Global Data Center Hub RoundUp – June 2025
The AI infrastructure boom is outpacing power, policy, and pipes. Last month’s content breaks down the pressure points threatening to stall global growth.
Dear Friends
As we head into the July 4th weekend, I want to wish all my U.S. subscribers a happy Independence Day and a moment to recharge, reflect, and celebrate.
Because while fireworks fill the sky, a different kind of explosion is reshaping the digital world beneath our feet.
Over the past month, one truth has become inescapable: the AI infrastructure boom is accelerating faster than governments, utilities, and investors can keep up.
From Nvidia’s trillion-dollar factory ambitions to Amazon’s sovereign cloud bets and Microsoft’s regional expansions, the global map of compute power is being redrawn in real time.
But behind the headlines lies a more fragile reality: fiber scarcity, transmission chokepoints, energy limits, and infrastructure lag are now strategic risks. This month’s stories tracked how those tensions are unfolding and how nations, hyperscalers, and capital allocators are racing to close the gap.
In case you missed any of the insights, here’s a full roundup of what I published across Substack, LinkedIn, X, and YouTube.
Substack
Deep Dives
Detailed breakdowns on risks, strategic models, and long-term shifts.
Why Sovereign AI Is Rewriting the Global Infrastructure Map – [Read here]
Fiber and Connectivity Bottlenecks (Part 1): The Hidden Crisis That Could Derail the Global AI Infrastructure Boom – [Read here]
How Technology Risk Is Reshaping Global Data Center Investing – [Read here]
Hyperscale vs. Colocation: Strategic Portfolio Considerations for Data Center Investors – [Read here]
Big Market Shifts
Major strategic moves by hyperscalers and what they signal.
Meta’s $72B AI Power Play Is a Data Center War Plan in Disguise – [Read here]
Oracle’s $40 Billion Power Move: The Lease That Could Reshape the AI Cloud Hierarchy – [Read here]
Microsoft’s Chile Gambit: The Hidden Strategy Behind Its $3.3B Cloud Region Bet – [Read here]
Infrastructure Fundamentals
Core constraints and capabilities shaping AI-ready compute.
Why Transmission Bottlenecks Are Rewriting the AI Data Center Playbook – [Read here]
Storage and Intermittency: The Invisible Constraints on AI-Ready Data Centers – [Read here]
How Last-Mile and Metro Access Shapes Data Center Success – [Read here]
LinkedIn
How Amazon’s $20B AI Infrastructure Deal Just Redrew the Map for U.S. Tech Growth. [Read here]
Mary Meeker’s AI Manifesto: Why the Queen of the Internet Just Redefined the Baseline for Global Tech Strategy. [Read here]
Nvidia’s AI Factory Playbook: Why 100 Facilities Signal the Start of Industrialized Intelligence. [Read here]
The Hydrogen Bet: A Cleaner Backup Blueprint for the AI-Powered Data Center. [Read here]
Oracle’s $25B Cloud Gambit: Why Ellison Is Betting Everything on AI Infrastructure. [Read here]
DayOne’s $3.54B Bet on Johor: A New AI Infrastructure Blueprint for Asia. [Read here]
Europe's $114 Billion Data Center Realignment: Why the Future of AI Infrastructure in Europe Is Expanding in Every Direction. [Read here.]
Twitter/X
AI has entered the industrial era and Nvidia owns the blueprint
From liquid cooling to sovereign colocation, this thread unpacks why power, chips, and policy now define the AI stack. [Read here]
AI is rewriting the rules of data center investing.
This thread breaks down why outdated build cycles, hidden CapEx debt, and legacy sites are about to get punished. [Read here]
The real AI bottleneck isn’t chips, it’s power.
This thread reveals why electricity is the new currency of digital infrastructure and which countries are falling behind. [Read here]
Brazil is quietly building the blueprint for AI-ready infrastructure, from subsea cables to solar-powered edge hubs.
This thread shows why Fortaleza may be the future of distributed compute. [Read here]
China’s cloud giants aren’t just slashing prices, they’re redrawing the global infrastructure map.
This thread unpacks why the next AI superpower might not be a startup, but a state-backed stack. [Read here]
YouTube / Podcast
Bankable! Data Center Financing
Explore how DFIs are financing next-gen AI-ready data centers in emerging markets like Brazil, India, and Kenya, with a focus on sustainability, liquid cooling, and bankable risk.
Listen to the full episode of Bankable! with Obinna Isiadinso: Listen here.
Thanks for catching up with this month’s roundup.
Whether you're investing, building, or just tracking the future of compute, I publish content across multiple platforms tailored to different depths and audiences.
📬 Substack Newsletter: Global Data Center Hub
💼 LinkedIn: Obinna Isiadinso
🧵 X/Twitter: @data_center_hub
🎥 YouTube: Global Data Center Hub Channel
Follow along wherever you prefer to stay ahead of the shifts reshaping digital infrastructure.