S&P Global to Acquire datacenterHawk Connecting Global Data Center, Power and Infrastructure Markets
Rhea-AI Summary
S&P Global (NYSE: SPGI) has entered into a definitive agreement to acquire datacenterHawk, a provider of proprietary intelligence on global data center, fiber and related infrastructure markets. The deal will combine 451 Research’s data center forecasting and technology intelligence and S&P Global Energy’s power market data with datacenterHawk’s asset-level insights on data center supply/demand, pricing, development pipelines, site selection and its Fiber Locator platform.
The acquisition is intended to enhance S&P Global Energy’s coverage of AI-related infrastructure by linking data center, power, renewables, sustainability, critical materials, supply chain and energy transition data, supporting new benchmarks, indices and analytics. The transaction is expected to close in 2H 2026, subject to customary conditions, and is not expected to have a material impact on S&P Global’s financial results.
Positive
- Definitive agreement to acquire datacenterHawk to expand data center intelligence
- Combines 451 Research forecasts with datacenterHawk asset-level data and Fiber Locator platform
- Enhances S&P Global Energy’s coverage of AI-related infrastructure and global power markets
- Supports creation of new benchmarks, indices and analytics for data centers and power
Negative
- Acquisition not expected to have a material impact on S&P Global’s financial results
- Transaction closing targeted for 2H 2026 and remains subject to customary conditions
Key Figures
Previous Acquisition Reports
| Date | Event | Sentiment | 24h Move | Catalyst |
|---|---|---|---|---|
| Nov 25 | With Intelligence acquisition | Positive | +1.0% | Completed $1.8 billion acquisition expanded private-markets data and analytics capabilities. |
| Nov 10 | ORBCOMM business acquisition | Positive | -0.5% | Completed AIS business acquisition to strengthen maritime analytics and supply-chain intelligence. |
| Oct 15 | With Intelligence acquisition | Positive | -0.8% | Announced $1.8 billion acquisition with private-markets data and earnings contribution. |
| Jul 21 | ARC Research acquisition | Positive | -0.4% | Announced acquisition adding private-client portfolio data and wealth benchmarking capabilities. |
| Jun 09 | TeraHelix acquisition | Positive | -0.2% | Completed fintech acquisition focused on data modeling and interoperability solutions. |
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
SPGI's acquisition-tagged announcements produced four negative and one positive 24-hour reactions, indicating frequent divergence from strategically positive deal news.
AI-generated analysis. How Rhea-AI works. Not financial advice.
Unites S&P Global Energy data center, infrastructure and power markets data & insights with datacenterHawk's asset-level intelligence to create a comprehensive and industry-leading platform for critical infrastructure and energy expansion
The acquisition will bring together leading data center forecasting, market outlooks and technology intelligence from 451 Research, part of S&P Global Energy, alongside comprehensive coverage of global power markets across grid infrastructure and intelligence, and supply/demand forecasts, with datacenterHawk's proprietary asset-level intelligence on data center supply/demand, pricing, pipelines and site selection, as well as its Fiber Locator platform.
The transaction underscores S&P Global's commitment to customers who are investors and operators of AI infrastructure through providing advanced Essential Intelligence – the data, expertise and connected technology that enable governments, businesses, investors, and individuals to make decisions with conviction. By combining proprietary asset-level data with advanced analytics and AI-ready insights, S&P Global Energy expects to empower customers with greater transparency into one of the fastest-growing areas of global infrastructure.
Customers will have access to a clearer view of operational and planned data centers, where capacity is emerging and how AI infrastructure growth is reshaping demand for power, compute, connectivity, land, supply chains and sustainable infrastructure.
"AI is transforming not only technology markets, but the physical infrastructure and energy systems that underpin the global economy, with significant implications for productivity, investment and GDP growth," said Dave Ernsberger, President of S&P Global Energy. "By bringing datacenterHawk into S&P Global Energy, we are reinforcing our energy expansion strategy, helping our customers make real-time decisions with confidence in one of the most important infrastructure markets of the next decade."
Upon close, the acquisition is expected to strengthen S&P Global Energy's ability to connect data center intelligence with power, renewables, sustainability, critical materials, supply chain and energy transition data, while supporting new benchmarks, indices and analytics that bring greater transparency to compute demand, data center capacity, pricing and infrastructure availability.
"The data center market has become a critical intersection point for AI, energy, capital investment and sustainability," said David Liggitt, Founder and CEO of datacenterHawk. "Customers need intelligence that connects critical infrastructure growth with power markets, grid constraints, supply chains and environmental considerations. By combining 451 Research and datacenterHawk, we expect to give customers a more complete view of where capacity, investment and demand are likely to emerge."
The transaction is expected to close in 2H 2026, subject to customary closing conditions. The acquisition is not expected to have a material impact on the financial results of S&P Global or the S&P Global Energy division.
For more information about S&P Global Energy's data center intelligence capabilities, visit: 451 Research | S&P Global
Media Contacts:
Josh Goldstein
S&P Global Energy
josh.goldstein@spglobal.com
Suzanne Mount
S&P Global Energy
suzanne.mount@spglobal.com
About S&P Global
S&P Global (NYSE: SPGI) enables businesses, governments, and individuals with trusted data, expertise and technology to make decisions with conviction. We are Advancing Essential Intelligence through world-leading benchmarks, data, and insights that customers need in order to plan confidently, act decisively and thrive in a rapidly changing global landscape.
From helping our customers assess new investments across the capital and commodities markets to navigating the energy expansion, acceleration of artificial intelligence, and evolution of public and private markets, we enable the world's leading organizations to unlock opportunities, solve challenges and plan for tomorrow – today. Learn more at www.spglobal.com.
About S&P Global Energy
At S&P Global Energy, our comprehensive view of global energy and commodities markets enables our customers to make superior decisions and create long-term, sustainable value. Our four core capabilities are: Platts for pricing and news; CERA for research and advisory; Horizons for energy expansion and sustainability solutions; and Events for industry collaboration. S&P Global Energy is a division of S&P Global (NYSE: SPGI). Learn more at www.spglobal.com/energy
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SOURCE S&P Global