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The Tech Capital
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thetechcapital.com
Applied Digital proposes spin-off of cloud unit via EKSO merger

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Applied Digital proposes spin-off of cloud unit via EKSO merger
Applied Digital has agreed a non-binding term sheet with EKSO Bionics to combine its cloud computing unit with the listed robotics company, creating a new AI-focused compute platform expected to list ...
thetechcapital.com
December 30, 2025 at 9:08 AM
thetechcapital.com
Venture capitalist warns of speculative data centre glut as Nvidia signs $20 billion Groq licensing deal

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Venture capitalist warns of speculative data centre glut as Nvidia signs $20 billion Groq licensing deal
A senior technology investor has warned of a looming financing crunch for speculative data centres, even as dealmaking in artificial intelligence accelerates following Nvidia’s US$20bn agreement with ...
thetechcapital.com
December 30, 2025 at 9:02 AM
thetechcapital.com
Turkcell, Google Cloud plan sovereign cloud region in Ankara by 2028

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Turkcell, Google Cloud plan sovereign cloud region in Ankara by 2028
The project will start in Q1 2026 and target full capacity by 2028, in a deal that could add about $5 billion a year to Turkiye’s income.
thetechcapital.com
December 30, 2025 at 8:55 AM
thetechcapital.com
Brussels backs Arctic data cable as Europe seeks resilient global routes

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Brussels backs Arctic data cable as Europe seeks resilient global routes
The European Union has approved new funding for early-stage work on the Polar Connect subsea cable, an Arctic route intended to link Europe, North America and East Asia by the end of the decade.
thetechcapital.com
December 30, 2025 at 8:52 AM
thetechcapital.com
V.tal agrees full acquisition of Um Telecom to expand neutral fibre footprint

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V.tal agrees full acquisition of Um Telecom to expand neutral fibre footprint
The transaction, subject to regulatory approval, will transfer Um Telecom’s 20,000 km fibre network and around 1,000 clients to V.tal, expanding its neutral network presence across north-east Brazil.
thetechcapital.com
December 30, 2025 at 8:50 AM
thetechcapital.com
Sharon AI to sell 50% stake in Texas data centre JV for $70 million

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Sharon AI to sell 50% stake in Texas data centre JV for $70 million
It will sell its stake in TCDC to New Era for $70 million, including a $50 million convertible note and $20 million in cash and equity.
thetechcapital.com
December 30, 2025 at 8:46 AM
thetechcapital.com
VCI, DPS Energy plan 250MW Malaysia solar project for data centres

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VCI, DPS Energy plan 250MW Malaysia solar project for data centres
It signed an agreement with DPS Resources’ unit to develop up to 250MW of utility scale solar in Malacca, with potential data centre offtake.
thetechcapital.com
December 30, 2025 at 8:41 AM
thetechcapital.com
SoftBank agrees $4 billion acquisition of DigitalBridge

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SoftBank agrees $4 billion acquisition of digital infrastructure investor DigitalBridge
The Japanese technology investment group will buy the US-listed digital infrastructure manager in an all-cash deal, with DigitalBridge continuing to operate independently following completion expected...
thetechcapital.com
December 30, 2025 at 8:34 AM
thetechcapital.com
Public Perception of Nuclear Power

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Public Perception of Nuclear Power
While high-profile accidents have fuelled understandable anxieties, evolving safety standards and communication efforts are gradually reshaping nuclear’s image, writes Shivani Lodhia, Founding Partner...
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December 29, 2025 at 8:38 AM
thetechcapital.com
Georgia regulators approve $16.3 billion Georgia Power expansion to meet DC demand

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Georgia regulators approve $16.3 billion Georgia Power expansion to meet data centre demand
Georgia Power says it needs approximately 10,000 megawatts of additional capacity over the next six years, enough to supply about four million homes, with around 80% of that demand attributed to data ...
thetechcapital.com
December 29, 2025 at 8:35 AM
thetechcapital.com
US Senator Sanders calls for AI data centre moratorium, citing jobs, power costs, oversight gaps

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US senator Sanders calls for moratorium on AI data centres, citing jobs, power costs and oversight gaps
The Vermont senator said the rapid expansion of AI data centres is outpacing democratic oversight, raising concerns over employment, energy costs and the influence of large technology companies on pol...
thetechcapital.com
December 29, 2025 at 8:32 AM
thetechcapital.com
Boom Supersonic secures $1.25 billion turbine backlog as AI data centres drive funding round

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Boom Supersonic secures $1.25 billion turbine backlog as AI data centres drive funding round
The company has named Crusoe as launch customer for its Superpower gas turbine, with orders supporting AI data centre power needs and underpinning a US$300 million funding round to advance its engine ...
thetechcapital.com
December 29, 2025 at 8:28 AM
thetechcapital.com
Accelerated Infrastructure Capital backs 800MW Romanian data centre expansion

