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  Stream Data Centers Acquired by Apollo to Drive Hyperscale Growth: The previously disclosed acquisition of a majority ...
03/11/2025

Stream Data Centers Acquired by Apollo to Drive Hyperscale Growth: The previously disclosed acquisition of a majority stake in Stream Data Centers, a top developer and operator of hyperscale data center campuses across the US, has been finalized by investor Apollo Funds. Principal Asset Management is using a Principal-managed fund to purchase a minority stake in SDC as part of the deal. The management group of SDC will keep a minority ownership and continue to run the business.

SDC, a crucial operational platform in Apollo's ecosystem, is well-positioned to scale development throughout its platform and carry out a 4+ gigawatt pipeline that serves the most advanced technology and artificial intelligence infrastructure users worldwide. For major hyperscale and enterprise clients, mostly in Tier 1 data center markets, the company has so far supplied over 20 campuses.

Data Center Sector Potential

With a well-capitalized land fund with significant power allocations coming up in the next 12 to 24 months, Apollo thinks SDC is in a good position to meet the needs of the quickly expanding data usage and compute capacity market.

Joseph Jackson and Trevor Mills, partners at Apollo, stated that SDC is a crucial component of the company's plan to increase its footprint in digital infrastructure. "We look forward to helping the company continue to grow as a scaled provider of next-generation capacity for customers in key U.S. markets, including hyperscale and AI."

"Our longstanding partnership with SDC reflects our deep commitment to supporting critical infrastructure, as Principal has long recognized the transformative potential of the data center sector," stated Senior Managing Directors John Berg and Devin Chen of Principal. "We are thrilled to work with Apollo to continue assisting SDC's growth."

Co-Managing Partners Michael Lahoud and Paul Moser of Stream Data Centers stated, "SDC is now prepared to scale quicker and more strategically than ever before with the help of Apollo Funds and Principal. We are pleased to be in a strong position to supply transformative capacity where it is most needed, especially as the demand for AI and hyperscale infrastructure continues to rise.

Due to the growing demand for compute capacity and AI workloads, Apollo predicts that investments in global data center infrastructure will total several trillion dollars over the course of the next ten years.

Since 2022, more than $40 billion has been invested in next-generation infrastructure, such as compute power, digital platforms, and renewable energy, by Apollo-managed funds and affiliates. Through Stream Data Centers and as a capital partner to other market participants, the company intends to greatly expand its engagement in these areas over the next several years.

http://dlvr.it/TP34qB

  Eaton Acquires Boyd Thermal for $9.5B to Boost AI Data Center Cooling: Eaton, the U.S.-based intelligent power managem...
03/11/2025

Eaton Acquires Boyd Thermal for $9.5B to Boost AI Data Center Cooling: Eaton, the U.S.-based intelligent power management company, has announced a major acquisition deal to purchase the Boyd Thermal division of Boyd Corporation from Goldman Sachs Asset Management for $9.5 billion. The transaction is expected to close in the second quarter of 2026 pending regulatory approval.

This marks one of Eaton’s largest deals to date and underscores the growing convergence between power management and thermal technologies in an era of surging global data center demand.

Boyd Thermal is a leading provider of advanced thermal management systems and ruggedized cooling solutions for data centers, aerospace, industrial, and defense applications. The division, headquartered in the United States and employing more than 5,000 people across North America, Europe, and Asia, is projected to generate $1.7 billion in annual sales by 2026 - of which $1.5 billion will come from liquid cooling technologies. Eaton will pay approximately 22.5 times Boyd Thermal’s projected adjusted 2026 EBITDA, reflecting the premium investors are placing on next-generation liquid cooling and high-efficiency thermal systems.

