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The Tech Capital
@thetechcapital.com
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The Tech Capital @thetechcapital.com · 5h
Building America’s data future with AR
Matt Torma, Director of Mission Critical at XYZ Reality urges the US to modernise its construction approach.

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Building America’s data future with AR
Matt Torma, Director of Mission Critical at XYZ Reality urges the US to modernise its construction approach.
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The Tech Capital @thetechcapital.com · 6h
Related Digital to build 1GW+ data centre for Stargate US

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Related Digital to build 1GW+ data centre for Stargate US
OpenAI and Oracle (NYSE: ORCL) have announced a new Stargate campus in Saline Township, Michigan, as part of its 4.5GW partnership.
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The Tech Capital @thetechcapital.com · 6h
AWS and OpenAI sign a $38 billion, seven-year cloud deal

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AWS and OpenAI sign a $38 billion, seven-year cloud deal
OpenAI will tap AWS compute comprising hundreds of thousands of Nvidia GPUs, with capacity deployed by end-2026 and expansion into 2027.
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The Tech Capital @thetechcapital.com · 6h
Bulk raises $472 for Norweigan campus development

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Bulk raises $472 for Norweigan campus development
Nordics digital infrastructure operator Bulk Infrastructure (Bulk) has successfully closed a €410 million (US$472 million) senior secured loan to support the continued development of its N01 Data Cent...
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The Tech Capital @thetechcapital.com · 6h
Microsoft commits $15.2 billion to UAE through 2029, secures Nvidia chips

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Microsoft commits $15.2 billion to UAE through 2029, secures Nvidia chips
After $7.3 billion since 2023, Microsoft plans another $7.9 billion through 2029, with $5.5 billion capex and nearly $2.4 billion in opex.
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The Tech Capital @thetechcapital.com · 6h
Salute expands international footprint with Northshore acquisition

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Salute expands international footprint with Northshore acquisition
The deal adds Northshore’s AI-driven platform to Salute’s data centre services and strengthens the company’s presence globally and especially across the Asia Pacific region.
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The Tech Capital @thetechcapital.com · 6h
SK Telecom targets 1GW Ulsan AI data centre, eyes Southeast Asia

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SK Telecom targets 1GW Ulsan AI data centre, eyes Southeast Asia
The company is pursuing a data centre in Vietnam and plans to extend its AI infrastructure business to Malaysia and Singapore.
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The Tech Capital @thetechcapital.com · 6h
Inside NTT's $10 billion data centre strategy:
CFO on AI, investment, and sustainability | IFF APAC 25
Ozaki also explores NTT’s partnerships with leading AI and technology firms.

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IFF APAC 25 | Inside NTT’s $10bn data centre strategy: CFO on AI, investment, and sustainability
YouTube video by The Tech Capital
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The Tech Capital @thetechcapital.com · 6h
IREN Secures $9.7 billion AI cloud contract with Microsoft

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IREN Secures $9.7 billion AI cloud contract with Microsoft
AI cloud provider IREN (NASDAQ: IREN) has signed a multi-year GPU cloud services contract with Microsoft (NASDAQ: MSFT).
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The Tech Capital @thetechcapital.com · 1d
DigitalBridge targets $7 billion flagship fund launch amid record leasing
DigitalBridge controls more than 20GW of secured power across its data centre platforms.

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DigitalBridge targets $7 billion flagship fund launch amid record leasing
DigitalBridge (NYSE: DBRG) raised $1.6 billion of fresh capital in the third quarter, bringing year-to-date inflows to $4.1 billion and putting it on track to surpass its 2025 targets ahead of schedul...
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The Tech Capital @thetechcapital.com · 1d
After strong Q3, AWS to add 1GW more capacity in Q4 2025

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After strong Q3, AWS to add 1GW more capacity in Q4 2025
AWS has added more than 3.8GW of power in the past year, more than any rival, as Andy Jassy said the cloud unit is growing at its fastest pace since 2022.
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The Tech Capital @thetechcapital.com · 1d
Google and NextEra to restart Iowa nuclear plant to power AI growth
Pending regulatory approval, the plant is expected to resume operations by early 2029.

