Cloud Capital Launches $6 Billion Data Centre JV With Realty Income
Cloud Capital has entered into a joint venture with real estate investment trust Realty Income to develop data centre assets with a combined investment value of approximately $6 billion. The partnership pairs Cloud Capital’s digital infrastructure development expertise with Realty Income’s balance sheet and real estate acquisition capabilities, a structure increasingly favored by REITs looking to gain exposure to the data centre sector without building operational teams from scratch.
The tie-up reflects a broader trend of capital-rich, non-traditional investors partnering with specialist operators to meet surging demand for AI and cloud infrastructure. For REITs like Realty Income, historically anchored in retail and net-lease properties, data centres offer a diversification play with long-dated, credit-backed leases. Figures on deal structure and capital commitments should be verified against primary sources before publication.
Arcus to Acquire Volta Data Centres From Verne
Infrastructure investor Arcus is set to acquire Volta Data Centres from Verne, a deal that consolidates ownership of Nordic-region data centre capacity under a single infrastructure-focused owner. Verne, known for its sustainable, hydro-powered facilities in Iceland, has been an active developer in the region, and the sale marks a shift in ownership toward a buyer with a broader pan-European infrastructure mandate.
The acquisition is emblematic of continued consolidation in the European colocation market, where infrastructure funds are increasingly acquiring operational assets rather than greenfield sites to accelerate time-to-revenue. Investors should confirm deal value, closing timeline, and the specific scope of assets included before citing details externally.
South Korea’s SK Telecom Plans Up to 15GW AI Data Centre Buildout
SK Telecom has outlined plans for an AI data centre buildout that could scale up to 15GW of capacity, positioning the telecom operator as a major infrastructure player in South Korea’s push to build sovereign AI compute capabilities. The scale of the plan, if realized, would place SK Telecom among the largest single-country AI infrastructure programs globally, reflecting Seoul’s broader strategy to reduce dependence on foreign hyperscale providers for critical AI workloads.
The buildout underscores how national champions in telecommunications are repositioning themselves as AI infrastructure providers, leveraging existing power agreements, real estate, and fiber networks. Given the scale involved, the 15GW figure should be treated as a long-term ceiling rather than a near-term commitment, and specific phasing and capital figures should be verified before publication.
Digital Edge Reportedly Buys Mumbai Land for 270MW Data Centre Campus
Digital Edge has reportedly acquired land in Mumbai to develop a data centre campus with a planned capacity of 270MW, extending the pan-Asian operator’s footprint in one of the world’s fastest-growing data centre markets. Mumbai has emerged as India’s primary data centre hub, driven by submarine cable landings, dense fiber connectivity, and proximity to the country’s financial sector.
The acquisition adds to a wave of capacity commitments in the Indian market as hyperscalers and colocation providers race to secure land and power ahead of anticipated AI and cloud demand growth. As the report is based on secondary sourcing, the specific site location, capacity figure, and transaction value should be independently verified.
Prologis Files to Build 99MW Data Center in San Jose, California
Industrial real estate giant Prologis has filed plans to develop a 99MW data centre in San Jose, California, marking a continued push by logistics-focused REITs into digital infrastructure. The Silicon Valley location places the project close to established enterprise and hyperscale demand, though it also puts it squarely within one of the most power- and land-constrained data centre markets in North America.
Prologis’s move into data centre development follows a pattern of diversified real estate owners converting industrial land holdings into higher-margin digital infrastructure assets. Given local grid constraints in Northern California, power availability and interconnection timelines will be key factors to watch, and any figures cited should be confirmed against the filing itself.
Meta Plans Multibillion-Dollar Gigawatt-Scale Data Center in Alberta, Canada
Meta is reportedly planning a gigawatt-scale data centre in Alberta, Canada, with an investment figure in the multibillion-dollar range. Alberta’s deregulated power market and cooler climate make it an attractive location for hyperscale development, and the project would represent one of the largest single-site AI infrastructure commitments in Canada to date.
The move reflects hyperscalers’ continued search for jurisdictions offering abundant power, favorable regulatory environments, and room to scale beyond the constraints increasingly seen in established US markets. The exact investment figure reported varies by source and should be verified before publication, along with expected capacity and timeline details.
322-Acre Data Center Could Be Built in White County, Indiana
A proposed data centre development spanning 322 acres is under consideration in White County, Indiana, adding to a growing list of rural Midwest counties courting large-scale digital infrastructure projects. White County’s agricultural land base and access to regional transmission infrastructure make it a candidate site for the kind of greenfield development increasingly sought by hyperscale operators.
The project is illustrative of a broader trend of data centre developers moving into secondary and tertiary markets as land and power become scarcer in established hubs. As the project remains in the proposal stage, details on the developer, tenant, and capacity should be treated as preliminary and verified as the project progresses through local approvals.
Edged Eyes 725MW Data Center Campus in Pennsylvania
Edged Energy is reportedly eyeing a 725MW data centre campus in Pennsylvania, a state that has become an increasingly active market for large-scale digital infrastructure thanks to its proximity to Mid-Atlantic power generation and grid capacity within the PJM Interconnection footprint. A project of this scale would represent a significant addition to Edged’s portfolio and to the broader Pennsylvania pipeline.
Pennsylvania’s position within PJM, alongside its existing nuclear and gas generation base, has made it a focal point for operators seeking behind-the-meter and co-located power solutions for AI-scale campuses. As reported, the capacity figure and site details should be verified before citing them as confirmed.
Big Digital Energy Acquires Land for 311MW Data Center Campus Outside Dallas-Fort Worth, Texas
Big Digital Energy has acquired land outside Dallas-Fort Worth to develop a 311MW data centre campus, adding to the dense cluster of digital infrastructure projects taking shape across North Texas. The region’s growth has been driven by ERCOT’s relatively accessible interconnection process, competitive power pricing, and a deep base of construction and skilled trades labor.
The acquisition continues a pattern of both established and emerging developers racing to lock in land and power positions in ERCOT ahead of anticipated queue congestion. As with other early-stage land acquisitions, capacity figures and delivery timelines are typically provisional and should be confirmed against primary reporting.
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Anthropic Signs $1.9bn, 20-Year Lease for Kentucky Data Center With TeraWulf
Anthropic has signed a 20-year lease valued at approximately $1.9 billion for data centre capacity in Kentucky, developed in partnership with TeraWulf. The agreement reflects the growing trend of AI labs signing long-duration, high-value power and compute leases directly with infrastructure developers, bypassing traditional hyperscale cloud intermediaries to secure dedicated capacity for model training and inference.
TeraWulf’s pivot from bitcoin mining infrastructure toward AI data centre hosting mirrors a wider industry shift, as operators with existing power interconnections repurpose sites for higher-value AI workloads. Given the significance of the figures involved, the lease value, term, and capacity commitments should be verified against Anthropic’s or TeraWulf’s own disclosures before publication.
300MW Data Center Campus Proposed in Kent, UK
A 300MW data centre campus has been proposed for Kent, UK, adding to a wave of large-scale digital infrastructure proposals emerging outside London as developers seek sites with more readily available grid capacity. Kent’s proximity to London, combined with subsea cable landing points along the UK’s southeast coast, makes it an attractive location for both connectivity and power access.
The proposal reflects continued pressure on the London data centre market, where grid constraints have pushed developers to look toward the wider Southeast England region. As the project is still in the proposal stage, capacity figures, site specifics, and planning timelines should be verified as further details emerge.
