Meta’s $600B Build Cycle; Anthropic’s $50B Deal; Europe’s €23B Platform; India and Australia Announce 1GW Sites
Inside the capital, power, and policy shifts redefining global AI infrastructure.
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From Servers to Sovereign AI: A Free 18-Lesson Guide to Mastering the Data Center Industry [An 18-part series that breaks down the fundamentals, economics, geopolitics, and future of the world’s most important infrastructure]
Site Selection: How Billion-Dollar Data Centers Pick Their Land [Billion-dollar data centers aren’t just built they’re placed where power, fiber, and policy align.]
The Interconnection Bottleneck: How Renewable Delays Are Rewriting the AI Power Map [The real risk in AI infrastructure isn’t power cost—it’s time. Renewable backlogs are stranding capital and reshaping investment. Winners act without waiting for the grid.]
10 Reports Defining Global Data Center Strategy (Q3 2025) [A quarterly field guide to the AI supercycle: power, capital, and sustainability as the new strategy stack.]
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In This Issue
Global Buildout at a Glance — From Meta’s $600B US expansion and Anthropic’s $50B Fluidstack commitment to AirTrunk’s 1GW Sydney site and Reliance’s 1GW Indian AI campus, every region accelerated toward sovereign-scale compute.
Power + Policy = Advantage — North American utilities confront multi-GW project queues, Europe tightens interconnect rules, APAC markets activate expedited AI-capacity pathways, and Brazil’s Amazon corridor shows how DFIs now shape regional digital policy.
Sovereign Capital Meets AI — Saudi Arabia, India, and Australia continue deploying state-aligned capital to secure land, megawatts, and national compute capacity, redefining who owns the next generation of AI infrastructure.
Notable Transactions — From BlackRock–ACS’s €23bn platform and Anthropic’s multi-year Fluidstack deal to Amazon-Basin subsea corridors, the capital stack behind AI data centers continues to consolidate into larger, more coordinated programs.
Dear Friends,
A new stage of the AI buildout has arrived. One defined by gigawatts of power and multi-billion-dollar capital, not incremental data-center growth.
This week alone, Meta activated a $600B U.S. expansion, Anthropic signed a $50B long-term deal with Fluidstack, and New Era advanced a 7GW AI campus in New Mexico. Abroad, Europe consolidated around a €23B platform, and both AirTrunk and Reliance moved forward with 1GW sites in Australia and India.
The pattern is unmistakable: competitiveness now hinges on power access, policy alignment, and sovereign-scale capital. Those who treat digital infrastructure as a strategic, energy-linked asset class will define the next decade.
Chart of the Week — Global Data Center Market Revenue by Segment, 2025
In 2025, the global data center market is projected to generate revenue across multiple segments: network infrastructure ($254.8B), colocation ($55.7B), and cloud services ($171.9B). Network infrastructure takes the lead, highlighting its critical role in powering the next generation of digital services.
Source: Brightlio – Data Center Stats
Global Buildout at a Glance
A 1-minute scan of the week’s biggest moves — by region.
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