A historic week for India and Asia-Pacific, with unprecedented investment announcements and infrastructure commitments across the region.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

• Microsoft announces it is on pace to invest $50 billion by the end of the decade to help bring AI to countries across the Global South, including major data centre infrastructure investments in India, Mexico, Africa, South America, Southeast Asia and the Middle East.

• Google to land three more subsea cables in India, adding the country to its growing web of international connectivity infrastructure.

• OpenAI partners with Tata to deploy data centre capacity in India, initially targeting 100 MW with potential to reach 1 GW.

• AMD and TCS announce plans for a new 200 MW deployment of the AMD Helios rack scale AI architecture in India, with TCS subsidiary HyperVault codeveloping the infrastructure to support India's AI initiatives and sovereign AI factories.

• Yotta invests $2 billion in partnership with Nvidia to accelerate India's AI infrastructure push.

• Adani Group commits $100 billion direct investment to develop renewable energy powered, hyperscale AI ready data centres by 2035, expected to catalyse an additional $150 billion across manufacturing, servers and sovereign cloud services.

• Blackstone plans Rs 10,000 crore digital infrastructure hub in Chennai, expanding its footprint in southern India.

• Blackstone leads funding of over $1 billion to Neysa to build India's leading AI infrastructure platform.

• Telkom Indonesia reportedly revives plan for data centre stake sale, signaling potential major M&A activity in Southeast Asia.

• Macquarie Tech secures $50 million debt facility to support Australian infrastructure expansion.

• Equinix reinforces responsible operations in Japan with landmark 15 year power purchase agreement with ENEOS Renewable Energy.

We examine what these moves signal for India's emergence as a global AI infrastructure hub, the strategic imperative of energy infrastructure for AI deployment, and the unprecedented capital flows reshaping digital infrastructure across Asia Pacific.

Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI • #India

A busy week across Asia-Pacific, with major developments in Australia, Singapore, Thailand, Japan, Malaysia, China and the United States.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

• I Squared Capital reportedly explores sale of APAC data centre firm BDx for up to $2 billion, with investors and other data centre operators expressing interest in the Singapore headquartered company.

• Firmus secures $10 billion debt financing facility led by Blackstone and Coatue to fund Project Southgate, the national rollout of its AI Factory platform based on NVIDIA DSX reference architecture across Australia.

• Singtel's Nxera DCT secures a $643 million five year green loan from DBS, OCBC, Standard Chartered, HSBC and UOB to finance development of the new 58 MW DC Tuas data centre in Singapore.

• Stack Infrastructure breaks ground on its second 18 MW data centre building at the Inzai campus in Tokyo, with delivery expected in Q4 2027.

• AIMS closes acquisition of a 10 acre land parcel in Cyberjaya for a RM4 billion, 200 MW hyperscale data centre capable of supporting AI computing, expected to be completed in 2027.

• PGIM acquires a 20.7 hectare site in Melbourne's Truganina for a planned data centre campus, with intentions to invest $1.2 billion into the first of three development phases.

• NTT Global Data Centers signs land purchase agreement with AMATA Corporation to develop its Bangkok 5 data centre in Chonburi, Thailand, its fourth site in the industrial area.

• ByteDance reportedly in talks with Samsung for production of 350,000 AI inferencing chips, with sample chips expected by end of March.

• Singaporean former phosphate mining company AsiaPhos could develop data centres with China Mobile under a preliminary agreement, though details remain vague.

• Trump administration reportedly considering tariff carve out for hyperscalers linked to Taiwanese chip investments, allowing Taiwanese companies to allocate tariff exemptions to US based customers importing chips.

• SuperX signs MOU with Digital Dynamic, eole, and Woodman to pilot an AI data centre project in Mie Prefecture, Japan, with an initial facility capacity up to 4 MW, designed to accelerate deployment through modular architecture.

We examine what these moves signal for M&A activity in the data centre sector, infrastructure financing at scale, semiconductor supply chain dynamics, and the growing emphasis on modular approaches to address AI capacity demands.

Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI

A busy week across Asia-Pacific, with major developments in Singapore, Japan, Malaysia, Thailand, India and Indonesia.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

• KKR led consortium with Singtel to acquire the remaining 82% stake in STT GDC for $6.6 billion, representing an implied enterprise value of approximately $13.8 billion.

• Oracle Database@AWS launches in the Sydney AWS Regions, enabling customers with data residency requirements in Australia to migrate Oracle Exadata and RAC applications to AWS.

• SHARON AI to deploy a 1,000 unit B200 GPU cluster at NEXTDC M3 data centre in Melbourne using Lenovo infrastructure and VAST Data storage fabric.

• Global managed hosting provider 20i launches a new data centre in Singapore housed in an Equinix Tier 3 facility, expanding its infrastructure footprint across Asia Pacific.

• Zettabyte announces strategic investment from Headline Asia to support expansion in Japan, including customer development and partnerships across the country's telecom and data centre ecosystem.

• Bharti Airtel breaks ground on a 5 MW data centre in Tripura, northeast India, marking expansion into underserved regions beyond the country's main metropolitan hubs.

