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!

A busy week across Asia-Pacific, with major developments in Malaysia, Vietnam, India, Singapore and Australia.

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

•⁠ Evolution Data Centres partners with HTC to develop data centres across Vietnam, expanding into a strategically important Southeast Asian market.

•⁠ ⁠⁠Empyrion Digital eyes a 200 MW data centre campus in Johor, Malaysia, adding to the region's hyperscale momentum.

•⁠ ⁠⁠Princeton Digital Group tops out the third building of its 200 MW campus in Johor, accelerating Malaysia's position as a regional hub.

•⁠ ⁠⁠Singapore's Racks Central breaks ground on a new data centre facility in Johor, continuing cross border expansion strategies.

•⁠ ⁠⁠Bain Capital considers options to raise capital for Bridge Data Centres, potentially including a stake sale to fund growth.

•⁠ ⁠⁠Amazon and Microsoft commit $52.5 billion combined to India's AI and cloud infrastructure, with Amazon pledging $35 billion by 2030 and Microsoft adding $17.5 billion including a new Hyderabad hyperscale cloud region.

•⁠ ⁠⁠Adani Group to establish a 48 MW data centre in southern India, supporting the country's digital infrastructure buildout.

•⁠ ⁠⁠Australia's Digital Transformation Agency calls for increased government cloud adoption to modernise public sector IT.

•⁠ ⁠⁠Australian Data Centres (ADC) acquires a campus in Canberra, strengthening its presence in the capital's government and enterprise market.

We examine what these moves signal for regional investment flows, the Johor corridor's emergence as a capacity hotspot, and sustained AI infrastructure demand.

A busy week across Asia-Pacific, with major signals in Australia, India, Singapore, Malaysia, Philippines, Japan and Southeast Asia.

In this episode we cover the developments that matter:

• NEXTDC signs MoU with OpenAI to build a hyperscale AI campus and GPU supercluster in Sydney.

• Singapore’s EDB and IMDA launch second data centre call for applications to allocate at least 200 MW of new capacity under stringent green energy and efficiency criteria.

• Andhra Pradesh government allocates 480 acres for the Adani-Google 1 GW AI data centre campus in Visakhapatnam.

• Vantage Data Centers Data Centres closes acquisition of a 300 MW hyperscale campus in Johor and secures further investment for APAC expansion.

• Vantage launches and leases up a 16 MW facility in Kuala Lumpur.

• FLOW Digital Infrastructure launches its first data centre in the Philippines, marking growth in the country’s digital infrastructure.

• SC Zeus Data Centers breaks ground on a 100 MW data centre site in Osaka.

• Digital Realty and BW Digital partner to enhance DC-to-DC connectivity between Batam and Singapore via the Nongsa-Changi subsea link.

• TikTok’s planned Australian data centre faces political hurdles and energy supply concerns.

• Equinix deepens its clean energy commitments with a third solar agreement in Singapore.

We look at what these moves signal for regional investment strategy, land/power pipelines, and the next phase of AI-driven capacity demand.

A busy week across Asia-Pacific, with major signals in India, Korea, Australia and Southeast Asia.

𝐇𝐞𝐫𝐞’𝐬 𝐰𝐡𝐚𝐭 James and Rhys 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬:

• AirTrunk eyes India for its next megacampus, signalling deeper investment alignment between hyperscale demand and India’s power expansion.

• Princeton Digital Group enters South Korea, leasing a new Seoul facility from ESR Group.

• and PDG breaks ground on a 120 MW campus in Jakarta — one of the region’s fastest-growing markets.

• DCI Data Centers secures US $212m to accelerate its Seoul build-out another vote of confidence in Korea’s scaling capacity.

• Firmus Technologies raises AU $500m for AI-focused data-centre rollout.

• Starwood Capital Group, Doma Infrastructure Group & Telstra plan a 62 MW site in Sydney.

• Groq deploys AI infrastructure into a Sydney facility.

• Basis Bay launches a new Cyberjaya data-centre in Malaysia.

• Anant Raj signs an MOU to develop in Andhra Pradesh, continuing India’s rapid platform expansion.

• Keppel DC REIT secures US $400m in loans and bonds to support scaling across its portfolio.

We look at what these moves signal for regional investment strategy, land and power pipelines, and the next phase of AI-driven capacity demand.

We discuss:

1) KKR & Singtel confirming their interest in ST Telemedia Global Data Centres.

2) AirTrunk being the operating partner behind the 1GW ISPT site in Sydney.

3) Google developing an AI data centre on Christmas Island.

4) Goodman continuing to promote their data centre pipeline.

5) SHARON AI signing a major lease with NEXTDC in Melbourne.

6) Tata Group announcing plans to develop 1GW of capacity in India.

7) Techno Digital doubling down on plans to develop 250MW across India.

8) DayOne expanding their Thailand project to 300MW and have signed a new MOU with AMATA.

9) Kinh Bac City Development Share Holding Corporation & Accelerated Infrastructure Capital Limited (AIC) signing a MOU to develop a 200MW site in Ho Chi Minh.

10) SK Telecom announcing significant plans to develop in Ulsan and Vietnam.

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