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CloudHQ

Global data center provider for hyperscale cloud and AI infrastructure.

Updated April 2026

Overview

Founded
2016
Headquarters
San Francisco, CA
Segment
Data Center Operators
Posture
Wholesale / Hyperscale Leasing

Product overview

CloudHQ designs, develops, and operates wholesale hyperscale data center campuses for cloud platforms and large enterprises, focusing on scale, speed, power, and fiber connectivity. The company partners with major technology firms to deliver reliable, secure, and sustainable infrastructure supporting AI and cloud computing operations. Recent plans include a $4.8 billion investment in six data centers in Mexico.

Revenue model

Leasing data center space and infrastructure to hyperscale cloud providers and enterprises

Moat

  • Scale Advantages
  • Regulatory Moat
  • Talent
  • First Mover

CloudHQ, a global data center company, builds its competitive moat through scale advantages from its 30M+ sq ft portfolio across 23 campuses, 1065+ MW critical IT load, and 4,000+ MW expansion potential, paired with regulatory moat via pioneering IRS rulings for REIT qualification in data centers and local expertise in markets worldwide.

Headwinds

Heavy dependence on hyperscale customers could create concentration risk if major cloud providers shift infrastructure strategies.