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Oracle

In PWD coverage since September 18, 2026 · 16+ stories

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digital

Tencent signs $7bn five-year lease for 100,000 Oracle GPUs in Southeast Asia, FT reports

The Financial Times says 30 percent of the value would be paid upfront, citing two people familiar with the matter.

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

the_wrap · Sep 18Carbon and wind deals settled with the price column blank