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A fascinating development in the digital infrastructure space! Blackstone's $16.1B acquisition of AirTrunk showcases the massive investor appetite for data centres, driven by surging AI and cloud computing demand. A few key takeaways: 1. This deal's scale ($16.1B) highlights just how valuable data centre assets have become. 2. It's Blackstone's largest APAC investment ever, signalling its bullishness on the region's digital growth. 3. The success of Blackstone's previous QTS acquisition (10B to 25B valuation) likely emboldened this move. 4. Major players like Brookfield, KKR, and Berkshire Partners are all vying for a piece of this "picks and shovels" play on the AI boom. As AI and cloud adoption accelerate, expect continued intense competition for these mission-critical assets. The question is: how much runway is left for growth, and at what point might valuations become stretched? Curious to hear others' thoughts on this trend. Is this a smart long-term bet by Blackstone and others, or are we approaching a peak? #PrivateEquity #DigitalInfrastructure #AI #CloudComputing #InvestmentStrategy

Data centers are experiencing explosive growth, driven by #AI adoption and the digitization of daily life. The rise of "AI-ready" facilities, is reshaping the industry and fueling M&A activity as operators upgrade capabilities and divest older assets. Investors such as Blackstone are targeting not only data centers but also utilities, #renewableenergy, and infrastructure to support this growth. Challenges such as power connection delays and environmental concerns are pushing development toward rural and industrial areas with existing infrastructure. With $36.7B in #deals closed as of August 2024 and more in the pipeline, the sector’s third wave of consolidation is underway. Stable valuations, strong demand for connectivity, and diverse capital sources are driving activity, making #datacenters important within the modern economy. Check out this Mergers and Acquisitions - themiddlemarket.com article for more - https://lnkd.in/g4zeDazR #techlaw #mergersandacquisitions #siliconvalley #innovation #artificialintelligence #tech #thoughtleadership Foley & Lardner LLP

🚀 Blackstone's Bold Move into Digital Infrastructure with AirTrunk Acquisition 𝗕𝗹𝗮𝗰𝗸𝘀𝘁𝗼𝗻𝗲'𝘀 𝗠𝗮𝗷𝗼𝗿 𝗔𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻 🏢 Blackstone has announced the acquisition of AirTrunk, the largest data center platform in the Asia-Pacific region, in a deal valued at AUD 24 billion (USD 16.12 billion). 𝗦𝘁𝗿𝗲𝗻𝗴𝘁𝗵𝗲𝗻𝗶𝗻𝗴 𝗕𝗹𝗮𝗰𝗸𝘀𝘁𝗼𝗻𝗲'𝘀 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 📊 This acquisition adds to Blackstone's already strong portfolio of $55 billion in data centers worldwide, and the firm is eyeing an additional $70 billion in prospective pipeline development. 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗶𝗻 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 💸 Blackstone projects that global spending on data centers will reach $2 trillion over the next five years, with $1 trillion expected in the U.S. alone. #Blackstone #DigitalInfrastructure #DataCenters #PrivateEquity #AI #CloudComputing #AirTrunk #TechInvestment #MergersAndAcquisitions #AsiaPacific

The growing demand for AI and data center infrastructure is driving significant mergers, acquisitions, and investment activity in the sector. As AI technologies continue to advance, companies are strategically expanding their data center capacities to meet the increased need for processing power and storage. The article explores the challenges and opportunities presented by this surge, highlighting key trends in the industry. It emphasizes how organizations are adapting to ensure sustainable growth in the face of rapid technological developments. https://lnkd.in/gxjSMcrq #DataCenters #AI #TechInvestment #MergersAndAcquisitions #CloudComputing #TechGrowth #Infrastructure #Sustainability #FutureOfTech #DigitalTransformation #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday

With the rise of technological advancements, we're seeing increased digital transformation across various industries. While the technology services space has been an active market, we might see a further upscale in demand. For instance, as more companies operate with a cloud-based approach, this has led to vast market expansion and increased M&A in the cloud tech sector. The ultimate result? More strategic and private equity investors are looking to make acquisitions. And, when clients in the technology sector need help completing such transactions, we at Opus Strategic Advisors are here to help! Learn more on our website: https://bit.ly/3W6H5G3 #Technology #CloudMigration #TechnologyServices

Global private equity investors and asset managers are readying for billions of dollars worth of mergers and acquisitions (M&As) and investments linked to data centres in the Asia Pacific, as the artificial intelligence (AI) boom fuels demand for digital infrastructure.

