Latest news with #DigitalRealty
Globe and Mail
a day ago
- Business
- Globe and Mail
Sweden Data Center Colocation Market to Hit $935 Million by 2030
"Sweden Data Center Colocation Market Research Report by Arizton" Sweden's data center colocation market will reach USD 935 million by 2030, driven by IoT, big data, and sustainability trends, according to Arizton's latest research report. According to Arizton's latest research report, the Sweden data center colocation market to grow at a CAGR of 25.88% during the forecast period. Market Size - Colocation Revenue: USD 935 Million (2030) CAGR - Colocation Revenue: 25.88% (2024-2030) Market Size - Utilized White Floor Area: 6,367 Thousand Sq. Feet (2030) Market Size - Utilized Racks: 154.32 Thousand Units (2030) Market Size - Utilized It Power Capacity: 1,275 Mw (2030) Historic Year: 2021-2023 Base Year: 2024 Forecast Year: 2025-2030 Sweden data center colocation market is experiencing strong momentum, valued at USD 235 million in 2024 and projected to reach USD 935 million by 2030, growing at a CAGR of 25.88%. With over 37 operational colocation facilities and continued investment across the country, Sweden is becoming one of the fastest-developing data center markets in the Nordics. Stockholm dominates with 81.4 MW of installed capacity and a utilization rate above 78%, highlighting efficient infrastructure use and strong operational activity. Leading operators such as at North, Bahnhof, Conapto, EcoData Center, Digital Realty, and Equinix are investing in next-generation technologies, including advanced cooling systems like liquid immersion and rear-door heat exchangers, to support AI and high-density workloads. The market is also closely aligned with Sweden's 2045 net-zero emissions goal, with operators adopting sustainable practices, carbon-free power sourcing, and smart energy monitoring. Digital Realty's participation in Vattenfall's 24/7 energy matching program and EcoData Center's leadership in green colocation solutions reflect the sector's growing commitment to environmental responsibility. With rising demand for cloud services and scalable digital infrastructure, Sweden's colocation market is well-positioned for sustained, future-focused growth. IoT and Big Data Growth Fuels Data Center Demand in Sweden Sweden's expanding IoT and big data ecosystem is driving strong growth in data center demand. The country's IoT market alone is projected to reach USD 10.71 billion by 2029, growing at a CAGR of 9.5%. This surge underscores the rising need for high-performance computing, storage, and AI capabilities. In September 2024, Eviden (Atos) secured a four-year contract to upgrade Sweden's Berzelius supercomputer with 128 Nvidia H200 GPUs, boosting AI capacity to 512 petaflops FP8. As big data and IoT adoption accelerate, so does the push for scalable, energy-efficient data centers, supporting Sweden's digital transformation. Sweden Leads with Sustainable and Innovative Data Center Construction Sweden is emerging as a leader in sustainable data center construction, embracing innovative building techniques that prioritize energy efficiency, resilience, and environmental impact. Operators across the country are adopting advanced cooling systems, modular designs, and eco-friendly materials to support the next generation of digital infrastructure. Examples of this innovation are already visible. Bahnhof's Pionen facility in Stockholm is built within an underground bunker, naturally maintaining cool temperatures and enhancing physical security, minimizing the need for traditional cooling. STACK Infrastructure is deploying climate-adaptive construction methods, integrating district heating and recyclable composite materials to improve insulation and reduce carbon footprint. Meanwhile, EcoDataCenter's facility in Falun uses locally sourced renewable materials and incorporates waste heat recovery, creating a closed-loop system that supports Sweden's broader sustainability goals. Vendor Landscape Existing Colocation Operators atNorth EcoDataCenter STACK Infrastructure Bahnhof Conapto Digital Realty Ember Equinix GleSYS Multigrid Northern Data Group Other Operators New Operators evroc STORESPEED Other