DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Colocation & Wholesale, Barney Dixon, DCD Intelligence
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Vantage Data Centers raises $2 billion for North American early-stage portfolio development
Adds to $40 billion in financing received this year
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Thor Equities submits plans for 150MW data center in Georgia, US
An estimated cost of $1 billion
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Itochu to begin data center development, plans 10 new facilities by 2030
To invest several hundred billion yen
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Vantage, CyrusOne, and DayOne all plan IPOs with potential record breaking valuations
Vantage and CyrusOne are targeting 2027, while DayOne could go public next quarter
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AI data center developer 5C secures half a billion dollars in new financing
Funds will be used to develop existing project pipeline
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Australia’s CDC mulls new data center in New Zealand
Partners with Contact Energy on the potential project
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NTT Data reports half a billion dollars of data center investment in Q1 financial results
Data center sales of $733 million
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Germany’s Maincubes completes first module of new Frankfurt data center
First leg of the 16MW hyperscale/HPC data center
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TPG looks to acquire Netrality Data Centers in $3bn deal - report
Deal could be reached in H2 2026
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Csquare goes public but falls short of share price and valuation target
IPO of 50 million shares at $21 a piece
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Plans for data center submitted in Mifflin County, Pennsylvania, just two days before local moratorium vote
Developer claims the site will create up to 230 construction jobs
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NextDC raises another AU$500m in senior debt facilities, bringing total commitments to AU$2.3bn
Part of a plan to support massive contracted utilization growth, the Australian developer said
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$520 million in asset-backed securities issued, secured by Virginia data center
Site managed by data center operator and investment management firm, Cloud Capital
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Patmos to build new data center in Independence, Missouri, as city moratorium discussed
The second data center project in Independence
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Karis named as firm behind proposed data center project in Dubuque County, Iowa
Real estate firm working on project despite local moratorium
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Proposed data center in Guernsey County, Ohio, could go ahead despite local government opposition
Project proposed by Smart Energy Partners still in extremely early stages
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MGX could purchase APAC data center operator DayOne - report
Comes ahead of DayOne’s $20 billion IPO
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Crusoe could build 14-acre data center in unincorporated Missouri land
Potential development already facing local opposition
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Singapore DC developer Racks Central secures investment from China-ASEAN fund
Funds will be used to develop data centers for AI and hyperscale customers
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Medical equipment manufacturer pivots chemical plant to data center and manufacturing campus
Site will offer manufacturing, robotics, AI, co-location, energy production, and more
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QTS behind Van Wert, Ohio, “mega site” acquisition, announces $10 billion data center campus
Development could bring $200 million in tax revenue and create 1,500 construction jobs
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Stack Infrastructure looking to sell Asia operations for more than $30bn - report
No final decisions have been made
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Blackstone-owned QTS Data Centers looks to raise $4.6bn, starting with 10-year investment-grade green bond sale
QTS has already held investor calls for the funding
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Hyperscale operators now account for nearly half of all data center capacity worldwide
Could hold more than two-thirds of the market by 2031
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Global Bitcoin network hashrate drops for first time since 2020 as cryptominers seek to retrofit data centers for AI
First quarter saw a drop of four percent
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Airtel’s Nxtra secures $1 billion in investment for India expansion
Funding from existing stakeholders, with an injection from Airtel itself
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Developer Krambu looks to build AI data center in Missoula County, Montana
The data center would be constructed on the old Bonner Mill Industrial Park
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GDS Holdings hits $1.6 billion in revenue for 2025
Expects revenue to rise to $1.8 billion in 2026