Global Data Center RoundUp – December 2025: The AI Infrastructure Shift
From crowded legacy hubs to fast-growing jurisdictions, this month traced how power, renewable energy, and policy are redefining where and how global AI capacity is deployed.
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Dear Friends,
The AI narrative is quietly shifting. What once looked like a race of models, chips, and software is now governed by a harsher reality: AI only scales where physical infrastructure can be delivered on time, at scale, and with regulatory certainty.
This month’s analysis shows that the next phase of AI growth isn’t limited by capital or ambition, but by power, grid access, land, interconnection, cooling, and permitting. Compute has become an infrastructure problem before a technology one.
Capacity is shifting from crowded legacy hubs to regions that can deliver power faster and more reliably. Renewable energy now drives pricing, siting, and returns, while AI density is breaking old cloud-era designs, directing capital toward modular systems, thermal solutions, and upstream power equipment.
Governments are active participants, as sovereign cloud strategies, edge deployments, and national AI planning converge with energy and industrial policy. Data centers are now strategic infrastructure where state power, capital, and grid physics intersect.
This month’s stories map this shift, showing where the next gigawatt will be built and who is positioned to capture durable advantage.
In case you missed any of the analysis, here is the full roundup of what we published this month.
Substack
Deep Dives
Detailed breakdowns on risks, strategic models, and long-term shifts.
Where the Next Gigawatt of AI Capacity Will Actually Be Built – [Read here]
How Top Investors Arbitrage Renewable Energy Disparity (Instead of Being Crushed by It) – [Read here]
How to Invest in Data Centers (And the Risks That Actually Matter) – [Read here]
Regulation As Alpha: How Smart Fiber-to-DC Capital Turns Friction Into Moats – [Read here]
Big Market Shifts
Major strategic moves by hyperscalers and what they signal.
Q4 2025: The Quarter AI Infrastructure Became State Power – [Read here]
Power Is the Moat: How Gigawatt Data Centers Redraw Global AI Strategy – [Read here]
Does Eaton’s $9.5B Thermal Push Signal the Next $1 Trillion Buildout in the US AI Data Center Market? – [Read here]
Infrastructure Fundamentals
Core constraints and capabilities shaping AI-ready compute.
Why AI Is Forcing a Complete Rethink of Data Center Design – [Read here]
Where Sovereignty Meets Speed: The Rise of Sovereign Clouds and Edge Data Centers – [Read here]
Is Singapore’s 200MW Release the Most Valuable Megawatt Window in Asia? – [Read here]
LinkedIn
Does Eaton’s $9.5B Thermal Push Signal the Next $1 Trillion Buildout in the US AI Data Center Market? [Read here]
Why AI Is Forcing a Complete Rethink of Data Center Design [Read here]
How to Invest in Data Centers (And the Risks That Actually Matter) [Read here]
Is Singapore’s 200MW Release the Most Valuable Megawatt Window in Asia? [Read here]
Q4 2025: The Quarter AI Infrastructure Became State Power [Read here]
Power Is the Moat: How Gigawatt Data Centers Redraw Global AI Strategy [Read here]
Where the Next Gigawatt of AI Capacity Will Actually Be Built [Read here]
Where Sovereignty Meets Speed: The Rise of Sovereign Clouds and Edge Data Centers [Read here]
Twitter/X
India’s AI future won’t be decided in Mumbai or Chennai it will be decided in Vizag.
Built around hyperscale land availability, multi-subsea connectivity, and a rapidly forming cluster (Google, AdaniConneX, Sify, Tillman), this thread breaks down why Vizag compresses a decade of data center evolution into a single cycle and how power reliability, cooling innovation, and a global-grade capital stack will determine whether India becomes an AI power or hits a structural ceiling. [Read here]
AI infrastructure isn’t about announcements it’s about energized megawatts.
From North America’s 5 GW grid-aligned platforms to Northumberland’s pre-negotiated £10B mega campus, APAC’s multi-country portfolio plays, Latin America’s energy-aligned builds, and the GCC’s sovereign-led expansions, this thread shows how power, policy, and platform coordination not real estate define the next decade of AI capacity. [Read here]
Singapore’s AI strategy isn’t about cheap power it’s about defensible megawatts.
Structured around Jurong Island’s 700 MW low-carbon park, integrated utilities & hydrogen pilots, and strict sustainability, this thread explores why strategic value, long-term policy alignment, and patient capital not efficiency gains alone will define the next decade of AI infrastructure in Asia. [Read here]
AI isn’t just a workload it’s a design mandate.
From rack geometry and ton-heavy immersion tanks to liquid cooling frameworks and new operational skill stacks, this thread explains why only data centers built for heat, density, and physics not airflow will survive and thrive in the next decade of AI infrastructure. [Read here]
The AI power bottleneck isn’t generation it’s the grid.
From renewable-rich regions far from AI demand to decade-long transmission delays, this thread explains why investors who design around delivery power-first sites, hybrid PPAs, co-location, and policy participation will capture the next decade of AI infrastructure, while others inherit stranded assets. [Read here]
Thanks for catching up with this month’s roundup.