CoreSite revenue growth outlook for 2026 raised to approximately 15%, supported by AI-related workloads, hybrid cloud, and interconnection demand.
U.S. carrier network investment is expected to contribute about 250 basis points to 2026 organic tenant billings as 5G shifts toward capacity and densification.
European tower build-to-suit program is accelerating, with over 700 new sites planned for 2026.
Latin America organic tenant billings growth is expected to inflect positively in 2027 as Brazil churn subsides.
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