Show Notes
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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