• JERA Co., Inc. announces collaboration with AWS to enhance digital innovation and energy solutions, including AI and cloud technologies for optimization and diverse energy solutions for AWS facilities including data centres globally.

• NeutraDC signs strategic partnership MOU with Ishikari Renewable Energy Data Center No.1 in Hokkaido, Japan, aiming to connect Indonesia, Singapore and Ishikari through digital infrastructure and GPU as a Service offerings.

We examine what these moves signal for regional M&A activity, AI infrastructure deployment at scale, and the growing integration of renewable energy with data centre operations.

Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI

A busy week across Asia-Pacific, with major developments in Japan, Australia and regional subsea connectivity.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

- KDDI Corporation opens an AI data centre at a former Sharp plant in Osaka Prefecture, providing Google's Gemini AI model for domestic users in Japan.

- Japan's i-net opens a new data centre in Yokohama, strengthening capacity in one of the nation's key metro markets.

- NEXTDC announces a $2 billion AI factory and technology campus at Fishermans Bend in Melbourne, marking one of Australia's largest AI infrastructure investments.

- SHARON AI announces co-founder and chairman James Manning to become Chief Executive Officer, leading the company's next phase of growth.

- SHARON AI secures up to $500 million debt facility from USD.AI, fueling expansion of its AI focused data centre platform.

- Latrobe Council welcomes a $10 billion data centre plan for Morwell in regional Victoria, signaling major economic development and energy infrastructure opportunities.

- SUBCO advances plans for APX East, Australia's first sovereign owned Australia to US express submarine cable, targeting 2028 delivery to support AI infrastructure at global scale while reducing reliance on hyperscaler controlled connectivity.

We examine what these moves signal for AI infrastructure buildout, regional economic development strategies, and the critical role of subsea connectivity in supporting APAC's digital growth.

Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI

A busy week across Asia-Pacific, with major developments in the United States, Malaysia, Indonesia, Thailand and India.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

- GDS backed DayOne is reportedly eyeing a $20 billion valuation in a US IPO, positioning itself as one of the largest data centre operators to go public.

- Digital Realty enters Malaysia, strengthening Southeast Asia's digital backbone with the acquisition of a data center in Cyberjaya.

- Digital Edge DC unveils a $4.5 billion, 500 MW AI ready hyperscale campus in Indonesia, marking one of the largest single investments in the country's digital infrastructure.

- Google Cloud launches a new region in Bangkok, Thailand, expanding hyperscale cloud capacity across Southeast Asia.

- NTT signs a 100 MW power purchase agreement with B.Grimm Power in Bangkok, Thailand, securing clean energy to support data centre growth.

- Iron Mountain Data Centers breaks ground on a new AI-ready hyperscale facility in India, continuing the country's rapid infrastructure expansion.

We examine what these moves signal for regional capital markets, the acceleration of AI infrastructure deployment, and the growing strategic importance of Southeast Asia and India in the global data centre landscape.

𝐍𝐞𝐰: Tune in to our new long form podcast series "In Conversation" – our first episode with Jonathan Atkin is now live, with many more episodes coming soon. Listen on YouTube (youtube.com/@DCnewsasia), Spotify (open.spotify.com/show/0QPoh50T9z8sqVPwvDw2dv), or visit our website at dcnewsasia.com.

Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI

A busy week across Asia-Pacific, with major developments in Australia, China, Taiwan, India, Malaysia, Bangladesh, Japan and Singapore.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

- GreenSquareDC pushes ahead with a 100 MW plus campus in Sydney, expanding Australia's hyperscale capacity amid surging AI demand.

- GDS announces the sale of $385 million in DayOne shares, optimizing its portfolio and realizing returns on strategic investments.

- Empyrion Digital breaks ground on its first Taiwan data centre in Taipei's Neihu Technology Hub, marking entry into a key APAC market.

- NTT GDC acquires an 11 story data centre in an IT park in Mumbai, India, strengthening its foothold in one of Asia's fastest growing digital markets.

- TM Nxera secures 280 MW of power from TNB for its Johor data centre, addressing critical energy infrastructure for Malaysia's capacity expansion.

- Summit Group to enter Bangladesh's data centre market, signaling emerging opportunities in South Asia's developing digital economy.

- Toyota Tsusho to build Japan's first wind powered data centre in Hokkaido, advancing renewable energy integration for sustainable infrastructure.

- Keppel secures a 10 year land lease extension for its data centre campus in Singapore, ensuring long term operational continuity in a land constrained market.

We examine what these moves signal for regional capacity growth, the acceleration of clean energy adoption, and strategic positioning across both established and emerging APAC markets.

Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #Sustainability

Is the AI boom creating the next big bubble?

In this pilot episode of In Conversation, Rhys Morgan (Infranovus) and James Murphy (DC Byte – Data Centre News Asia) sit down with Jonathan Atkin of RBC Capital Markets, one of the most respected data centre and digital infrastructure analysts of the past 25 years.

