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Middle East & Africa: AI & Data Center Buildout Surges Past $75B

Sep 18, 2025
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From $20B sovereign AI hubs in Riyadh to a 500MW GPU city planned in Morocco and solar-powered aviation clouds in Dubai the first half of 2025 repositioned the Middle East & Africa from “frontier” to sovereign compute battleground.

We saw:

  • $75B+ in AI/data-center commitments across the Gulf, North Africa, and Sub-Saharan Africa

  • Sovereign AI laws and national visions (2030/2040) turning compute into state infrastructure

  • Private capital stacking into neutral interconnect, powered land, and GPU factories

  • Energy strategies (utility PPAs, green corridors) fused directly to campus design

  • Power/GPU bottlenecks shaping which metros scale and which stall

H1 2025 wasn’t just growth. It was a strategic realignment.

This is your MEA recap of the 12 most important shifts and what they signal for global AI infrastructure.


Here’s What’s Inside

  • Top 12 announcements ranked — from Saudi’s $20B AI hub to Morocco’s 500MW NVIDIA campus

  • 5 key infrastructure trends — sovereign compute, REIT/JV capital, GPU corridors, energy moats, African AI-first builds

  • 5 emerging opportunities — GPU hosting, sovereign cloud JVs, renewable-linked AI factories, Tier-II African colos, powered-land banking

  • 5 regional shifts — Riyadh globalizes, Abu Dhabi fuses power+compute, Lagos scales, North Africa rises, East Africa connects

  • 5 critical constraints — power scarcity, GPU access, policy lags, climate risk, talent gaps


Top 12 MEA Announcements (H1 2025)

Below are the most impactful strategic moves shaping the Middle East & Africa data center sector in the first half of 2025, ranked by capital scale, geopolitical significance, and long-term market implications.

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