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Industry Analysis

South Korea AI infrastructure: GPUs, power and policy in 2026

South Korea plans 18.4 GW of AI data centres by 2035 and a 260,000 GPU supply deal, but the grid, not chips, is the tight spot. Figures, sources, doubts.

Oct 19, 202615 min read
Industry Analysis

Singapore and Malaysia AI data centres: power, water and Johor

How Singapore rations data centre power while Johor in Malaysia takes the spillover, and the grid, tariff and water limits shaping both as of October 2026.

Oct 19, 202615 min read
Industry Analysis

Japan's AI data centres: power limits, Watt-Bit policy, new hubs

Japan wants more AI compute, but Tokyo grid connections can take eight to ten years. How Watt-Bit policy, Hokkaido, Osaka and nuclear restarts fit in.

Oct 19, 202617 min read
Industry Analysis

India's AI data centres: IndiaAI Mission, power and capacity in 2026

India has about 1.8 GW of data centre capacity, 38,000+ subsidised GPUs and a power plan under strain. What official and market figures say, with dates.

Oct 19, 202617 min read
Industry Analysis

Australia's AI data centres: AEMO's demand forecast and the grid rules

AEMO expects Australian data centres to use about 34 TWh by FY36, up from 5 TWh. Here is what drives that, who pays, and which rules are still unsettled.

Oct 19, 202615 min read
Industry Analysis

Asia Pacific AI data centres 2026: power, policy and capacity by country

A plain guide to how Japan, Korea, Singapore, Australia, Malaysia, Indonesia, Taiwan and India are building AI data centres and where power limits bite.

Oct 19, 202615 min read
Industry Analysis

How long it takes to build an AI data center, from land to power on

From cleared land to the first 200 megawatts took about 15 months at Abilene. Full campuses take years. What drives the schedule: power, permits, water.

Oct 19, 202614 min read
Industry Analysis

How AI data centers are financed: project loans, leases and SPVs

AI campuses cost billions. How construction loans, long leases, joint ventures and off balance sheet vehicles work, using Abilene and Hyperion as examples.

Oct 19, 202617 min read
Industry Analysis

Colocation, self build or hyperscale lease: how AI capacity is sourced

An AI company can rent space, lease a purpose built campus or build its own. How each route works, what each costs in time and risk, with real examples.

Oct 19, 202615 min read

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