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A colossal leap in infrastructure development is underway as OpenAI pursues the establishment of a data centre in India with a striking capacity of at least one gigawatt. The project, integral to its Stargate initiative, ushers in a new era of AI infrastructure expansion across Asia.

OpenAI is actively exploring partnerships with Indian firms to bring this gigawatt-scale facility to life, though the precise location and timeline remain unspecified. The effort aligns with its Stargate programme—an expansive, multibillion-dollar venture in collaboration with SoftBank, Oracle and MGX to develop next-generation AI infrastructure.

The planned facility stands among the largest of its kind in the region and may be formally introduced by OpenAI’s chief executive, Sam Altman, during his anticipated visit to India in September. OpenAI has already gained legal footing by registering as an entity in India and is gearing up to open its first office in New Delhi later in the year, reflecting the nation’s importance as the company’s second-largest market by user base.

Financial implications of such mega‑scale AI infrastructure are enormous. According to Jensen Huang, chief executive of Nvidia, constructing a singular gigawatt-class facility could cost around $50 billion—$35 billion directed towards Nvidia’s hardware and $15 billion for supplementary systems. OpenAI’s ambitions also include similar “AI super‑factories” in Abu Dhabi and across the United States, all under the banner of Stargate.

This enormous investment is forecast to have ripple effects across the global AI ecosystem. With Stargate estimated at up to $500 billion, it underscores OpenAI’s strategic ambition to lead in AI infrastructure and the mounting demand for AI-optimised processing capabilities. Nvidia, for example, projects AI infrastructure spending could soar to the $3‑4 trillion mark annually by 2030, bolstered by commitments like those under Stargate.

Locally, establishing such a facility in India can offer tangible advantages. A dedicated data centre promises to reduce latency for Indian users while satisfying regulatory demands for local data storage, a critical consideration for enterprise clients and government services. The endeavour complements OpenAI’s earlier move to enable local data residency for services such as ChatGPT Enterprise and its API offerings, aligning with India’s regulatory framework.

India’s data centre ecosystem is expanding rapidly. From an installed capacity of approximately 950 megawatts in 2024, projections currently estimate that figure to nearly double—approaching 2 gigawatts by 2026. However, even with such growth, the nation still accounts for just a fraction of global data centre capacity despite generating a significant portion of worldwide data streams. The arrival of a gigawatt-scale project like OpenAI’s would mark a profound increase in both capacity and technological capability.

Environmental sustainability and energy demands also emerge as critical considerations. Hyperscale data infrastructure requires vast power and cooling resources, raising pressing questions about energy sourcing, water usage, and ecological impact—matters India is progressively addressing through green data centre policies and incentives.

OpenAI’s move echoes broader trends among global tech giants expanding their Indian footprints. For instance, Reliance Industries is planning a three‑gigawatt data centre in Jamnagar; Microsoft, Amazon, and Google are investing heavily in cloud infrastructure; and India’s government continues to support initiatives through Digital India and localisation mandates.

A notable surge in interest marks China’s gaming community, with nearly four in 10 individuals expressing a keen desire for generative AI within gaming platforms.

A recently circulated report indicates that 39 per cent of gamers in China would welcome the integration of generative artificial intelligence into their gaming experiences. This figure underscores a significant shift in consumer expectations and highlights generative AI’s burgeoning role as a differentiator in content creation and gameplay dynamics.

The country’s generative AI gaming market is undergoing remarkable growth. A detailed forecast places market value at approximately USD 319.7 million in 2024, rising sharply to an anticipated USD 5.3 billion by 2035, driven by a robust compound annual growth rate of around 29 per cent. This surge is attributed largely to concerted efforts by major players such as Tencent, NetEase, ByteDance, MiHoYo and Alibaba – all heavily investing in generative AI technologies that promise tailored and dynamic gaming experiences.

Governmental backing is shaping much of this momentum: the Ministry of Industry and Information Technology has been advancing policies to encourage AI-driven innovation within the digital economy, reinforcing investments and research in generative AI applications across the gaming landscape.

On the technological front, Tencent recently introduced its Hunyuan 3D-generation system early this year. The platform enables the creation of 3D assets and environments using text prompts, streamlining content generation and unlocking new avenues for immersive game design. NetEase has also made strides by embedding AI-driven features into its mobile games, most notably with dynamic non-player characters that respond with lifelike reactions. Its upcoming title, Justice Online Mobile, will reportedly incorporate chatbot-style AI dialogue systems to allow players to engage in nuanced conversations with NPCs that may alter game progression.

Cloud gaming is emerging as another vector for AI’s influence. Tencent’s cloud gaming platform, START, developed in partnership with NVIDIA, enables users on low-end devices to stream AAA-quality games—blending AI, cloud infrastructure and advanced hardware to expand access and redefine the gaming experience.

