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Lee Heggan

WEEK 26 · JUNE 2026

APAC Data Centre Weekly

APAC is no longer a spillover market—it’s the primary battleground for $160B in hyperscaler AI infrastructure investments by 2026.

Sources this week

Beyond the spillover: Asia–Pacific, the next engine of data center demand

McKinsey & Company

Data centers worldwide by territory 2026| Statista

Statista

Top Hyperscale Data Center Companies Market Leaders & Growth

Intellectualmarketinsights

Submarine communications cable - Wikipedia

Wikipedia

Submarine Cable System by Telin - Unlock Global Connectivity

Telin

How Subsea Cables Became Important to the World - Sify

Sify

Undersea cables: The new US-China frontline | ThinkChina

Think China

Subco activates SMAP subsea cable in Australia

Light Reading

News - DCD

Data Center Dynamics

Stop Saying Half of 2026 US Datacenter Capacity Is Canceled

Semianalysis

Data Center Stocks 2026: 40+ Companies | StockTitan

Stock Titan

Enterprise Dedicated Server Colocation: The Comprehensive 2026 Infrastructure Guide

3exhosting

Major AI Data Center Build Projects - Timelines, Status 2026–2028 | NextBigFuture.com

NextBigFuture

Upcoming M&A Deals: Mergers and Acquisitions Tracker

Dealroom

Power Acquisitions Surge as Data Center Developers Bypass Grid Delays - Propmodo

Propmodo

Global M&A trends in private capital: 2026 mid-year outlook | PwC

PwC

M&A How PE is Betting on the Backbone of AI — Mergers & Acquisitions

The Middle Market

Global M&A industry trends: 2026 mid-year outlook - Deals

PwC

Nvidia RTX Spark: 1-Petaflop Chip Hits Intel, AMD [2026]

Tech Insider

Semiconductors & AI Chips Weekly Briefing – June 26, 2026

Distill

MGX could purchase APAC data center operator DayOne - report - DCD

Data Center Dynamics

Big tech spending on data centers balloons to $850B, with Meta and Microsoft investing tens of billions - AOL

AOL