AI driven investments into Data Centres over the past 14 days

The past 14 days have seen significant, multi-billion dollar AI-related data centre investments and deals across the globe, underscoring the intense race by major tech and financial players to build the necessary infrastructure for the AI era.

Key global AI data center investments and announcements from the past two weeks include:

• Mega Acquisition in the US (with Global Impact):
  • A consortium including Nvidia, Microsoft, BlackRock, and financial anchor investors acquired Aligned Data Centers from Macquarie Asset Management in a deal valued at a staggering $40 billion (USD).
  • This transaction, one of the largest on record for the sector, involves an investment consortium known as the AI Infrastructure Partnership (AIP) and highlights the push by chipmakers, hyperscalers, and institutional finance to control AI compute capacity.
• Major Power Infrastructure Deal (US):
  • INNIO Group secured its largest-ever order with a 2.3 GW power infrastructure project for VoltaGrid, a clean energy innovator, to deliver power generation for one of the world’s largest data centers in the US. The partnership aims to provide scalable, high-performance energy solutions for next-generation AI-driven operations.
• Significant Expansion in Australia:
  • AI infrastructure group Firmus Technologies announced an ambitious alliance with Nvidia and CDC Data Centres to roll out up to $73.3 billion (AUD) worth of AI data centers across Australia by 2028.
  • This alliance includes an initial $4.5 billion (AUD) investment for “Project Southgate” to build “AI factories” in Tasmania and Melbourne, featuring 18,500 ordered Nvidia GB300 chips.

These investments reflect the accelerating global trend where the primary constraint for AI growth is the availability of data center capacity and power. Hyperscalers like Microsoft and Google continue to commit tens of billions of dollars annually to this build-out, with forecasts suggesting their collective capital expenditure could exceed $360 billion in 2025.