A Daily Network publication

other

Stack Infrastructure

In network coverage since August 19, 2026 · 12 stories

4Deals on our tracker

Deal recordFull tracker →

Sep 23, 26Deal talkBlue Owl Capital Inc. · $25B — coverage

Sep 23, 26Deal talkArtificial Intelligence Infrastructure Partnership (AIP) · IFM Investors · Blue Owl Capital Inc. · $25B — coverage

Sep 23, 26Deal talkBlackRock · IFM Investors · Blue Owl Capital Inc. — coverage

Aug 26, 26Deal announcedAmazon — coverage

Network coverage

digital

Stack Infrastructure affiliate files for second Lancaster data center building

The DFW02B filing carries a $540 million construction budget and a March 2027 to December 2028 schedule.

debt · Sep 25Oracle's rent notice reprices $18 billion of data center debt

portfolio · Sep 25The 26% earnings quarter was a capex peak

the_wrap · Sep 25Data-center capital now prices a Senate vote

Deals & PE · Sep 24The AI buildout is a fundraise, and the wealth shelf just filed

digital · Sep 24Oracle moves a permitting failure onto Blue Owl's books

Deals & PE · Sep 24Blue Owl's data-center ask meets a $25 billion income bid

digital · Sep 9Data center project count nearly triples; power is the bottleneck

capital · Sep 8Blue Owl's data center REIT is a pricing event

Allocators · Sep 4Blue Owl plans a data-center REIT seeded with $6.5 billion

sectors · Aug 27Amazon's Louisiana data center bet: water is the new dirt

digital · Aug 19AWS lifts Louisiana data center bet to $18 billion

THE DESK BRIEF

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