DeepSeek goes gigawatt. Bain lines up a $4bn exit. AirTrunk pulls in 30 lenders. The end-of-July APAC data centre round-up.

- DeepSeek plans a 1GW campus in Ulanqab, Inner Mongolia — self-build plus leased capacity, partially live by end 2027

- Rare visibility into what China's model makers are actually building at home, and part of the Eastern Data, Western Computing push

- Sixth Street, GIC, SK Telecom and La Caisse circle Bain's ~50% stake in Bridge Data Centres, valuing it above $4bn

- Beetaloo Energy signs Halliburton for gas-fired power at Weddell, near Darwin — up to 2GW behind the meter

- AirTrunk closes $2.325bn in green financing for JHB2 in Johor, backed by 30 institutions and 10 global coordinators

- Seatrium lands Bureau Veritas approval in principle for a 30MW floating data centre — six 5MW modules on a moored barge

- LG U+ commits another $910m to its 200MW Paju campus, north of Seoul

- Joe Craparotta takes over as CEO of Leading Edge Data Centres; founder Chris Thorpe moves to Executive Vice Chairman

News covered: week ending 31 July

#datacenter #datacentre

This week: OpenAI's footprint spreads across India and Australia, Korea goes big on gigawatts, and New Zealand's Green Party wants everyone to stop.

- Tata acquires land in Vizag — next door to Google and Adani, and likely the first customer for its new HyperVault gigawatt campus. Nobody's confirmed OpenAI yet.

- NEXTDC's S7 (Stargate Australia) drops its recycled water cooling plan after failing to get planning permission for the pipeline. Closed loop instead — better for water, worse for PUE.

- Fujitsu offloads its Australian data centres to Next Capital. ~25MW capacity, only 7MW leased, 130 clients, reportedly just under the portfolio's $40M USD replacement value. Up to 100MW of development potential in those sites.

- A $1.1B AUD ($770M USD) campus proposed in the City of Casey, Melbourne. Councillors haven't been asked to decide anything yet. We know who the developer is. We're not telling you for free.

- Beetaloo Digital Hub — a gigawatt gas-powered campus outside Darwin, from Beetaloo Energy's new digital arm. Another power owner bringing a site to market.

- Mercury takes a 12.7% stake in Datagrid NZ for $30M USD, months after signing the PPA. The 280MW site is still monstrous by New Zealand standards.

- New Zealand's Green Party responds by calling for a one-year moratorium on AI data centres.

- Nvidia and SK Group announce a $500B AI agreement for 2GW of capacity in Korea.

- LS Electric and LG Uplus partner on DC-based power infrastructure, plus a groundbreaking for NeoAI Cloud's 300MW Hyundai Electric-built facility in Pohang.

- SK Telecom spins up a wholly owned data centre subsidiary with 750B KRW ($500M USD) seed investment — targeting 15GW by 2035. Roughly 20x Korea's current capacity.

Also in the newsletter this week: Chinese chip supply, a Hong Kong property firm building in Shanghai, and IFC's $175M into AirTrunk.

Coming up on In Conversation: Simone Grasso, Head of Vena Energy's new data centre business.

#DataCentres #APAC #AI #OpenAI #Nvidia #Korea #Australia

This week on Data Centre News Asia — 140MW of Nvidia Vera Rubin chips head to Japan, New Zealand lands its first major AI workload, and the deals keep coming across APAC.In this episode:- Macquarie Data Centres exercises its option on Talavera Road, Sydney — a 200MW campus for ~$170M USD, with a community garden, gallery & Macquarie University ties- Sharon AI (Neo Cloud) signs a $1.32B, 5-year compute contract — New Zealand's first significant AI workload, revenue starting Q1/Q2 2027- HCLTech invests $364M USD into a new 50MW India data centre business, building on its AMD alliance- STT inaugurates a 6MW facility in Jaipur — a sign of India's second-tier cities coming online- AWS lays the foundation stone for its self-build campus in Telangana's Bharat Future City, outside Hyderabad- Japan's Noetra teams with Nvidia for a 140MW build — 27,500 GPUs & 14,000 CPUs of Vera Rubin, tied to Japan's goal of 30% of the global AI robotics market by 2040- NTT breaks ground on Bangkok 4 in Chonburi — its first hyperscale/AI facility in Thailand, backed by a 100MW B.Grimm Power PPA- CapitaLand (CLAR) offloads the former Singtel facility for S$200M — double its 2005 purchase price- Polibeli, an Indonesian e-commerce player, signs MOUs for AI data centre projects in Thailand & Indonesia- GMI Cloud (Taiwan) seeks a $635M loan to scale up GPU capacityEnjoying the news? Follow along for weekly APAC data centre news.

