Companies in Datacenter Buildout
8 active companies tracked.
L4
Aligned Data Centers
Liquid-cooled hyperscale build prime. Adiabatic + immersion deployments at scale. Macquarie-backed. Energy-efficiency narrative differentiator vs traditional REIT colo.
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Compass Datacenters
Build-to-suit hyperscaler datacenters. Brookfield + Ontario Teachers backed. Single-tenant 50-200 MW campuses; tracked in any "who is building for hyperscaler X" question.
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CoreWeave
AI-infrastructure neocloud peer; the public-comp reference for SpaceX/xAI compute-as-a-service positioning ahead of the IPO.
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Digital Realty
Largest colo REIT by footprint. PlatformDIGITAL fabric ties multi-tenant + hyperscaler power-shell builds. Pre-leased pipeline a tracked watch-point for AI demand visibility.
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Equinix
Interconnection-dense colo prime. xScale joint venture for hyperscale build. Higher revenue-per-MW vs Digital Realty due to interconnect mix.
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Iron Mountain
Records-management pivot to datacenter REIT. Frankfurt / Virginia / Phoenix datacenter campuses. Hyperscaler-class pipeline disclosed; underweight vs DLR / EQIX but growing fastest.
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SpaceX
Operator of the xAI Colossus 100K+ GPU cluster site (Memphis TN) and Starlink ground-station systems; xAI training-compute provider; first external Colossus customer = Anthropic (May 2026). Expected June 2026 NASDAQ listing ($SPCX).
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Stack Infrastructure
DigitalBridge-owned hyperscale builder; APAC + EMEA + Americas footprint. Pre-power-secured land bank the operational moat.