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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
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Saknas det avsnitt?
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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 AustraliaBlue Owl Capital's sale of STACK Infrastructure's APAC businessStockland adding another site to their Australian portfolioAirTrunk signing a monster LOI in IndiaGoogle suffering network disruptions in IndiaMeta signing a 168MW deal in IndiaST 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.
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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.
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This week on Data Centre News Asia, we cover the biggest deals and developments across APAC's data centre market.
AUSTRALIA
- Sharon AI signs US$950M cloud computing deal with mystery global tech customer
- Capacity to be deployed primarily at NextDC facilities
- Alceon invests in INSITE DC — aims to become "the next AirTrunk"
- INSITE plans powered land sites across Melbourne & Sydney
MALAYSIA
- NextDC officially opens KL1 — first site outside Australia (scalable to 65MW)
- Equinix announces KL2 with US$190M investment in Cyberjaya
- NCT Alliance Berhad signs term sheet for massive 800MW data centre site
- Digital Halo tops out JB1 — reportedly fully pre-leased at 120MW
INDONESIA
- LG Sinar Mas tops out SMX01 in Jakarta (6MW live end of 2025, scalable to ~27MW)
INDIA
- Uber CEO meets Gautam Adani — Adani Group to establish data centre for Uber
- Signals new customer landscape beyond traditional hyperscalers
Plus: upcoming events in Cannes and DCD Connect Bali
#DataCentre #APAC #SharonAI #NextDC #Equinix #AdaniGroup #CloudComputing #AIInfrastructure
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We discuss:- CDC signing 'largest ever' data centre deal down in Australia.- Zerra DC filing to develop a major campus in Melbourne. - Stockland filing to develop a 250MW campus also in Melbourne. - STACK Infrastructure exploring the sale of their APAC business for US$30billion. - Gorilla Technology Group aiming to develop a 200MW facility in Bangkok. - Empyrion Digital breaking ground on their 20MW Bangkok facility. - Digital Edge DC & B.Grimm securing an US$880m green loan in Thailand. - DCI Indonesia raising US$980m for continued expansion across Indonesia. - Princeton Digital Group raising US$856m for their new 120MW Indonesian campus. Also available on Youtube and Apple Podcasts!
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Rhys is in Madrid this week so you're stuck with me solo. Plenty to get through.
Here's what i covered:
- NEXTDC lands a ~247MW contract — likely heading to S4 Sydney. Possibly the biggest single APAC deal outside China
- Google breaks ground on its $15B Vizag AI hub with AdaniConneX and Nxtra by Airtel — three campuses, gigawatt scale
- PDG announces JC4 in Greater Jakarta — 240MW, four 60MW buildings, right next to JC3
- AirTrunk doubles down in Johor with JHB3 & JHB4 — another 280MW, taking Malaysia footprint past 700MW
- AirTrunk also energises rooftop solar at SYD1 in Western Sydney
- Digital Edge reportedly weighing a sale — Bloomberg pegs the valuation at up to $10B
- NTT Data signs carbon removal deal with Climeworks — first major data centre player to go this route
A few thoughts on whether carbon removal becomes a real solution or stays niche, plus why Indonesia is quietly one of the busiest markets in the region right now.
Drop your take in the comments — always better when there's a bit of an argument going on down there.
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This week on Data Centre News Asia:
- Air Trunk acquires Lumina Cloud Infra — Blackstone's APAC hyperscale play hits India- Sujay Dedhia stays on as CEO; Mumbai and Chennai pipeline ramping toward 600MW- Air Trunk completes 1MW solar rooftop at JHB1 in Johor- Microsoft commits $18B to Australia — chips, fibre, builds, and grid infrastructure- Why "bring your own power" is shaping the Aussie data centre playbook- NEXTDC's new 4.4MW edge facility in Geelong (Tier IV)- NEXTDC raising another $2.2B in fresh debt- NTT plans 200MW campus in Inzai, north of Tokyo — six buildings, live by 2030- DayOne signs 450MW PPA with PLN for Batam expansion- Princeton Digital reportedly engages Goldman Sachs for strategic review- Bain Capital exploring stake sale in BDx (not the whole platform)- Bridge Data Centres tops off in Johor — 500MW campus in motion- Equinix hiring in Australia — capacity expansion incoming?- Empyrion breaks ground on 25MW floating data centre in Singapore- STT GDC Philippines secures 40MW renewable power across six projects- Naver signs 25-year PPA with GS Wind in South Korea- Naver also raises $270M debt for new AI facility in Sejong- KDDI inks onshore virtual PPA in Japan
Got a story or want to come on the show? Drop us a comment.
