Carrier Connect Data Solutions is looking to establish a foothold in the United States, announcing a non-binding letter of intent to acquire data centre assets in Rochester, New York.
The Vancouver-based company said the proposed transaction would see it acquire the principal operating assets of Rochester Colo’s data centre business through a wholly owned U.S. subsidiary, marking a strategic step beyond its existing footprint in Canada and Australia.
If completed, the deal would give Carrier immediate access to an operational facility with existing customers and capacity, positioning the company to serve demand for “secure, scalable and regionally resilient infrastructure” in the northeastern U.S. market.
The move aligns with Carrier’s broader strategy of rolling up Tier II and III data centres—particularly those serving colocation customers, enterprises, and increasingly AI-driven workloads—into a larger, carrier-neutral platform.
Chief Executive Officer Mark Binns framed the opportunity as both geographic expansion and platform building.
“Infrastructure still matters—location, reliability, and trusted customer relationships matter,” Binns said, noting the Rochester asset would provide a “meaningful entry point” into the U.S. market.
Rochester Colo CEO Jim Salviski added that the deal reflects a shared ambition to scale regional data centre services, with Carrier bringing access to capital markets and growth resources to accelerate expansion.
The companies are targeting a definitive agreement by mid-June, with closing expected shortly after, subject to due diligence, approvals, and customary conditions. The consideration is expected to include a mix of cash and shares, with equity components released over time.
While still non-binding, the proposed acquisition highlights continued momentum in the mid-market data centre segment, where fragmented ownership and rising AI-driven demand are creating opportunities for consolidation. For Carrier, the Rochester deal would represent not just another asset, but a strategic bridge into the much larger U.S. data infrastructure market—one that is increasingly defined by proximity, redundancy, and the ability to support next-generation compute workloads.