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AWS Launches Native 400G Direct Connect at CoreSite’s Silicon Valley and Northern Virginia Campuses

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CoreSite, a subsidiary of American Tower (NYSE: AMT), announced that AWS Direct Connect has launched native 400 Gbps (400G) Dedicated Connections at CoreSite's Silicon Valley and Northern Virginia data center campuses. This makes them optimal locations for deploying demanding hybrid applications, offering high-bandwidth connectivity and low latency to AWS regions.

The new 400G connections are particularly beneficial for applications transferring large-scale datasets, such as large language model training and advanced driver assistance systems. CoreSite's Silicon Valley campus will expand with the addition of SV9, a 240,000-square-foot data center expected to be completed in Q4 2024, bringing the total campus size to 1.179 million square feet. The Northern Virginia campus includes three interconnected data centers totaling over 1.3 million square feet.

CoreSite, una filiale di American Tower (NYSE: AMT), ha annunciato che AWS Direct Connect ha lanciato connessioni dedicate native a 400 Gbps (400G) nei data center di CoreSite situati nel Silicon Valley e nella Virginia del Nord. Queste località si rivelano ottimali per il dispiegamento di applicazioni ibride esigenti, offrendo connettività ad alta larghezza di banda e bassa latenza verso le regioni AWS.

Le nuove connessioni a 400G sono particolarmente vantaggiose per le applicazioni che trasferiscono grandi set di dati, come l'addestramento di modelli di linguaggio di grandi dimensioni e i sistemi avanzati di assistenza alla guida. Il campus di CoreSite nella Silicon Valley si espanderà con l'aggiunta di SV9, un data center di 240.000 piedi quadrati previsto per essere completato nel Q4 del 2024, portando la dimensione totale del campus a 1,179 milioni di piedi quadrati. Il campus della Virginia del Nord comprende tre data center interconnessi per un totale di oltre 1,3 milioni di piedi quadrati.

CoreSite, una subsidiaria de American Tower (NYSE: AMT), anunció que AWS Direct Connect ha lanzado conexiones dedicadas nativas de 400 Gbps (400G) en los centros de datos de CoreSite ubicados en el Silicon Valley y Virginia del Norte. Estos lugares son óptimos para implementar aplicaciones híbridas exigentes, ofreciendo conectividad de alta capacidad y baja latencia a las regiones de AWS.

Las nuevas conexiones de 400G son especialmente beneficiosas para aplicaciones que transfieren conjuntos de datos a gran escala, como el entrenamiento de grandes modelos de lenguaje y sistemas avanzados de asistencia al conductor. El campus de CoreSite en Silicon Valley se expandirá con la adición de SV9, un centro de datos de 240,000 pies cuadrados que se espera esté terminado en el cuarto trimestre de 2024, elevando el tamaño total del campus a 1.179 millones de pies cuadrados. El campus de Virginia del Norte incluye tres centros de datos interconectados que suman más de 1.3 millones de pies cuadrados.

CoreSite는 American Tower (NYSE: AMT)의 자회사로서, AWS Direct Connect가 CoreSite의 실리콘 밸리와 북버지니아 데이터 센터 캠퍼스에서 네이티브 400 Gbps (400G) 전용 연결을 출시했음을 발표했습니다. 이는 요구하는 하이브리드 애플리케이션을 배포하는 데 최적의 장소가 되어 고대역폭 연결 및 저지연성을 AWS 지역에 제공합니다.

새로운 400G 연결은 대규모 언어 모델 훈련 및 고급 운전 보조 시스템과 같은 대량의 데이터 세트를 전송하는 애플리케이션에 특히 유리합니다. CoreSite의 실리콘 밸리 캠퍼스는 240,000 제곱피트 규모의 데이터 센터 SV9 추가로 확장되며, 2024년 4분기 완료 예정으로 총 캠퍼스 면적은 1,179,000 제곱피트에 이를 것입니다. 북버지니아 캠퍼스에는 총 130만 제곱피트를 초과하는 세 개의 상호 연결된 데이터 센터가 포함되어 있습니다.

CoreSite, une filiale de American Tower (NYSE: AMT), a annoncé qu'AWS Direct Connect a lancé des connexions dédiées natives de 400 Gbps (400G) dans les centres de données de CoreSite situés dans la Silicon Valley et en Virginie du Nord. Cela en fait des lieux optimaux pour déployer des applications hybrides exigeantes, offrant une connectivité à haut débit et une faible latence vers les régions AWS.

