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Oracle

In PWD coverage since August 23, 2026 · 16+ stories

3Deals on our tracker

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Sep 17, 26Deal announcedRWE — coverage

Sep 17, 26Deal announcedRWE · Engie North America · Scout Clean Energy · Clearway Energy · ERCOT — coverage

Sep 9, 26Deal closed — coverage

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capital

Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline

A Brookings paper puts the AI capital program at $10.3 trillion and assumes 227 gigawatts of proposed data-center capacity never gets built, a downside case with a unit cost sponsors can hold against their own pro formas.

sectors · Sep 22The $700 billion data center build-out is repricing every other construction project

energy · Sep 22Nuclear's scarce input is construction capacity; Kairos just bought some with equity

issuers · Sep 21Direxion's ORCU turns Oracle's growth-versus-severance churn into a daily trade

digital · Sep 21O-Green's 200MW target is demand for its own electrons

Deals & PE · Sep 19The week's largest AI number is a $35 billion loan

the_wrap · Sep 18Carbon and wind deals settled with the price column blank

energy · Sep 18Oracle's Texas wind book is a contract, not a construction program

energy · Sep 18Oracle's RWE contract swaps procurement optionality for an obligation

the_wrap · Sep 11AI financing has two buyers left: the customer and the state

digital · Sep 11Oracle's 850MW quarter shows who really funds the AI buildout

energy · Sep 9Oracle asks New Mexico for 2GW of optionality

transition · Aug 27A $150 million Series A prices the data center as a grid asset

regulation · Aug 24NAIC's deadline fix masks a single-window chokepoint

energy · Aug 24Ireland's nuclear opening is a hedge, not a fix

capital · Aug 23The $1.3 trillion data center debt club

Oracle

Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline

The Morning Brief