Stack L1
Stack Infrastructure
DigitalBridge hyperscale builder; recent hires all power/grid/build to convert land bank
HQ US
Recent Business Signals
Jun 1, 2026
funding
STACK Infrastructure finalized a ¥39.7 billion (approximately $260 million) green financing facility for its TKY01 campus in Tokyo, Japan.
source: funding-research
Funding & valuation history
Jun 1, 2026 · funding-research
STACK Infrastructure finalized a ¥39.7 billion (approximately $260 million) green financing facility for its TKY01 campus in Tokyo, Japan.
Nov 22, 2025 · funding-research
STACK Infrastructure secured approximately ¥39.7 billion in green debt financing, underwritten by Natixis Corporate & Investment Banking and Societe Generale, for its 36MW Tokyo campus in Inzai, Greater Tokyo.
Nov 22, 2025 · funding-research
Stack Infrastructure finalized a ¥39.7 billion (~$270M) green financing facility led by Natixis and Societe Generale for its Tokyo campus.
Nov 1, 2025 · funding-research
STACK Infrastructure finalized a ¥39.7 billion (approx. $260 million) green financing facility for its 36MW Tokyo TKY01 campus, underwritten by Natixis Corporate & Investment Banking and Societe Generale.
Jul 23, 2025 · funding-research
Stack Infrastructure raised $853.79 million in a Line of Credit with undisclosed lead investors.
Jun 1, 2025 · funding-research
STACK Infrastructure sold its European business comprising seven data centers across Stockholm, Oslo, Copenhagen, Milan, and Geneva to Apollo.
May 1, 2025 · funding-research
STACK Infrastructure sold its entire European data center business — comprising 7 centers across Stockholm, Oslo, Copenhagen, Milan, and Geneva — to investment fund Apollo.
Apr 29, 2025 · funding-research
Stack Infrastructure divested its European colocation business (7 data centers) to Apollo Global Management.
Mar 19, 2025 · funding-research
STACK Infrastructure closed a $4 billion green financing facility for its 1+GW campus in Stafford, Virginia and campuses in Portland, Oregon and Toronto, Canada.
Mar 19, 2025 · funding-research
STACK Infrastructure closed a $4 billion green financing facility for a 1+ GW campus in Stafford, Virginia and projects in Portland, Oregon and Toronto, Canada.
Strategic Position
What they do best
Converting pre-power-secured land into deliverable shells — evidenced by the Mar 3 2026 Director, Data Center Development hire (bbb16d42) covering site acquisition + land entitlement.
Their bet
Grid power, not land or steel, is the binding constraint — the May 6 2026 Energy & Utility Procurement hire (eb0682a0) plus Apr 9 MV/switchgear Electrical Engineer (59e2e5f3) bet that interconnect speed wins the AI-capacity race.
Top risk
Zero business signals in 180 days: no disclosed hyperscale lease, financing, or customer. If no anchor lease is announced by Nov 2026, the Feb–May construction/power hiring is speculative spend ahead of contracted demand.
Compared to peers
Direct competitor
Compass Datacenters
Compass is pure single-tenant build-to-suit (Brookfield/OTPP); Stack pairs build-to-suit with a multi-region pre-powered land bank as the moat.
Substitute
Aligned Data Centers
Aligned wins hyperscalers on a liquid-cooling/efficiency narrative; Stack competes on land-plus-power readiness, not cooling differentiation.
Why someone would join
- 1.All 5 open roles (Feb 24–May 6 2026) are construction, power, or commissioning — e.g. May 6 Energy & Utility Procurement (eb0682a0) — so you join during the land-to-power conversion phase, not steady-state ops.
- 2.Two senior 2026 hires — Apr 9 Electrical Engineer MV/switchgear (59e2e5f3) and Apr 28 Construction PM (20c842e5) — signal active campus delivery under DigitalBridge capital, ahead of any disclosed anchor lease.
Recent Hiring (60 days)
No specialty signals in the last 60 days.