Capital RecyclingThe company's high exposure in tier-1 cities and recent capital recycling place it well to capture increasing inference demand driven by the rise of AI applications.
DayOne DevelopmentThe development of DayOne is progressing faster than anticipated, with power commitment run-rate significantly exceeding its three-year target of 1GW.
Management GuidanceManagement reaffirmed FY25 guidance for EBITDA and capex, easing concerns about the company's financial outlook and stability.