CoreSite Realty

A tour of CoreSite's NY3 data center in Secaucus shows AI workloads are forcing rapid expansion across power, compute, connectivity and cooling. Developers are prioritizing large-scale grid capacity or behind-the-meter generation, while hyperscalers and cloud clients deploy Nvidia and custom Broadcom chips inside dense GPU clusters. Optical fiber and networking gear from suppliers like Corning and Broadcom enable high-speed data flows, and facilities increasingly adopt liquid cooling and fuel-cell or gas-based power solutions from vendors such as Eaton, GE Vernova and Dover to meet rising energy and thermal demands. » More on cnbc.com

CoreSite has expanded its Open Cloud Exchange with Ethernet Virtual Circuits at 100 Gbit/s, enabling customers to establish faster private connections to cloud providers, network operators and partners. The self-service platform allows scalable connection activation without long-term contracts; the 100G connectivity is available across all CoreSite markets. A public-sector customer has already used the new option to connect data center sites in Silicon Valley, Northern Virginia and Orlando. » More on de.investing.com

At the Citi conference, American Tower presented a strategy centered on organic growth and selective capital deployment in developed markets, expects mid‑to‑upper single‑digit AFFO growth over the medium term and plans a dividend of about $3.2 billion. The company cited headwinds in Latin America from consolidation and currency effects and an ongoing arbitration with AT&T Mexico, while technologies such as AI and edge computing were identified as growth drivers. Operational highlights included portfolio optimizations (sale of fiber in Mexico and South Africa), rising colocations and a positive outlook for CoreSite. » More on de.investing.com