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Edition No. 053
New York · London
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Monday, October 5, 2026
The Morning Brief →
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Energy Transition
Capital
Digital Infra
The Wrap
Transport & PPP
Allocators
Lookup
16
stories · 24h
974
deals & moves · 7d
17,816
firms & people tracked
192
sources monitored
● LIVE
other
Nebius
Watch
In PWD coverage since August 18, 2026 · 13 stories
6
Deals on our tracker
Deal record
Full tracker →
Sep 30, 26
Deal announced
AIB Data Centers
—
coverage
Sep 7, 26
Deal announced
Palantir Technologies
—
coverage
Aug 24, 26
Deal closed
—
coverage
Aug 24, 26
Deal closed
· $5.8B
—
coverage
Aug 18, 26
Deal announced
—
coverage
Aug 17, 26
Deal announced
Vantage Data Centers
—
coverage
PWD coverage
digital
Verda raises $189m Series B toward 250MW, with no customer named
Supermicro, MUFG Innovation Partners and Varma Mutual Pension Insurance Company joined Emergence Capital's round, which takes total funding past $450m but does not disclose a counterparty for the new capacity.
digital · Oct 1
Nebius signs 50MW, 12-year capacity deal with AIB Data Centers
digital · Sep 11
Microsoft's 38GW target is a lease-and-grid forecast
digital · Sep 8
Palantir picks Nebius for sovereign AI cloud
the_wrap · Aug 27
The refinancing wall is breaking in layers
transition · Aug 27
A $150 million Series A prices the data center as a grid asset
digital · Aug 26
Lambda's $3B round puts AI cloud pricing to the test
debt · Aug 25
Nebius's $5.75B convertible puts construction risk on bondholders
digital · Aug 25
Nebius turns Nvidia's stake into $5.75bn of debt
digital · Aug 19
Nvidia weighs $3B SB Energy investment behind OpenAI's Ohio campus
digital · Aug 19
Pilot Fiber closes Extenet acquisition, crossing into New Jersey
digital · Aug 19
Nebius plans $4.5 billion convertible raise for AI cloud buildout
sectors · Aug 18
Vantage lands Nebius as first South Wales AI Growth Zone tenant
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