$CONE

Compass Sub North, Inc.

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Global Data Centers to Exceed 12,000 by 2035 as AI Capacity Hits 94.8 GW: ABI Research

ABI Research forecasts global data center facilities will rise from 8,821 in 2026 to over 12,000 by 2035, driven by AI capacity. It projects dedicated AI data center capacity of 43.6 GW by 2031 and 94.8 GW by 2035. AWS, Meta and Microsoft lead US capacity, while Equinix, QTS, Digital Realty and CyrusOne lead colocation by active IT power.

CyrusOne files to develop three buildings for $1.5bn data center campus in Fairfield, Texas

CyrusOne filed with Texas regulators to develop a 760MW data center campus in Fairfield, Texas, next to Calpine’s Freestone Energy Campus. The plan calls for three buildings (DFW20A-C) costing $1.5bn, powered by a 1GW gas combined-cycle facility. CyrusOne has started two buildings; completion is expected by Aug 2027, with no tenants assigned yet.

Divided over data centers

Bloomberg reported the U.S. is spending more on data center construction than on public transportation. In Sangamon County, Illinois, the county board approved a conditional permit for CyrusOne to build a hyperscale data center on 280 acres of agriculturally zoned land after hours of mostly opposing public comment. FOIA emails cited by opponents show CyrusOne and county staff met in 2025; amendments to the zoning ordinance have been tabled since April.

CONE sentiment & insider activity

Over the past 7 days, alphai's AI scored 1 news story mentioning CONE (Compass Sub North, Inc.). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent CONE coverage spans sector analysis, financial news and regulation.

What's driving CONE

  • Highlights CyrusOne’s scale in colocation, but the article does not provide new CONE-specific financial or operational information.

    infotechlead.com · Aug 11, 2026

  • Project partnership around Calpine’s Freestone energy asset links CONE to incremental data-center demand and potential utilization of its acquired generation footprint.

    datacenterdynamics.com · Jul 31, 2026

  • Local zoning approval and legal-process scrutiny could affect project timing/costs, but no new financial terms are disclosed.

    illinoistimes.com · Jun 25, 2026

alphai scores every news story that mentions CONE with an AI model for sentiment and relevance, and aggregates insider trades from Compass Sub North, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $CONE

Score

Divided over data centers

Bloomberg reported the U.S. is spending more on data center construction than on public transportation. In Sangamon County, Illinois, the county board approved a conditional permit for CyrusOne to build a hyperscale data center on 280 acres of agriculturally zoned land after hours of mostly opposing public comment. FOIA emails cited by opponents show CyrusOne and county staff met in 2025; amendments to the zoning ordinance have been tabled since April.