CyrusOne

DCK Investor Edge: After failing to impress investors with first-quarter results, management has told a convincing story on the road.

Together with China Telecom, China Unicom, and a large state-owned investment company, GDS plans to build data centers in places beyond core Chinese markets.

DCK Investor Edge: Once the $442 million transaction closes, CyrusOne will join Equinix and Digital Realty as the third publicly traded US-based data center operator with significant customer offerings in both North America and Europe.

Agrees to pay $440 million for business with four large data centers in London and Frankfurt

Companies strike partnership, hoping to pass hyper-scale business to each other

Little evidence behind prediction of data center providers’ demise brought about by progress in chip tech

Low cost and short delivery time give the REIT an edge over competition when closing cloud giants