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Monday, October 5, 2026The Morning Brief →Sign in
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CyrusOne

In PWD coverage since August 19, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 12, 26Deal talkEdgeCore · DataBank · Vantage Data Centers · Blue Owl · Nscale — coverage
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Theseus staffs the build side of AI data center demand

Krupal Raval's hire at Theseus puts Macquarie and GIC on the build side of AI data center demand, with Anthropic as both the covenant and the concentration.
capital · Sep 13Data center IPOs hand construction risk back to public equity
digital · Sep 11Anthropic's data center arm hires the architect of Equinix's hyperscale JVs
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
digital · Aug 19Centra names CyrusOne veteran to lead 300MW buildout
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