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In PWD coverage since August 24, 2026 · 8 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 12, 26Deal closedBlackstone Digital Infrastructure Trust · Fermi — coverage
PWD coverage
digital

Google stakes a Lea County option before it commits a dollar

Lea County's border position says more than the announcement does, and exploring is how hyperscalers get in line for power.
digital · Sep 14Brookfield buys an option on 8GW the market cannot yet price
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
Allocators · Sep 4Blue Owl plans a data-center REIT seeded with $6.5 billion
digital · Aug 26Federal courts open colocation rebid with Washington in the requirements
digital · Aug 26Lambda's $3B round puts AI cloud pricing to the test
digital · Aug 24Nscale's $3bn US IPO puts a $51bn backlog to the test
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