Here is this week’s breakdown of the biggest headlines across Australia, India, Japan, and Malaysia:

• Leaked reports reveal a massive 864MW contract with Amazon Web Services (AWS) in Australia, fueling rumors of a staggering $30B valuation for Stack Infrastructure.

• NextDC added $500M AUD ($347M USD) to its senior debt facility to support ongoing infrastructure upside and expansion efforts.

• An IOT firm called X2M is tied to a new regional data center project in Ballarat, Australia ranging from 10 to 100 megawatts with a 10MW battery.

• AI chip powerhouse SK Hynix is reportedly selling shares in a massive US IPO aiming to raise $28 billion to scale up production.

• AT TOKYO is expanding its regional footprint with a new data center site targeting Nagoya in Japan's Chubu region.

• Local Indian cloud provider Webyne is planning an aggressive 100MW capacity buildout across the Delhi/NCR region over the next 12 months.

• Digital Edge is looking to double down on its India presence by developing a massive 270MW Green Integrated Data Centre Park in Palava, Mumbai.

• Malaysia's Global Telecommunications Group secured a 36-acre land parcel in Kuala Langat, Selangor for a new mega-campus development.

We are currently looking for values-aligned sponsors for our exclusive "In Conversation With" executive interview series, as well as our upcoming Charity Padel Tournament in Singapore (right before Data Centre World Asia).

Whether you want to feature your product or sponsor the post-match ice baths—reach out to us today to get involved!

After a quick recap of the World Cup heartbreak, we dive straight into the massive mega-projects, power grid innovations, and regulatory shake-ups transforming the APAC region. From off-grid AI hubs in the Australian outback to South Korea's staggering trillion-dollar infrastructure push, here is everything you need to know this week.

Australia’s 600MW AI Boom: Firmus secures a massive energy agreement for Project Southgate in South Australia, featuring pioneering demand response technology.

NEXTDC’s S7 Campus: Planning documents are in for a staggering 612MW state-significant development.

Off-Grid Innovation: Energy North proposes a gigawatt-scale, behind-the-meter AI "engine room" near Darwin, backed by 3GW of solar and 16GWh of battery storage.

Community Pushback: A proposed data center application in North Katoomba is withdrawn following local activism.

South Korea’s Trillion-Dollar Bet: Breaking down the ambitious $919B mega-project plan aiming for 18.4GW of data center capacity by 2035.

DigitalBridge Enters Japan: The launch of new provider JY, starting with the acquisition of two NEC assets.

Singapore Market Updates: Singtel explores a data center REIT, and the government proposes a strict new IMDA licensing regime for facilities over 10MW.

Subscribe for more weekly updates on the rapidly evolving global data center industry!

This week on Data Centre News Asia — Abu Dhabi money, GPU mega-deals, and hyperscalers pushing into new markets across APAC.

- MGX circles DayOne — the Abu Dhabi group eyes a buy as the $20B IPO rolls on

- DigitalBridge weighs a $2B sale of Malaysia's AIMS DC

- Gorilla Technology inks a $2.5B GPU-as-a-service deal on NeutraDC's Batam site

- Alibaba Cloud takes its fifth Tokyo facility

- Amazon launches its first Vietnam Local Zone in Hanoi

- AWS pledges another $13B for India — $48B total through 2030

- Amazon signs a recycled water deal in Melbourne as the water debate heats up

- NextDC snaps up 169 hectares near Geelong, close to the Victorian Big Battery

- DayOne keeps buying — 65 acres in Johor from Paragon Globe

- Centuria raises AU$300M for its ResetData AI platform

- PLDT deal confirmed at 24MW

Also available on Youtube and Apple Podcasts

We are finally back together in our unofficial studio. A few phone storage issues meant we had to record an unprecedented three times so if we look a bit frustrated you know why. But nevertheless a number of interesting stories to look at.

