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Edition No. 051
New York · London
Insurance Capital Daily
Independent Intelligence on Insurance Investment
Saturday, October 3, 2026
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1012
deals & moves · 7d
17,329
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192
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CoreWeave
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In PWD coverage since August 27, 2026 · 16+ stories
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Sep 29, 26
Deal announced
Cognition
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coverage
Sep 17, 26
Deal announced
Blockfusion · Blue Acquisition Corp.
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Sep 9, 26
Deal announced
DARPA · Parallel Works
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Aug 19, 26
Deal announced
Hudson River Trading
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Jun 14, 26
Deal announced
Blockfusion
PWD coverage
debt
Nvidia pitches insurers on backing neocloud GPU loans as lenders balk
The Financial Times reports early talks with no agreements in place, as AI cloud tenants take a growing share of Nvidia's demand.
digital · Sep 30
CoreWeave offers Nvidia's Vera Rubin NVL72, with Cognition as first customer
digital · Sep 30
Gimlet Cloud to deploy 100MW of Cerebras wafer-scale compute for inference
digital · Sep 25
Applied Digital prices Tuscaloosa consent at $270m, tenant still unnamed
Deals & PE · Sep 19
The week's largest AI number is a $35 billion loan
the_wrap · Sep 18
The SPAC's collateral is a grid queue position
digital · Sep 18
CoreWeave's 15-year lease turns a Niagara cryptomine into credit
digital · Sep 15
Bell triples Saskatchewan campus and leaves the hard parts unpriced
digital · Sep 14
Firmus wants $5bn for megawatts it has already contracted
digital · Sep 11
Anthropic's data center arm hires the architect of Equinix's hyperscale JVs
digital · Sep 11
Microsoft's 38GW target is a lease-and-grid forecast
digital · Sep 10
CoreWeave's DARPA deployment is a credential, not a backlog
digital · Sep 4
Crusoe's $13bn Jane Street deal is a five-year anchor
digital · Sep 3
DataVita files Chapelhall's third building after consent talks
digital · Sep 2
ChronoScale's 50MW Microsoft plan needs the contract that makes it financeable
the_wrap · Aug 27
Anchor tenants split the digital infrastructure stack
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