如果加上相关投资，全球数据中心交易额在今年已创下历史新高。 智通财经APP获悉，席卷全球的人工智能(AI)热潮已吸引数千亿美元融资与战略合作，如今正推动数据 中心行业掀起一轮并购浪潮。 周一，软银集团(SFTBY.US)成为最新加入战局的企业，宣布与数字基础设施投资商 DigitalBridge(DBRG.US)达成价值数十亿美元的收购协议，这也推动了今年全球数据中心并购交易额突 破700亿美元。以下为今年数据中心相关并购交易动态一览。 | The Timing | The Target | The Buyer | The Details | | --- | --- | --- | --- | | December | DigitalBridge | SoftBank | Deal involves about | | | | | $3 billion in cash but | | | | | was valued at $4 | | | | | billion including | | | | | debt. | | December | Intersect Power | Google | Alpha ...

Core Viewpoint - The proposed sale of DigitalBridge Group, Inc. to SoftBank Group Corp. is under investigation by former Attorney General of Louisiana Charles C. Foti, Jr. and the law firm Kahn Swick & Foti, LLC to assess the fairness of the transaction and the process leading to it [1] Company Summary - DigitalBridge Group, Inc. shareholders are set to receive $16.00 in cash for each share they own as part of the proposed transaction with SoftBank Group Corp. [1]

Core Viewpoint - SoftBank has agreed to acquire DigitalBridge for $16 per share, marking a strategic move to enhance its digital infrastructure portfolio in response to the growing demand for AI-driven data centers and computing power [1][3]. Group 1: Acquisition Details - DigitalBridge's stock rose over 9.7% to $15.27 following the acquisition announcement [1]. - The acquisition price represents a premium of approximately 15% over DigitalBridge's closing price on December 26 [3]. - The transaction is expected to be completed in the second half of 2026, pending regulatory approval [3]. Group 2: DigitalBridge's Asset Management - DigitalBridge is a leading private equity firm focused on digital infrastructure investments, managing approximately $108 billion in assets as of the end of September [3][4]. - If the acquisition is finalized, SoftBank will gain control of a significant portfolio of data center assets valued in the billions, including operators like Switch and Vantage Data Centers [4]. Group 3: SoftBank's AI Strategy - SoftBank is actively pursuing opportunities driven by the AI wave, including the "Interstellar Gateway" project, which aims to build data centers in the U.S. with a total investment of up to $500 billion [5]. - The project has faced delays due to disagreements over data center locations and challenges in securing external financing from insurance companies and pension funds [5]. - Recent progress includes plans to establish five new data center sites in Texas, New Mexico, and Ohio, with a total power capacity of 7 gigawatts [5]. Group 4: Financial Maneuvering - To support its AI investments, SoftBank is reallocating capital, including the sale of $5.8 billion worth of Nvidia shares [6]. - The acquisition of DigitalBridge will provide essential infrastructure for the "Interstellar Gateway" project and strengthen SoftBank's asset base in the AI computing landscape [6].

On Dec. 29, 2025, a landmark SoftBank deal spotlights digital infrastructure’s role in AI growth and tests shareholder resolve.NYSE : DBRGDigitalBridge GroupToday's Change( 9.63 %) $ 1.34Current Price$ 15.26Key Data PointsMarket Cap$2.5BDay's Range$ 15.25 - $ 15.3252wk Range$ 6.41 - $ 15.55Volume87MAvg Vol4.6MGross Margin91.03 %Dividend Yield0.29 %DigitalBridge Group (DBRG +9.63%), a global digital-infrastructure investor-operator, closed Monday at $15.27, up 9.7%. DigitalBridge Group IPO'd in 2014 and has ...

Silver prices slumped 8.7%, but they have still more than doubled overall in 2025.“The price action of silver is the big story today and it’s what’s been driving the returns for the whole index in Canada, considering that now materials are getting very big in the index. The whole sector in Canada is down almost 3% on the day on the back of this little silver correction,” Gauthier said.He added that during this time of year, markets are slow and move on lower volume, making it prone to volatility.Going into ...

Group 1: SoftBank's Acquisition of DigitalBridge - SoftBank Group is acquiring DigitalBridge Group for approximately $4 billion in cash, representing a 65% premium to DigitalBridge's recent trading and 50% over its 52-week average [2][3] - This acquisition aims to significantly enhance SoftBank's presence in the data center and artificial intelligence infrastructure sectors [2][3] - DigitalBridge will continue to operate as a separately managed platform, with the transaction expected to finalize in the second half of 2026, pending regulatory approvals [3] Group 2: Geopolitical Tensions and Oil Prices - Global markets are experiencing increased geopolitical instability, leading to a rise in crude oil prices, with January WTI crude oil futures increasing by 1.38% and reaching $58.15 a barrel [4][5] - The surge in oil prices is attributed to ongoing tensions in the Middle East and other regions, including Venezuela and Russia [5] Group 3: Ukraine's Financial Aid Challenges - Ukraine is facing a potential reduction in anticipated EU funds, with expected disbursements dropping to approximately €2.5 billion instead of the planned €4.5 billion due to unmet indicators [6] - Despite the EU having disbursed €3.5 billion in April 2025, the total support for Ukraine stands at €19.6 billion [6] - A Russian envoy has accused the EU and UK of undermining a peace plan proposed by former U.S. President Trump, indicating ongoing geopolitical complexities surrounding the Ukraine conflict [7]

