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DigitalBridge to Acquire Yondr Group

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DigitalBridge Group (NYSE: DBRG) has announced an agreement to acquire Yondr Group, a global hyperscale data center developer and operator, through one of its managed investment funds. Yondr has over 420MW of capacity committed to hyperscalers and potential for over 1GW total capacity. The acquisition aims to meet increasing demand for data processing capabilities driven by AI, cloud computing, and digital transformation. Yondr will continue operating independently within DigitalBridge's portfolio, with the deal expected to close in early 2025.

DigitalBridge Group (NYSE: DBRG) ha annunciato un accordo per acquisire Yondr Group, un sviluppatore e operatore globale di data center hyperscale, attraverso uno dei suoi fondi di investimento gestiti. Yondr ha oltre 420MW di capacità impegnata con hyperscalers e potenziale per oltre 1GW di capacità totale. L'acquisizione mira a soddisfare la crescente domanda di capacità di elaborazione dati guidata da AI, cloud computing e trasformazione digitale. Yondr continuerà a operare in modo indipendente all'interno del portafoglio di DigitalBridge, con la chiusura dell'affare prevista all'inizio del 2025.

DigitalBridge Group (NYSE: DBRG) ha anunciado un acuerdo para adquirir Yondr Group, un desarrollador y operador global de centros de datos hyperscale, a través de uno de sus fondos de inversión gestionados. Yondr tiene más de 420MW de capacidad comprometida con hyperscalers y potencial para más de 1GW de capacidad total. La adquisición tiene como objetivo satisfacer la creciente demanda de capacidades de procesamiento de datos impulsadas por la IA, la computación en la nube y la transformación digital. Yondr continuará operando de manera independiente dentro de la cartera de DigitalBridge, con la expectativa de que el acuerdo se cierre a principios de 2025.

디지털브릿지 그룹 (NYSE: DBRG)는 관리 투자 펀드 중 하나를 통해 욘드르 그룹을 인수하기로 합의했다고 발표했습니다. 욘드르는 하이퍼스케일러에 대해 420MW 이상의 용량을 보유하고 있으며, 1GW 이상의 총 용량을 잠재적으로 가질 수 있습니다. 이번 인수는 AI, 클라우드 컴퓨팅 및 디지털 혁신에 의해 촉발된 데이터 처리 능력에 대한 증가하는 수요를 충족하는 것을 목표로 합니다. 욘드르는 디지털브릿지의 포트폴리오 내에서 독립적으로 운영될 것이며, 거래는 2025년 초에 마감될 것으로 예상됩니다.

DigitalBridge Group (NYSE: DBRG) a annoncé un accord pour acquérir Yondr Group, un développeur et opérateur mondial de centres de données hyperscale, par l'intermédiaire de l'un de ses fonds d'investissement gérés. Yondr dispose de plus de 420MW de capacité engagée auprès des hyperscalers et d'un potentiel de plus de 1GW de capacité totale. Cette acquisition vise à répondre à la demande croissante de capacités de traitement des données, stimulée par l'IA, le cloud computing et la transformation numérique. Yondr continuera à fonctionner de manière indépendante au sein du portefeuille de DigitalBridge, le closing de l'accord étant prévu pour début 2025.

DigitalBridge Group (NYSE: DBRG) hat eine Vereinbarung zur Übernahme von Yondr Group, einem globalen Entwickler und Betreiber von Hyperscale-Rechenzentren, über einen seiner verwalteten Investmentfonds angekündigt. Yondr hat über 420MW an Kapazität, die sich an Hyperscaler richtet, und ein Potenzial von über 1GW Gesamtkapazität. Die Übernahme zielt darauf ab, die steigende Nachfrage nach Datenverarbeitungskapazitäten, die durch KI, Cloud-Computing und digitale Transformation vorangetrieben wird, zu decken. Yondr wird weiterhin unabhängig im Portfolio von DigitalBridge tätig sein, wobei der Abschluss des Deals für Anfang 2025 vorgesehen ist.

Positive
  • Acquisition provides access to 420MW of committed capacity with potential for over 1GW
  • Stable revenue streams backed by investment-grade hyperscale clients
  • Strategic expansion into growing AI and cloud computing infrastructure market
  • Enhances existing data center portfolio with established hyperscale relationships
Negative
  • None.

Insights

This acquisition marks a significant strategic move in the hyperscale data center space. The deal strengthens DigitalBridge's position in the rapidly growing AI infrastructure market through Yondr's 420MW of committed capacity and potential for over 1GW total capacity. The timing is particularly strategic given the unprecedented demand for AI computing infrastructure.

The transaction provides DigitalBridge immediate scale in the hyperscale sector with investment-grade clients and long-term revenue streams. Yondr's existing relationships with major tech companies and its development pipeline represent significant value. The structure, allowing Yondr to operate independently while leveraging DigitalBridge's expertise, suggests a focus on maintaining operational continuity while accelerating growth.

