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STACK Infrastructure

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Retrieved sources

STACK Infrastructure —

https://stackinfra.com/ [1]

STACK Infrastructure provides campus, build-to-suit, colocation, and powered-shell data-center facilities and services across the Americas, EMEA, and APAC. [1] Its headquarters are in Denver, Colorado, and the company was founded in 2019. [1]

Value Proposition & Features

STACK Infrastructure positions itself as a digital-infrastructure partner for companies requiring scalable data-center capacity, particularly hyperscalers and other large technology businesses. [1]

Its offering combines development, construction, ownership, and operation of data-center campuses, enabling customers to obtain purpose-built capacity or colocation space across multiple global regions. [1]

  • Build-to-suit capacity: Custom facilities developed for a customer’s technical, power, and deployment requirements. [1]

  • Hyperscale campuses: Large-scale sites designed to support substantial computing deployments. [1]

  • Colocation: Third-party data-center space and associated infrastructure for customers that do not own the facility. [1]

  • Powered shell facilities: Data-center buildings with core infrastructure and power availability, allowing customers to complete deployment fit-out. [1]

  • Campus development: Multi-building or multi-phase sites intended for long-term capacity expansion. [1]

  • Global delivery footprint: Operations and development across the Americas, EMEA, and APAC. [1]

Screenshots

No three publicly available official screenshots were identified in the gathered results.

Product Roadmap / Announcements

As of October 6, 2026,

  • September 30, 2026: STACK issued a statement concerning flooding at its Project Jupiter campus in southern New Mexico. [2]

  • September 24, 2026: Bloomberg reported that a BlackRock- and IFM-backed consortium had entered exclusive talks to acquire STACK’s Asia-Pacific data-center portfolio, with a potential valuation of approximately $20 billion–$25 billion. [3]

Recent Developments

  • STACK’s Project Jupiter campus in southern New Mexico was affected by flooding in late September 2026. [2]

  • A consortium backed by BlackRock and IFM Investors reportedly entered exclusive talks for STACK’s Asia-Pacific portfolio; the reported valuation range was $20 billion–$25 billion, and the discussions were not described as finalized. [3]

History and Origin Story

STACK launched in 2019 by combining existing operating data centers in six U.S. markets with development parcels in five markets. [4] Its initial offering included hyperscale campuses, wholesale colocation, and powered-shell facilities, and the business was sponsored by IPI Partners. [4] STACK’s current profile describes it as a global developer and operator serving the Americas, EMEA, and APAC. [1]

Fundraising History

RoundDateAmountLead investor
Debt financing2024-03-01$240.0MNot publicly identified [1]
Debt financing2025-05-01$1.4BNot publicly identified [1]
Debt financing2025-07-01$849.0MNot publicly identified [1]
Debt financing2025-10-01$261.9MNot publicly identified [1]
Total reported funding—$5.34B— [1]
  • IPI Partners [4]

  • Blue Owl Capital [5]

  • ICONIQ Capital [4]

  • Iron Point Partners affiliate [4]

Notable Team Members

No reliable source in the gathered results identified STACK Infrastructure’s founders or current executive leadership by name.

Market Sizing

Category, Market Size, and Category Growth

STACK operates in the data-center development, hyperscale infrastructure, wholesale colocation, and powered-shell categories. [1] One market report estimated STACK’s footprint at approximately 2.5 GW built and a further 4 GW in its development pipeline, but that figure comes from a lower-authority industry database and should be treated as an estimate rather than a verified company disclosure. [5]

No reliable analyst-firm market-size or category-growth estimate specific to STACK’s addressable market was found in the gathered results.

Pricing

Pricing tierPrice
Data-center capacity, build-to-suit, colocation, or powered shellNo public pricing

STACK’s public materials describe facility types and services but do not publish standardized customer pricing. [1]

Revenue Trajectory Estimates

Reported annual revenue: approximately $197.3 million. [1]

Competitive Landscape

Who it's for, who it's not for

STACK is aimed at Hyperscalers, large technology companies, and enterprises needing substantial, scalable data-center capacity through Build-to-Suit, campus, Colocation, or powered-shell arrangements. [1]

It is not positioned as a self-service cloud platform, a small-business hosting provider, or a software product with publicly listed subscription tiers; its offering is physical infrastructure and related facility services. [1]

Viable Alternatives

  • CyrusOne: A category peer providing hyperscale and enterprise data-center infrastructure, making it a relevant alternative for large-scale capacity requirements. CyrusOne

  • NTT Global Data Centers: A global colocation and hyperscale data-center operator competing for enterprise and hyperscale deployments.

  • Equinix: A major colocation and interconnection provider serving enterprises and cloud ecosystems.

  • Digital Realty: A global data-center owner and operator offering colocation, interconnection, and hyperscale capacity.

  • QTS Data Centers: A hyperscale and enterprise data-center platform competing on large campuses and build-to-suit capacity.

Competitor Table

CompetitorDescription
CyrusOneHyperscale and enterprise data-center infrastructure provider; a close category peer to STACK.
NTT Global Data CentersGlobal operator providing colocation and hyperscale data-center capacity.
EquinixGlobal colocation and interconnection provider serving enterprises, networks, and cloud platforms.
Digital RealtyData-center owner and operator offering colocation, interconnection, and hyperscale facilities.
QTS Data CentersData-center platform focused on hyperscale, enterprise, and build-to-suit capacity.

Sources

Sources (retrieved)

Sources

  1. [1]
    Exa.aiexa.ai
  2. [2]
  3. [3]
  4. [4]
  5. [5]

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