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GDS Holdings
2 posts
MGX weighs multibillion-dollar DayOne acquisition as $20bn IPO decision looms
Abu Dhabi-backed MGX is exploring a potential acquisition of DayOne Data Centers, creating a strategic contest between a private infrastructure deal and a possible $20 billion public listing.
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.