Anchor Tenants And Large AI DealsSigning major cloud tenants, including AWS and a Google‑backed partner, provides durable revenue anchors and validates the team's ability to win high‑quality, long‑term colocation contracts.
Development Execution And Construction ProgressOn‑site construction progress, reuse of existing electrical infrastructure, and development milestones being on schedule reduce build cost and schedule risk for upcoming capacity deliveries.
Leasing Demand And Pricing PowerStrong customer demand and a landlord's market are driving improved lease terms and future capacity bookings, supporting potential upward pressure on rents and long-term site revenue.