Les nouvelles connexions 400G sont particulièrement bénéfiques pour les applications transférant des ensembles de données de grande échelle, telles que la formation de grands modèles linguistiques et les systèmes avancés d'assistance à la conduite. Le campus de CoreSite en Silicon Valley sera agrandi avec l'ajout de SV9, un centre de données de 240 000 pieds carrés qui devrait être achevé au quatrième trimestre 2024, portant la taille totale du campus à 1,179 million de pieds carrés. Le campus de Virginie du Nord comprend trois centres de données interconnectés totalisant plus de 1,3 million de pieds carrés.

CoreSite, eine Tochtergesellschaft von American Tower (NYSE: AMT), gab bekannt, dass AWS Direct Connect native 400 Gbps (400G) Dedicated Connections auf den Rechenzentrumsstandorten in Silicon Valley und Nordvirginia eingeführt hat. Dies macht sie zu optimalen Standorten für die Bereitstellung anspruchsvoller hybrider Anwendungen, die hochgeschwindigkeitskonnektivität und geringe Latenz zu AWS-Regionen bieten.

Die neuen 400G-Verbindungen sind besonders vorteilhaft für Anwendungen, die große Datensätze übertragen, wie das Training von großen Sprachmodellen und fortschrittliche Fahrerassistenzsysteme. Der Campus von CoreSite in Silicon Valley wird durch die Hinzufügung von SV9, einem 240.000 Quadratfuß großen Rechenzentrum, das voraussichtlich im vierten Quartal 2024 fertiggestellt wird, erweitert, wodurch die Gesamtfläche des Campus auf 1,179 Millionen Quadratfuß steigt. Der Campus in Nordvirginia umfasst drei miteinander verbundene Rechenzentren mit insgesamt über 1,3 Millionen Quadratfuß.

Positive
  • Launch of native 400G AWS Direct Connect at CoreSite's Silicon Valley and Northern Virginia campuses
  • Expansion of Silicon Valley campus with new 240,000-square-foot SV9 data center
  • SV9 certified as part of the NVIDIA DGX-Ready Data Center program
  • CoreSite is one of only two providers in Northern Virginia offering direct connections to all major cloud providers
Negative
  • None.

Insights

The launch of AWS's native 400G Direct Connect at CoreSite's data centers is a significant technological advancement for high-performance computing and data-intensive applications. This upgrade offers four times the bandwidth of previous 100G connections, enabling faster data transfer and reduced latency for critical applications like AI model training and autonomous vehicle systems.

For CoreSite and American Tower, this positions them at the forefront of cloud connectivity infrastructure, potentially attracting more enterprise customers with demanding computational needs. The strategic locations near AWS availability zones in Silicon Valley and Northern Virginia further enhance their value proposition.

However, the impact on American Tower's stock may be in the short term, as data center operations represent a smaller portion of their overall business compared to their primary focus on wireless and broadcast communications infrastructure. Long-term, this move strengthens their diversification strategy and positions them well in the growing hybrid cloud market.

While this technological advancement is impressive, its immediate financial impact on American Tower (AMT) is likely to be modest. Data center operations, including CoreSite, contribute a relatively small portion to AMT's overall revenue, which is primarily driven by its extensive tower leasing business.

However, this development aligns with AMT's long-term strategy to diversify its revenue streams and capitalize on the growing demand for data infrastructure. The investment in high-bandwidth capabilities could lead to increased occupancy rates and potentially higher revenue per square foot in CoreSite's facilities.

Investors should monitor the growth rate of AMT's data center segment in future earnings reports to gauge the success of this strategy. While not a game-changer for AMT's near-term financials, it positions the company well for future growth in the evolving digital infrastructure landscape.