New episodes weekly.
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From massive renewable energy deals to Bond-villain-style underwater builds, here is everything you need to know this week!
This Week’s Highlights:
Amazon’s Massive Power Play (Australia): Amazon inks 9 PPAs for 430MW of renewable power (wind, solar, and battery). We debate the "additionality" effect on the green energy market.
The India Data Center Boom:
AWS: Expanding in Navi Mumbai with a $430M facility to fuel cloud and AI compute.
PDG: Breaking ground on their massive 120MW MU2 Mumbai campus.
Iron Mountain: Topping out their new 23.2MW hyperscale facility in Chennai.
PI Data Centres: Developing a new 23MW facility in Mumbai (Phase 1 coming in 3 months!).
Major Moves in Malaysia:
TM Nxera (Singtel & TM): Topping out phase one (64MW) of what will be a colossal 280MW campus in Johor.
Preva & Inspur Cloud: Teaming up for a 10MW scalable data center in Perak.
South Korea’s Underwater DC: Exploring the city of Ulsan's plans for a Carbon-Zero underwater data center that looks straight out of The Spy Who Loved Me.
GDS Goes Green (China): Putting the circular economy into practice by swapping out diesel for HVO (used cooking oil) backup power.
We’ll be traveling to several events soon—come say hi!
DCD South Europe (Madrid)
Tech Capital's International Finance Forum (Presenting the APAC Award!)
DCD Bali
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Ten years ago, nobody could tell you how many data centres were in London. Or Dublin. Or most major markets. The industry that runs the digital world had no reliable way of counting its own buildings.Ed Galvin founded DC Byte to fix that. He built the company from scratch into the leading global data centre market intelligence platform, secured private equity investment from Kester Capital in 2022, and stepped back from the CEO role in 2025 — handing the reins to Bernard Johnson while he moved into a Chief Evangelist position.He's now watching his baby grow from a distance while pursuing new ventures.In this conversation — recorded at PTC in Honolulu — Ed talks to James Murphy (DC Byte's Asia MD and Ed's former employee) about the early days of trying to map an industry that didn't want to be mapped, why DC Byte still physically verifies sites, and how the data is now shaping billions of dollars in investment decisions.Fair warning: Ed is a talker. We covered a lot of ground.Hosts: Rhys Morgan & James Murphy Guest: Ed Galvin, Founder, DC Byte New episodes weekly.
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Welcome back to another remote episode of Data Centre News Asia! This week, we’re breaking down mind-boggling billion-dollar investments, rare 100-year bonds, and massive land grabs across the region.
Here is the quick breakdown of this week's massive moves:
1 - Google’s Vizag Mega-Campus: Ground is breaking on a staggering $15 billion giga-scale AI campus in India.
2 - Microsoft’s $10B Play: A massive commitment to scale AI and cloud infrastructure in Japan through 2029.
3 - Digital Realty’s $7B Blueprint: A multi-billion dollar pledge to turn Singapore into the ultimate AI inferencing hub.
4 - NextDC’s 100-Year Bond: Raising $1 billion in hybrid securities to fund their high-density AI campuses in Australia.
5 - ESR’s War Chest: Securing an $850 million equity boost to strengthen their balance sheet following a $9B take-private deal.
6 - Digital Edge in Johor: Snapping up 50 acres of prime land to expand their massive 1.1 GW regional footprint.
7 - Stockland x EdgeConneX: Moving through planning permissions for a massive 168MW data center campus in West Sydney.
8 - Tasmania’s AI Factory: Firmus secures over $500 million in equity funding for their sustainable AI infrastructure build.
9 - NTT’s Air-Cooled Launch: Opening OSK11, their 14th Japanese facility—a 30MW site in Kyoto.
10 - Equinix in Mumbai: Wrapping up with the official launch of the MB3 facility.
Drop us a DM if you want the inside scoop on the Malaysian Neo-Cloud story we didn't have time for!
