Why Alphabet’s $75B AI Infrastructure Spend Changes Everything (And No One’s Talking About It)
Alphabet just committed $75B to AI infrastructure in 2025, nearly 30% above analyst expectations. But the real story isn’t the spend. It’s what (and where) they’re building.
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In This Issue:
Global Data Center News Roundup – The biggest AI and cloud infrastructure developments shaping the industry this week.
Alphabet’s $75B Infrastructure Gambit – Why Google’s historic capital deployment could redefine AI’s physical foundation.
Infrastructure as Competitive Moat – How Alphabet is racing to control chips, cooling, and cloud—before regulators or rivals can react.
The Next Digital Superpowers – From Brazil to India, how global regions are being reshaped by AI demand and hyperscaler overflow.
Dear Reader,
Alphabet just committed $75 billion to build out AI infrastructure in 2025.
It’s not just a record-breaking CapEx number—it’s a strategic shift that could redraw the map of global compute.
This is a full-stack push: from TPUs and liquid-cooled servers to new land corridors and power markets. Alphabet isn’t just scaling its cloud footprint—it’s reengineering the physical backbone of artificial intelligence.
And the ripple effects are everywhere. From Meta’s stealth builds in rural America to Brazil’s rising role in sovereign-scale data center financing, the future of AI is becoming heavier, more geopolitical, and more infrastructure-intensive by the day.
Will Alphabet’s strategy become the blueprint for AI superpowers? Or will permitting delays, energy shortages, and trade friction test even the deepest pockets?
Here’s what you need to know.
Global Perspective: What’s Happening in Data Centers Around the World
North America
CyrusOne Breaks Ground on New Campus in Fort Worth, Texas - Texas continues its rise as a hyperscale hotspot. With strong grid connectivity and expanding land availability, Fort Worth is fast becoming a cornerstone of next-gen builds.
Meta’s Secret $1B Data Center in Wisconsin Revealed - Meta’s stealth project underscores how hyperscalers are moving off the grid, literally and figuratively, into secondary markets with better permitting and land economics.
900MW Campus Proposed Outside Macon, Georgia - A nearly gigawatt-scale development signals how the Southeast is becoming the next data center corridor, especially for AI-dense workloads.
Europe
EU Aims to Triple AI Data Center Capacity by 2032 - The European Commission’s plans signal a historic policy shift, prioritizing infrastructure buildout as a path to digital sovereignty.
Start Campus Powers Up Megaproject in Portugal - Portugal’s new campus combines green energy, subsea access, and hyperscale-ready land, positioning it as a Southern European infrastructure hub.
EU Plans Network of AI Clusters Across the Continent - The European Commission is laying the groundwork for a network of AI innovation clusters, combining compute infrastructure, research, and private investment to accelerate adoption.
Asia-Pacific
CapitaLand to Build AI-Ready Data Center in Chennai - Singaporean capital is pouring into India’s AI future. CapitaLand’s Chennai project reflects how Tier 2 cities are being reimagined as digital hubs.
Pakistan to Repurpose Surplus Power for AI & Bitcoin - Pakistan’s plan to redirect hydropower to AI data centers signals a creative leap, turning overcapacity into global competitiveness.
GLP Launches $360M China Data Center Fund - Despite past policy turbulence, GLP’s new fund confirms that institutional confidence is returning to China’s AI infra market.
Middle East & Africa
Lagos State Advances 4 New Data Center Projects - Nigeria’s state-led push reinforces its ambition to become West Africa’s digital command center.
Awqaf Abu Dhabi Eyes Data Center Investments - The UAE’s sovereign entities quietly increasing exposure to defensive sectors, like AI infrastructure and digital power grids.
South America
GIC Forms $328M JV to Build in Brazil - Singapore’s sovereign fund joins forces with Alianza to launch hyperscale platform, betting on Brazil’s growing AI demand.
Sparkle Expands into Mexico via KIO Partnership - Italy’s Sparkle is anchoring its regional growth strategy in Querétaro, Mexico’s fast-rising data corridor.
Chilean Power Firm Plans Data Center Buildout - Generadora Metropolitana aims to transform Chile’s hydro surplus into an AI-ready energy ecosystem.
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