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L0 · Physical Infrastructure

STACK Infrastructure

Global data center developer and operator for AI/ML and cloud solutions

Updated April 2026

Overview

Founded
2019
Headquarters
Denver, Colorado
Segment
Data Center Operators
Posture
Wholesale / Hyperscale Leasing

Product overview

STACK Infrastructure is a digital infrastructure company that designs, develops, and operates hyperscale data centers globally. Founded in 2019 and based in Denver, Colorado, the company provides customizable HyperStack facilities and data center solutions for innovative technology companies. STACK has raised over $21 billion in capital and operates a comprehensive portfolio across North America, EMEA, and APAC, serving major technology companies with AI/ML and cloud infrastructure needs.

Revenue model

Data center services including HyperStack facilities, colocation, and customizable powered data halls

Moat

  • Scale Advantages
  • Cost Advantages
  • Regulatory Moat
  • Distribution

STACK Infrastructure's competitive moat stems from its strategic U.S. footprint for low-latency access, secured power capacity amid shortages, 100% renewable energy matching, operational efficiency with 1.3 PUE and 99.999% uptime, and agile private financing enabling over $12B in global expansions for AI-ready colocation at 85% occupancy.

Headwinds

Recent founding in 2019 means less operational track record compared to established data center incumbents despite significant capital backing.