One obvious candidate seems to be Savvis (SVVS), which is trading sharply higher this morning.
FORBES: Data Center Feeding Frenzy! Terremark Goes; Who's Next?
Other companies mentioned include Bluelock, CSC, Fujitsu, GoGrid, Joyent, Rackspace, Savvis, SoftLayer, Terremark, and Tier 3.
FORBES: Connect
Level 3 is looking into combining Savvis' servers with the power of P2P networks similar to Joost.
FORBES: Magazine Article
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