Hyperscale cloud investment is accelerating rapidly, with capital expenditure projected to reach $2.2 trillion as demand for AI infrastructure continues to surge. Quarterly cloud revenues have climbed to around $168.5 billion, reflecting sustained growth led by major players like Microsoft, Amazon Web Services, and Google. Despite market speculation about a slowdown, expansion remains strong, with demand consistently outpacing supply. As noted during the summit, “From a demand and supply perspective, demand continues to exceed supply, and this is consistently confirmed in quarterly earnings calls,” reinforcing the sector’s solid fundamentals.
However, Europe is facing significant challenges in scaling its AI infrastructure, with growth constrained by power availability, permitting delays, and supply chain limitations. While core markets like London, Frankfurt, Paris, and Dublin continue to expand, deployment remains uneven compared to the US, where large-scale capacity can still be delivered more efficiently. At the same time, new players such as neocloud and GPU providers—including CoreWeave and Nvidia—are entering the market, diversifying demand and increasing competition. Ultimately, the issue is no longer demand, but execution, as infrastructure delivery struggles to keep pace with the scale and speed of AI-driven growth.
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CoreWeave has signed a $6 billion cloud deal with early investor Jane Street, which will gain access to next-generation AI compute across multiple data centers, including upcoming deployments of NVIDIA’s Vera Rubin platform. The agreement also includes a $1 billion equity investment in CoreWeave, strengthening the relationship as Jane Street expands its use of AI for large-scale model training and financial market research. As the firm stated, “We are deeply committed to investing in cutting-edge technologies that support our research in global financial markets, training large, complex models on massive volumes of noisy data, refining them continuously, and deploying at a scale to help make markets more efficient,” highlighting the growing demand for high-performance AI infrastructure.
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New data from Synergy Research shows a major shift in US data center growth, with Texas and Midwestern states set to account for 53% of new hyperscale capacity, up from 33% at the end of 2025, as companies move away from traditional coastal hubs in search of cheaper land and more available power. John Dinsdale explained, “As infrastructure constraints intensify and market dynamics continue to shift, hyperscale providers are increasingly reallocating capital toward central U.S. regions, with Texas emerging as the primary focal point,” highlighting how demand for AI infrastructure is reshaping location strategies. While Northern Virginia remains the largest single hub, new gigawatt-scale campuses are rapidly emerging in cities like Abilene and Kansas City, driven by major players such as Amazon, Microsoft, and Google, which together now account for 58% of global hyperscale capacity.
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Blackstone has filed an IPO prospectus to launch Blackstone Digital Infrastructure Trust (BXDC), a REIT focused on acquiring stabilized data centers leased to major hyperscalers, as it looks to capitalize on strong demand and limited supply in the sector. The company revealed it has already reviewed around $25 billion in near-term opportunities across key US markets, stating, “We have identified and reviewed approximately US$25 billion in representative near-term opportunities with favourable terms in established markets such as Northern Virginia, Ohio, Phoenix, Maryland, and Austin.” The move reflects a broader trend where developers monetize completed assets to fund new projects, especially as equity funding becomes harder to secure, while Blackstone highlights that a projected $3 trillion in global digital infrastructure investment by 2030 will continue to support rent growth and low vacancy rates.
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Aligned Data Centers is developing a 540MW data center campus in Hale County, Texas, known as Project Caprock, spanning 313 acres and six facilities, with the first building set to go live in early 2027. The project is expected to contribute around $5 billion to the regional economy, create jobs, and generate long-term tax revenue, while using advanced liquid cooling technology designed to reduce water usage and environmental impact. CEO Andrew Schaap stated, “Our expansion into Northwest Texas proves we can meet both the increased capacity demands from customers while also meeting community demands for the responsible construction of AI infrastructure,” highlighting the company’s focus on scaling AI-ready infrastructure while supporting local communities.
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Stellanor has acquired a data center in Hemel Hempstead from Imagination Technologies under a sale and service back agreement, allowing the company to continue operating at the site as a client. This deal expands Stellanor’s portfolio to 11 facilities across the UK, a rapid scale-up from just two sites in six months, with a combined 39 MVA of grid capacity. Chairman Michael Tobin highlighted the strategy behind the move, stating, “This acquisition demonstrates the quality of infrastructure and tenants we’re attracting,” reinforcing the company’s focus on building AI-ready infrastructure close to key clients.
