Originally posted by infra/STRUCTURE.

Digital infra/STRUCTURE Weekly Update:

  • CoreWeave acquired Core Scientific for $9 billion, adding 2GW to its portfolio and shifting from colocation leasing to self-building capabilities.
  • Significant M&A activity occurred, with investors acquiring stakes in hyperscale data center platforms like Princeton Digital Group, Yondr, and Thesee Datacenter.
  • The hyperscale colocation demand is expanding beyond a small group of companies, driven by AI and GPU cloud growth, with players like CoreWeave, Oracle Cloud, and OpenAI leading the shift.
  • Apple and NVIDIA are potential entrants into the public cloud infrastructure market, which could significantly impact the industry.
  • Chinese cloud providers, including Alibaba Cloud, are increasing global colocation demand through AI investments and data center expansions in APAC.
  • New entrants like BGO Datacenters are targeting AI and hyperscale investments, reflecting continued growth and investor interest in the sector.
  • The sector’s growth counters concerns of overbuilding or a data center glut, with strong demand for expansion capacity. AI and emerging technologies are reshaping the hyperscale and colocation landscape, creating new opportunities and multi-MW buyers.

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