Issue #28

Editor's Note

North America

• Oracle taps Google for TPUs as hyperscalers hedge Nvidia exposure

  Oracle has agreed to offer Google's TPUs through Oracle Cloud Infrastructure from 2027, with plans to reach gigawatt scale over multiple years while also expanding other accelerator deployments. This diversification points to a need for engineering and operations teams with skills across multiple AI chip architectures and large-scale cloud infrastructure.

• SpaceX secures $40bn in debt financing, Elon Musk says

  Elon Musk said SpaceX secured $40 billion in debt financing to buy GPUs for AI workloads, while warning that credit availability for neoclouds had tightened. For hiring leaders, the potential for financing constraints to reduce neocloud capital spending makes funding certainty an important consideration when planning AI infrastructure recruitment and team expansion.

• Anthropic files S-1 for IPO, with $417bn in compute commitments

  Anthropic filed its S-1 for a Nasdaq IPO, disclosing approximately $417bn in future minimum payments under compute and infrastructure agreements with terms extending up to 20 years. The planned capacity expansion points to long-term staffing needs across its infrastructure providers in data center delivery, power procurement and operations, although the filing does not specify hiring targets.

EMEA

• Nvidia partners with PreussenElektra to explore deployment of AI data centers at former nuclear sites in Germany

  Nvidia and PreussenElektra have partnered to assess whether former nuclear power sites in Germany could host AI data centers, with no investment or site decisions made. The evaluation requires expertise in site infrastructure, grid connections and AI data center design, while any construction or operations hiring remains dependent on future project decisions.

• TPG eyes UK data center firm Ark

  TPG is reportedly in talks to acquire Ark Data Centres from Elliott Investment Management at a valuation of about $5 billion, though no deal is guaranteed. For hiring leaders, Ark's development pipeline across the UK and Belgium makes construction and operations expertise relevant to workforce planning, but the report outlines no staffing changes linked to the potential acquisition.

• CoreWeave leasing 22.5MW from atNorth data center in Denmark

  CoreWeave brought most of its planned 22.5MW deployment online at atNorth’s DEN01 facility in greater Copenhagen, marking its first deployment in Denmark, and announced an expansion of its global network backbone. The Danish deployment makes GPU infrastructure operations, liquid cooling and heat reuse relevant skills for teams supporting the capacity, although no hiring plans were disclosed.

APAC

• DayOne May Delay or Downsize Planned $5B US IPO and More APAC Real Estate Headlines

  Singapore-based DayOne Data Centers is reportedly considering delaying its planned US IPO or reducing its fundraising target from as much as $5 billion to $2.5 billion to $3 billion amid data centre market volatility. For hiring leaders, the funding uncertainty makes it important to align expansion hiring with confirmed capital availability and project schedules.

• NextDC Chief Scroggie Gives Up 2027 Bonuses as Profit Warning Sell-Off Deepens

  NextDC chief executive Craig Scroggie will forgo his fiscal 2027 incentives after power delays at its Melbourne M3 campus prompted a profit warning and a sharp share price decline. With new development projects paused, leadership recruitment is focused on board renewal, with a search underway for two directors and chairman Douglas Flynn set to retire once a successor is appointed.

• PDG Doubles Down on Data Centre Capacity as Hyperscalers Drive Expansion

  Princeton Digital Group plans to double or triple data centre capacity in five established Asian markets over the next 12 to 24 months while pursuing additional sites in Australia and South Korea. The expansion puts greater emphasis on teams with hyperscale development, power procurement and project delivery expertise to meet customer schedules.