CoreWeave inks $9B AI merger; Google fuels $75B infra spree; China orders 115K GPUs for desert supercluster
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In This Issue
Global Data Center News Roundup – The biggest AI and cloud infrastructure developments shaping the industry this week.
The Physical Layer is Now Strategic – From chip stockpiling to substation access, infrastructure control is replacing cloud access as the new AI differentiator.
Sovereigns Are Building, Not Waiting – Governments from Morocco to Italy are no longer courting hyperscalers, they're co-developing power and compute at scale.
Hyperscale Benchmarks Are Resetting – 500MW campuses, $75B CapEx plans, and 11-building filings show just how fast yesterday’s limits are becoming today's minimums.
Dear Friends,
This week’s headlines signal a shift from experimentation to entrenchment.
The players scaling AI infrastructure aren’t just expanding footprints, they’re locking in long-term advantages: sovereign alignment, power procurement, and GPU access at historic levels.
From Morocco’s solar-fueled leap to CoreWeave’s energy-backed consolidation, the trend is clear: control is concentrating, fast.
For anyone not actively securing land, power, or policy leverage, the real risk isn’t being too early.
It’s being structurally too late.
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Global Perspective: What’s Happening in Data Centers Around the World
North America
CoreWeave to Acquire Core Scientific in $9B Deal — The merger of GPU-native CoreWeave and Bitcoin miner Core Scientific signals a new class of vertically integrated compute platforms. This is the convergence of AI and power-hungry infrastructure, backed by debt, chips, and megawatts.
Google’s $75B AI Data Center Spend — Alphabet’s record-breaking CapEx marks a strategic shift: chips, servers, and power contracts now matter as much as models. The AI race will be won with infrastructure, not just algorithms.
Starwood Files for 1.2GW Data Center Campus in Delaware — Private equity giant Starwood is entering hyperscale with an 11-building megaproject. As institutional capital scales up, East Coast grid corridors continue to dominate the AI buildout map.
Europe
Sovereign European Cloud Provider Evroc Launches — Europe’s answer to U.S. cloud dominance has arrived. Evroc’s debut reflects growing demand for digital sovereignty and homegrown AI infrastructure across the EU.
Eni and Khazna to Build 500MW AI Campus in Italy — An Italian energy major and UAE data center giant join forces to build a sovereign-aligned AI megacampus. This is what next-gen global energy-data partnerships look like.
France Poised to Become a Data Centre Powerhouse — With electricity demand set to jump 74% by 2050, France is retooling for the AI age. Expect power, land, and policy coordination to turn France into Europe’s compute engine.
Asia-Pacific
China Wants 115,000 Nvidia Chips for Desert AI Hub — In a clear act of infrastructure statecraft, China is stockpiling GPUs and building a sovereign-scale campus in its western deserts. The global chip war now has physical coordinates.
$2B Hyperscale Campus Proposed in Ho Chi Minh City — Vietnam is fast emerging as Southeast Asia’s edge infrastructure leader. With hyperscale spillover and sovereign interest rising, the region is no longer a second-tier market.
Goodman Group Launches AU$4.1B Hong Kong Data Center Fund — Institutional capital is doubling down on Hong Kong’s long-term value as a digital gateway. Despite geopolitical tension, AI infrastructure bets are scaling up.
Middle East & Africa
Morocco to Build 500MW Renewable-Powered Data Center — Morocco is converting solar into sovereignty. This green megaproject shows how emerging markets can lead in sustainable AI infrastructure deployment.
XDS & ICS Arabia Launch 10MW Immersion-Cooled DC in KSA — Saudi Arabia’s first immersion-cooled facility brings next-gen energy efficiency to desert hosting. It’s a milestone in Vision 2030’s AI infrastructure agenda.
Ooredoo & Syntys Partner on AI Cloud DCs in Qatar — Qatar is scaling sovereign-backed AI clouds through public-private partnerships. Expect GCC competition for regional AI dominance to accelerate.
South America
Patria & Casa dos Ventos Team Up on Ceará Data Center — Brazil’s energy advantage is now being wired into AI infrastructure. This project fuses local renewables with sovereign-scale data ambitions.
Ascenty Expands São Paulo Footprint — Ascenty’s continued hyperscale rollout positions São Paulo as LATAM’s undisputed data hub. Local market dominance + global cloud demand = scale moat.
Global Data Center Hub - Our Articles This Week
Why the UAE-NVIDIA Alliance Redefines Global AI Infrastructure - The UAE is executing a bold AI infrastructure strategy with NVIDIA transforming energy, compute, and sovereignty into national competitive advantage.
Can Meta’s $29 Billion AI Infrastructure Play Redefine How Data Centers Are Financed in the US? - Inside the most ambitious private credit deal in tech history and what it means for the future of capital, compute, and control.
Did OpenAI Just Hand Oracle $30 Billion to Rewire the U.S. AI Market? - Inside the $500B Stargate Initiative, Oracle’s Cloud Comeback, and the 4.5 GW AI Arms Race
Is Amazon Building Britain’s AI Future or Taking It Over? - A deep dive into Amazon’s £40B UK investment and why the future of AI infrastructure may come at the cost of national sovereignty.