CoreSite Among Select Data Center Providers for Initial Access

Ultra-High-Bandwidth and Low Latency to AWS Regions

Ideal for Machine Learning (ML) and Large Language Model (LLM) Training, Advanced Driver Assistance Systems (ADAS) for Autonomous Vehicles

DENVER--(BUSINESS WIRE)-- CoreSite, a leading hybrid IT solutions provider and subsidiary of American Tower Corporation (NYSE: AMT) (“American Tower”), today announced that AWS Direct Connect launched native 400 Gbps (400G) Dedicated Connections at four select locations in the United States including CoreSite’s Silicon Valley and Northern Virginia data center campuses, making them the optimal locations to deploy the most demanding hybrid applications. CoreSite’s Silicon Valley and Northern Virginia markets are located near Amazon Web Services (AWS) availability zones and provide customers with exceptional network performance and low latency.

AWS Direct Connect provides private, high-bandwidth connectivity between AWS and enterprises’ on-premises data centers, offices or colocation facilities like CoreSite. Native 400G connections provide higher bandwidth, without the operational overhead of managing multiple 100G connections in a link aggregation group.

“CoreSite’s robust ecosystem of native cloud onramps and scalable data center campuses offer a unique capability to customers deploying hybrid applications,” said Juan Font, President and CEO of CoreSite, SVP of American Tower. “The new 400G Direct Connect from AWS is particularly beneficial to customer applications that transfer large-scale datasets for large language model training and real-time applications like advanced driver assistance systems.”

CoreSite’s Silicon Valley data center campus provides scalable colocation and networking options well-suited to meet the most demanding business needs. With the addition of the new 240,000-square-foot, purpose-built data center SV9, which is expected to be completed in the fourth quarter of 2024, the company’s Silicon Valley campus will be comprised of nine interconnected facilities and have 1.179 million total square feet of data center space. SV9 has been certified as part of the NVIDIA DGX-Ready Data Center program and will offer customers a prime location to deploy an artificial intelligence (AI)-powered, 400G solution.

As one of only two providers in Northern Virginia to offer direct connections to all the major cloud providers, CoreSite’s Northern Virginia campus includes three interconnected data centers totaling more than 1.3 million square feet and a dense ecosystem ideal for maximizing the value of hybrid IT strategies.

To learn more about AWS Direct Connect, visit AWS Direct Connect Locations.

Additional Resources

About CoreSite

CoreSite, an American Tower company (NYSE: AMT), provides hybrid IT solutions that empower enterprises, cloud, network and IT service providers to monetize and future-proof their digital business. Our highly interconnected data center campuses offer a native digital supply chain featuring direct cloud onramps to enable our customers to build customized hybrid IT infrastructure and accelerate digital transformation. For more than 20 years, CoreSite’s team of technical experts has partnered with customers to optimize operations, elevate customer experience, dynamically scale, and leverage data to gain competitive edge. For more information, visit CoreSite.com and follow us on LinkedIn and X.

Forward-Looking Statements

This press release contains statements about future events and expectations, or “forward-looking statements,” all of which are inherently uncertain. We have based those forward-looking statements on management’s current expectations and assumptions and not on historical facts. These forward-looking statements involve a number of risks and uncertainties. For important factors that may cause actual results to differ materially from those indicated in our forward-looking statements, we refer you to the information set forth under the caption “Risk Factors” in Item 1A of American Tower’s most recent annual report on Form 10-K, and other risks described in documents American Tower subsequently files from time to time with the Securities and Exchange Commission. Neither we nor American Tower undertake any obligation to update the information contained in this press release to reflect subsequently occurring events or circumstances.

Megan Ruszkowski

Vice President of Marketing and Sales Development

720-446-2014

Megan.Ruszkowski@CoreSite.com

Source: CoreSite

FAQ

What new service did AWS launch at CoreSite's data centers?

AWS launched native 400 Gbps (400G) Dedicated Connections through AWS Direct Connect at CoreSite's Silicon Valley and Northern Virginia data center campuses.

How does the 400G AWS Direct Connect benefit CoreSite (AMT) customers?

The 400G AWS Direct Connect provides higher bandwidth without the operational overhead of managing multiple 100G connections, benefiting applications that transfer large-scale datasets for large language model training and real-time applications like advanced driver assistance systems.

When is CoreSite's new SV9 data center in Silicon Valley expected to be completed?

CoreSite's new 240,000-square-foot SV9 data center in Silicon Valley is expected to be completed in the fourth quarter of 2024.

What is the total square footage of CoreSite's (AMT) Northern Virginia data center campus?

CoreSite's Northern Virginia data center campus includes three interconnected data centers totaling more than 1.3 million square feet.

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