据知情人士透露，数据中心巨头Equinix和加拿大养老基金计划投资委员会（CPPIB）正接近达成收购 atNorth Holding的交易，该公司是一家泛北欧数据中心运营商，目前由Partners Group Holding持有。 Q1：atNorth是什么公司？主要业务是什么？ A：atNorth是一家总部位于冰岛的泛北欧数据中心运营商，在冰岛、丹麦、瑞典和芬兰等北欧国家运营 数据中心业务，目前由私募股权公司Partners Group持有。 据知情人士称，这个财团正在为一项收购交易做最后准备，该交易对atNorth的估值（包括债务）约为 40亿美元。消息人士表示，该交易可能最早在本周内宣布。 知情人士表示，虽然谈判已进入高级阶段，但交易仍可能面临延迟。由于讨论的是机密信息，这些人士 要求不透露姓名。CPPIB、Equinix和Partners Group的发言人均拒绝置评。 据其网站显示，总部位于冰岛的atNorth在冰岛、丹麦、瑞典和芬兰运营数据中心。Partners Group于 2022年以未公开的金额收购了该公司。 彭博新闻此前报道称，Digital Realty Trust也是atNorth的竞 ...

快速概览 加拿大养老金投资公司（CPP Investments）与数字基础设施企业 Equinix 将以40 亿美元（含债务）联合 收购北欧数据中心运营商 atNorth。 加拿大养老金投资公司（CPP Investments）与数字基础设施企业 Equinix（股票代码 EQIX，下跌 1.30%）已达成协议，联合收购北欧数据中心运营商 atNorth，交易规模 40 亿美元，包含债务。 Equinix 称，此项交易将强化其在北欧地区现有的数据中心业务 atNorth 的现有所有者 Partners Group（2022 年收购该公司）表示，已承诺在此次出售后进行再投资，回 购至多 10% 的股份。 两家公司在周五另一份公告中称： 双方此前曾在同类交易中合作，例如 2024 年与新加坡政府投资公司（GIC）组建合资企业，拓展 Equinix 的数据中心业务。 atNorth 在丹麦、芬兰、冰岛、挪威和瑞典运营多个数据中心站点。 加拿大养老金计划旗下投资部门表示："此项投资进一步完善了 CPP Investments 的全球数据中心战略， 强化其在欧洲的布局。" Equinix 则称，该交易将巩固其在北欧地区 ...

Core Insights - The Canada Pension Plan Investment Board has acquired a 60% stake in a Nordic data-center operator, indicating a strategic investment in digital infrastructure [1] - Equinix retains a 40% ownership in the same data-center operator, highlighting a partnership in the digital infrastructure sector [1] Company Summary - Canada Pension Plan Investment Board is expanding its portfolio by investing in the Nordic data-center market, which is a growing segment within the digital infrastructure industry [1] - Equinix, as a co-owner, continues to play a significant role in the data-center space, leveraging its expertise and resources in collaboration with the Canada Pension Plan Investment Board [1]

Core Insights - Canada Pension Plan Investment Board and Equinix have agreed to acquire Nordic data center operator atNorth from private equity firm Partners Group in a deal valued at approximately $4 billion [1] Company Summary - The acquisition involves Canada Pension Plan Investment Board and Equinix, indicating a strategic move into the Nordic data center market [1] - atNorth is a Nordic data center operator, which suggests a focus on expanding data center capabilities in a region known for its favorable conditions for data operations [1] Industry Summary - The deal is valued at about $4 billion, highlighting the significant investment interest in the data center sector, particularly in the Nordic region [1] - The acquisition reflects ongoing trends in the data center industry, where large investments are being made to enhance infrastructure and capacity to meet growing demand [1]