We discuss:
- CtrlS Datacenters securing investment from CPP Investments | Investissements RPC.
- Racks Central also securing significant investment to expand their platform regionally.
- Firmus Technologies looking to develop a new 200MW+ site in Tasmania.
- Sharon AI, Inc signs 6 year 72MW infrastructure deal with NVIDIA.
- Equinix launching their 6th facility in Hong Kong - HK6.
- ST Telemedia Global Data Centres launching their 30MW Seoul 1 facility in Seoul. A 60 /40 partnership with Hyosung Heavy Industries
- NFD Korea Co.,Ltd. aiming to develop a 300MW campus in Dangjin, south of Seoul
- PLDT exploring spinning some of their stabalised data centre assets into a REIT, aiming to raise $600 - $800million
Also available on YouTube and Apple Podcasts

The stories shaping data centres across Asia-Pacific — everywhere except Australia and India. From DayOne's $4.5B pre-IPO raise to a wave of activity in Korea's Ansan, here's what moved the region.

In this episode:

- DayOne lands $4.5B Series C, led by Coatue & Hillhouse — pre-IPO ahead of a possible SGX/Nasdaq dual listing

- DayOne signs 1.5GW renewable supply deal with TNB in Malaysia (+2.2GWh battery storage)

- Alibaba opens second Malaysian cloud region — this time in Johor

- BDX inks 1.2GW energy agreement with PLN across three Indonesian sites

- Tanco signs MOU with China Mobile International for 50MW in Port Dickson

- DDSP completes Nomura-backed financing for 80MW Taiwan development

- Keppel secures land for 60MW Tier III site in Ansan, Seoul (live 2030)

- Digital Edge acquires land for SEL5 — a 60MW Ansan facility

- SK Telecom sells minority stake (~$1.3B) + plans gigawatt-scale AI cloud with Nvidia

- Koramco & DCI break ground on 40MW Ansan site

- STT launches Jakarta DC and breaks ground on two more — a 360MW campus

Also available on Spotify and Apple Podcasts

An unintended two-week special on account of all the various events going on in Europe and APAC, with Rhys Morgan and I literally all over the place.

Given the volume of news, we've broken it into two episodes. In this episode we cover Australia & India.

We discuss:

• IREN planning an 800MW development in South Australia
• Blue Owl Capital's sale of STACK Infrastructure's APAC business
• Stockland adding another site to their Australian portfolio
• AirTrunk signing a monster LOI in India
• Google suffering network disruptions in India
• Meta signing a 168MW deal in India
• ST Telemedia Global Data Centres (India) acquiring additional land parcels in Navi Mumbai (not covered)

The rest of the Asia update will likely be out on Thursday, 18th June — keep an eye out for it.

Also available on YouTube and Apple Podcasts.

Flying solo this week with a packed two-week catch-up on Asia's data center scene. From mega financings to a project that got killed over backup generators, here's what went down.In this episode:- DayOne eyes a first-of-its-kind dual IPO in Singapore and the US, targeting $5B to hit a $20B valuation- DDSP closes $283M green loan for its Johor build-to-suit at Sedenak Tech Park, with 1.1GW now in play across Thailand, Malaysia, Singapore, Indonesia and Taiwan- Digital Edge bags another $575M in debt to grow its footprint in Korea, Japan, India and beyond- GreenSquareDC withdraws its 120MW Perth application after community pushback over noise, the river and a nearby school- SoftBank readies an AI GPU cloud out of Japan, live from October 2026- Gorilla Technology takes 5.5MW from NeutraDC in Indonesia, with eyes on 18MW by year-end- Guofu (CEWA) teams up on hydrogen power for Southeast Asia, kicking off with a 3MW pilot in Rayong, ThailandCatch us at Datacloud in Cannes and DCD next week. Reach out if you want to grab a coffee.