OpenAI’s $207B Infrastructure Gap; Hyperscalers Enter $100B Debt Cycle; India’s 2GW AI Corridor Reshapes APAC Compute

Inside the New Era of Leveraged AI Buildouts and State-Backed Compute Expansion

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.

---

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

1. 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]

2. The Future Is Modular: How Data Centers Are Being Reinvented [Modular Design as the New Industrial Baseline for AI-Scale Buildouts]

3. The Hidden Risk Inside the Hyperscale Boom [A deep dive into the consolidation, pricing power, and policy pressures reshaping global hyperscale investing.]

4. 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.]

---

Interested in sponsorship? info@globaldatacenterhub.com

---

In This Issue

Global Buildout at a Glance — Hyperscalers pushed global borrowing toward $100 billion, India consolidated a 2GW+ AI corridor, and Abu Dhabi launched the region’s first AI supercluster.

Power + Policy = Advantage — The UK elevated data centers to “nationally significant infrastructure,” Brazil deployed state-backed financing, and APAC governments aligned power and permitting around gigawatt-scale AI projects.

Sovereign Capital Meets AI — UAE, Korea, and sovereign-backed Vantage accelerated their expansion, confirming that state-linked investors are becoming the next generation of compute landlords.

Notable Transactions — OpenAI’s $207B capital gap redefined AI as an infra-finance story, and Digital Connexion announced an $11B gigawatt campus in Andhra Pradesh.

---

Dear Friends,

A new phase of AI infrastructure is emerging one defined not by incremental builds, but by sovereign alignment, leveraged capital, and multi-GW ambition.

This week made the shift unmistakable. U.S. hyperscaler debt is approaching $100B as AI campuses outgrow balance-sheet capacity. In India, Andhra Pradesh became a 2GW+ corridor almost overnight. In Europe, the UK elevated data centers to the same national priority tier as airports. In the Middle East, Abu Dhabi unveiled its first AI supercluster, and the UAE committed $1B to Africa’s digital backbone.

The pattern is clear: capital, power, policy, and land are no longer separate inputs they are a single integrated system. The winners of the next decade will be those who control all four simultaneously.

---

Global Buildout at a Glance

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