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Paul Hopkins sold Google their first data center cabinet. He survived the Exodus Communications bankruptcy. He's been closing data center deals since before most of the industry existed.
His brother Neil Hopkins — who some of you will recognise from TV's Lost — pivoted from Hollywood into data center sales and somehow that's not even the strangest part of this conversation.
Together they run OLH Ventures, working as fractional CROs helping operators close colocation deals. On the side, they're developing a 1 GW campus in Texas with its own on-site power generation.
We sat down with them at PTC in Honolulu and covered: the early days of colo, the dot-com bust, how Google quietly built its infrastructure empire, fractional sales as a model, self-generated power at scale, and yes — space data centers.
Recorded on location at PTC Honolulu.
Hosts: Rhys Morgan & James Murphy Guests: Paul Hopkins & Neil Hopkins, OLH Ventures
New episodes weekly.
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We discuss:- An MOU being signed between the Australian Government and Anthropic Claude. - SHARON AI announcing an exciting new partnership - A potential 70MW facility being developed on an existing site in Macquarie Park, Sydney. - Microsoft announcing plans to invest $5.5billion in Singapore by 2029. Also commits to $1billion in Thailand. - DigitalBridge leading a consortium to acquire NEC Corporation data centres in Japan. - BDx Data Centers securing a loan for $320million to fund continued development in Indonesia.- Nxtra by Airtel raising $1billion for AI ready facilities in India. - Datacom acquiring a facility from T4 NZ Data Centres in New Zealand. Also available on Youtube and coming soon to Apple Podcasts.
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Dave Cooper and Ben Boudreau from Zerra DC, formerly AGPDC; join us live at PTC Honolulu. Zerra is a Singapore-based hyperscale developer building sustainable, AI-ready campuses across Japan, Australia and India.
Dave spent years designing hyperscale infrastructure at Microsoft and AWS before making the jump to build from scratch. In this conversation we get into what that transition actually looks like, the realities of powering AI workloads in constrained markets, behind-the-meter energy solutions, and why each APAC market presents a completely different puzzle.
Episode 1 of our In Conversation series from PTC 2026.
Presented by Rhys Morgan & James Murphy A Data Centre News Asia production
Subscribe on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7068477451051413504
#datacenter #datacentre #APAC #AIinfrastructure #hyperscale #digitalinfrastructure #power #sustainability
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Live from the Digital Garden conference in Japan, this week's episode covers major capacity announcements, facility acquisitions, and renewable energy deals across the APAC region.
This week's top stories:
• AT TOKYO: Signs a 28MW solar PPA with a branch of Mitsui.
• CapitalLand: Acquires a 49% stake in a 40MW Osaka facility from Mitsui for $485 million.
• Princeton Digital Group (PDG): Expands its footprint in India with a 90MW campus in Hyderabad and 120MW in Navi Mumbai.
• DataGrid: Secures a 15-year, 140MW power purchase agreement with Mercury for an AI factory in Invercargill, New Zealand.
• Bridge: Reportedly seeking funding to fuel further expansion into Thailand.
• Australia: The government releases new regulatory expectations for data center infrastructure projects.
• Converge ICT: Opens its fourth facility, a 12MW site near Manila, Philippines.
Guest perspective:
• "It's good to see that core crowd that joined us the first year just building upon that and seeing more of the Japanese companies join us." — Dan Kessler
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We’re coming to you from a slightly upgraded (and temporary!) setup to bring you this week's biggest headlines across the region.• Google’s Australian Tax Hurdle: Australia is a prime location for APAC overflow capacity, but a potential disagreement over "permanent establishment" tax classifications might complicate Google's massive planned investments.• Bridge Data Centers' Singapore Ambitions: Bridge is doubling down on the region with a massive planned investment in Singapore's digital infrastructure. (Note: We mentioned millions on the show, but this is actually a multi-billion dollar investment!)• EdgeConneX Breaks Ground in Osaka: Partnering with Kagoya Asset Management, EdgeConneX has officially broken ground on a massive new campus in Greater Osaka. Phase 1 (28MW) is targeting a Q1 2028 delivery.• STT GDC Expands in Mumbai: ST Telemedia is breaking ground on their third facility in the Palava smart city near Navi Mumbai, expanding their already massive 30-facility footprint across India.• Digital Edge’s $665M Green Loan: Digital Edge secured a massive green loan for their 500MW Jakarta campus. They are targeting a highly aggressive Power Usage Effectiveness (PUE) of 1.25—a major sustainability feat for tropical climates.• South Korea’s AI Factory Boom: Shinsegae Group and Reflection AI have signed an MOU for a 250MW "sovereign AI factory" in South Korea. Will all these announced Korean mega-projects actually get built? We discuss.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
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Happy St. Patrick's Day to all of those who celebrate!
