A
Daily Network
publication
Explore the network
The Daily Network
About the network →
Private Wealth Daily
Private wealth
→
Digital Capital Daily
Digital assets
→
ESG Capital Daily
Sustainable capital
→
ETF Daily
ETFs
→
ETF Pro AI
The fund terminal
→
Insurance Capital Daily
Insurance capital
→
Interval Fund Daily
Semi-liquid funds
→
Private Credit Daily
Private credit
→
Private Infrastructure Daily
You’re reading this edition
Private Real Estate Daily
Real estate
→
Retirement Capital Daily
Retirement assets
→
Secondaries Daily
Secondaries
→
Wealth Advisor Daily
→
Edition No. 053
New York · London
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Monday, October 5, 2026
The Morning Brief →
·
Sign in
Energy Transition
Capital
Digital Infra
The Wrap
Transport & PPP
Allocators
Lookup
11
stories · 24h
958
deals & moves · 7d
17,733
firms & people tracked
192
sources monitored
● LIVE
other
Lambda
Watch
In PWD coverage since August 20, 2026 · 13 stories
3
Deals on our tracker
Deal record
Full tracker →
Oct 1, 26
Deal announced
JP Morgan
—
coverage
Aug 31, 26
Deal talk
· $1B
—
coverage
Aug 25, 26
Deal talk
—
coverage
PWD coverage
the_wrap
Lambda and Sharon AI price GPU-backed debt 317 basis points apart
Lambda's $1bn facility is rated investment grade and priced at 6.78%; Sharon AI's $365m of SPV debt came at 9.95%.
digital · Oct 2
Lambda and Sharon AI raise $1.356bn in GPU-backed debt priced 3.17 points apart
debt · Sep 30
Nvidia pitches insurers on backing neocloud GPU loans as lenders balk
digital · Sep 30
Hypertec CEO names 5C as IPO candidate after $5bn-$6bn round
digital · Sep 24
Microsoft's $10 billion Gulf plan buys capacity, not partners
digital · Sep 17
Microsoft files in Fulton County for a campus six years out
digital · Sep 11
Pentagon's reported $5bn Fluidstack loan targets AI's unguaranteed layer
digital · Sep 11
Microsoft's 38GW target is a lease-and-grid forecast
digital · Sep 11
Oracle's 850MW quarter shows who really funds the AI buildout
digital · Sep 1
Lambda's $1B short-term debt leans on Microsoft's lease
digital · Aug 27
Anthropic's $45bn Nscale lease prices the IPO backlog
digital · Aug 26
Lambda's $3B round puts AI cloud pricing to the test
digital · Aug 20
Hudson River Trading signs multi-billion-dollar AI cloud deal with CoreWeave
Every weekday · 6:30 a.m. ET
The Morning Brief
The latest from Private Infrastructure Daily, in your inbox every weekday. Free.
Subscribe — free