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Csquare, Inc.

Csquare, Inc. is a digital infrastructure platform providing interconnection services. It offers a carrier-neutral colocation platform with pre-built power and cooling infrastructure, including sub-5 MW deployments in multi-customer, interconnection-rich environments. The company serves enterprise, network, cloud, and technology customers. Incorporated in 2018, it is headquartered in Coppell, Texas, and is a subsidiary of Dawn Topco L.P.

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Artificial Intelligence

CoreWeave Falls 6% After Bernstein Warns Slower AI Training Could Hit Data-Center Demand

CoreWeave shares fell 6% Monday after Bernstein warned in an investor note that slower artificial intelligence model training could pressure data-center demand. Analyst Maidson Rezaei said facilities in rural and Tier 3 markets could face greater pressure because many were developed around training workloads that are less sensitive to network latency. Bernstein estimates about 70% of a 488-gigawatt U.S. data-center development pipeline sits in rural or Tier 3 areas, and CoreWeave holds about 25% of its active U.S. power and roughly 74% of contracted power in Tier 3 and Tier 4 markets. The firm said CoreWeave's existing backlog is largely supported by take-or-pay agreements, which may limit near-term risk, though demand for contracted capacity not yet sold could weaken if training activity slows. Equinix, Digital Realty Trust and Csquare may be less exposed because most of their capacity is in metropolitan markets; Bernstein rates CoreWeave Underperform with a $74 target and assigns Outperform ratings to the other three.
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Artificial Intelligence ▼Cloud & Digital Infrastructure ▼
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Artificial Intelligence▲impact 4

Data Center IPO Wave Accelerates as Nearly a Dozen Firms Seek Public Markets

Nearly a dozen data center companies have gone public, filed for an IPO or been reported to be exploring one over the past year, with the pace accelerating over the past three months. Recent listings include Blackstone Digital Infrastructure Trust, Brookfield-backed colocation provider Csquare and Texas startup Fermi, while Switch and Singapore-based DayOne have confidentially filed, SoftBank-backed SB Energy has publicly filed and AI data center specialist Nscale is reportedly preparing a listing. Major digital infrastructure players Vantage Data Centers, CyrusOne, Blue Owl, DataBank and EdgeCore are all reportedly at least exploring IPOs, a reversal from 2021 and 2022 when take-private deals including Blackstone's $10B acquisition of QTS left just two listed data center firms. Industry leaders say no single force is driving the shift, attributing it instead to the trillions of dollars required for AI infrastructure and a growing diversity of public equity strategies. Blue Owl is reportedly planning a REIT seeded with around $6.5B of its own stabilized data center assets, while SB Energy is reportedly seeking a valuation of more than $50B despite still developing its first campus.
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Artificial Intelligence ▲Cloud & Digital Infrastructure ▲
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