Stock Markets February 27, 2026

CPP and Equinix Set to Acquire Nordic Data Center Operator atNorth in Roughly $4 Billion Transaction

Canada Pension Plan Investment Board to take controlling stake while Equinix secures a significant minority holding as atNorth builds capacity for Europe’s AI demand

By Marcus Reed EQIX
CPP and Equinix Set to Acquire Nordic Data Center Operator atNorth in Roughly $4 Billion Transaction
EQIX

Canada Pension Plan Investment Board (CPP) and Equinix have reached an agreement to buy Nordic data center operator atNorth from Partners Group in a transaction valued at about $4 billion. CPP will contribute approximately $1.6 billion for a 60% controlling stake, with Equinix taking the remaining roughly 40%. The deal is expected to be immediately accretive to Equinix’s adjusted funds from operations on closing. atNorth operates eight sites across Scandinavia and has secured substantial power and expansion plans aimed at addressing rising AI-related demand in Europe.

Key Points

  • CPP will invest about $1.6 billion for a 60% controlling stake in atNorth while Equinix takes roughly 40% in a transaction valued at about $4 billion.
  • The deal is expected to be immediately accretive to Equinix’s adjusted funds from operations upon completion.
  • atNorth operates eight data centers across Denmark, Finland, Iceland, Norway and Sweden, has secured 1 gigawatt of power and plans a roughly 800 megawatt pipeline over the next five years to address rising AI demand in Europe.

Canada Pension Plan Investment Board (CPP) and Equinix announced a joint agreement to acquire Nordic data center operator atNorth from private equity firm Partners Group in a transaction valued at about $4 billion, the companies said in a joint statement on Friday.

Under the terms disclosed, CPP will commit roughly $1.6 billion to the deal and will hold a 60% controlling stake in the business. Equinix will own approximately 40% of the enterprise. The companies said the acquisition is expected to be immediately accretive to Equinix’s adjusted funds from operations once it is completed.

atNorth currently operates eight data centers across Denmark, Finland, Iceland, Norway and Sweden. The operator also has several additional sites under development, reflecting ongoing regional expansion plans. Management has secured 1 gigawatt of power to support future growth and is planning a development pipeline of roughly 800 megawatts over the next five years as it positions to meet increasing demand related to artificial intelligence workloads in Europe.

Partners Group purchased the business in 2022 for an undisclosed sum and supported its growth across the Nordic region since that acquisition. The transaction marks a further step in the consolidation of digital infrastructure assets in Europe, with Equinix extending its presence and CPP increasing its exposure to data center investments.

Equinix, a California-based data center operator, has been pursuing aggressive expansion to capture rising demand for digital infrastructure. CPP has likewise been broadening its allocations to data-center assets as part of its investment strategy.


About investor tools mentioned

The announcement has prompted questions among investors about Equinix's stock. A market research product referred to in the original report evaluates Equinix using over 100 financial metrics and applies AI to generate stock ideas. That product cites prior performance examples, including named stocks with past gains shown as +185% and +157% respectively, and positions itself as a tool to compare Equinix with other companies and strategies. The description indicates the tool assesses fundamentals, momentum and valuation when identifying opportunities.

Risks

  • Completion risk - the transaction is subject to customary closing conditions; until closing is achieved, the expected immediate accretion to Equinix’s adjusted funds from operations is not realized.
  • Execution risk on expansion - atNorth has additional sites under development and a multi-year pipeline of capacity; delivering that pipeline as planned affects the ability to meet projected AI-related demand.
  • Dependence on power availability - atNorth’s expansion relies on the secured 1 gigawatt and the planned 800 megawatt pipeline; delays or constraints in delivering power could affect capacity growth and market positioning.

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