Microsoft’s $110B Expansion Plan; OpenAI–Oracle Launch $10B Stargate Campus; Singapore Approves 700MW AI Park
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]
Q3 2025: The Quarter AI Infrastructure Went Sovereign [From OpenAI’s Stargate expansion to the UK’s AI zones and BorderPlex’s $165B mega-campus, the definitive map of the new AI infrastructure order.]
The Energy Crisis AI Is Creating (And What It Means for Data Centers) [The next frontier won’t be compute or chips. It’ll be who controls the electrons that keep them running.]
Fiber in the Crossfire: Why Subsea Networks Are the Next Geopolitical Battlefield [The global AI race runs on fiber. And that fiber is under threat.]
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In This Issue
Global Buildout at a Glance — From Stargate’s U.S. launch and Microsoft’s $110B CapEx surge to Singapore’s energy innovation and Saudi’s 6GW blueprint, every continent accelerated toward AI-ready capacity.
Power + Policy = Advantage — U.S. utilities unveiled new grid investments, the UK advanced green financing, and Singapore reinvented its energy imports proving control of megawatts is the new industrial policy.
Sovereign Capital Meets AI — Saudi Arabia’s HUMAIN–AirTrunk partnership and Korea’s hyperscale initiatives show how state-backed investors are emerging as the next generation of “AI landlords.”
Notable Transactions — From Oracle’s gigawatt lease stack with OpenAI and Microsoft’s multi-region build program to AtlasEdge’s green financing and Tecto’s Brazil expansion, the capital stack for AI infrastructure continues to evolve.
Dear Friends,
Between OpenAI and Oracle’s “Stargate” mega-campus anchoring America’s first gigawatt-scale AI hub, Microsoft announcing plans to double its global data center capacity, and Singapore greenlighting a 700MW AI park powered by biomethane imports, the world’s digital backbone is scaling faster than ever.
Each move points to the same convergence: capital, power, and policy are no longer separate lanes they’ve become one integrated system.
The next decade won’t be defined by who builds the largest data center, but by who controls the energy, financing, and land that make them possible.
Member Spotlight
Each week, we highlight members shaping the global data center landscape.
This week: Bente Ottersen, Founder of It-Kraft Valdres in Norway, is developing renewable-powered, liquid-cooled data centers designed to integrate with local industry clusters for waste-heat reuse.
Chart of the Week — 2025 Data Center Construction Spending
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