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Data-centre operators

The Index · October 2026 editionThe developers and operators that build and lease the capacity AI runs in.
How to cite

Cognitive Coefficient Institute (2026). The Cognitive Coefficient Index, October 2026 edition: Data-centre operators. https://alpha.cognitivecoefficient.com/index/editions/2026-10/data-centres. Licensed CC BY 4.0.

#NameSegmentSCX · Stack Capacity IndexAIX · AI exposure
01Digital RealtyHyperscale wholesale85.640.0
02EquinixColocation & interconnection81.730.0
03NTT Global Data CentersHyperscale wholesale76.935.0
04Aligned Data CentersHyperscale wholesale73.960.0
05ST Telemedia Global Data CentresRegional platform70.335.0
06AirTrunkRegional platform69.355.0
07DayOneRegional platform68.055.0
08Khazna Data CentersRegional platform67.360.0
09STACK InfrastructureHyperscale wholesale67.050.0
10Galaxy Digital (Helios)Bitcoin-to-AI conversion65.890.0
Stack Capacity Index: components and weights in this edition
  • Capacity in operation20%
  • Capacity in portfolio15%
  • Revenue15%
  • Data centres operated10%
  • Valuation10%
  • AI exposure (estimate)12%
  • Position (estimate)12%
  • Momentum (estimate)6%

Licensed CC BY 4.0: reuse freely, credit “Cognitive Coefficient Institute”. Scores are model outputs, not predictions. Terms.