GDS bets on new AI cycle while balancing expansion, deleveraging
The data center operator has begun listing its real estate assets to pay down debt as it races to capitalize on growing demand for AI computing Key Takeaways: Data center…
SUNeVision profit rises, but near-term pressures worry investors
The Hong Kong data center operator’s revenue rose 10% in its fiscal year through June, fueled by demand from AI applications and cross-border data traffic Key Takeaways: SUNeVision’s revenue rose…
GDS moves closer to breakup with REIT spinoff plan
The company could break itself into three pieces next year, one a China-based REIT, one for its China-based data center business, and one for its global data center business Key…
Hot but undervalued Chindata attracts owner-led buyout bid
The data center operator has received a preliminary privatization offer from controlling shareholder Bain Capital, but uncertainties remain Key Takeaways: Bain has offered to pay $8 per ADS for the…
Chindata set to ride AI-powered explosion in demand for data storage, processing
The data center operator has forecast 30% revenue growth this year, but says there’s potential for upside as its customers roll out new data-hungry AI applications Key Takeaways: • Chindata…
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