AirTrunk

Bouygues Construction’s €1.2bn contract for the next phase of AirTrunk’s SYD3 campus is a large, bounded construction event. Awarded through Australian subsidiary A W Edwards, it assigns work and a delivery horizon toward mid-2028. It does not establish the final cost of the campus or 400MW of operating capacity. The announced scale belongs to the expanded design; the contract belongs to one phase; customer use will arrive only after construction, power, commissioning and acceptance have crossed their own thresholds.

AirTrunk has closed US$2.325 billion of green financing for JHB2 in Johor Bahru, turning a loan that was being marketed in May into committed project funding. The 30-institution syndicate is substantial, but it proves neither that the scalable 270MW campus is complete nor that customers have occupied it. The next evidence belongs to construction, energisation, contracted load and measured efficiency.

AirTrunk has entered India’s fast-growing data centre market through the acquisition of Lumina CloudInfra, strengthening its Asia-Pacific expansion strategy.

AirTrunk opened a regional office in Singapore. Its three facilities total a company-reported 180MW IT load, but the office itself creates no new data-centre capacity.

Texas Instruments delivers stronger-than-expected guidance, as a 90% surge in data centre demand signals AI infrastructure is reshaping broader semiconductor cycles.

The partners will study whether running computing hardware at cryogenic temperatures can improve performance without letting refrigeration erase the energy gains.