Our regular jobs got in the way last week meaning Rhys Morgan had to fly solo to deliver the news but don't let that stop you from tuning in. He discusses:
1) AirTrunk securing Japan's largest financing deal with a US$1.2 billion green loan.
2) Princeton Digital Group planing to raise as much as US$5 billion this year for their data centre buildouts in APAC.
3) The National Reconstruction Fund pumping AU$200 million into Macquarie Technology Group.
4) New Zealand potentially becoming 'AI Illiterate' unless action is taken.
5) CelcomDigi & Maxis snapping up the Malaysian Government's stake in Digital Nasional Berhad.
6) Bridge Data Centres exploring nuclear energy as it signs a LOI to explore the technology with A*STAR - Agency for Science, Technology and Research & HY.
For anyone yet to purchase a ticket for Digital Garden Tokyo please take advantage of the Data Centre News Asia discount code. Discount code is DCNewsDGT26 for 15% off.
Don't forget to send us any of your stories to: [email protected]
If you would like to ensure we report on your company's news make sure we are on your PR/Communications list.
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Japan's digital infrastructure market is moving faster than most of the industry can keep up with.
Last year, Digital Garden Tokyo brought together 80+ companies.mostly C-suite delegations from operators, hyperscalers, investors and government.
Real conversations. Real deals done.
Japanese-speaking and international participants in the same room, which almost never happens at the big circuit events. Year 2 is March 25-26 at Toranomon Hills Forum.
We sat down with co-founder Dan Kesler to discuss what's changed since the inaugural event and what to expect this time round.
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A very busy first week of March, particularly in Australia and Korea. This week we discuss:
1) ByteDance taking 500MW of capacity with VNET Group.
2) Stockland & EdgeConneX formalising their partnership to develop data centres in Australia.
3) Goodman breaking ground on their first Sydney site.
4) CDC opening their first campus in Melbourne.
5) Macquarie Technology Group posting positive financials.
6) Macquarie Group announcing a partnership to develop data centres in South Korea with KINX Inc. & 가비아 (Gabia).
7) LG CNS announcing a their new AI Box along with a 60MW site in Busan supported by the new solution.
8) Bridge Data Centres announced a MOU to explore hydrogen solutions with CONCORD ENERGY PTE LTD
9) Digital Edge DC signs a 83MW PPA agreement with Hexa Climate for their Navi Mumbai site.
10) NEXTDC has topped off their new Darwin facility.
For anyone yet to purchase a ticket for Digital Garden Tokyo please take advantage of the Data Centre News Asia discount code. Discount code is DCNewsDGT26 for 15% off.
Don't forget to send us any of your stories to: [email protected]
If you would like to ensure we report on your company's news make sure we are on your PR/Communications list.
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A busy end to February with a number of interesting stories for Rhys Morgan and I to look at. In this episode we discuss:
1) The Malaysia Governement saying 'no' to new non AI data centres.
2) Spark New Zealand spinning off their data centre business to Pacific Equity Partners creating TenPeaks Data Centres.
3) ST Telemedia Global Data Centres (India) launching a new facility in Chennai and there potentially being an IPO in the future.
4) ESR Group entering the Indian data centre market with a 60MW facility in Rabale, Mumbai.
5) Larsen & Toubro signing a MOU to develop 250MW campus in Gujarat.
6) Tryfacta, Inc. also signing a MOU to develop up to 1GW in Utter Pradesh.
7) Hyundai Motor Company signing a MOU worth US$7.5billion with several Korean ministries to develop a huge AI campus between Gunsan & Busan
For anyone yet to purchase a ticket for Digital Garden Tokyo please take advantage of the Data Centre News Asia discount code. Discount code is DCNewsDGT26 for 15% off.
Don't forget to send us any of your stories to: [email protected]
If you would like to ensure we report on your company's news make sure we are on your PR/Communications list.
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