Related Reports that Might be of Your Business Requirement Norway Data Center Market - Investment Analysis & Growth Opportunities 2025-2030 Finland Data Center Market - Investment Analysis & Growth Opportunities 2025-2030 Key Questions Answered in the Report: What factors are driving the Sweden data center colocation market? What is the count of existing and upcoming colocation data center facilities in Sweden? How much MW of IT power capacity is likely to be utilized in Sweden by 2030? Who are the new entrants in the Sweden data center industry? What's Included in the Sweden Data Center Colocation Market Report? The Sweden Data Center Colocation Market Report provides a detailed analysis of current and future colocation demand, covering 37 existing and 8 upcoming facilities across 6+ states. It offers insights into market sizing by white floor area, IT power capacity, and occupancy trends, alongside investment outlooks, sustainability efforts, cloud growth, and infrastructure developments like submarine cables and cloud-on-ramps. With forecasts through 2030, pricing trends, and competitive vendor analysis, the report is a strategic resource for anyone looking to understand and invest in Sweden's evolving colocation landscape. Why Arizton? 100% Customer Satisfaction 24x7 availability – we are always there when you need us 200+ Fortune 500 Companies trust Arizton's report 80% of our reports are exclusive and first in the industry 100% more data and analysis 1500+ reports published till date Post-Purchase Benefit 1hr of free analyst discussion 10% off on customization About Us: Arizton Advisory and Intelligence is an innovative and quality-driven firm that offers cutting-edge research solutions to clients worldwide. We excel in providing comprehensive market intelligence reports and advisory and consulting services. We offer comprehensive market research reports on consumer goods & retail technology, automotive and mobility, smart tech, healthcare, life sciences, industrial machinery, chemicals, materials, I.T. and media, logistics, and packaging. These reports contain detailed industry analysis, market size, share, growth drivers, and trend forecasts. Arizton comprises a team of exuberant and well-experienced analysts who have mastered generating incisive reports. Our specialist analysts possess exemplary skills in market research. We train our team in advanced research practices, techniques, and ethics to outperform in fabricating impregnable research reports.
WIRED
2 days ago
- Business
- WIRED
X Data Center Fire in Oregon Started Inside Power Cabinet, Authorities Say
A recent, hours-long fire at a data center used by Elon Musk's X may have begun after an electrical or mechanical issue in a power system, according to an official fire investigation. WIRED was the first to report on the blaze, which occurred on May 22 in Hillsboro, Oregon. Data center giant Digital Realty operates the 13-acre site, and multiple people familiar with the matter previously told WIRED that the Musk-run social platform X has servers there. Data center fires are rare, with about two dozen well-known incidents over the past decade across thousands of facilities globally, according to various researchers. But growing demand for generative AI technology—which relies on large clusters of advanced computers—is stretching the size and power needs of data centers. The intense load ultimately could leave AI data centers more vulnerable to fires from overheating or malfunctions. At the X data center, firefighters initially believed a lithium-ion battery may have been involved in the fire, but that did not end up being the case, Hillsboro Fire & Rescue spokesperson Piseth Pich says. The fire ignited a Schneider Electric Galaxy VX uninterruptible power supply (UPS) cabinet, according to a fire department report obtained by WIRED. The UPS system, which is about the size of a vending machine and is made of metal and plastic, acts as a filter and temporary battery, providing consistent electricity in case of an outage or other issues. They are common at data centers, industry experts say.
Yahoo
15-07-2025
- Business
- Yahoo
With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?
