I don't know what I'm talking about? Better re-read my post if that's the case.
I'm in the software and cloud business working for the largest global ERP software company managing a global partnership of datacenters. And as you pointed out, these companies like IBM, T-Systems, Virtustream, Centurylink, etc, all lease space and often times to each other. So again, news that you've rented space is not a big deal.