investment
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It appears to be the end for the CHIPS Act as President Trump described the Biden administration’s semiconductor subsidy programme as a “horrible, horrible thing”. -
Europe is at risk of falling irreversibly behind in the global AI race unless the European Commission takes urgent action to scale digital infrastructure, the President of the European Data Centre Association (EUDCA) has warned.
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Taiwanese semiconductor giant TSMC has announced a historic investment in US manufacturing, weeks after President Trump threatened punitive tariffs on imported chips.
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ODATA, an Aligned Data Centers company and a leader in Latin American data centre construction and operations, has successfully energised 200MW at its DC QR03 data centre campus in Querétaro, Mexico.
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Governor Kim Yung-Rok of South Korea’s Jeollanam-do Province has travelled to the US to sign a $35 billion agreement with Fir Hills (FH), part of Stock Farm Road (SFR), for the construction of the world’s largest AI data centre.
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Meta is reportedly considering a major expansion of its AI infrastructure with a new data centre campus that could cost over $200 billion, according to several sources.
Forthcoming events
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Marc Ganzi’s Colony Capital is making one of its biggest moves ever out of non-digital investments, so that it can focus on digital infrastructure.
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The biggest shareholder in mobile operator Veon is to spend £1 billion building a fibre network in two rural English counties.
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Vincent Gerritsen, head of UK and Europe at H.R.L Morrison & Co, discusses the buzzing infrastructure investment market with Capacity’s Natalie Bannerman, and explains why the firm has a “telco DNA".
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The digital analytics and AI arm of Malaysia's Axiata Group is to receive a $60 million investment from Softbank.
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Canada's eStruxture has secured around US$490 million in funding to pay for the just-completed acquisition of Aptum's Canadian data centre business and to back future buys.
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Cordiant Digital Infrastructure, the UK's first digital infrastructure fund, has acquired its first digital assets.
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Microsoft is planning to spend billions of dollars in building 50 to 100 new data centres every year, as it expands its Microsoft Azure cloud footprint.
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Eutelsat has spent US$550 million on a 24% stake in satellite company OneWeb, joining Bharti Global and the UK government — which each spent $500 million — as an equal shareholder.
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US and UK investment firms have joined forces to build a $4.2 billion hyperscale data centre campus in Portugal.
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Mavenir, the open RAN company that last year abandoned a US$300 million share flotation plan, has had a $500 million investment from part of the Koch family group.
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AT&T has announced a $2 billion investment over three years in an attempt to bridge the digital divide in the US.
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Jennifer Fritzsche is joining the global telecom and digital infrastructure leadership team at investment bank Greenhill & Co.
Forthcoming events
Datacloud Asia 2025 co-located with ITW Asia
3 DECEMBER - 4 DECEMBER 2025 Singapore, Singapore