Core Insights - CPP Investments and Equinix have announced a joint agreement to acquire atNorth for an enterprise value of US$4 billion, aimed at enhancing data center capacity in the Nordics to meet rising demand for enterprise, AI, and hyperscale services [1][2] Group 1: Acquisition Details - The transaction involves CPP Investments investing approximately US$1.6 billion for a 60% controlling interest, while Equinix will hold a 40% stake [1] - The acquisition is expected to be immediately accretive to Equinix's adjusted funds from operations (AFFO) per share upon closing [1] - atNorth operates eight data centers across Denmark, Finland, Iceland, Norway, and Sweden, with plans for further expansion and 1 GW of secured power [1][2] Group 2: Strategic Importance - The acquisition underscores the strategic significance of the Nordics as a growing hub for AI and digital infrastructure, supported by a resilient economy and a focus on sustainability [1][2] - atNorth's facilities are designed to support high-density workloads, including AI and high-performance computing, with a focus on renewable energy and circular economy principles [1][2] Group 3: Financial and Operational Aspects - CPP Investments and Equinix have provisionally agreed to a financing package of US$4.2 billion to fund the acquisition and business expansion [2] - Equinix currently operates eight data centers in the Nordics, contributing to a broader European footprint of over 100 facilities across 20 countries [2]

Equinix and Canada Pension Plan Investment Board are close to reaching a deal to acquire atNorth, a pan-Nordic data-center operator backed by Partners Group, Bloomberg News reported on Thursday, citin... ...

Citi Research Global Technology, Communications, Real Estate, Energy, and Industrials February 23, 2026 Data Center GAINs (Gen AI Names) Multi-Asset Strong Absorption Supports Solid 2026 and LT Data Center Demand | Equities | | | | | ABS | | --- | --- | --- | --- | --- | --- | | Michael Rollins, CFAAC +1 212 816-3116 | Heath TerryAC +1 212 723-4624 | Caitlyn Walsh caitlyn.walsh@citi.com | | | | | michael.rollins@citi.com | heath.terry@citi.com | | | | | | Siraj Ahmed AC | AC Scott Gruber | Andrew KaplowitzA ...

23 February 2026 | 4:18PM EST Equity Research GLOBAL TECHNOLOGY Global Data center Supply/Demand update: Tight conditions likely to extend through 2026 + Read-across for Power, Hardware, and Industrial Tech / Engineering Since the October update of our data center supply/demand model, where we updated for 2Q25, fundamental supply/demand indicators remain healthy in the medium term, occupancy rates continue at elevated levels for outsourced data center providers across key global markets, and our checks cont ...

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 13, Morgan Stanley raised its price target on Equinix, Inc. (NASDAQ:EQIX) to $1,075 from $950 and reiterated an Overweight rating after the company increased its 2026 revenue and adjusted funds from operations (AFFO) growth guidance. The analyst cited accelerating recurring revenue growth in the fourth quarter, supported by record gross bookings, as evidence of strengthening demand fundamentals. The day pri ...

Core Viewpoint - BMO Capital raised its price target for Equinix, Inc. to $1,050 from $925, maintaining an Outperform rating due to stronger-than-expected 2026 guidance and accelerating business momentum [1]. Financial Performance - Equinix projected full-year revenue for 2026 between $10.12 billion and $10.22 billion, exceeding market estimates of $10.07 billion [3]. - The company expects first-quarter revenue between $2.50 billion and $2.54 billion, ahead of estimates of $2.46 billion [3]. - In the fourth quarter, Equinix reported revenue of $2.42 billion, slightly below estimates of $2.46 billion, affected by the timing of a leasing transaction [4]. Market Demand and Trends - Demand for Equinix's services is driven by rising needs tied to artificial intelligence, leading to increased demand for data center capacity [2]. - Bookings growth reached 42%, indicating strong demand and healthy cabinet additions, reinforcing confidence in the company's outlook [1]. Company Operations - Equinix operates as a digital infrastructure company, with a platform that includes International Business Exchange (IBX) and xScale data centers across various regions [5]. - The company is expanding its footprint by investing in new data centers in growing markets such as Chennai, India, and Jakarta, Indonesia [3].