India's Adani Group plans to invest up to $5 billion in Alphabet-owned Google's India AI data centre project, an executive said on Friday, as it seeks to cash in on booming demand for data capacity in... ...

Core Insights - Blackstone is expanding its data center footprint due to rising demand driven by artificial intelligence, successfully refinancing 10 data centers in a $3.5 billion deal [1][3] Group 1: Company Expansion - Blackstone entered the data center sector by acquiring QTS Realty Trust for $10 billion in 2021, leading to an eightfold increase in its data center operations, now exceeding 70 facilities [2] - The data centers support over three gigawatts of capacity, catering to major tech companies like Meta Platforms and Amazon, which require substantial energy for their AI initiatives [3] Group 2: Financial Strategies - The refinancing of existing properties allows Blackstone to unlock additional capital, providing flexibility for further acquisitions or investments in other business segments [3][4] - Lower interest rates, following two cuts by the Federal Reserve this year, make borrowing more attractive for Blackstone and other firms, potentially increasing demand for commercial-backed mortgage securities [7] Group 3: Industry Trends - Data centers currently account for 5% of U.S. power consumption, a figure expected to double due to a $6.7 trillion buildout, despite high energy costs and capital requirements [5] - Tech giants are entering lucrative partnerships, such as Meta's $27 billion joint venture with Blue Owl Capital to develop a new data center campus [6]

IREN Limited (NASDAQ: IREN ), formerly known as Iris Energy, began as a Bitcoin mining company. However, recently, investors have become fascinated by the company's successful pivot in late 2024/early 2025 to a renewable-powered AI cloud and data centerI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, ...

Key TakeawaysCME Group trading has been halted across major platforms, including Globex futures and options, and EBS foreign exchange, due to a cooling system issue at CyrusOne (CONE) data centers. This disruption is impacting FX, commodities, Treasuries, and stock futures, causing market uncertainty on a post-Thanksgiving trading day.S&P Global Ratings has characterized the United Kingdom's fiscal position as "vulnerable" even after the Autumn 2025 Budget's revenue-raising measures, projecting persistent f ...

此项交易由摩根大通和三菱日联金融集团牵头，资金将被拆分为两项高级担保信贷：其中232.5亿美元 将投入到德州数据中心项目，另外147.5亿美元则用于威斯康星州项目。 报道称，两座中心均由Vantage开发，完工后由甲骨文运营，为 OpenAI 提供算力支持;它们是甲骨文与 OpenAI 合作的"星际之门"计划的一部分，该计划拟五年内投资 5,000 亿美元打造 AI 基础设施。 上述知情人士表示，首轮承销分配后，富国银行、法国巴黎银行、高盛、三井住友银行和法国兴业银行 已获得部分份额。摩根大通、三菱日联、三井住友及 OpenAI 均拒绝评论;甲骨文、Vantage及其他银行 未立即回应。 此次Vantage所获的两项贷款，期限设定为四年，且具备两次续期选项(每次续期期限为一年)，贷款利率 采用基准利率加上约250个基点的计算方式。在项目建设期间，仅需支付利息;待项目投入运营后，开始 进行本金的摊还。 值得一提的是，Meta 上月选定太平洋投资管理公司(Pimco)与蓝鸮资本(Blue Owl)作为牵头方，为其位 于路易斯安那的数据中心开展规模达290亿美元的债股混合融资。相关债券在二级市场表现强劲，一度 上涨 ...

Core Viewpoint - Investing in artificial intelligence (AI) infrastructure is a sound strategy that can be potentially lucrative, with the AI infrastructure market projected to grow from $35.42 billion in 2024 to $223.45 billion by 2030, at a compound annual growth rate of 30.4% [3]. AI Infrastructure Market - The AI infrastructure market is expected to experience significant growth, indicating a shift in investor focus from traditional chipmaking companies to broader infrastructure investments [3]. Data Center REITs - Investing in data centers through real estate investment trusts (REITs) offers a way to diversify investments away from chip stocks while generating a consistent revenue stream [4]. Digital Realty Trust - Digital Realty Trust is the fifth-largest publicly traded REIT in the U.S., owning over 300 data centers across multiple continents, with major clients including Microsoft, Amazon, and Nvidia [5]. - In Q3, Digital Realty's revenue increased by 10% year-over-year to $1.6 billion, with earnings of $64 million, or $0.15 per share, compared to $0.09 per share a year prior [7]. - The company offers a dividend yield of 3% and is required to distribute 90% of its earnings to shareholders [8]. Equinix - Equinix reported $395 million in annualized gross bookings for Q3, a 25% year-over-year increase, and plans to double its computing power capacity by 2029 [9]. - The company operates 273 data centers globally, with total revenue of $2.31 billion, up 5% from the previous year [10]. - Equinix's net income rose by 26% to $374 million, with earnings per share increasing by 23% to $3.81 [12]. Iron Mountain - Iron Mountain has expanded from records storage to owning over 30 data centers, providing 1.2 gigawatts of computing power [13]. - The company reported a 12.6% year-over-year revenue increase to $1.8 billion in Q3, with its data center and digital businesses growing by over 30% [14]. - Iron Mountain expects full-year revenue between $6.79 billion and $6.94 billion, projecting a 12% improvement from 2024 [17].

Digital Realty and a consortium involving Equinix are among bidders entering into the next round of bidding for a Nordic data center operator https://t.co/jc16xZq9Xy ...

Core Viewpoint - Digital Connexion is a joint venture formed between Reliance Industries Ltd. and Brookfield Asset Management Ltd. [1] Group 1 - The joint venture aims to enhance digital infrastructure and connectivity solutions [1] - Reliance Industries is leveraging its expertise in telecommunications and digital services [1] - Brookfield Asset Management brings significant investment capabilities and experience in managing infrastructure assets [1]

Core Viewpoint - Kehua Data (002335) is a key partner of Tencent in the data center sector, providing a comprehensive range of products and services throughout the entire lifecycle of data center operations [1] Group 1 - The company supplies Tencent with data center products such as T-block and integrated DC cabinets [1] - Kehua Data offers a full suite of services including design enhancement, integration management, engineering construction, operation management, IDC operation, and value-added services [1]

The Digital Connexion joint venture has signed a pact to invest $11 billion by 2030 for developing a data center in southern India https://t.co/x7a1Tvecyd ...