The AI Infrastructure Stack
Overview  /  Tier III — Physical Data Center  /  Layer 05: Data Center Real Estate
Sub-category 5.6

International / Regional Operators

Geographic exposure outside the US grid bottleneck.

Players

Players: NTT Data Centers 9613.T, GDS (China) GDS, VNET / 21Vianet VNET, Chindata Bain, Air Trunk Blackstone, Yondr Private, STT GDC Temasek

Analysis coming soon — this page is scaffolding for deeper research into international / regional operators.