Carrier Connect Data Solutions Inc (CCDSF)

Posted on behalf of Carrier Connect Data Solutions Inc - Blackstone-owned QTS just withdrew from Virginia's 2,100-acre Digital Gateway, the largest planned data center campus on earth, killed by lawsuits and zoning fights, not weak AI demand. That scarcity favors owners of built capacity. $CCDSF runs a buy-don't-build model: five operating centers, close to $5M ARR, plus a signed sixth site in Rochester, NY. More: https://ceo.ca/ccds?id=15e633cb445c

Posted on behalf of Carrier Connect Data Solutions Inc - $CCDSF is set to close its Rochester Colo acquisition on August 15, 2026, its sixth data center and first US asset. The carrier-neutral facility runs ~CAD $885K in annual recurring revenue with 60%+ capacity still open, and on closing the company guides to a ~15-17% immediate revenue bump. Details in the June 9 release. https://x.com/ThesisCap/status/2072671325290643913

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Posted on behalf of Carrier Connect Data Solutions Inc - The arbitrage behind $CCDSF: a single private data center trades at two to three times revenue, but a public portfolio of them gets valued at ten times or higher. Buy running centers, inherit cash flow day one, capture the re-rate. Near $5M in recurring revenue across ~80 customers, targeting $10M by year-end 2026. Full Barchart piece: https://www.barchart.com/story/news/3055683/carrier-connect-rolls-up-data-centres-as-ai-compute-demand-climbs

https://nfne.ws/303477 $CCDSF $CCDS.TSXV @https://x.com/Market #AI #CarrierConnectDataSolutions #DataCentre #Technology #Advertising #OTC #

Posted on behalf of Carrier Connect Data Solutions Inc - Out of 54 companies at the 2026 Bermuda Capital Event (roughly C$5.12B combined market cap), $CCDSF was named one of five Top Picks, the data-centre capacity pick. The hook isn't a chip or model, it's powered rack space, and it's tight. Carrier runs five data centers across Vancouver, Ottawa, Saint John and Perth, with a sixth signed in Rochester, NY, its first US foothold. Full list: https://x.com/investorbrkt/status/2070588546478485800

Posted on behalf of Carrier Connect Data Solutions Inc -CEO Mark Binns on The Watchlist put numbers on the roll-up at $CCDSF: five data centers running, a sixth signed in Rochester, NY (first US foothold). Year-end target is 8 to 10 centers and a ~$10M annual revenue run rate, with 15-plus by end of 2027. Three things he's watching: acquisition closings, customer signings to fill capacity, and partner placements. Full Breakdown: https://www.reddit.com/r/wallstreetsmallcaps/comments/1ufxu3d/video_interview_carrier_connect_data_solutions/

Posted on behalf of Carrier Connect Data Solutions Inc -The catalyst calendar for $CCDSF, from CEO Mark Binns on The Watchlist: five data centers under management, a sixth signed (first US facility, Rochester, NY). By year-end he targets 8-10 centers and a ~$10M annual revenue run rate, 15-plus by end of 2027 (1:55). Watch for acquisitions, customer signings, and partner announcements. Full interview: https://www.youtube.com/watch?v=1x90x9Nla74

Posted on behalf of Carrier Connect Data Solutions Inc - The Radian Arc partnership is more than another building for $CCDSF. PureColo facilities and Carrier's interconnection platform will host Radian Arc's GPU edge platform, two service lines: carrier-grade cloud gaming and InferX white-label GPUaaS for sovereign AI. The shift: from leasing rack space toward hosting higher-value GPU compute on data centers it already operates. Full details here: https://www.carrierconnect.ca/

$CCDSF Posted on behalf of Carrier Connect Data Solutions Inc - Everyone wants AI exposure. Few ask who owns the buildings. Carrier Connect Data Solutions isn't trying to pick the winning model or chip, it's buying cash-flowing data centres and betting that rising AI and cloud demand will keep physical capacity scarce while it scales through acquisitions. Full details here: https://x.com/StckMasterFlash/status/2067342890398040123