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Central Energy Group has announced plans to build a 260MW AI data center in Konin, Poland, with an estimated investment of €3 billion. The project already has power connection and environmental permits in place, with construction expected to begin in 2027 once a strategic investor is secured. The facility will be developed in phases and powered by a mix of solar energy, a nearby coal-fired plant, and battery storage systems, with additional renewable capacity planned.
The project, developed alongside Jones Lang LaSalle, may also include a district heating system to reuse waste heat, although its necessity is still under discussion. A CGE spokesperson noted, “The project also includes additional, optional renewable energy sources with a capacity of several hundred megawatts and energy storage facilities,” highlighting the scale and hybrid energy approach behind the development.
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Microsoft is planning to acquire around 3,200 acres of land in Cheyenne, Wyoming, for a new data center project, marking the beginning of a multi-year development process. The land includes two parcels near Bison Business Park and Southeast Cheyenne, expanding on the company’s already significant presence in the area, where it has been investing since 2012.
The expansion is expected to bring long-term economic benefits, including jobs and tax revenue, while continuing Microsoft’s focus on sustainable operations and infrastructure investment. As Bowen Wallace stated, “Since the development of our first data center in 2012, Microsoft has been working to strengthen, not strain, the community of Cheyenne,” highlighting the company’s ongoing commitment to the region.
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A proposed 2GW data center in Socorro, New Mexico, is being explored by Green Data, which is considering pairing the facility with a massive 10GW solar farm across 10,000 acres. The project, still in early stages with no formal application submitted, could also incorporate small modular reactors and would be the largest data center in the state if approved. CEO Jason Bak stated that construction could begin this year with a four- to five-year timeline, with Green Data focusing on power infrastructure while tenants provide compute capacity.
However, the plan is already facing local opposition due to environmental and community concerns, highlighting the growing tension between large-scale AI infrastructure expansion and its local impact.
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A 1.25GW data center campus known as Project Arrowhead has been proposed in Irwin County, Georgia, spanning around 1,000 acres and 4.22 million sq ft across five buildings. Developed by Premier Data Center Development, the project could attract up to $6 billion in investment, with the first phase expected to go live in 2030 and full build-out by 2034, pending approvals and energy studies currently underway by Georgia Power.
However, the project faces local scrutiny, as residents have raised concerns about environmental and community impact, with a petition gathering opposition signatures. Despite this, the proposal reflects the growing surge in data center developments across Georgia, as demand for large-scale AI and cloud infrastructure continues to expand beyond traditional hubs.
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Prologis has received approval to move forward with its 900MW “Project Sail” data center campus in Coweta County, Georgia, following a rezoning decision by local commissioners. The development will span 832 acres near Newnan and include nine buildings totaling 4.34 million sq ft, marking the end of a lengthy planning process that began in early 2025.
Despite the approval, the project has faced strong opposition from local residents concerned about environmental and community impact, with organized groups and fundraising efforts already exploring potential legal action. The project highlights the growing tension between large-scale data center expansion and local resistance as demand for AI and cloud infrastructure continues to rise.
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Prologis has received approval to move forward with its 900MW “Project Sail” data center campus in Coweta County, Georgia, following a rezoning decision by local commissioners. The development will span 832 acres near Newnan and include nine buildings totaling 4.34 million sq ft, marking the end of a lengthy planning process that began in early 2025.
Despite the approval, the project has faced strong opposition from local residents concerned about environmental and community impact, with organized groups and fundraising efforts already exploring potential legal action. The project highlights the growing tension between large-scale data center expansion and local resistance as demand for AI and cloud infrastructure continues to rise.
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The City of Ulsan in South Korea has secured $29 million in government funding to develop a “carbon-zero underwater data center” off its coast, in partnership with the Korea Institute of Ocean Science and Technology (KIOST). The project will use seawater for cooling and combine pressure vessel design with high-efficiency hybrid cooling systems, aiming to create a scalable and cost-effective model. Development begins this year, with testing expected by 2030 and full-scale construction starting in 2031.
“Through this joint public-private-academic-research project combining ocean science technology and information and communications technology, we will overcome the limitations of onshore data centers,” an Ulsan city official said. “We will expand our maritime digital territory with the underwater data center as a base and elevate Ulsan into a sustainable AI capital.”
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