Core Insights - The UAE data center colocation market is projected to grow from $448 million in 2024 to $1.736 billion by 2030, reflecting a compound annual growth rate (CAGR) of 25.33% [1][4] - The market is characterized by a strong presence of major cloud companies and increasing demand for digital infrastructure driven by advancements in AI, big data, IoT, and 5G connectivity [2][4] Market Overview - The UAE currently hosts around 34 existing data center facilities, primarily located in Abu Dhabi and Dubai, with 10 in Abu Dhabi and 21 in Dubai [1] - An additional 23 upcoming data center facilities have been identified, indicating a robust growth trajectory for the sector [3][7] Demand and Supply Analysis - The report includes a comprehensive analysis of colocation demand across various industries, including cloud/IT and BFSI [8] - It provides insights into the utilized white floor area, IT power capacity, and rack capacity, essential for understanding market dynamics [3][8] Competitive Landscape - The report outlines existing colocation operators such as Khazna Data Centers, Gulf Data Hub, and Equinix, among others, highlighting their market share based on IT power capacity and revenue [8][5] - New entrants in the UAE data center industry are also discussed, indicating a competitive environment [8][6] Future Projections - The study forecasts significant growth in colocation revenue, with detailed projections for retail and wholesale colocation services from 2024 to 2030 [7][8] - Key factors driving market growth include digitalization efforts, smart city advancements, and the development of submarine and terrestrial cables [2][4]

Group 1 - KKR's stock price experienced a significant decline of 5.03% on October 10, marking a total drop of 5.54% over two days, reaching its lowest point since May 2025 [1] - Global Infrastructure Partners (GIP) is considering acquiring Aligned Data Centers, which could set a new record for global mergers and acquisitions in 2023, highlighting ongoing interest in AI infrastructure [1] - Aligned Data Centers has established a strong presence in U.S. tech hubs and South America, recently securing $12 billion in financing to support its expansion plans [1] Group 2 - KKR, along with other asset management firms like Blackstone and DigitalBridge, is actively entering the AI and data center market, although profitability remains uncertain [2] - KKR announced plans to acquire a stake in Gulf Data Hub for $5 billion, raising market concerns about this investment strategy [2] - Deutsche Bank lowered KKR's target price from $155 to $145 while maintaining a buy rating, indicating cautious market sentiment regarding KKR's future performance [2]