Originally posted on Infra/STRUCTURE Summit.

Digital infra/STRUCTURE Weekly Update:

  • Earnings season highlights growth in the data center, cloud, and hyperscale ecosystem, with companies like Iron Mountain, American Tower, and CoreWeave showing strong performance and expansion.
  • GPU-based cloud providers, such as CoreWeave and TensorWave, are driving hyperscale infrastructure demand, with significant investments and lease agreements.
  • Outsourcing to cloud and colocation is increasing, driven by enterprise demand for AI services and interconnection-oriented data centers.
  • Southeast Asia, particularly Jakarta, Indonesia, is a fast-growing market for hyperscale infrastructure, with new expansions from Google Cloud, Equinix, and Digital Realty.
  • Strategic developments in the APAC region include Partners Group acquiring Digital Halo and Princeton Digital Group raising $1.2 billion for regional growth.
  • Europe sees new investments, such as Apto’s €3 billion hyperscale data center campus in Milan, Italy.
  • Energy demand remains a key indicator of hyperscale growth, countering concerns about overbuilding in the sector.
  • Edge-hyperscale deployments are gaining traction, with operators like CoreSite and Hudson Interxchange expanding their inventory.

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