Aligned’s $40B Take-Private Reframes Platform Value; OpenAI’s Stargate Scales to 10GW; Brazil and Argentina Join the AI Grid

Inside the deals, power, and compute shaping the global data center boom.

Welcome to Global Data Center Hub. Join investors, operators, and innovators reading to stay ahead of the latest trends in the data center sector in developed and emerging markets globally.

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If you’re not a subscriber, here’s what you’ve missed so far:

1. Build or Lease? Inside the Billion-Dollar Dilemma Reshaping AI Infrastructure [Why even trillion-dollar tech giants are renting power instead of pouring concrete]

2. From Servers to Sovereign AI: A Free 18-Lesson Guide to Mastering the Data Center Industry [An 18-part series that breaks down the fundamentals, economics, geopolitics, and future of the world’s most important infrastructure]

3. North America: The World’s Largest AI & Data Center Buildout Surges Past $500B [In H1 2025, North America led the AI race with $500B+ in data center commitments, rewiring its energy and digital core]

4. Asia-Pacific: The $180B AI Race From Megacampuses to Sovereign Clouds: [Top 15 announcements ranked — From Reliance’s $30B AI city to SoftBank’s Stargate alignment and Alibaba’s multi-market blitz]

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In This Issue

Global Buildout at a Glance — From AIP–MGX–GIP’s $40B Aligned acquisition and OpenAI’s 450,000-GPU Stargate campus to Microsoft’s $14B Nscale alliance, Tata’s 1GW expansion in India, and Khazna’s 1GW UAE buildout, every region is scaling sovereign-grade AI infrastructure.

Power + Land = Advantage — The U.S. energy-compute belt tightened its grip as Fermi secured 11GW of gas-backed power in Texas, while Ireland’s €5.6B backlog of unenergized projects proved grid access—not funding—is the new bottleneck for AI data centers.

Sovereign Capital Shapes AI — Tata’s and Khazna’s national-scale builds, Brazil’s TikTok complex, and Google’s $15B AI hub in India show how state incentives and sovereign capital are now embedded in the AI buildout model.

Notable Transactions — From Aligned’s $40B take-private and Meta’s $30B private-credit raise to Microsoft’s $14B Nscale alliance and Australia’s A$73.3B AI grid, this week’s deals highlight a global pivot toward portfolio-driven, power-secured platforms designed for scale and speed.

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Dear Friends,

What a week. Between Aligned’s record-breaking $40B acquisition redefining platform scale, Nscale and Microsoft’s selection of Portugal’s Start Campus for Europe’s first NVIDIA Blackwell Ultra deployment, and Meta’s $30B private credit deal to accelerate its AI buildout, the velocity of capital, compute, and ambition is astonishing.

Each headline underscores the same truth: the sector isn’t merely expanding, it’s compounding, fusing technology, energy, and finance into a single accelerating system. The pace of transformation is remarkable and it’s only gaining momentum.

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Global Buildout at a Glance

A 1-minute scan of the week’s biggest moves — by region.