DCNA

News, Views and insights about the Data Center and Digital Infrastructure industry across Asia.

[DCNA @DCNewsAsia]

Digital Edge is going for 270MW at Palava, near Mumbai.

30-acre parcel in the Green Integrated Data Centre Park, a Lodha development where Amazon and STT are already lined up. They've already got a 300MW campus in Navi Mumbai.

Full episode here: https://t.co/tArxgtITyq

[DCNA @DCNewsAsia]

NextDC just added $500M AUD to their senior debt facility, bringing the total up to $6B USD.

With a $10.2B AUD market cap vs $8.7B AUD in debt, the math shows exactly how data centre businesses are being valued right now.

Watch the full episode here: [https://t.co/tArxgtITyq]

[DCNA @DCNewsAsia]

Stack Infrastructure has locked in a massive 864MW contract with AWS.

This gives serious weight to Stack's rumored $30B valuation, especially hot on the heels of the record-breaking $40B Aligned Data Centers acquisition by BlackRock, GIP, and MGX.

Full: https://t.co/tArxgtITyq

[DCNA @DCNewsAsia]

NEXTDC just filed plans for S7: a 612MW hyperscale campus in Western Sydney.

Multi-building AI factory at Eastern Creek
OpenAI lined up as initial offtaker (Stargate)
State Significant Development — NSW govt approval

Full episode [https://t.co/eFpxq7XsEa]

[DCNA @DCNewsAsia]

Firmus just locked in 600MW for its South Australian AI Factories:

12-year deal with Gunvor Group
1.2GW new renewables + 1.5GWh battery storage
And they'll power DOWN 220 hrs/year when prices spike

A data centre acting as a grid asset.

Full episode [https://t.co/eFpxq7WUOC]

[DCNA @DCNewsAsia]

South Korea just announced $919B (₩1.43 quadrillion) for chips, AI, robotics and data centres.

Target: 18.4GW by 2035. Current live capacity: under 1GW.

Ambitious plan — or a repackaged press release? We break it down.

Full episode [https://t.co/eFpxq7WUOC]

[DCNA @DCNewsAsia]

Sixth data centre, 18 storeys, in the Tsuen Wan cluster.

Starts at 1,000 racks, scales past 3,500, with capacity for AI workloads. And all six Hong Kong sites are already leased.

Full episode here [https://t.co/sVDcOeHNeI]

[DCNA @DCNewsAsia]

Firmus is going big in Tasmania — a 288MW AI cloud campus at Bell Bay, on the old Gunns pulp mill site that never happened. Brownfield revival, not a rehash of the earlier St Leonards project.

Full episode here [https://t.co/sVDcOeIl4g]

[DCNA @DCNewsAsia]

CtrlS just landed ~$740M from CPPIB. Two parts: ~$423M for 8.2% of the platform (≈$5B valuation) and $317.5M into a 48/52 JV. Big bet on a ~400MW player across India's metros and tier-2 cities.

Full episode here [https://t.co/sVDcOeHNeI]

[DCNA @DCNewsAsia]

Alibaba Cloud just dropped its new region in Johor—its second in Malaysia—hitting 104 availability zones globally. In other massive news, a 1.2 gigawatt energy agreement was just signed with PLN in Indonesia to power future capacity.

Full episode here: [https://t.co/bkhCyat70B]

[DCNA @DCNewsAsia]

BDX is going all in on Indonesia. Their recent 1.2GW energy agreement with PLN covers multiple key sites, including the CGK4 AI campus in East Jakarta, CGK3 in the South, and CGK5 in Suryacipta.

Watch the full episode here: [https://t.co/bkhCyaszb3]

[DCNA @DCNewsAsia]

Massive development out of Malaysia: DayOne just signed a 1.5GW renewable supply deal with TNB. It's a serious commitment combining mounted solar, hybrid hydro floating solar, and 2.2GWh of battery storage to solve power intermittency.

Full episode: [https://t.co/bkhCyaszb3]

[DCNA @DCNewsAsia]

IREN is targeting an 800MW campus in Bundey, outside Adelaide. Microsoft cited as the major customer, a 5GW pipeline behind it, and 23,000 GPUs in the fleet.

Full episode here https://t.co/0JQnvb4XAC

[DCNA @DCNewsAsia]

Meta's locked in 168MW of capacity at a Reliance data centre in Gujarat. Is it Digital Connexion or a Reliance step-out? Even the announcement keeps it vague, and Mukesh Ambani's the one fronting it.

Full episode here: [https://t.co/0JQnvb4XAC]

[DCNA @DCNewsAsia]

$30B for Stack?

Blue Owl is reportedly stepping up efforts to sell, per the AFR. Big jump from last year's STT and AirTrunk numbers — but that Australia, Japan and Malaysia pipeline is no joke.

Full episode here: https://t.co/0JQnvb5vqa

[DCNA @DCNewsAsia]

Guofu (CEWA), a Chinese firm, is partnering with a consortium of APAC companies to deploy hydrogen power across Southeast Asia. First up: a 3MW pilot project in Rayong, Thailand. One to watch.

Full episode: https://t.co/6gTqy3RZSJ

[DCNA @DCNewsAsia]

From launching in Hawaii to Global Leader of the Year — in three years

DayOne is one of the few Asian data centre players planting flags worldwide. Finland, Spain, Japan, Thailand, Malaysia… and they're not slowing down.

Follow for more industry stories.

[DCNA @DCNewsAsia]

SoftBank is bringing an AI Data Centre GPU Cloud to Japan in October 2026 — one of the first Japanese "neo clouds" we've seen.

A new GPU offering, homegrown, and worth keeping an eye on.

Full breakdown on Data Centre News Asia 👇
https://t.co/6gTqy3RZSJ

[DCNA @DCNewsAsia]

We caught AdaniConneX's CEO straight after the win. He talks the 1GW Google deal in Vizag, three cable systems landing, and why India's data centre story is only getting started.

Follow for more straight from the event floor.

[DCNA @DCNewsAsia]

DayOne could be heading for a rare dual IPO — part on the Singapore Exchange, part on Nasdaq. The reported goal: raise ~$5B at a ~$20B valuation. A new playbook for raising capital in the region?

Full breakdown on Data Centre News Asia 👇 (https://t.co/6gTqy3RZSJ)