Big move in the digital infrastructure sector!🔎🖥️ Blackstone, a global investment company, has recently finalised the acquisition of AirTrunk, a leading firm in data center management in the Asia-Pacific region. This acquisition, valued at over $3 billion, strengthens Blackstone’s strategic position in the booming cloud technology and digital infrastructure sectors. Did you know?💡📈 The global data center market is projected to grow by 7.5% annually until 2028, driven by the exponential rise in data usage and cloud services. Demand for hyperscale data centers like AirTrunk has surged by over 60% in the last five years as companies increasingly rely on cloud infrastructure. Investments in cloud infrastructure are expected to exceed $300 billion by 2030, a clear sign that this could be an area with strong potential for growth. For traders, this transaction offers new potential perspectives: investing in digital infrastructure could become a key pillar in portfolios, with increasing demand for cloud services and the global surge in data. A promising possibility to watch closely!🧐 Visit our site to understand Blackstone's fluctuations: https://lnkd.in/eYvXxarG #Blackstone #AirTrunk #DigitalInfrastructure #DataCenters #TradingPossibilities #CloudComputing #Investments #InvestmentStrategy #Technology #FinancialMarkets 73% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money.

ANNOUNCEMENT | Blackstone, the world’s largest alternative asset manager, has successfully closed its A$24 billion acquisition of Asia Pacific & Japan (APJ) hyperscale data centre specialist, AirTrunk, marking the completion of the largest-ever data centre deal globally and the largest transaction in Australia for 2024.      Following regulatory approvals, the transaction was completed with a consortium led by Blackstone, including Blackstone Real Estate Partners, Blackstone Infrastructure Partners, Blackstone Tactical Opportunities and Blackstone’s private equity strategy for individual investors, alongside the Canada Pension Plan Investment Board (CPP Investments | Investissements RPC).     Robin Khuda, Founder and Chief Executive Officer, AirTrunk, said: “Today marks the biggest milestone in the AirTrunk journey so far, and is recognition of our leadership in the Asia Pacific & Japan region and the future growth opportunity. Blackstone’s global expertise and network, together with our shared ambition, will enable AirTrunk to continue to rapidly scale for our global technology customers. Our focus remains on growing responsibly as we prioritise sustainability, the energy transition, and positive social impact while continuing to deliver for our customers and employees.”     For the full announcement go to: https://lnkd.in/gaWyab66   #AirTrunk #Blackstone #hyperscale #datacentre #datacenter #wherethecloudmeetstheground  

Data Center Capital Raises in the U.S. - July 25-31, 2024 The Data Center sector has seen significant activity this past week, with several companies securing substantial funding to drive innovation. If you would like more info on these deals or would like to discuss the capital-raising market for your company, please DM me. Here are the capital raises:   1. Axiad, a provider of a cloud platform based in Santa Clara, California, raised $25 million in PE Growth/Expansion capital to enhance its data center infrastructure solutions. (New Investors: Invictus Growth Partners) 2. Hammrtech, an artificial intelligence and computing infrastructure provider located in Clinton, Tennessee, was involved in a merger/acquisition deal to expand its capabilities. (Investors: Not Specified) 3. Kensium (Acumatica Operations), a provider of Acumatica services, was involved in a buyout/LBO to expand its operations and service offerings in the data center space. (Investors: Not Specified) 4. Epum, a developer of big data infrastructure and machine learning solutions in New York, New York, received $1.52 million in seed funding to scale its operations. (Lead Investor: Curiosity VC)   #castleplacement #capitalraising #privateequity #venturecapital #investment #DataCenter #Technology #Innovation

Blackstone is preparing to acquire AirTrunk, an Australian data center business, in a significant move within the technology infrastructure sector. This acquisition highlights the growing demand for data center services in Australia and reflects Blackstone's commitment to expanding its global portfolio. AirTrunk's state-of-the-art facilities will enhance Blackstone's capabilities in providing data solutions to its clients. The transaction is expected to bolster the digital economy in the region and create new opportunities for growth. https://lnkd.in/eQ9Q9cfR #Blackstone #AirTrunk #DataCenters #Acquisition #Australia #TechInfrastructure #DigitalEconomy #Investment #BusinessGrowth #CloudServices #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday