DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, Morgan Stanley
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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SB Energy files for IPO, targeting a raise of $5-7bn
Would value the company at approximately $50bn
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Switch confidentially files for IPO - report
Rob Roy's data center firm could be going public again
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TeraWulf seeks $3.5bn in funding for construction of data center for Anthropic
Debt expected to be led by Morgan Stanley
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Nscale closes $900m revolving credit facility
Provides additional cash for AI data center build-out
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CoreWeave and Google raise $6.7bn in junk bond offering - report
Google raises $5.7bn of total
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DigitalOcean seeks $800m in funding
Upsizes public offering from $700m, expected to close on March 26
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Echelon Data Centres secures €1.7bn loan financing from Morgan Stanley
Funds set to fuel company's European build-out
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Core Scientific secures up to $1bn in financing from Morgan Stanley
Financing consists of an initial $500 million, with an accordion feature for further investment
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Echelon Data Centres secures €1.7bn loan from Morgan Stanley
Plans to grow across Europe
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QTS Data Centers seeks $2 billion CMBS refinancing for three US data center campuses
Loan will be used to refinance existing debt associated with campuses
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Meta secures $30bn Blue Owl finance package for Louisiana data center - report
Special purpose vehicle set up to fund build-out
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AI cloud Lambda hires investment banks in preparation for IPO - report
Lambda said to be working with Morgan Stanley, J.P. Morgan, and Citi
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CoreWeave closes $2.6bn in secured debt financing facility
Will be used to "accelerate delivery of services for OpenAI" and expand infrastructure footprint
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Elon Musk's xAI raises $10bn in debt and equity for data center development
Will also be used to develop new AI solutions, and the Grok platform
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Meta in talks for $29bn data center financing
Social media firm said to be in talks with Apollo, KKR, Brookfield, Carlyle, and Pimco
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Musk's Trump spat happened just as xAI sought to raise $5bn for data center buildout
Deal conversations ongoing, but terms may be worse for Elon Musk's AI business
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Blackstone defends data center investment vision, but admits it's watching DeepSeek concerns "very closely"
Calls data centers vital but says how they're used may change
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Morgan Stanley: Hyperscaler capex to reach $300bn in 2025
Bank forecasts massive investment for AI and cloud computing
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CoreWeave selects Morgan Stanley, Goldman Sachs, and JP Morgan Chase for IPO
Company plans to go public in 2025
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Morgan Stanley invests in US data center firm Flexential
Terms not shared, will co-own company alongside GI Partners
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CoreWeave closes $650m financing deal
Credit facility led by Goldman Sachs, JPMorgan, and Morgan Stanley
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Nvidia’s Blackwell GPUs sold out for 12 months
Products to start shipping out this quarter
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Verizon lines up $10bn in funding to cover Frontier acquisition
The carrier announced its acquisition of Frontier last month
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Morgan Stanley: Data center industry will emit 2.5bn tons of CO2 by 2030
Will open up the market for decarbonization solutions
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CyrusOne secures $7.9bn credit facility to fuel US data center expansion
Follows $1.8bn facility secured earlier this year
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Altice sells most of its $836m French data centers to Morgan Stanley, launches UltraEdge colo brand
New company has 257 data centers and 45MW of capacity
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Altice in negotiations to sell data center portfolio to Morgan Stanley
Deal could see up to 92 French data centers sell for $1 billion
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Vodafone hires Morgan Stanley to explore options for Spanish mobile unit
Is Vodafone eyeing up an exit?