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Oracle

In network coverage since September 25, 2026 · 16+ stories
6Deals on our tracker
Deal recordFull tracker →
Oct 12, 26Deal announcedEnergy Transfer · Blue Owl Capital Inc. — coverage
Sep 30, 26Deal announcedTencent — coverage
Sep 30, 26Deal announcedTencent — coverage
Sep 17, 26Deal announcedRWE — coverage
Sep 17, 26Deal announcedERCOT · Scout Clean Energy · Engie North America · Clearway Energy · RWE — coverage
Sep 9, 26Deal closed — coverage
Network coverage
the_wrap

NERC stakeholders back draft reliability rules for 50MW-plus compute loads

The draft covers 50 MW-plus AI data centers and crypto miners at 100 kV or above; the next step is the NERC board, then FERC.
the_wrap · Oct 15SoftBank asks PJM to study 10-GW Ohio data center complex under state agreement
digital · Oct 15Oracle asks FERC to expedite New Mexico gas pipeline for Project Jupiter
energy · Oct 14LS Electric secures $138.5m Bloom order for Pennsylvania data center switchgear
digital · Oct 8Bain puts a $6 trillion revenue test on the AI data center buildout
digital · Oct 7ByteDance holds about a fifth of China's 24GW data center capacity, nearly all leased
launches · Oct 6ProShares files for an AI hyperscaler bond ETF
Deals & PE · Oct 3DigitalBridge and SoftBank close $3.1 billion deal; five announcements lack full dollar terms
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
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