USA

Apollo-managed funds have agreed to acquire a majority interest in Stream Data

Centers( SDC) from Stream Realty Partners. The deal, backed by Apollo’ s substantial capital and structuring expertise, is designed to fuel SDC’ s expansion plans, which include a multi-gigawatt pipeline of new facilities. The acquisition positions SDC to meet the surging demand for digital infrastructure from hyperscale cloud and AI providers. The company aims to scale platform-wide development across key Tier 1 and Tier 2 US markets. The transaction highlights the increasing investment pouring into next-generation digital infrastructure, with Apollo estimating that trillions of dollars will be required globally over the next decade to power the AIdriven industrial renaissance.

IRELAND

A recent investigation has revealed that some of Microsoft’ s data centres in Ireland and the Netherlands are being used by Israel’ s military intelligence to store vast quantities of Palestinian phone calls. The report, which has been widely publicised, alleges that the data has been used for military operations and airstrikes, sparking a significant political debate in Ireland. While Microsoft has denied any involvement in surveillance, stating its services are for cybersecurity purposes, leaked documents suggest a dedicated cloud section for the military was established. Irish politicians have raised serious questions about the country’ s neutrality and its role in international law, with some calling for immediate government action.

AUSTRALIA

A recent report by Morgan Stanley forecasts a massive growth trajectory for Australia’ s data centre market, projecting that its capacity will more than double over the next six years. The investment bank predicts that total capacity will surge from 1,275MW to 3,200MW by 2030, representing an 18 % compound annual growth rate. The expansion is driven by the country’ s increasing digital infrastructure needs, fuelled by cloud computing and AI. However, the report also identifies energy supply as the single biggest bottleneck to this growth. The challenge is particularly acute given the immense power requirements of data centres and Australia’ s ongoing energy transition, which adds complexity to long-term planning and investment in the sector.

INDIA

Indian realty developer Anant Raj Ltd. has announced ambitious plans to significantly expand its data centre and cloud services business. The company aims to increase its IT load capacity to 63 MW by 2027 and a massive 307 MW by 2032 across key locations in Haryana. The expansion is supported by the Haryana State Data Centre Policy, which offers benefits such as subsidised power and single-window clearances, creating an attractive environment for investment. The firm is forecasting a major increase in revenue from this business, targeting approximately Rs 1,200 crore by FY27 and scaling up to nearly Rs 9,000 crore by FY32. This move reflects the broader surge in demand for digital services and AI-driven workloads across India.

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