Applied Digital APLD delivered 22% year-over-year revenue growth in the third quarter of fiscal 2025, reaching $52.9 million. However, underlying this top-line expansion is a shifting business model under pressure. The company's Cloud Services segment revenues declined sequentially to $17.8 million, primarily due to a transition to on-demand capacity and technical issues with a multi-tenant configuration, now resolved. In contrast, the Data Center Hosting segment generated $35.2 million, benefiting from full utilization at two North Dakota facilities and supportive Bitcoin pricing. Yet, the real story lies in APLD's pivot to high-performance computing (HPC) hosting, where it's betting big on AI-focused infrastructure. Construction of the Ellendale campus — a 400MW flagship data center — is progressing on schedule, with the first 100MW liquid-cooled facility set to go live in fourth-quarter 2025. Backed by $5 billion from Macquarie and $375 million from SMBC, the company is well-capitalized to execute this pivot. CEO Wes Cummins emphasized strong inbound leasing interest, stating discussions with multiple hyperscalers and expectations that a single anchor customer could occupy the entire initial build. However, APLD's long-term thesis relies on execution. CapEx remains aggressive at $30-$50 million per month, and the company carries $689 million in debt. Its plan to divest the Cloud Services business, partly due to friction with leasing prospects and REIT transition goals, introduces uncertainty around monetization and competitive positioning. While management believes the Cloud segment could rebound to $110-$120 million in annual revenues, its future under APLD is uncertain. Hosting, particularly in AI-focused HPC infrastructure, has become the cornerstone of APLD's growth strategy. With the Cloud segment in flux, successful lease-up of the Ellendale campus and timely execution on hyperscale contracts will be critical to validating this pivot and sustaining growth in a capital-intensive landscape. Digital Realty DLR is aggressively scaling its AI infrastructure footprint, supported by a newly formed $10 billion U.S. Hyperscale Data Center Fund, targeting top-tier metros like Northern Virginia, Dallas and Silicon Valley. In the first quarter, Digital Realty signed a record backlog of $919 million in booked-not-billed leases and expanded its development pipeline by 170MW to a total of 814MW — 63% of which is pre-leased. AI-driven demand contributed to record pricing of $244kW/month. Notably, a leading AI inference firm joined PlatformDIGITAL, leveraging its high-density and liquid-cooled infrastructure, including the new FRA18 center in Frankfurt. Digital Realty's strategy emphasizes scale, sustainability and contiguous capacity for AI use cases. Equinix EQIX is capitalizing on strong AI-driven demand, with notable AI wins in the first quarter, including deployments for Block's NVIDIA DGX SuperPOD and Grok's inference platform. The company's high-performance infrastructure and interconnection ecosystem make it an ideal platform for scalable AI workloads. EQIX is actively building larger IBX facilities, and 56 major projects are underway across 33 metros, including 12 xScale sites. 85% of xScale projects are pre-leased. Its 'Build Bolder' strategy emphasizes fewer, higher-density builds with fast cabinet rollout, while global AI momentum is supporting recurring revenue step-ups and margin expansion. Equinix expects AI-related growth to accelerate throughout 2025. APLD's Price Performance, Valuation and Estimates Shares of APLD have gained 24.6% in the year-to-date period compared with the industry's growth of 4.5%. Image Source: Zacks Investment Research From a valuation standpoint, Applied Digital trades at a forward price-to-sales of 7.97X, above the industry average as well as its five-year median of 1.47. APLD carries a Value Score of F. Image Source: Zacks Investment Research The Zacks Consensus Estimate for Applied Digital's fiscal 2026 earnings implies a 67.7% rise year over year. Image Source: Zacks Investment Research The stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Equinix, Inc. (EQIX) : Free Stock Analysis Report Digital Realty Trust, Inc. (DLR) : Free Stock Analysis Report Applied Digital Corporation (APLD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
10-07-2025
- Business
- Yahoo
ePlus Honored as Digital Realty's 2024 Rising Star Partner, Shows AI Innovation
ePlus Inc. (NASDAQ:PLUS) is one of the most undervalued small-cap stocks to buy according to analysts. On July 8, ePlus announced that it has been recognized as Digital Realty's 2024 Rising Star Partner of the Year. The award acknowledges ePlus's expertise in AI innovation. In November 2024, ePlus and Digital Realty collaborated to launch an AI Experience Center, which is located in Digital Realty's Innovation Lab in Ashburn, VA. This center provides organizations the ability to explore AI technologies within data center facilities for AI-optimized infrastructure. A close-up of a technician's hands assembling a hardware component of an IT solution. The companies can then demonstrate the full lifecycle of AI infrastructure deployment, monitoring, and management. ePlus Inc. (NASDAQ:PLUS) provides IT solutions that enable organizations to optimize their IT environment and supply chain processes in the US and internationally. While we acknowledge the potential of PLUS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
10-07-2025
- Business
- Business Insider
Digital Realty initiated with a Neutral at Guggenheim
Guggenheim initiated coverage of Digital Realty (DLR) with a Neutral rating and no price target The firm views Digital Realty as a leader in the data center industry and believes it will benefit from industry growth as well as consolidation. However, the shares are fairly valued at current levels, the analyst tells investors in a research note. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