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Accelerated Infrastructure Capital backs 800MW Romanian data centre expansion
The investor has entered an equity partnership with local operator ClusterPower, combining investment structuring expertise with secured land and power to deliver phased capacity across two sites in s...
thetechcapital.com
December 29, 2025 at 8:21 AM
thetechcapital.com
Keppel secures conditional 10-year lease extension for Singapore data centre campus

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Keppel secures conditional 10-year lease extension for Singapore data centre campus
The move is unlocking the final S$350 million payment in the S$1.38 billion sale of two hyperscale assets to Keppel DC REIT.
thetechcapital.com
December 29, 2025 at 8:19 AM
thetechcapital.com
TWA | 2026 and the next phase of US-China rivalry

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TWA | 2026 and the next phase of US-China rivalry
2026 will decide whether the US offers allies a negotiated path forward or doubles down on enforced alignment, with global repercussions.
thetechcapital.com
December 29, 2025 at 8:16 AM
thetechcapital.com
AI boom not a Dotcom repeat, but returns may lag capital spending: BofA.

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AI boom not a Dotcom repeat, but returns may lag heavy capital spending, BofA Says
The AI-driven market rally is underpinned by earnings growth but warns that rising debt-funded capital spending could weigh on returns.
thetechcapital.com
December 29, 2025 at 8:13 AM
thetechcapital.com
Five Predictions for Data Resilience, AI and Cybersecurity in 2026

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Five Predictions for Data Resilience, AI and Cybersecurity in 2026
Across Asia Pacific and Japan (APJ), digital transformation is no longer an aspiration – it’s a fundamental business imperative
thetechcapital.com
December 20, 2025 at 4:55 AM
thetechcapital.com
Digital Realty brings veteran infrastructure leader onto its board
Bolze is the founder and chief executive of Standish Spring Investments

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Digital Realty brings veteran infrastructure leader onto its board
Digital Realty (NYSE: DLR) has appointed Stephen Bolze as an independent director, with his term due to begin on 1 January 2026.
thetechcapital.com
December 20, 2025 at 4:53 AM
thetechcapital.com
How family offices, growth funds & private investors shape MEA’s digital infrastructure

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How Family Offices, Growth Funds & Private Investors Shape MEA’s Digital Infrastructure | IFF MEA 25
YouTube video by The Tech Capital
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December 20, 2025 at 4:50 AM
thetechcapital.com
Nostrum plans 500MW DC network in Spain with first assets due in 2027
The six sites are spread across Spain in locations chosen for subsea links.

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Nostrum plans 500 MW data centre network in Spain with first assets due in 2027
Nostrum has said its data centre assets in Spain will be available in 2027 as the company works to deliver 500 MW of IT capacity across the country.
thetechcapital.com
December 20, 2025 at 4:48 AM
thetechcapital.com
Keppel DC REIT to take full ownership of two Singapore sites in S$50.5 million deal

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Keppel DC REIT to take full ownership of two Singapore sites in S$50.5 million deal
Keppel will sell its remaining 10% stake in KDC SGP 3 and 1% in KDC SGP 4 to Keppel DC REIT for S$50.5 million.
thetechcapital.com
December 20, 2025 at 4:45 AM
thetechcapital.com
APAC’s biggest AI constraint is fragmented data, says NetApp's Dhruv Dhumatkar

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APAC’s biggest AI constraint is fragmented data, says NetApp’s Dhruv Dhumatkar
Dhruv Dhumatkar, NetApp CTO for APAC and Japan, says APAC’s push to AI is being constrained by fragmented data and sovereignty rules.
thetechcapital.com
December 19, 2025 at 9:13 AM
thetechcapital.com
The Tech Capital's top 10 most-watched interviews of 2025
Featuring AirTrunk, Aligned Data Centers, Applied Digital, DayOne and Guggenheim.

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The Tech Capital's top 10 most-watched interviews of 2025
In a year marked by unprecedented growth and innovation in the digital infrastructure sector, The Tech Capital has once again proven its position as the industry’s premier source for insightful conver...
thetechcapital.com
December 19, 2025 at 9:06 AM
thetechcapital.com
Why has Oracle's 2025 spending spree failed to keep investors happy?

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Why has Oracle’s 2025 spending spree failed to keep investors happy?
Oracle is attempting to fund a hyperscaler-scale buildout from a far smaller cloud revenue base, with a balance sheet that looks materially different from those of the incumbents it is trying to chall...
thetechcapital.com
December 19, 2025 at 9:02 AM
thetechcapital.com
Beyond the headlines: the structural reality of digital infrastructure in 2026
AI is the hook, cloud is the anchor, says Primary Digital Infrastructure President and Co-founder Dave Ferdman.

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Looking beyond the headlines: The structural reality of digital infrastructure capital in 2026
The defining theme emerging from 2025 is the geometric progression of capital required to meet global compute demand.
thetechcapital.com
December 18, 2025 at 9:25 AM