The acquisition signals Eaton’s strategic push to strengthen its foothold in the fast-growing data center infrastructure market, which is being reshaped by artificial intelligence workloads and their unprecedented power and cooling requirements. “Combining Eaton's current products and scale with Boyd Thermal's highly engineered liquid cooling technology and global service model will enhance value for customers,” said Eaton CEO Paulo Ruiz. “Our combined expertise in power and liquid cooling - from the chip to the grid - will enable customers to more effectively manage increasing power demands, especially in data centers.”

Doug Britt, CEO of Boyd Thermal, echoed this sentiment, calling the move a natural fit for the two companies’ complementary expertise. “Our decades of experience in liquid cooling, along with Eaton's leading position in intelligent power management, will deliver innovation in scaling and efficiency to address the high-power demand of AI data centers,” said Mr. Britt. “Our teams will work together to provide customers with a compelling value proposition.”

High-Density Liquid Cooling Platforms

Boyd Thermal’s technology portfolio includes high-density liquid cooling platforms, thermal interface materials, and ruggedized systems that support extreme operational environments - ranging from hyperscale data centers to aerospace and defense systems.

The company traces its roots to aerospace thermal engineering and has evolved into one of the most diversified providers of precision thermal management globally. Its focus on liquid cooling aligns with the industry’s pivot away from air-based systems as processors, GPUs, and AI accelerators generate exponentially higher heat loads.

For Eaton, the deal would deepen its capabilities across the data center and electrification ecosystems at a time when global infrastructure is straining to meet rising power demands. The company expects Boyd Thermal to be accretive to adjusted earnings within two years after closing, adding both scale and technological depth to Eaton’s power management business.

Founded in 1911, Eaton has long been a fixture in industrial and electrical manufacturing, supplying energy-efficient systems across commercial, industrial, aerospace, and residential sectors. In recent years, the company has repositioned itself as a digital and sustainable infrastructure leader, driven by global trends in electrification and energy efficiency. Eaton reported nearly $25 billion in expected 2024 revenue and operates in more than 160 countries.

The acquisition of Boyd Thermal extends that evolution into the thermal domain, creating a vertically integrated platform that connects power delivery with advanced cooling - a combination increasingly critical in high-performance computing environments. The deal not only highlights Eaton’s ambitions in data center technology but also illustrates a broader industry trend: as artificial intelligence accelerates global compute demand, the lines between power management, cooling, and sustainability are rapidly blurring.

With AI-driven hyperscale campuses consuming unprecedented amounts of energy, both investors and infrastructure providers are racing to optimize every watt. Eaton’s bet on Boyd Thermal positions it squarely at the center of that transformation, integrating power intelligence with precision cooling to serve the next generation of compute infrastructure - from the cloud to the edge.

http://dlvr.it/TP347J

  Global Colocation Market to Skyrocket Past $330B by 2035: The global data center colocation market is entering a decad...
03/11/2025

Global Colocation Market to Skyrocket Past $330B by 2035: The global data center colocation market is entering a decade of unprecedented growth, driven by accelerating digital transformation, the rise of artificial intelligence, and mounting regulatory pressure for data sovereignty. According to new analysis from DC Market Insights, the market was valued at just under $32 billion in 2020 and is projected to reach $74.4 billion by 2025, before expanding more than fourfold to an estimated $332 billion by 2035.

The report identifies colocation as one of the most strategically important sectors underpinning the global digital economy, serving as the physical foundation for cloud computing, AI, edge applications, and the increasingly data-driven enterprise landscape.

Colocation has evolved from a niche infrastructure option to a central pillar of enterprise and hyperscale strategy. By offering shared, carrier-neutral data center environments, colocation allows organizations to scale capacity quickly while avoiding the capital costs and operational overhead of building proprietary facilities. This flexibility, combined with the need for low-latency interconnections, high uptime, and regulatory compliance, has made colocation integral to how enterprises and service providers deploy digital infrastructure. The DC Market Insights report notes a compound annual growth rate of 16.05% through 2035 - one of the highest sustained growth rates of any segment in the IT infrastructure industry.

