Show Notes
A busy week across Asia-Pacific, with major developments in Japan, Australia and regional subsea connectivity.
𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬: - KDDI Corporation opens an AI data centre at a former Sharp plant in Osaka Prefecture, providing Google's Gemini AI model for domestic users in Japan. - Japan's i-net opens a new data centre in Yokohama, strengthening capacity in one of the nation's key metro markets. - NEXTDC announces a $2 billion AI factory and technology campus at Fishermans Bend in Melbourne, marking one of Australia's largest AI infrastructure investments. - SHARON AI announces co-founder and chairman James Manning to become Chief Executive Officer, leading the company's next phase of growth. - SHARON AI secures up to $500 million debt facility from USD.AI, fueling expansion of its AI focused data centre platform. - Latrobe Council welcomes a $10 billion data centre plan for Morwell in regional Victoria, signaling major economic development and energy infrastructure opportunities. - SUBCO advances plans for APX East, Australia's first sovereign owned Australia to US express submarine cable, targeting 2028 delivery to support AI infrastructure at global scale while reducing reliance on hyperscaler controlled connectivity.
We examine what these moves signal for AI infrastructure buildout, regional economic development strategies, and the critical role of subsea connectivity in supporting APAC's digital growth.
Topics: #APACDataCentres • #Investment • #Hyperscale • #Infrastructure • #AI
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