In this wide-ranging 45-minute discussion, Jonathan breaks down what’s really happening behind the AI hype — from inference vs training, to how data centre locations are actually chosen, and where the real risks and opportunities lie for investors, operators, and policymakers.

🎙️ Topics covered:

Is there a real AI bubble forming — and how would it burst?

How AI inferencing works and why it changes data centre design

What drives data centre site selection in 2025 and beyond

Power, latency, geopolitics, and capital allocation

How Jonathan sees the data centre industry evolving over the next decade

This episode marks the first instalment of our new In Conversation series, featuring leading voices shaping the future of data centres, AI, and digital infrastructure.

👉 Subscribe for upcoming conversations with global industry luminaries

👉 Like & comment if you want deeper dives into AI, hyperscale, and infrastructure investing

🔍 About our guest

Jonathan Atkin is Managing Director at RBC Capital Markets and has been covering the data centre and telecom infrastructure sector for over 25 years, advising investors on hyperscale, colocation, fiber, and emerging AI workloads.

A dynamic start to 2026 across Asia-Pacific, with major developments in Australia, Singapore, South Korea, India and Southeast Asia.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

- DayOne Data Centers secures over $2 billion in Series C financing to accelerate global digital infrastructure expansion and hyperscale deployments.

- AirTrunk expands its Australian platform with a second hyperscale data centre campus in Melbourne, strengthening its position in the country's largest digital economy.

- Blackstone backed AirTrunk explores a Singapore REIT IPO, potentially unlocking significant capital for regional expansion.

- NAVER Cloud builds an AI computing cluster using 4,000 Nvidia GPUs in South Korea, advancing the country's domestic AI infrastructure capabilities.

- Samsung Electronics to invest $295 million in a new data centre in eastern South Korea, supporting enterprise and cloud demand in the region.

- Pilot Energy Limited secures joint venture partner for the Three Springs solar project in Australia, adding renewable energy capacity for data centre infrastructure.

- CapitaLand to divest a 20.2% stake in three data centres under development in India, reflecting portfolio optimization and capital recycling strategies.

We examine what these moves signal for regional capital flows, the continued buildup of AI infrastructure, and strategic portfolio management as operators balance growth with returns.

🎄 Merry Christmas from Data Centre News Asia! 🎄

As we wrap up 2025, the Asia-Pacific region continues its momentum with strategic moves in infrastructure, clean energy, and AI capacity.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞'𝐫𝐞 𝐜𝐨𝐯𝐞𝐫𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐟𝐞𝐬𝐭𝐢𝐯𝐞 𝐞𝐝𝐢𝐭𝐢𝐨𝐧:

- AirTrunk announces plans for a second hyperscale data centre in Osaka, reinforcing Japan's growing position as an AI infrastructure hub.

- Keppel DC REIT acquires full ownership of two Singapore data centres for $39.2 million, consolidating its domestic portfolio.

- Vietnamese tech unicorn VNG merges two core units into the AI focused GreenNode brand, signaling Vietnam's AI infrastructure ambitions.

- Adani Group explores nuclear plant construction to power its AI data centre expansion, addressing India's massive energy requirements for digital growth.

- Google and ReNew sign a deal for a 150 MW solar project in India, advancing clean energy commitments for data centre operations.

- Google signs two power purchase agreements in Malaysia with TotalEnergies and Shizen Energy Group, strengthening renewable energy sourcing across Southeast Asia.

- VCI Energy and DPS Energy sign an MOU to develop a 250 MW utility scale solar project in Malacca, Malaysia, supporting the region's data centre energy transition.

These developments highlight the industry's dual focus on scaling AI ready capacity while advancing clean energy integration across the region.

From James Murphy, Rhys Morgan, and the entire Data Centre News Asia team, wishing you a wonderful holiday season and a prosperous 2025. Thank you for your continued support throughout the year.

See you in the New Year! 🎅✨

With PTC 2026 just less than a month away, Brian Moon (CEO, Pacific Telecommunications Council (PTC)) joined Rhys Morgan and James Murphy to discuss what makes this the industry's must-attend event.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐦𝐚𝐤𝐞𝐬 𝐏𝐓𝐂 𝐮𝐧𝐢𝐪𝐮𝐞:

- Meet C-suite executives from major telcos and hyperscalers in an approachable, aloha shirt atmosphere rather than formal boardrooms.

- Comprehensive programming including the Center Stage keynotes and the new Alaka'i Stage, featuring intimate TED Talk style sessions.

- Strategic mix of high level business meetings, networking events, and focused topical sessions across multiple tracks.

- Growing presence from power companies, government officials, private equity firms, and satellite technology leaders including SpaceX and Amazon Kuiper.

- Enhanced mobile app for networking, scheduling and discovering connections across the entire digital infrastructure ecosystem.

- Special first time attendees workshop to help newcomers maximize their week in Honolulu.

PTC continues to evolve as the "Davos of digital infrastructure," bringing together the entire value chain from hyperscalers to investors, operators to policymakers, all converging to shape 2026's strategic direction.

From all of us at Data Centre News Asia, wishing you a Merry Christmas and a Happy New Year. See you in Honolulu in January!