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Asia-Pacific: The $180B AI Race From Megacampuses to Sovereign Clouds

Sep 25, 2025
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From $30B AI megacampuses in India to sovereign cloud networks in Korea and billion-dollar GPU hubs across Southeast Asia, the first half of 2025 turned APAC into the new frontline of AI geopolitics and infrastructure strategy.

We saw:

  • $180B+ in AI data center commitments from India, Korea, Japan, and Southeast Asia

  • Sovereign compute strategies accelerating across Thailand, Malaysia, and Indonesia

  • Private capital flooding into powered land, GPU logistics, and modular campuses

  • Policy pivots in India, Korea, and ASEAN linking AI infra to national growth plans

  • Power and cooling constraints forcing hybrid urban-remote deployments

H1 2025 wasn’t just growth. It was a strategic realignment.

This is your APAC recap of the 15 most important shifts and what they signal for global AI infrastructure.


Here’s What’s Inside

  • Top 15 announcements ranked — From Reliance’s $30B AI city to SoftBank’s Stargate alignment and Alibaba’s multi-market blitz

  • 5 key infrastructure trends — Sovereign clouds, REIT-led financing, AI-first design, energy moats, and talent arbitrage

  • 5 emerging opportunities — Infra-as-a-Service, GPU hosting platforms, powered land banking, sovereign REITs, and green AI campuses

  • 5 regional shifts — India inland clusters, Japan’s renewable pivot, Johor as FLAP alternative, Thailand as AI factory, Korea’s decentralized edge

  • 5 critical constraints — Power bottlenecks, GPU scarcity, ESG pressure, policy lags, and climate volatility


Top 15 APAC Announcements (H1 2025)

Below are the most impactful strategic moves shaping the Asia-Pacific data center sector in the first half of 2025, ranked by capital scale, geopolitical significance, and long-term market implications.

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