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Issue #11

1 July 2026

Editor's Note

This week’s developments highlighted how closely AI infrastructure expansion is becoming tied to long-term energy strategy. Across North America, Europe, and Asia Pacific, operators and hyperscalers continued securing large-scale power agreements alongside major campus and GPU infrastructure deployments.

From Google’s expanding Virginia footprint and Amazon’s India investment plans to Firmus deploying a 170,000 GPU cluster in Indonesia, the market continues positioning for sustained AI-driven compute growth. At the same time, energy agreements involving Meta, Amazon, Chevron, and Microsoft reinforced how access to scalable and reliable power is becoming one of the industry’s most important competitive advantages.

North America

  • Meta signs 220MW PPA with Sabanci in Texas

    This is Meta's third or fourth Texas PPA in as many months, following deals with RWE and others. The frequency of these agreements confirms that energy procurement has become a standing function inside hyperscaler teams, not a one-off transaction.

  • Chevron and Microsoft Sign 2.67GW Data Centre Power Deal

    A 20-year, multi-gigawatt gas power agreement built specifically to bypass grid constraints shows how seriously hyperscalers are now treating power as a primary development risk, not a downstream utility decision. Expect more of these direct energy partnerships, and growing demand for professionals who can operate at the intersection of power generation and digital infrastructure.

  • Details revealed for Google's Project Skye data center campus in Chesterfield County, Virginia

    An 887-acre campus is a multi-year, multi-phase build that will require sustained development, construction, and operations leadership long after the initial groundbreaking. Virginia continues to demonstrate that even mature markets still have room for hyperscale-scale expansion when the right land and power access align.

EMEA

  • ~150MW data center planned in Norfolk, UK

    A business park originally zoned for industrial use is pivoting to data centers after a major offshore wind connector was sited nearby. It is a small but clear example of how proximity to power infrastructure is starting to reshape land use decisions in markets that were not traditionally on the data center map.

  • Colt DCS: Data Centre Solutions Firm Cuts Emissions by 27%

    A 27 percent emissions cut against a 2019 baseline, achieved through a standardized global design approach, shows sustainability moving from a marketing claim to an engineering discipline embedded at the design stage. Operators who can build and operate to that standard repeatably are increasingly valuable hires.

  • Amazon signs 90MW onshore wind PPA with Egg Power in Scotland

    This marks Amazon's 50th UK clean energy agreement and the largest onshore wind PPA in the country's history. The milestone reflects how systematic and large-scale hyperscaler energy procurement in the UK has become, requiring teams who can manage a constant pipeline of these deals.

Asia Pacific

  • Firmus to deploy 170,000 GPU cluster in Batam, Indonesia

    An eight-year Nvidia partnership backed by up to $30bn in committed offtake signals Southeast Asia's arrival as a serious AI infrastructure hub, not just a secondary market. Firmus will need to build out a regional leadership team fast to support a campus of this scale and complexity.

  • Amazon's US$13bn Investment Boost for India's Data Centres

    This brings Amazon's total committed India investment to $48bn through 2030, expanding AWS capacity in Mumbai and Hyderabad. Sustained investment at this level points to long-term leadership hiring needs across development, operations, and engineering in India's two largest data center hubs.

  • Thailand's TrueIDC breaks ground on $180m data center in northern Bangkok

    Thailand's largest data center provider breaking ground on its seventh facility signals that Southeast Asia's AI infrastructure build-out extends well beyond the usual hyperscaler headlines. Local operators with strong backing are scaling just as aggressively, and they need experienced leadership to match.

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