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CyrusOne

In PWD coverage since August 19, 2026 · 6 stories
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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.
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