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

In PWD coverage since August 21, 2026 · 3 stories
1Deals on our tracker
Deal recordFull tracker →
Aug 19, 26Deal talk — coverage
PWD coverage
the_wrap

Data Centers Move From Grid Tenants to Power Owners

Nvidia's Cloverleaf stake and developer-built generation show that the AI buildout's bottleneck has shifted from land and chips to electrons.
the_wrap · Aug 21Macquarie sells Polish fiber to fund data center push
digital · Aug 21Itochu enters data center development with ten sites in Japan
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