The report attributes this expansion to several reinforcing trends. Enterprises are increasingly seeking scalable, cost-efficient IT infrastructure as part of their digital transformation strategies. Moving workloads from traditional on-premises data centers to colocation facilities reduces capital expenditure and provides greater operational agility. Many organizations now use colocation as the backbone of hybrid IT setups that combine private and public cloud services. These facilities also support disaster recovery and business continuity strategies, ensuring critical workloads remain accessible even during disruptions. For investors, colocation offers long-term stability through recurring revenue models and multi-year service contracts.

Connectivity Platforms

A key growth driver is the deepening integration of cloud computing and colocation services. Across industries such as manufacturing, finance, healthcare, and retail, organizations are deploying distributed applications that rely on both public cloud and localized data infrastructure. The combination enables hybrid cloud operations optimized for performance and compliance. As artificial intelligence, Internet of Things (IoT), and data analytics workloads expand, the need for low-latency connectivity to processing centers has intensified. This has made colocation a preferred environment for enterprises seeking to run compute-intensive applications without ceding full control to hyperscalers.

Providers are responding with advanced connectivity platforms that bridge data centers, cloud providers, and networks. Digital Realty, for instance, expanded its ServiceFabric Connect technology to 61 locations across 32 metropolitan areas, enabling direct hybrid IT interconnection with leading network operators such as Zayo. This type of service illustrates how colocation is becoming a gateway to global cloud ecosystems rather than a competitor to them.

Another factor reshaping the market is the surge in data localization and edge computing demand. As governments tighten regulations around where data must reside, enterprises are seeking regionalized infrastructure options. Edge data centers - smaller facilities positioned closer to users - enable real-time processing for latency-sensitive applications such as autonomous vehicles, industrial IoT, and immersive media. The report cites growing investments in edge-based colocation services across Tier 2 and Tier 3 cities, particularly in Asia and Africa. In India, NES Data announced plans to expand capacity beyond 100 megawatts by 2027, following the 2024 launch of a 5 MW edge facility in Pune. These projects reflect a broader push to decentralize infrastructure while maintaining compliance with national data laws.

Technology innovation also plays a decisive role. Colocation providers are adopting automation, AI, and advanced monitoring to optimize performance, enhance energy efficiency, and streamline maintenance. Digital twin technologies, intelligent power management, and predictive analytics now form part of standard operations for major providers. Sustainability has become both a technical and competitive imperative: operators are integrating renewable energy, next-generation cooling, and carbon-efficient design to meet corporate ESG goals and regulatory requirements. Facilities with strong sustainability credentials are now favored by enterprises and institutional investors alike.

Hybrid Architectures, Regional Growth Leaders

Among the most visible trends identified in the report is the strategic expansion of hyperscale and hybrid infrastructure networks. Cloud giants increasingly partner with colocation providers to accelerate deployment timelines and improve global reach. These alliances allow hyperscalers to position capacity near key enterprise markets, reducing latency and improving redundancy. Hybrid architectures - blending private and public environments - are gaining traction as enterprises seek to balance control with scalability. This hybridization not only supports AI-driven workloads but also broadens the addressable market for colocation services, as enterprises prefer flexible infrastructure that can be tailored to specific performance and compliance needs.

The report also underscores the geographic diversification of colocation investments. North America currently holds the largest market share, accounting for 38.5 percent of global activity, with a projected CAGR of 15.98 percent through 2035. Its dominance is underpinned by a mature hyperscale ecosystem, robust connectivity infrastructure, and regulatory stability. The United States remains the focal point for hyperscale growth, while Canada and Mexico are expanding through renewable energy integration and policy incentives. The report highlights Equinix’s DC12 data center in Ashburn, Virginia - located in “Data Center Alley” - as an example of North America’s unparalleled interconnection density, featuring more than 37,000 cross-connects.

