Meta’s Megabillions Reshape AI; UK Targets 6GW; Oracle Moves on Germany
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In This Issue
Global Data Center News Roundup – The biggest AI and cloud infrastructure developments shaping the industry this week.
AI Infrastructure Is the New Arms Race – From Meta’s mega-spend to the UK’s 6GW roadmap, infrastructure is emerging as the strategic lever for national and corporate power.
Private Capital Meets Sovereign Ambition – From Vietnam to Germany, domestic players and global investors are co-creating new models for AI-era infrastructure deployment.
The Edge is Getting Sharper – Arctic builds, Southeast Asian expansions, and South American scale-ups reflect a broader shift: hyperscale is now borderless, and the frontier is everywhere.
Dear Friends,
This week’s headlines make it clear: the age of AI infrastructure speculation is over and the era of execution has arrived.
Meta’s declaration of “hundreds of billions” in data center investment reframes the scale of ambition. Governments, too, are recalibrating: the UK is targeting 6GW of capacity, Germany is reinforcing sovereign cloud, and Norway is putting AI training infrastructure in the Arctic.
Meanwhile, capital is moving faster than ever, with Stonepeak, NTT, and RT-One all placing billion-dollar bets on markets once considered secondary.
The global signal?
Whoever builds fastest and smartest will shape the geography of intelligence for decades.
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Global Perspective: What’s Happening in Data Centers Around the World
North America
Meta Pledges ‘Hundreds of Billions’ for AI Data Centers
Zuckerberg’s infrastructure push underlines Meta’s superintelligence ambitions and cements its position as a long-term AI power player.
$90 Billion Commitment to Pennsylvania Data Center Buildout
Pennsylvania has become the focus of a historic wave of investment, with more than $90 billion in new commitments announced by prominent data center operators and energy firms.
Europe
Oracle Commits $2B to AI Infrastructure in Germany
Oracle's sovereign-aligned investment bolsters Germany’s independent cloud capabilities amid growing U.S. hyperscaler fatigue.
UK unveils compute strategy targeting 6GW of AI data center capacity by 2030
A newly published roadmap lays out the UK’s plan to become an AI infrastructure leader. The 6GW target reflects a growing recognition that national competitiveness depends on physical compute, positioning data centers as strategic assets alongside energy and defense infrastructure.
Norway’s Aker plans Arctic AI “factory”
Industrial conglomerate Aker is launching a first-of-its-kind data center facility deep in the Arctic, optimized for AI training with access to renewable energy and natural cooling.
Asia-Pacific
Stonepeak backs Princeton Digital with $1.3B in Asia Data Center Push
Private equity heavyweight Stonepeak is backing Princeton Digital with $1.3 billion to deepen its hyperscale footprint across India, China, and Southeast Asia.
NTT commits $3B amid Asia’s AI compute boom
NTT is positioning itself at the center of Asia’s AI growth with a $3 billion expansion strategy. The company is focusing on high-density, AI-optimized campuses across Japan, India, and Southeast Asia, regions where government incentives and private capital are converging to meet soaring compute demand.
Vietnam’s CMC launches $250M hyperscale project
CMC, a Vietnamese digital infrastructure firm, is breaking new ground with a $250 million hyperscale build. It’s a bold move from a domestic operator, signaling Vietnam’s ambition to become a serious player in the global AI infrastructure race and highlighting the rise of sovereign-led data center ecosystems in ASEAN.
South America
RT-One Targets $1.2B Data Center Build in Brazil
Global investors are betting on Brazil’s energy-rich profile to support large-scale AI compute infrastructure.
Chateau and Odata Gain Approval for New Brazil Campuses
With São Paulo as the hub, Brazil’s infrastructure wave shows no signs of slowing.
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Talk to you this week,
Obi