Cordiant Digital Infrastructure Limited

Cordiant Digital Infrastructure has secured two new customer agreements at its Hudson Interxchange data centre in New York, lifting contracted capacity to around 80% of the floor's saleable space. Billing on the first contract starts in September, with full deployment expected by year-end. Separately, Helium One Global's Colorado joint venture completed its first helium sale under a short-term offtake agreement after its second commercial helium trailer delivery, shifting focus to recurring sales and cash flow. Active Energy Group is expanding its UAE strategy beyond AI data centres into water, energy and critical infrastructure, noting that growing AI facilities need secure water supplies for cooling. Gaming Realms reported a 9% rise in core content licensing revenue in the first half despite a sharp increase in UK gambling tax, and has now entered 33 regulated markets including Alberta on its first day of legalised online gaming. Frontier IP Group portfolio company Pulsiv appointed Delta Matrix as its first manufacturing partner for products using its energy-efficient OSMIUM power conversion technology, targeting a market of around 600 million USB-enabled socket installations per year. Allergy Therapeutics appointed former HSBC banker Helge Weiner-Trapness as executive chairman as it explores a dual primary listing in Hong Kong.

Cordiant Digital Infrastructure reported a 16.3% total NAV return for the year, with NAV per share rising to 146p. Revenue grew 9.9% and EBITDA by 7.8%, supporting a further dividend increase. Since its IPO, the company has deployed £795 million into digital infrastructure assets, generating a 14% annualised NAV total return over five years. Chairman Steven Marshall highlighted data centre growth at Czech Republic-based CRA, where the Prague Gateway facility could scale from 26MW to 100MW. The company's recent inclusion in the FTSE 250 is expected to broaden its investor base.