Sub-category 5.2
Hyperscale Developers (mostly private)
Build-to-suit hyperscale platforms. Almost entirely owned by PE / infrastructure funds. Track for IPO or acquisition.
Players
Players: QTS Blackstone, Stack Infrastructure Blue Owl, Aligned Data Centers Macquarie, Compass Datacenters Brookfield/Ontario Teachers, Vantage DigitalBridge, EdgeConneX EQT, CyrusOne KKR/GIP, DataBank DigitalBridge, Switch DigitalBridge/IFM
Analysis coming soon — this page is scaffolding for deeper research into hyperscale developers (mostly private).