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Google and NextEra to restart Iowa nuclear plant to power AI growth
NextEra Energy has announced two agreements with Google aimed at reviving the U.S.’ nuclear sector and supporting the country’s power demand from AI.
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The Tech Capital @thetechcapital.com · 1d
Indonesia, Brazil partner on hybrid energy of up to 400MW for data centres

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Indonesia, Brazil partner on hybrid energy of up to 400MW for data centres
Indonesia Energy Corporation and Brazil’s AEP will explore state-backed hybrid gas–solar projects to supply reliable power for data centres.
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The Tech Capital @thetechcapital.com · 1d
Anthropic launches APAC office in Tokyo
The AI company plans to expand to Seoul and Bengaluru in the coming months as part of its Asia Pacific strategy.

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Anthropic launches APAC office in Tokyo
The AI company plans to expand to Seoul and Bengaluru in the coming months as part of its Asia Pacific strategy.
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The Tech Capital @thetechcapital.com · 1d
Singapore’s Keppel pulls in $5 billion of private capital in 9M 2025

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Singapore’s Keppel pulls in $5 billion of private capital in 9M 2025
Asset sales, infrastructure earnings, and private fund inflows kept net profit higher even after the accounting loss on the M1 divestment.
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The Tech Capital @thetechcapital.com · 1d
Cassava secures STANLIB investment to expand South African data centres

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Cassava secures STANLIB investment to expand South African data centres
Cassava has announced a new investment partnership with STANLIB Infrastructure Investments to support the expansion of Africa Data Centres in South Africa.
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The Tech Capital @thetechcapital.com · 1d
The Week Ahead: US leverage is redrawing the Middle East's AI frontline

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The Week Ahead: US leverage is redrawing the Middle East's AI frontline
The directions of travel for the two most significant companies in the Middle East's AI race are shifting.
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The Tech Capital @thetechcapital.com · 1d
Bevan Slattery on rebuilding internet routes and securing data infrastructure

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IFF APAC 25 | Bevan Slattery on Rebuilding Internet Routes and Securing Data Infrastructure
YouTube video by The Tech Capital
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The Tech Capital @thetechcapital.com · 3d
The holy grail: Transforming telecom towers management
For MNOs and TowerCos in the mix, efficiency and precision equal money.

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The holy grail: Transforming telecom towers management
When it comes to telecoms infrastructure, towers are often seen as static assets – tall metal structures that simply hold up antennas.
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The Tech Capital @thetechcapital.com · 3d
Google ups 2025 capex projection to $93 billion, expects significant increase in 2026

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Google ups 2025 capex projection to $93 billion, expects significant increase in 2026
Google has increased its 2025 capex guidance to US$91-93 billion, up from a previous estimate of US$85 billion.
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The Tech Capital @thetechcapital.com · 3d
Meta seeks long-term capacity flexibility via Blue Owl JV

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Meta seeks long-term capacity flexibility via Blue Owl JV
CFO Susan Li has revealed more details on the motivation behind Meta’s US$27 billion joint venture with Blue Owl Capital.
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The Tech Capital @thetechcapital.com · 3d
Core Scientific shareholders reject CoreWeave takeover bid

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Core Scientific shareholders reject CoreWeave takeover bid
Core Scientific (NASDAQ: CORZ) shareholders have rejected a takeover bid by CoreWeave (NASDAQ: CRWV) for the second time in 16 months.
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The Tech Capital @thetechcapital.com · 3d
Equinix acquires site outside London for $3.9 billion development
The DC01UK site was granted outline planning permission in January.

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Equinix acquires site outside London for $3.9 billion development
Equinix (NASDAQ: EQNX) has acquired a plot of land in Herefordshire, outside of London, where it plans to invest US$3.9 billion to build a 250MW data centre.
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The Tech Capital @thetechcapital.com · 3d
Thai telecoms: consolidation, spectrum, digital infrastructure
Thailand’s telecom market is now a duopoly. Capital is shifting and new priorities are taking shape.

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Thai telecoms: consolidation, spectrum, digital infrastructure
Thailand’s telecom market is now a duopoly. Capital is shifting and new priorities are taking shape.
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The Tech Capital @thetechcapital.com · 4d
AI Down Under: Australia's big AI ambitions

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AI Down Under: Australia's big AI ambitions
Billions flow into Australia’s data centres, but power, planning and sovereignty gaps could stall its AI ambitions. Can it keep pace?
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