Data Centre News Asia - 13 Feb News

A busy week across Asia-Pacific, with major developments in Australia, Singapore, Thailand, Japan, Malaysia, China and the United States.

𝐇𝐞𝐫𝐞'𝐬 𝐰𝐡𝐚𝐭 𝐰𝐞 𝐜𝐨𝐯𝐞𝐫 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐞𝐩𝐢𝐬𝐨𝐝𝐞 𝐚𝐧𝐝 𝐰𝐡𝐲 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫𝐬: • I Squared Capital reportedly explores sale of APAC data centre firm BDx for up to $2 billion, with investors and other data centre operators expressing interest in the Singapore headquartered company. • Firmus secures $10 billion debt financing facility led by Blackstone and Coatue to fund Project Southgate, the national rollout of its AI Factory platform based on NVIDIA DSX reference architecture across Australia. • Singtel's Nxera DCT secures a $643 million five year green loan from DBS, OCBC, Standard Chartered, HSBC and UOB to finance development of the new 58 MW DC Tuas data centre in Singapore. • Stack Infrastructure breaks ground on its second 18 MW data centre building at the Inzai campus in Tokyo, with delivery expected in Q4 2027. • AIMS closes acquisition of a 10 acre land parcel in Cyberjaya for a RM4 billion, 200 MW hyperscale data centre capable of supporting AI computing, expected to be completed in 2027. • PGIM acquires a 20.7 hectare site in Melbourne's Truganina for a planned data centre campus, with intentions to invest $1.2 billion into the first of three development phases. • NTT Global Data Centers signs land purchase agreement with AMATA Corporation to develop its Bangkok 5 data centre in Chonburi, Thailand, its fourth site in the industrial area. • ByteDance reportedly in talks with Samsung for production of 350,000 AI inferencing chips, with sample chips expected by end of March. • Singaporean former phosphate mining company AsiaPhos could develop data centres with China Mobile under a preliminary agreement, though details remain vague. • Trump administration reportedly considering tariff carve out for hyperscalers linked to Taiwanese chip investments, allowing Taiwanese companies to allocate tariff exemptions to US based customers importing chips. • SuperX signs MOU with Digital Dynamic, eole, and Woodman to pilot an AI data centre project in Mie Prefecture, Japan, with an initial facility capacity up to 4 MW, designed to accelerate deployment through modular architecture.

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