DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, 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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Zettabyte signs MoU with Bowrington Capital for high-density computing deployment
Agreement will look at commercial requirements
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Serverfarm expands North American data center development fund to $3.89 billion
Closes an additional $895 million
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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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Taiwan-based Liteon purchases 25 percent stake in Polish liquid cooling firm, DCX
Deal worth around $176 million
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APAC data center asset values could reach $1 trillion by 2030 - Cushman & Wakefield
Will require $280 billion in capital expenditure
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Twenty markets account for 60 percent of hyperscale data center capacity - Synergy
Northern Virginia, US, and Beijing, China, hold the highest market share
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Flexential establishes $800m credit facility, upsizing initial target by 60 percent
Plans to expand capacity in key markets
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CBRE: Europe data center market to grow by nearly a quarter in 2026
Reaching 13GW of capacity by the end of the year
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GDS Holdings raises full-year sales target to 1GW by end of 2026
Company expects more than 1GW of new sales this year
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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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Lambda raises $926m senior secured loan facility
Funds will be used for GPU acquisition and committed developments
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JLL: Data center demand exceeds expectations, doubles year-over-year
Absorption hits record 25GW in 1H 2026
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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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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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JLL: FLAPD on track for record data center growth year, while Middle East pipeline is paused
FLAPD markets reach a live capacity of 3.8GW in 1H 2026
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Enterprise cloud infrastructure spending hits $143 billion - report
Driven by AI growth, the 11th consecutive growth quarter
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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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Tensor Estate takes stake in Greenergy Data Centers' owner with funds going to AI expansion
Capital will grow the Estonian facility in response to AI demand
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Compass Datacenters raises $413 million in ABS bonds
Part of transaction rated A by S&P Ratings
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Aon adds $5bn in capacity to data center insurance offering, expands integrated risk solutions
As demand for data center insurance rapidly increases
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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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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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Aligned raises $1.19bn in asset-backed securities
The latest series in its master trust
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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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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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Keel Infrastructure closes $458m in convertible senior notes for AI data center developments
The company will expand and accelerate its data center developments with $445.4m in net proceeds
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Malaysian township developer unveils new data center-focused investment fund
Developer to invest in build-to-suit-to-lease data centers in the pursuit of recurring revenue