Europe holds roughly 27.6 percent of global share and continues to expand at a CAGR of 15.32 percent. The region’s growth is driven by strict data protection regulations, energy-efficient design standards, and the proliferation of sustainability-driven investment models. The United Kingdom, Germany, and France lead with dense colocation ecosystems supporting both hyperscale and enterprise customers. Data sovereignty requirements and commitments to renewable energy are shaping the region’s long-term infrastructure strategies. For investors, Europe offers predictable returns and a stable regulatory environment, making it an attractive counterpart to the high-growth but volatile markets of Asia.

Asia Pacific, with an expected CAGR of 17.33 percent, represents the fastest-growing region. China, India, Japan, and Australia anchor this expansion through heavy investment in cloud, connectivity, and edge infrastructure. A rapidly digitizing enterprise base, favorable government policies, and a surge in e-commerce and fintech activity are driving regional demand. Operators are expanding into Tier 2 cities to meet local compliance and latency needs, while major projects such as AirTrunk’s TOK2 facility in Tokyo - one of Japan’s largest hyperscale developments at 110 MW capacity and a power usage effectiveness (PUE) of 1.15 - exemplify the region’s energy-efficient approach.

Latin America’s colocation market, valued at $1.58 billion in 2020 and projected to reach $14.7 billion by 2035, is also gaining traction, particularly in Brazil, Mexico, Chile, and Colombia. As broadband pe*******on and enterprise cloud adoption rise, governments are offering tax incentives to attract infrastructure investment. The region’s emerging role as a connectivity hub between North and South America is drawing early-stage investors looking for long-term returns.

In the Middle East, the market is accelerating through national digitalization initiatives in the United Arab Emirates and Saudi Arabia. With an estimated CAGR of 14 percent and a forecast valuation of nearly $7 billion by 2035, the region benefits from its strategic geographic position linking Asia, Africa, and Europe. Data localization laws, smart city projects, and green energy initiatives are creating new opportunities for colocation and hyperscale development. Similarly, Africa’s emerging digital economies - led by South Africa, Nigeria, Egypt, and Kenya - are witnessing early-stage investments in data center capacity. Though Africa currently accounts for just 1.5 percent of global market share, its steady CAGR of 12.66 percent indicates a growing role in global data distribution and cloud adoption.

Challenges and Strategic Outlook

Despite the strong growth trajectory, challenges remain. Rising energy costs, limited power grid capacity in developing markets, and tightening environmental regulations are placing pressure on operators. Colocation providers must balance the demand for high-density workloads with the need for sustainability and profitability. Cybersecurity and compliance complexities also pose operational hurdles, as stricter data sovereignty laws increase deployment costs and limit cross-border flexibility. Yet, these challenges are driving innovation rather than deterring expansion. Investments in AI-driven efficiency, renewable energy contracts, and adaptive cooling systems are helping operators manage costs while maintaining uptime.

The DC Market Insights report concludes that the future of colocation lies in convergence - the intersection of cloud, edge, and AI. Together, these forces will redefine how and where data is processed, stored, and transmitted. As AI workloads scale exponentially, colocation’s ability to provide power-dense, interconnected environments will become indispensable. Edge deployments will bring computation closer to users, while cloud integration will ensure global scalability. For enterprises, this hybrid infrastructure offers a path toward digital competitiveness without the constraints of traditional IT. For investors, it represents a long-term growth opportunity anchored in one of the most essential elements of the digital economy: the physical backbone of global data exchange.

By 2035, the data center colocation market will be not only a $332 billion industry but also the connective tissue linking every major technological trend of the next decade - from AI and IoT to 5G, smart cities, and sustainable computing. What began as a cost-saving alternative to on-premises data centers has evolved into a strategic cornerstone for the world’s digital infrastructure, powering the next era of intelligent, decentralized, and energy-conscious computing.

http://dlvr.it/TP346r

  CrowdStrike Warns of Rising Cyber Threats Across Europe in 2025: CrowdStrike has published its 2025 European Threat La...
03/11/2025

CrowdStrike Warns of Rising Cyber Threats Across Europe in 2025: CrowdStrike has published its 2025 European Threat Landscape Report, painting a stark picture of an increasingly aggressive and complex cyber environment across Europe. According to the CrowdStrike report, European organizations accounted for nearly 22 percent of all global ransomware and extortion victims over the past year, placing the continent second only to North America in total incidents.

