Thursday Roundup: RETN, PPC, Vodafone, KKR, Helix, Race

A mix of infrastructure products from around the industry:

RETN has expanded its footprint in the US with two new PoPs in key markets. They have added a PoP at Equinix MI1 in Miami, and at Equinix DC10 in Ashburn. That gives the Eurasian-focused backbone network a bit more coverage in North America, or at least on the east coast. There are plenty more potential expansions they could follow up with if they are ready to go deeper into US markets, of course.

There may be some fiber consolidation on tap over in Greece. PPC Group and Vodafone Greece have signed a non-binding term sheet that may lead to a 50/50 joint venture. If it happens, PPC FiberGrid and Fiber2All could combine their efforts to take on the wholesale FTTH market in the country. Between the two of them they currently pass some 2.4M homes.

KKR is looking to get serious about AI Infrastructure, as if they weren’t already. They have launched a new company, Helix Digital Infrastructure, to coordinate and focus their infrastructure efforts. The efforts, which also incluldes Kuwait Investment Authority, NVIDIA and Vistra as founding investors, start with $10B of committed capital. Former AWS CEO Adam Selipsky will lead the new company.

And on the regional FTTx front, Race Communications has kicked off construction in another market out in California. They are now building out in Madera in the state’s Central Valley, targeting 9,000 homes and businesses. Race is now in some 50 California markets and has $200M more investment planned for its network expansion.

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