Wednesday, May 6, 2026

Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal (Bloomberg)

Bloomberg:
Sources: Denver-based, Blue Owl Capital-owned Stack Infrastructure is considering selling all or some of its Asia data center operations in an up to $30B deal  —  Stack Infrastructure Inc., a data center company owned by Blue Owl Capital, is considering options including a sale of its Asia operations …



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...