Show Notes
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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