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In PWD coverage since August 19, 2026 · 6 stories
1Deals on our tracker
Deal recordFull tracker →
Sep 9, 26Deal announcedNextDC · Firmus · Megaport · CDC · AirTrunk · Nvidia · Sharon AI · ResetData — coverage
PWD coverage
regulation

Senate's Clarity Act fails 49-50, and certainty shifts to the SEC

The eleven-vote miss hands market structure to agency rulemaking, which is quicker to write and quicker to reverse than a statute.
digital · Sep 11Microsoft's 38GW target is a lease-and-grid forecast
digital · Sep 10Nvidia's 2GW Australia target has no buyer attached
The Close · Aug 28The wrapper is the product in GPU private credit
the_tape · Aug 20WGMI's 80% mandate now runs from bitcoin miners to AI power
digital · Aug 19Nvidia weighs $3B SB Energy investment behind OpenAI's Ohio campus
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