Core Viewpoint - SoftBank is acquiring Digital Bridge, a data center firm, for $4 billion, indicating a strong push towards building AI infrastructure [1][2]. Company Actions - SoftBank's founder, Masayoshi Son, emphasizes the urgent need for AI infrastructure, leading to the acquisition of Digital Bridge at $16 per share in cash [1][2]. - Son has liquidated nearly $6 billion worth of Nvidia stock to fund AI infrastructure investments, showcasing a strategic shift towards owning physical data center assets [3][4]. Industry Trends - The data center acquisition landscape is heating up, with major players like BlackRock and Microsoft closing a $40 billion deal for Align Data Centers, marking the largest data center acquisition to date [5]. - The demand for data centers is driven by the increasing need for computing power for AI applications, prompting companies to secure existing data center capacity rather than building new facilities [6]. Competitive Landscape - Other companies are also making significant moves in the data center space, including Blackstone's acquisition of Air Trunk for approximately $16 billion and Google's purchase of Intersect for nearly $5 billion [5]. - The competition for data center space is likened to a land grab, as companies rush to secure server space before others do [6][7]. Future Outlook - SoftBank's acquisition of Digital Bridge allows for immediate access to existing data center capacity, with potential for future leases as current agreements expire [8][10]. - The ongoing delays in building new AI infrastructures, such as Micron's project in New York, highlight the urgency for companies to solidify their data center capabilities [9][10].

Core Viewpoint - Johnson Fistel, PLLP has initiated an investigation into potential breaches of fiduciary duties by the board members of DigitalBridge Group, Inc. regarding the proposed sale to SoftBank Group Corp. [1] Group 1: Proposed Sale Details - On December 29, 2025, DigitalBridge entered into an agreement for SoftBank Group to indirectly acquire all outstanding shares of the Company [4] - The acquisition price is set at $16.00 per share in cash [4] - A Wall Street analyst has set a target price of $23.00 for the Company's stock, indicating a potential undervaluation in the proposed deal [4] Group 2: Financial Expectations - Analysts expect exponential earnings and revenue growth for DigitalBridge in the upcoming year [4] - The transaction consideration may be viewed as unfavorable to the Company's shareholders given the anticipated growth [4]

Group 1 - SoftBank Group Corp. has agreed to acquire DigitalBridge Group Inc. for $16 per share in cash, valuing the company at approximately $4 billion including debt [1][9] - The acquisition enhances SoftBank's capabilities in scaling data centers and connectivity, which are essential for advancing artificial intelligence applications [1][3] - DigitalBridge manages about $108 billion in assets under management, including a portfolio of leading operators such as DataBank and Vantage Data Centers, providing SoftBank with established relationships in the digital infrastructure sector [2][9] Group 2 - Masayoshi Son views the acquisition as a foundational move for the AI era, emphasizing the increasing demand for computing power and scalable infrastructure [3] - The transaction is expected to close in the second half of 2026, pending regulatory approvals, and follows a period of intense activity in the data center space [5][9] - DigitalBridge's shares jumped nearly 10% to $15.27 on the announcement day, reflecting a significant increase from a previous market value of about $2.5 billion [6][9] Group 3 - The acquisition aligns with SoftBank's broader ambitions in AI infrastructure, building on its prior experience in asset management acquisitions [7][9] - SoftBank is also involved in the $500 billion Stargate project to develop data centers in the US, committing to deploy $100 billion immediately [8] - The partnership is seen as a once-in-a-generation opportunity to support major tech companies in expanding their AI capabilities [4]

Core Viewpoint - DigitalBridge Group Inc's stock is experiencing a significant surge due to advanced acquisition talks with Softbank for $4 billion, aimed at enhancing AI infrastructure [1] Group 1: Stock Performance - The stock is up 9.9% to $15.30, nearing its one-year high of $15.55 [1] - Over the past month, shares have increased by 57.3%, largely driven by a 45.3% rise on December 5, coinciding with the onset of acquisition rumors [1] - Year-to-date, the stock has gained 35.5%, with the 20-day moving average providing support last week [1] Group 2: Options Trading Activity - Options trading has surged, with 27,000 calls and 4,948 puts exchanged, seven times the average daily options volume [2] - The March 16 call is the most popular, indicating strong interest in the stock [2] - Short interest stands at 6.4% of the stock's available float, with a buyback period of 2.5 days at the stock's average trading pace [2]