data-center capital now prices a Senate vote

Deals & PE · Sep 24The AI buildout is a fundraise, and the wealth shelf just filed

digital · Sep 24Oracle moves a permitting failure onto Blue Owl's books

Deals & PE · Sep 24Blue Owl's data-center ask meets a $25 billion income bid

digital · Sep 9Data center project count nearly triples; power is the bottleneck

capital · Sep 8Blue Owl's data center REIT is a pricing event

Allocators · Sep 4Blue Owl plans a data-center REIT seeded with $6.5 billion

sectors · Aug 27Amazon's Louisiana data center bet: water is the new dirt

digital · Aug 19AWS lifts Louisiana data center bet to $18 billion