Competitive Landscape & Positioning
Who competes for datacenter sites, customers and capital?
Chapter summary
The competitive field has three layers: listed operators, hyperscalers building their own capacity, and regional specialists. Behind them sits a deep pool of infrastructure and private equity capital.
Key takeaways
- 1
Equinix leads on network density; Digital Realty and CyrusOne on hyperscale and wholesale.
- 2
AWS, Microsoft, Google, Meta and Oracle develop captive capacity.
- 3
Brookfield, Blackstone, KKR and Macquarie are the leading institutional investors.
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