The findings highlight the accelerating speed of attacks, the convergence of cybercrime and state-sponsored activity, and the growing commercialization of hacking tools and services across underground networks.

CrowdStrike’s intelligence teams, which monitor over 265 named adversary groups worldwide, observed that ransomware operations in Europe have reached historic highs. Since the start of 2024, more than 2,100 victims across the region have been listed on extortion leak sites.

The United Kingdom, Germany, France, Italy, and Spain emerged as the most targeted countries, with 92 percent of incidents involving both file encryption and data theft. Increasingly, ransomware operations are being supported by a growing underground economy of initial access brokers, malware developers, and criminal service providers.

CrowdStrike tracked more than 260 brokers advertising access to over 1,400 European organizations in what has become a thriving black market for compromised credentials and network footholds.

Russia, China, Iran

The report also highlights a sharp escalation in attack velocity. Threat groups such as SCATTERED SPIDER increased their ransomware deployment speed by nearly 50 percent year-over-year, with the average time between intrusion and ransomware ex*****on now dropping to around 24 hours. This compressed attack timeline leaves organizations with less time to detect and respond before critical systems are encrypted or exfiltrated.

Beyond financially motivated crime, the geopolitical dimension of Europe’s cyber landscape has intensified. Russia-linked threat actors continued to target Ukraine and neighboring countries with credential phishing, espionage, and destructive operations focused on government, energy, telecommunications, and military networks. North Korean groups, meanwhile, have expanded their European activity, targeting defense, financial, and diplomatic sectors - combining espionage operations with cryptocurrency theft to fund state objectives.

China-based threat actors have concentrated on industrial and scientific espionage, exploiting cloud environments and software supply chains to access intellectual property. CrowdStrike identified campaigns focused on healthcare and biotechnology across 11 European countries, with VIXEN PANDA named as one of the most prolific Chinese actors targeting government and defense networks. Iranian operations also intensified, with IRGC-linked groups conducting phishing, DDoS, and hack-and-leak campaigns against organizations in the U.K., Germany, and the Netherlands. In several cases, Iranian adversaries posed as hacktivist collectives to disguise coordinated espionage activity.

Violence-as-a-Service

Parallel to the state-backed activity, underground criminal ecosystems have become more sophisticated. English- and Russian-language forums, including BreachForums - a successor to the dismantled RaidForums - remain key hubs for trading stolen data, malware, and exploit kits. CrowdStrike’s analysts also observed Telegram, Tox, and Jabber being used extensively for criminal collaboration, recruitment, and financial transactions.

The intersection of cyber and physical crime is also growing. CrowdStrike warns that so-called “Violence-as-a-Service” networks have begun using encrypted Telegram channels to coordinate physical assaults, kidnappings, and extortion campaigns linked to cryptocurrency theft. Groups connected to “The Com” ecosystem and hybrid actors like RENAISSANCE SPIDER are blurring the line between the virtual and physical threat domains, offering payments for acts of sabotage, arson, or intimidation tied to broader cyber objectives.

Adam Meyers, head of Counter Adversary Operations at CrowdStrike, described the current European cyber environment as “more crowded and complex than ever.” He noted that adversaries are combining “criminal innovation and geopolitical ambition,” deploying enterprise-grade tools to conduct espionage and disruption at scale. “Ransomware crews are operating like commercial enterprises, while state-backed actors exploit global instability to pursue intelligence and influence,” said Mr. Meyers. “In this high-stakes environment, only an intelligence-led defense powered by AI and guided by human expertise can effectively counter these evolving threats.”

