Hyperscaler ContractsSecuring Amazon Web Services as a major anchor tenant and closing Fluidstack-backed AI colocation deals demonstrates the company's ability to attract top hyperscalers and strengthens credibility for future HPC/AI hosting agreements.
Pipeline And Pricing PowerA deep development pipeline, including a 1GW Colchis campus within a 3.2GW portfolio, combined with sustained AI colocation demand, creates optionality for new deals and potential upward pressure on rental pricing.
Recurring Revenue ModelLong-duration, triple-net lease structures with large counterparties shift the business toward recurring, price-protected lease revenue and improve visibility into long-term cash flows.