Topic
Data Centre Investment
Within the Topic facet, Data Centre Investment topic intelligence connects articles that share a specific subject, signal focus, or monitoring theme. The page gives readers a richer path through related reporting, source evidence, market actors, and infrastructure implications, with enough context to understand why the topic matters across company movements, governance decisions, regional exposure, and operational risk. Readers can compare recurring signals, affected organisations, public evidence, market context, service continuity, procurement, competition, compliance, and strategic planning questions behind the subject instead of stopping at a thin list of matching articles. It explains what the topic covers, which infrastructure actors or policies are involved, what evidence supports the coverage, and why the subject may matter for operators, customers, investors, and policy readers.

Asia-Pacific Datacenter Trends
SGC, Vertiv design power systems for Gunsan AI centre
SGC and Vertiv are designing power and cooling for the first 60MW of a Gunsan AI data centre that could expand to 300MW.

Asia-Pacific Datacenter Trends
Pekat discloses RM57m Johor data-centre contracts
Three electrical-protection packages take Pekat's work through installation, testing and commissioning, with completion targets extending into 2027.

Asia-Pacific Datacenter Trends
Firmus signs OpenAI deal for two Malaysian AI factories
OpenAI will take dedicated compute from two planned Malaysian sites as Firmus expands its regional AI infrastructure.

North America Datacenter Trends
South Korea disputes reported $22.3bn Texas gas deal
Seoul says talks continue over a reported 6.3GW Texas power project intended to serve AI data centres, with no final terms confirmed.

Latin America and Caribbean Datacenter Trends
Pampa studies 500MW Neuquén data-centre project
Prospective investors want a 20–40MW first phase beside Pampa's Loma de la Lata power plant before considering a larger build.

Asia-Pacific Datacenter
NexAI completes two Nextier data-centre acquisitions
NexAI has completed two Nextier stake acquisitions, while separate financing plans will determine how much capital is available for further development.

North America Institutional Trends
GTS’s $400 Million SPAC Deal Has No Minimum-Cash Floor
The proposed NMP combination is presented as a route into public markets for a telecom contractor. Its harder arithmetic starts elsewhere: redeemable trust money, seller debt that survives closing, preferred capital that compounds, and a small class of shares carrying twenty…
Global Datacenter Trends
IEEE’s 200G MMF Review Puts One Unset Limit Behind Several Link-Budget Rows
A September contribution makes the dependence unusually clear: the optical budget and several acceptance conditions move with the same transmitter-quality limit. Buyers need a coherent test definition, not a collection of promising numbers.

Asia-Pacific Datacenter
Telkom evaluates binding bids for NeutraDC
Telkom is reviewing binding offers for NeutraDC as Cikarang reaches 96% occupancy and Batam prepares an initial 6MW opening.

Europe and Middle East Datacenter
Ilkari adds Croatia's DC North to European operations
Ilkari has integrated the 4MW DC North facility in Varaždin into its European operations while keeping the existing local team in place.

Africa Datacenter
MPT tests data-centre systems before site deployment
Master Power Technologies is using its Midrand testing centre to validate power and cooling systems before they are installed in African data centres.

Europe and Middle East Datacenter
Pure DC starts final 70MW Brent Cross phase
Glencar has started the West Shell of Pure DC's 70MW B2 facility, with completion scheduled for the second quarter of 2029.

North America Datacenter Trends
Lipman flags power and fibre constraints in US buildout
At Metro Connect Fall, Andrew Lipman linked AI demand to practical limits in grid access, fibre deployment, permitting and project delivery.

Asia-Pacific Datacenter Trends
Thailand asks 49 data-centre projects to pause
Thai officials have asked developers of 49 data-centre projects under construction to pause voluntarily while new national rules are prepared.

Africa Datacenter
Digital Realty opens 6.4MW Nairobi data centre
NBO2 adds 6.4MW of capacity beside Digital Realty's existing Nairobi facility and an established Kenya Internet Exchange location.

Global Datacenter Trends
DigitalBridge flags data-centre and GPU lifespan mismatch
DigitalBridge's Jon Mauck says data centres can last 20 years while GPUs may last five to seven, complicating long-term AI infrastructure finance.

Asia-Pacific Datacenter Trends
LG Uplus forms alliance for 100MW modular AI data centres
LG Uplus and four construction partners will develop modular designs for 100MW-class AI data centres and conversions of existing buildings.

Global Datacenter Trends
VNET’s 96.3% Commitment Still Leaves a 226MW Move-In Gap
VNET has almost sold out the wholesale capacity it has already put into service. It has not yet activated all of it. At 30 June, 970MW was committed under effective customer agreements while 744MW was being utilized. The 226MW between those states is where an impressive order…

North America Institutional Trends
ITG’s US$72.4m Free Cash Flow Excludes Its US$47.0m Operating Cash Use
ITG reported US$72.4 million of free cash flow for the first half of 2026 while its cash-flow statement recorded US$47.0 million used by operations. Both numbers are disclosed correctly, but they answer different questions. ITG defines free cash flow as adjusted EBITDA minus…

Global Datacenter Trends
STTGDC Has 780MW Operating; Nearly 2GW Is Still a Delivery Queue
The KKR–Singtel consortium has completed its acquisition of STTGDC, but it has not acquired a finished version of the operator's development plan. The closing update puts operational capacity at 780MW and nearly 2GW of powered land in construction or development. Those figures…
