Browsing Tag
Equinix
16 posts
VNET Group (NASDAQ: VNET) rallies as CATL stake and 517 MW order book reset AI thesis
CATL is taking 38% of VNET for nearly $1 billion. Wholesale just passed retail. The question is whether China's AI capex cycle reaches the bottom line.
Oklo (NYSE: OKLO) sits at $66 as nuclear bull case meets execution reality
Data centers need power faster than utilities can build it. Oklo has 14GW of demand and an NRC win, but almost none of the pipeline is binding.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
AirTrunk commits $3bn to JHB3 and JHB4 as Malaysia bet hits $6.8bn
AirTrunk is pouring USD3 billion more into Johor as Singapore caps capacity and Malaysia tightens AI data centre rules. Whose grid pays the bill?
Why Blackstone Digital Infrastructure Trust’s IPO filing matters for Blackstone Inc. (NYSE: BX) and data center investors
Blackstone Digital Infrastructure Trust has filed for an IPO. Read why this BXDC move matters for Blackstone, hyperscalers, and AI data center investors.
CPP and Equinix to acquire Nordic data center platform atNorth in $4bn deal
Equinix (EQIX) and CPP Investments are acquiring Nordic data center platform atNorth for US$4 billion. Here is what the deal means for AI infrastructure in Europe.
AI to anchor UK’s economic renewal with £24.25bn in investment and new growth zones
UK doubles down on AI-led growth with £24.25B investment, South Wales Growth Zone, and sovereign compute strategy. Find out what’s at stake.
Top AI infrastructure stocks to watch after the $40bn Aligned Data Centers deal
Find out which AI infrastructure and data center stocks could gain from the $40bn Aligned deal as Wall Street shifts from algorithms to compute power.
Nanyang Biologics to list via $1.5bn SPAC — What it means for The9 investors and biotech markets
The9-backed Nanyang Biologics plans a $1.5B SPAC listing on Nasdaq. Find out what this means for AI drug discovery, The9’s stock, and investors.
From zero revenue to $13bn valuation: What Fermi’s blockbuster debut tells investors about AI data centers
Fermi’s IPO soared 19% above its issue price, spotlighting investor appetite for AI-driven infrastructure. Find out what this REIT debut means for markets today.