The CrowdStrike report underscores how Europe’s digital infrastructure - spanning critical industries, government systems, and private enterprises - has become both a strategic target and a testing ground for global cyber operations.

http://dlvr.it/TP31yM

  The Hidden Price of Public Cloud Downtime: Every Minute Matters: Millions of businesses worldwide rely on hyperscale c...
02/11/2025

The Hidden Price of Public Cloud Downtime: Every Minute Matters: Millions of businesses worldwide rely on hyperscale cloud platforms to maintain the smooth operation of their systems, from e-commerce and finance to healthcare and government services. However, it is a dangerous misconception to believe that public cloud architecture ensures continuous availability. Outages can cause significant operational, financial, and reputational harm, and they do.

Downtime comes at a shocking cost. Even a single minute of interruption can cost big businesses thousands of dollars. The number might be in the millions each hour in sectors like banking, retail, or logistics. Only the obvious effects, such as lost transactions, idle workers, and interrupted activities, are represented by those figures.

There may be even greater hidden costs beneath the surface, such as postponed projects, eroded consumer confidence, fines from the government, and the time it takes to completely rebuild trust in a brand.

Since the cloud is now the operational center of contemporary business and not merely technology, outages in the public cloud cause severe pain. It is essential to every analytics engine, customer app, logistical chain, and sales platform. Everything from digital advertising to supply chain management is impacted when that foundation fails.

Cloud disruptions are extremely expensive for a number of reasons. First, shared infrastructures are what public cloud environments are. Thousands of consumers may be impacted at once by a technical issue in one area or service. Second, because contemporary IT architectures are so intricately linked, a problem with one networking or identity service layer could have a ripple effect on other systems that depend on it. Third, vendor lock-in makes it difficult or expensive to move workloads in the event of a breakdown because many firms have placed a significant amount of reliance on a single source. Dependency has essentially been sacrificed for flexibility.

There are immediate cost repercussions when downtime occurs. Revenue can be severely damaged by lost transactions during peak hours. Recovery costs, such as data restoration, emergency consulting, and IT staff overtime, add still another level of price. An interruption that jeopardizes data security or availability in regulated businesses may result in investigations or penalties. Reputation frequently suffers the most for firms that interact with consumers; a single significant setback can quickly destroy years of devoted followership.

Although public cloud companies spend billions on resilience, even their highly advanced infrastructures are susceptible to cyberattacks, configuration problems, software faults, and simple human error. Because hyperscale systems are so intricate, even minor mistakes can have far-reaching effects. Furthermore, even if service-level agreements (SLAs) could provide compensation, these reimbursements are sometimes merely symbolic and only represent a small portion of the real business losses that were sustained.

Redundancy and Resilience

How prepared a company is for an outage is more important than whether one will occur. Planning for business continuity now needs to go beyond catastrophe recovery. It entails creating redundancy, distributing workloads over several clouds or geographical locations, and making sure that mission-critical data is available and replicated even in the event of a primary service failure.

Businesses that make investments in full-stack observability - from networks and cloud layers to applications - are much better positioned to identify irregularities early and take action before users become aware of interruptions. Others have started using hybrid and multi-cloud solutions, which strike a balance between the predictability and control of private infrastructure or colocation facilities and the scalability of public clouds. This method facilitates quicker recovery routes in the event of outage and lessens reliance on any one supplier.

Another crucial step is to quantify the cost of downtime. Organizations can decide how much to spend on redundancy and resilience by estimating their possible financial risk, whether it be per minute or per hour. It converts intangible risk into quantifiable business consequence. CIOs may more readily defend the expenditures required for continuous testing, failover capacity, and fault-tolerant architecture if they are aware of these numbers.

