Capital allocation in the enterprise infrastructure sector is pivoting toward secondary cloud service providers. Mid-market corporations seeking escape from hyperscaler price increases are driving record revenue growth across independent data networks.
Margin Pressures and Regional Demand
Sustained cloud expenditure spikes have eroded operating margins for mid-sized firms. Private equity buyers are capitalizing on this dynamic, acquiring regional data center footprints to deliver fixed-rate, localized infrastructure services to cost-conscious IT departments.