Brookfield’s $100B AI Program; Nvidia’s $26B Cloud Surge; Microsoft’s Aragón Expansion
Inside the power, capital, and sovereignty shifts accelerating global AI infrastructure.
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In This Issue
Global Buildout at a Glance — Brookfield’s $100B program, Nvidia’s $26B cloud acceleration, Europe’s sovereign-aligned expansions, and APAC’s grid rewiring show every region racing to secure AI-ready capacity.
Power + Policy = Advantage — Spain fast-tracks Microsoft’s Aragón campuses, Thailand funds grid upgrades for hyperscale, and the UK converts nuclear-adjacent land into an AI hub, proving political will and MW access now define competitive outcomes.
Sovereign Capital Meets AI — Saudi Arabia’s 500MW xAI–Nvidia build and UAE–Korea’s Stargate partnership highlight how state-backed coalitions are becoming global compute landlords.
Notable Transactions — From Brookfield’s $100B AI infra engine and Nvidia’s multi-billion cloud stack to Solaria’s 3.4GW platform financing and Brazil’s R$60B decade-long buildout, capital formation continues shifting into platform-scale velocity.
Dear Friends,
A new wave of AI infrastructure is taking shape one defined not by incremental capacity, but by platform capital, energy control, and multi-GW ambition.
This week, Brookfield launched a $100B AI-infrastructure program, Nvidia accelerated demand with a $26B cloud-capacity push, and Amazon advanced a $3B U.S. hyperscale site. Europe moved on multi-GW approvals and financing, Asia activated tens of billions in AI-and-solar pipelines, and sovereign-backed projects across the Middle East and South America signaled the rise of national compute strategies.
The competitive edge is clear: power, policy alignment, and capital scale now determine who leads the next decade of AI infrastructure.
Global Buildout at a Glance
A 1-minute scan of the week’s biggest moves — by region.
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