The acquisition addresses a critical market need as AI workloads drive unprecedented demand for data center capacity. Yondr's focus on sustainable data centers is particularly valuable as hyperscalers face increasing pressure to reduce their environmental impact while scaling operations. The 1GW+ potential capacity represents significant growth runway in key markets where data center supply remains constrained.

The timing aligns with the accelerating AI infrastructure buildout by major tech companies. Yondr's existing hyperscaler relationships and development capabilities position DigitalBridge to capture a larger share of this growth wave, particularly in markets where new capacity is urgently needed for AI deployment.

Strategic Investment to Accelerate Global Hyperscale Data Center Growth to Meet Unprecedented AI Demand

BOCA RATON, Fla. & LONDON--(BUSINESS WIRE)-- DigitalBridge Group, Inc. (NYSE: DBRG) (“DigitalBridge”), a leading global alternative asset manager dedicated to investing in digital infrastructure, today announced it has reached an agreement to acquire Yondr Group (“Yondr”), a global developer and operator of hyperscale data centers, through one of its managed investment funds (the “DigitalBridge Fund”).

Yondr has established itself as a key player in the digital infrastructure sector, addressing the complex data center capacity demands of the world's largest technology companies through the development and operation of sustainable data centers worldwide.

With a diverse portfolio of campuses, Yondr is well-positioned to meet the soaring demand for advanced data processing capabilities driven by ongoing digital transformation, the shift to cloud solutions, and the rise of artificial intelligence (AI). The company has more than 420MW of capacity committed to hyperscalers, with significant additional land to support a total potential capacity of over 1GW.

The DigitalBridge Fund’s strategic investment will drive the development of cutting-edge, sustainable data centers, backed by long-term, stable revenue streams from investment-grade clients.

"Yondr’s assets and strong relationships with leading hyperscale clients align with DigitalBridge’s vision to support the future of digital infrastructure," said Jon Mauck, Senior Managing Director at DigitalBridge. "Yondr enhances our existing data center portfolio and strengthens our ability to support hyperscalers. Together, we are well-positioned to capitalize on the increasing demand for hyperscale data centers – fueled by AI, cloud computing, and the ongoing digital transformation across industries."

Yondr will continue to operate as an independent company within DigitalBridge’s portfolio, leveraging DigitalBridge’s support, expertise, and experience. This partnership will enhance Yondr’s ability to serve its clients more effectively while accelerating global expansion efforts.

The deal is expected to close in early 2025, subject to customary closing conditions.

Citi served as Yondr’s exclusive financial advisor, with White & Case LLP as its legal counsel. DigitalBridge engaged Linklaters as legal advisors, Deloitte for financial and tax due diligence, Ramboll for technical expertise, and Nomura for financing support.

About DigitalBridge

DigitalBridge (NYSE: DBRG) is a leading global alternative asset manager dedicated to investing in digital infrastructure. With a heritage of over 25 years investing in and operating businesses across the digital ecosystem, including cell towers, data centers, fiber, small cells, and edge infrastructure, the DigitalBridge team manages over $84 billion of infrastructure assets on behalf of its limited partners and shareholders. For more information, visit: www.digitalbridge.com.

About Yondr Group

Yondr Group is a global developer, owner, and operator of hyperscale data centers. The company specializes in delivering and operating dedicated infrastructure that is engineered for scale. As an organization, our mission —'Global capacity responsible delivery'— ensures that we achieve our vision of a tomorrow without constraints. For more information, visit www.yondrgroup.com.

Media Contacts:

DigitalBridge

Joele Frank, Wilkinson Brimmer Katcher

Sarah Salky

(212) 355-4449

dbrg-jf@joelefrank.com

Yondr Group

Louise Donkor, Marketing Communications Director

press@yondrgroup.com

Via FTI Consulting

YondrGroup@fticonsulting.com

Source: DigitalBridge

FAQ

When will DigitalBridge (DBRG) complete the Yondr Group acquisition?

The acquisition is expected to close in early 2025, subject to customary closing conditions.

What is the current committed capacity of Yondr's data centers being acquired by DBRG?

Yondr has over 420MW of capacity committed to hyperscalers, with potential to expand to over 1GW total capacity.

Will Yondr continue to operate independently after DBRG's acquisition?

Yes, Yondr will continue to operate as an independent company within DigitalBridge's portfolio while leveraging DigitalBridge's support and expertise.

What is the strategic rationale behind DBRG's acquisition of Yondr Group?

The acquisition aims to meet increasing demand for data processing capabilities driven by AI, cloud computing, and digital transformation, while expanding DigitalBridge's data center portfolio.

DigitalBridge Group, Inc.

NYSE:DBRG

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