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By Danielle Rios, Founder & CEO, TelcoDR The core problem: SK Telecom’s $100 million equity stake in Anthropic prompted Morningstar to reclassify it as an AI stock, expanding its P/E from 11x to 60x while AT&T (7x) and Deutsche Telekom (15x) remain priced as utilities. The rest of the telecom …
NTT Global Data Centers is working with Citigroup to sell stakes in a development vehicle that will own and manage new U.S. data center projects In sum – what to know: $1B fundraising – NTT Global Data Centers is reportedly seeking at least $1 billion in new equity to finance …
Raj Agrawal, partner and global head of real assets at KKR, noted that building AI infrastructure requires more than capital investment, pointing to the importance of securing land, power, and other resources needed to develop new facilities In sum – what to know: Hyperscaler expansion – A KKR partner said …
DartPoints President and CEO Scott Willis spoke with RCRTech AI TechTalk about the company’s differentiators as an enterprise-focused colocation space and power provider offering cloud/hybrid cloud managed services in non-tier one markets, with a particular focus on edge and inference AI workloads, with high-density micro data centers in underserved tier-2 …
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