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In network coverage since August 16, 2026 · 12 stories
Regulatory AUMSEC Form ADV · Oct 17
5Deals on our tracker
Regulatory AUM · Aug 22 – Oct 17
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Aug 27, 26Deal announcedAurora Towers · American Tower — coverage
Aug 15, 26Deal announcedfirstcolo GmbH · CUBE Infrastructure — coverage
Aug 13, 26Deal announcedfirstcolo — coverage
Aug 13, 26Deal announcedfirstcolo · Cube Infrastructure Managers — coverage
Jul 1, 26Deal announcedKlara Renewables · Actis
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Deals & PE

AI capital rotates to the grid and connectivity layer

A 48-hour run of wind, storage, and connectivity deals shows AI infrastructure capital rotating beyond data centers into the grid that feeds them.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.