In the end, the discussion surrounding public cloud outages is strategic rather than merely technical. Nowadays, resilience is a key differentiator in the marketplace. Consumers won't put up with recurrent failures, but they might overlook a short delay. A one-time disruption might be tolerated by regulators, but they will demand measurable action in the future. Furthermore, dependability is the new currency of confidence in a time when real-time analytics, artificial intelligence, and round-the-clock global operations rely on immediate availability.

Public clouds, which provide previously unheard-of scale and agility, have revolutionized industry. However, that power also comes with dependence, and risk arises when dependence is unchecked. The actual cost of cloud outages is not just expressed in monetary terms but also in terms of time, opportunity, and lost confidence. Businesses who understand this and make appropriate plans will not only make it through the next outage, but will also come out stronger, quicker, and more resilient than before.

http://dlvr.it/TP27Zg

    VAST Data and Nscale Partner to Build Global AI Cloud Fabric: VAST Data, the U.S.-based developer of the VAST AI Ope...
02/11/2025

VAST Data and Nscale Partner to Build Global AI Cloud Fabric: VAST Data, the U.S.-based developer of the VAST AI Operating System, has entered a strategic partnership with European AI infrastructure company Nscale to build what both firms describe as one of the most advanced distributed AI cloud fabrics in the world.

The collaboration aims to integrate VAST’s data management platform into Nscale’s rapidly expanding GPU-powered cloud ecosystem, enabling enterprises to train, fine-tune, and deploy large-scale AI models across continents with improved speed, efficiency, and reliability.

The announcement comes as Nscale accelerates its growth across Europe and North America, with plans to scale its infrastructure to more than 300,000 NVIDIA Grace Blackwell GPUs globally. The company, founded with a mission to deliver vertically integrated AI cloud services, operates renewable-powered data centers and manages the full technology stack - from orchestration and observability software to high-performance networking and storage.

VAST Data’s technology sits at the heart of this architecture, providing a unified data layer that ensures consistent, high-speed access to information across regions. The VAST AI Operating System, built around a global namespace and designed for large-scale AI and high-performance computing, will allow Nscale to optimize GPU utilization and streamline data flow between distributed sites. By leveraging the NVIDIA Cloud Partner reference architecture, Nscale and VAST aim to offer enterprise customers a platform that supports the most demanding AI workloads, from model training to real-time inference.

“The future of AI will not be defined by raw compute alone, but by the strength of the foundations we build,” said Tom Burke, Chief Revenue Officer at Nscale. “That means infrastructure that can scale globally, operate responsibly, and deliver when it matters most. With VAST as one of our data layers, we can take on the complexity of hyperscale AI and make it seamless for our customers - putting rich data services at the center of the modern AI cloud.”

VAST Data Co-Founder Jeff Denworth framed the partnership as part of a broader industry shift toward sustainable, globally distributed AI infrastructure. “This is not just about building another cloud - it’s about creating the global fabric that will power the next generation of AI,” he said. “AI innovation is impossible without a data platform that can keep up. Together with Nscale, we are defining the model for hyperscale AI infrastructure and showing the world what the future looks like.”

The partnership would position Nscale as one of Europe’s most ambitious entrants in the hyperscale AI market, competing with U.S. cloud giants while emphasizing energy efficiency and sovereign data control. By combining renewable-powered facilities with high-density compute and a unified global data layer, Nscale aims to deliver performance and sustainability at scale - an increasingly critical balance for enterprise customers looking to operationalize AI responsibly.

For VAST Data, the collaboration underscores the growing importance of software-defined data management in AI ecosystems, where data locality and throughput are as vital as raw compute power. As enterprises seek to deploy larger and more complex AI models, the ability to manage, move, and process data efficiently across distributed environments is becoming a defining factor in competitive differentiation.

Both companies position the partnership as a step toward the “agentic AI” era - where AI systems will act autonomously across global networks. The infrastructure now being built, they argue, will form the backbone for that transformation, linking renewable-powered data centers, high-speed interconnects, and intelligent data systems into a single operational fabric.

http://dlvr.it/TP27XY

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