Digital infra/STRUCTURE Weekly Update: AI Surge Fuels Explosive Growth in Hyperscale Infrastructure and M&A Activity

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.

These and other topics we will cover extensively in the summit agenda so stay tuned for more.