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Edition No. 052
New York · London
Secondaries Daily
The Daily Read on the Secondary Market
Sunday, October 4, 2026
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In PWD coverage since August 19, 2026 · 6 stories
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Sep 12, 26
Deal talk
EdgeCore · DataBank · Vantage Data Centers · Blue Owl · Nscale
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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 13
Data center IPOs hand construction risk back to public equity
digital · Sep 11
Anthropic's data center arm hires the architect of Equinix's hyperscale JVs
digital · Aug 26
Lambda's $3B round puts AI cloud pricing to the test
digital · Aug 24
Nscale's $3bn US IPO puts a $51bn backlog to the test
digital · Aug 19
Centra names CyrusOne veteran to lead 300MW buildout
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