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In PWD coverage since August 24, 2026 · 5 stories
PWD coverage
capital
Blue Owl's data center REIT is a known-book bet
A $6.5 billion seed of existing assets would turn Blue Owl's private data center book into permanent public equity, testing whether investors pay for a known portfolio rather than a blind pool.
Allocators · Sep 4Blue Owl plans a data-center REIT seeded with $6.5 billion
digital · Aug 26Lambda's $3B round puts AI cloud pricing to the test
digital · Aug 24Nscale's $3bn US IPO puts a $51bn backlog to the test