OpenAI–NEXTDC’s $4.6B AI Campus; Oracle Launches $38B Megafinance Cycle; TikTok’s $37B Brazil Bet Repositions South America

Inside the power, capital, and sovereignty shifts accelerating global AI infrastructure.

Welcome to Global Data Center Hub. Join investors, operators, and innovators reading to stay ahead of the latest trends in the data center sector in developed and emerging markets globally.

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If you’re not a subscriber, here’s what you’ve missed so far:

1. Where the Next Gigawatt of AI Capacity Will Actually Be Built [Inside the New Global Hierarchy Shaped by Power Availability, Policy Alignment, and Platform Capital.]

2. How Top Investors Arbitrage Renewable Energy Disparity (Instead of Being Crushed by It) [As AI Demand Surges, Grid Constraints Threaten Both Costs and Capacity.]

3. 10 Reports Defining Global Data Center Strategy — Q3 2025 Briefing [We reviewed the 10 most influential reports, investor surveys, and policy briefings released in Q3 2025]

4. The $1.1 Trillion Global AI Buildout: Lessons from Five Regions [From North America’s $500B surge to South America’s nuclear bets, the first half of 2025 reveals how the next decade of data centers will be shaped.]

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In This Issue

Global Buildout at a Glance — Brazil’s $37B TikTok anchor, Oracle’s $38B mega-loan, Australia’s dual AI packages, and Singapore’s 200MW reopening all pushed regions toward AI-grade capacity.

Power + Policy = Advantage — Texas advanced private gas-backed power, Australia bundled transmission with data-center scale, and Europe piloted nuclear-backed baseload for hyperscale.

Sovereign Capital Meets AI — Qatar’s Oracle sovereign cloud and the Japan–Australia corridor showed governments and state telcos emerging as the next generation of digital landlords.

Notable Transactions — Oracle’s $38B AI-campus financing, Equinix’s SMR power reservation, Amazon’s coal-to-cloud pivot, OpenAI–NEXTDC’s $4.6B Sydney campus, and TikTok’s $37B Brazil plan signal AI infrastructure moving to multi-GW national scale.

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Dear Friends,

A new phase of AI infrastructure is taking shape driven not by isolated builds, but by programmatic capital, power security, and multi-GW ambition.

This week made the shift unmistakable. Oracle’s $38B financing push shows U.S. AI campuses now exceed balance-sheet limits. Australia vaulted into first-tier status with a $4.6B OpenAI–NEXTDC campus and a $7B national AI–energy package. Europe accelerated coal-to-compute and nuclear-backed strategies, while the Gulf advanced sovereign-cloud models. And TikTok’s $37B Brazil commitment instantly repositioned South America as an AI-scale corridor.

The pattern is clear: capital, power, policy, and land are now one integrated system. The next decade will reward those who master all four at once.

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Member Spotlight

Each week, we highlight members shaping the global data center landscape.

This week:

Gordon Baier

, CEO of GoSolar Energy and GigaWatt.land, is developing one of the most power-secure, large-scale data center locations in the United States.

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Global Buildout at a Glance

A 1-minute scan of the week’s biggest moves — by region.