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Oracle

In PWD coverage since September 19, 2026 · 16+ stories
5Deals on our tracker
Deal recordFull tracker →
Sep 30, 26Deal announcedTencent — coverage
Sep 30, 26Deal announcedTencent — coverage
Sep 17, 26Deal announcedRWE — coverage
Sep 17, 26Deal announcedRWE · ERCOT · Scout Clean Energy · Engie North America · Clearway Energy — coverage
Sep 9, 26Deal closed — coverage
PWD coverage
Deals & PE

DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms

Harrison Street agrees to buy a majority of Vicinity Energy at a $2.92 billion enterprise value; four of the five announced deals name an energy or clean-power counterparty.
digital · Oct 1Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports
digital · Oct 1Xantaro names Christian Werner CEO as Czermin moves to executive chairman
the_tape · Sep 30Hyperscaler bond issuance pushes tech past banks in IG bond indexes
passive · Sep 29AI infrastructure debt pushes tech past banks in major investment-grade bond indexes
portfolio · Sep 28Rieder sees bond opportunity as 10-year Treasury yield tops 5%
the_wrap · Sep 28Oracle's rent notice and PJM's curtailment plan test who carries grid risk
debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt
the_wrap · Sep 25Washington's grid money stops buying new corridors
digital · Sep 24Oracle moves a permitting failure onto Blue Owl's books
capital · Sep 23Brookings prices the AI build-out and cuts 227 gigawatts from the pipeline
sectors · Sep 22The $700 billion data center build-out is repricing every other construction project
energy · Sep 22Nuclear's scarce input is construction capacity; Kairos just bought some with equity
issuers · Sep 21Direxion's ORCU turns Oracle's growth-versus-severance churn into a daily trade
digital · Sep 21O-Green's 200MW target is demand for its own electrons
Deals & PE · Sep 19The week's largest AI number is a $35 billion loan
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