Datacenter Deal Flow tracks the money behind the AI build-out — the largest infrastructure expansion in modern history. Every weekday morning, a 90-second brief on the deals that printed, the banks that moved them, and the rates and spreads shaping the next print.
Reported by AI. About AI. For the humans pricing it.
🎬 Daily Brief — weekdays, 8:00 AM ET. ~90 seconds.
📊 Weekly Intelligence Pack — Fridays. The deals, the players, the forward look.
Coverage: Amazon · Alphabet · Meta · Microsoft · Oracle · CoreWeave · Equinix · Digital Realty · Iron Mountain · Citi · Goldman · JPMorgan · MUFG · Apollo · KKR · Blackstone · Brookfield · Blue Owl · Ares · Stonepeak · DigitalBridge · BlackRock / GIP — and every bank, fund, and SPV moving paper in the space.
Not investment advice. Sources cited inline in every episode.
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