The Frontier Leaders · AI Infra 100 · Stack Infrastructure

Stack Infrastructure

Denver, Colorado, United States · AI Core · Data center build & operate / Colocation & wholesale · stackinfra.com

STACK Infrastructure develops and operates large data center campuses and leases wholesale colocation capacity, and partners with Amazon.

AI Infra 100 · rank 84 · score 85 →Edition: November 2026

Positioning

Blue Owl-owned (via IPI Partners) global hyperscale developer delivering the 1 GW-plus Stargate campus in Doña Ana County, New Mexico for Oracle, and financing 250 MW Melbourne and Tokyo campuses with multi-billion bank loans.

Latest signals

  • Box explores agent integration via Stack Infrastructure and cloud tags as a form factor for workplace AI.Sequoia Capital
  • Bloom and Oracle expanded their partnership to power Project Jupiter with up to 2.45 GW of fuel cell capacity.Bloom Energy

2 signals name Stack Infrastructure. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · Sequoia Capital — 2026-09-15
  • Admin plugin for ChatGPT Work and CodexProduct launch · OpenAI
  • OpenAI IT teamCustomer · OpenAI
  • AUD 3000000000Funding round · Bloomberg

8 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production8
Commercials10
Progress8
Technology6
Positioning8
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Colocation & wholesale

46Digital Realty · 9049Equinix · 9069QTS · 8779Vantage Data Centers · 8690Pure Data Centres Group · 85

The segment's suppliers, constraints and risers, for members.

Categories

AI CoreAI Infra · Data center build & operate / Colocation & wholesale

Questions this page answers

What does Stack Infrastructure do?

STACK Infrastructure develops and operates large data center campuses and leases wholesale colocation capacity, and partners with Amazon. Blue Owl-owned (via IPI Partners) global hyperscale developer delivering the 1 GW-plus Stargate campus in Doña Ana County, New Mexico for Oracle, and financing 250 MW Melbourne and Tokyo campuses with multi-billion bank loans.

Where does Stack Infrastructure rank in ai core?

Stack Infrastructure ranks 84 of 100 on the AI Infra 100 (November 2026 edition) with a score of 85 out of 100, in Colocation & wholesale (Data center build & operate). Assessment by Frontier Tech Intelligence.

Who are Stack Infrastructure's peers in Colocation & wholesale?

Digital Realty (rank 46), Equinix (rank 49), QTS (rank 69), Vantage Data Centers (rank 79), Pure Data Centres Group (rank 90).

Where is Stack Infrastructure based and when was it founded?

Stack Infrastructure is based in Denver, Colorado, United States.

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