Disseminated on Behalf of: Carrier Connect Data Solutions Inc.

Mark Binns, CEO of Carrier Connect Data Solutions Inc. (TSXV:CCDS) | (OTCQB:CCDSF) | (WKN: A40XB1) discusses how the company is building a diversified portfolio of cash-flowing data centres by acquiring small and mid-sized private operators positioned to benefit from accelerating demand tied to artificial intelligence, cloud computing, and digital infrastructure growth.

Data centre consolidation for the AI era

Carrier Connect Data Solutions Inc. is a data centre consolidation company focused on acquiring and scaling small- to medium-sized private data centre operators. Operating across Canada and internationally, the company's goal is to bring liquidity, capital access, and growth opportunities to profitable data centre assets that historically lacked scale and public market exposure.

As AI adoption accelerates, demand for secure, reliable server capacity is rising sharply. Data centres have become essential infrastructure underpinning cloud computing, enterprise IT, and next-generation AI workloads. Carrier Connect is positioning itself at the centre of this growth by rolling up under-capitalised private facilities into a diversified, publicly traded platform designed to scale alongside expanding digital demand.

A disciplined roll-up strategy focused on cash flow

Unlike many peers focused on greenfield builds or hyperscale facilities, Carrier Connect targets existing, cash-flow-positive data centres with room for expansion. According to CEO Mark Binns, "We are looking to roll up the small and medium-sized private data centre companies that are great businesses, cash flow profitable, but they don't have liquidity."

The company's strategy centres on acquiring these assets at private-market valuations, providing owners with an exit while unlocking higher value within a public structure. "They're worth four to five times as much as part of a public diversified portfolio of data centres as they are as a standalone private company," Binns says.

By leveraging public markets, Carrier Connect aims to scale efficiently while reducing development and execution risk.

Capturing AI-driven demand in a fragmented market

AI adoption is reshaping the global technology landscape, driving sustained demand for data centre capacity. Binns notes that there are roughly 300 data centres in Canada and more than 5,000 in the United States, with most owned by small, private operators seeking liquidity and growth capital.

Carrier Connect's acquisition model is designed to capitalise on this fragmentation. "For every dollar we invest of our investors' and shareholders' money, we can return four to five dollars' worth of market cap," Binns explains.

By consolidating profitable assets in a sector experiencing long-term structural growth, the company offers investors exposure to digital infrastructure supported by recurring revenue rather than speculative development.

Executing through acquisitions across key markets

Carrier Connect has already begun executing its strategy. The company's first acquisition was a metro data centre in downtown Vancouver at 200 Burrard Street, which became its operational foundation. It later expanded internationally with the acquisition of a two-megawatt facility in Perth, Australia, followed by the purchase of Purecolo in Ottawa, which includes two data centres with four megawatts of total capacity.

Today, Carrier Connect operates four data centres and continues to advance its acquisition pipeline. Looking ahead, Binns says, "We're looking at four to six more data centre acquisitions throughout 2026." The focus remains on disciplined growth, increased visibility, and consistent execution.

Scaling critical infrastructure for the AI economy

As Carrier Connect Data Solutions continues to consolidate essential digital infrastructure, it stands at the intersection of AI-driven demand and data centre consolidation. With a proven acquisition strategy and clear growth plan, the company is building scale in a sector underpinning the global digital economy.

Transcript

Jim Gordon

Hi, I’m Jim Gordon and you’re watching Market One Minute. Joining us is Mark Binns, he is the CEO of Carrier Connect Data Solutions. Mark, welcome.

Mark Binns 

Great to be here, Jim.

Jim Gordon

Great to have you, sir. Okay, let’s start with a little background on you and then, how Carrier Connect came to life.

Mark Binns 

I’m a technologist at heart. I basically have run five public companies. I took one company from two people and 3.5 cents stock to a billion-dollar market cap and I retired, and that got me into the capital pool game. I really was interested in bringing capital into technology companies, so I created a couple capital pool companies. And the second one, called Hopefield Ventures Two, I was looking for an AI deal. I wanted to get into the AI space. It was hot, it was interesting, it was growing. And talking to my lawyer actually, he said, “If you looked at data centres, data centres are growing really fast because of AI. The explosion of AI means that they need space to put all these servers.” So I started doing some research and I said, “Yep, data centres is what I’m going to do.” So I took that company and I started investing in data centres.

Jim Gordon

And Mark, speaking of data centres, what is Carrier Connect’s strategy in that market?

Mark Binns 

Yeah, very specifically, we are looking to roll up the small and medium-sized private data centre companies that are great businesses, [they’re] cash flow profitable, but they don’t have liquidity. The owners of these businesses don’t know how to raise capital. They don’t have a good opportunity to grow the businesses. But for us, we can come in as a public company, capitalise these businesses, give the owners an exit, and re-rate the value of these companies. They’re worth four to five times as much as part of a public diversified portfolio of data centres as they are as a standalone private company. So our strategy is to go in and buy up these data centres.

Jim Gordon

Well, tell us a bit about the data centres that you’ve acquired.

Mark Binns 

Yeah, we started in Vancouver. We bought a data centre right downtown at 200 Burrard called Carrier Connect, and that’s how Carrier Connect Data Solutions came to life. It’s about a quarter of a megawatt, 50 racks of space, great metro data centre and a jumping off point. We then bought a data centre company in Perth, Australia, actually. It was about two megawatts, so eight times as big, 220 racks of space, profitable business, room for expansion. And then we bought a company in Ottawa called Purecolo. Two data centres in that portfolio, four megawatts total capacity. A company that can generate up to $6 million a year in revenue in its existing footprint. And that’s where we are today. We have four data centres and we’re continuing the acquisition plan.

Jim Gordon

And what makes Carrier Connect a compelling investment?

Mark Binns 

It’s really the simplicity of the business model. We are looking at, there’s 300 data centres in Canada, there’s over 5,000 in the US. The majority of them are small to medium-sized individual private data centres that are looking for liquidity. We come along, we can buy them for every dollar we invest of our investors’ and shareholders’ money, we can return $4-5 worth of market cap. So that’s a very compelling, straightforward business model. And we’ve already done four of them and proven that it can work. And the stock price and the business success so far is showing that.

Jim Gordon

Final question for you. What can investors expect for 2026?

Mark Binns 

Acquisitions. We’re looking at four to six, a more data centre acquisitions throughout 2026. We’re going to get a lot of exposure on the name of Carrier Connect, make sure it becomes more of a household name in the data centre world, and execute on our strategy. So that’s the plan. Straightforward.

Jim Gordon

Mark Binns, thank you for joining us.

Mark Binns 

Thanks very much.

ABOUT CARRIER CONNECT DATA SOLUTIONS INC.

 Carrier Connect Data Solutions Inc.'s (TSXV:CCDS) | (OTCQB:CCDSF) | (WKN: A40XB1) mission is to roll up Tier II/III data centres internationally that specialise in delivering co-location and data centre solutions to AI companies, service providers, enterprises and small businesses. Data centres are the physical locations that store computing machines and their related hardware equipment, such as servers, data storage drives, and network equipment. As a carrier-neutral organisation, Carrier's systems are fully independent and owned outright within its leased space. The current principal markets for the Company are Vancouver and Ottawa, Canada and Perth, Australia, where it serves clients who use its facilities either as their primary data centre or as an ancillary site depending on their needs.

To learn more about Carrier Connect Data Solutions Inc., visit their website here. For the latest updates, follow Carrier Connect Data Solutions Inc. on social media: X and LinkedIn.

Featured image credit: Market One

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