Key Takeaways
- Sector: Digital Infrastructure.
- Geography: Australia, Japan, Malaysia, Asia.
Analysis
- Stack Infrastructure is exploring options for its Asia operations, including a potential sale.
- The potential transaction is valued at over $30 billion, indicating significant investor interest in the Asian data center market.
- The booming demand for cloud computing and AI infrastructure is driving global investment in Asia's data center sector.
- Blue Owl Capital is the owner of Stack Infrastructure.
- Prospective advisers have been engaged to explore the sale of assets in Australia, Japan, and Malaysia.