Emerging trends include generative AI’s application across multiple stages of game production—from content creation and level design to character animation, testing and quality assurance. Mobile platforms, PC, console and cloud gaming are all key battlegrounds, assisted by both on‑premises and cloud-based deployment models. On-premises models offer enhanced control and data security, whereas cloud deployments grant scalability, faster updates and foster collaborative development.

China’s gaming population, exceeding 600 million users, offers a vast and varied demographic. That scale is bolstering demand for personalised, generative experiences.

Beyond purely technological innovation, generative AI is starting to influence the narrative and emotional depth of gameplay. NPC interactions, procedurally generated story arcs and real‑time adaptations informed by AI are creating fresh, immersive layers of engagement. Developers – both established studios and indie creators – are experimenting to align with gamer preferences and refine the interplay between narrative and agency.

Regulatory frameworks are also evolving. The Cyberspace Administration of China and other authorities introduced “Interim Measures for the Management of Generative AI Services” in August 2023. These regulations aim to ensure ethical application and secure deployment of generative AI technologies across public services – including gaming.

EdgeConneX has secured a second site in the Greater Osaka–Yawata region, expanding its Japanese data centre capacity to a combined total of 350 MW of utility power. The newly acquired location is slated to deliver an additional 150 MW once fully built, complementing the 200 MW project unveiled earlier in the year.

A formal ceremony marking this milestone occurred on 7 August, in partnership with Keihan Real Estate — a subsidiary of the Keihan Group, rooted in over a century of railway heritage and now operating across transportation, property, retail and leisure sectors.

EdgeConneX’s entry into Japan began in January 2025 with the announcement of its inaugural 200 MW campus in the Greater Osaka–Kyoto area. Construction of that site is slated to commence in early 2026, with the first phase expected to be operational by the fourth quarter of 2027.

The company’s rapid expansion—achieving 350 MW in just over six months—underscores the burgeoning requirement for cloud and high‑density AI infrastructure in one of Asia’s most dynamic digital markets.

Designed to support workloads exceeding 600 kW per rack, both facilities will deploy EdgeConneX’s “Ingenuity” high-density product suite, tailored to accommodate advanced hardware from NVIDIA, AMD and Intel.

EdgeConneX has reaffirmed its commitment to sustainability, aiming for carbon, waste and water neutrality by 2030. All Japanese data centres are to be powered by renewable energy, efforts that have helped the firm earn top marks in both efficiency and transparency in Structure Research’s 2023 and 2024 Environmental Impact rankings.

Masahiko Inoue, Head of Japan for EdgeConneX, conveyed that the swift deployment demonstrates the firm’s vision taking tangible form, reinforcing Japan’s role as a global Cloud and AI frontrunner. Sam Lee, Managing Director for Market & Commercial Development, highlighted that this expansion reflects EdgeConneX’s strategy to deliver scalable, dependable and eco-conscious infrastructure in a market facing power constraints amid rising digital demand.

This development underscores Osaka’s evolving status as a critical node for digital infrastructure in Japan, aligning with national ambitions such as the “Digital Garden City Nation” vision. As the Japanese government and private sector chart pathways toward accelerated digital transformation, EdgeConneX’s presence positions it among the largest data centre operators in the Kansai region.

Novacore Innovations, based in Mumbai, has launched India’s inaugural GPU cloud platform built around NVIDIA’s Blackwell‑based B200 servers. The platform, powered by a ₹44.6 crore line of credit led by Rashi Fincorp with backing from U. S. and Abu Dhabi investors, is being deployed in Hyderabad to serve startups, researchers and enterprises across India, the U. S. and the Middle East.

This GPU‑as‑a‑service offering centres on the NVIDIA B200, an iteration of the Blackwell architecture that boasts up to 2.3× higher peak performance and double the real‑world AI speed over its predecessors. It is equipped with 192 GB of HBM3e memory, 8 TB/s bandwidth, fifth‑generation tensor cores and dual transformer engines, which collectively accelerate training by up to 3× and inference throughput by as much as 15×, while enhancing energy efficiency up to 25×.

Novacore’s co‑founders, Ranbir Badwal and Aryamaan Singhania, credit India’s low energy costs, technical workforce and Hyderabad’s robust data‑centre ecosystem for enabling this development. They emphasise that the platform offers lower hosting costs, rapid provisioning, and scalable compute for generative AI, large language models, scientific computing and real‑time analytics.

As an incentive to foster uptake, Novacore is offering trial access to qualifying startups and research labs across its target markets.

The platform also aligns with wider developments in India’s AI infrastructure. NVIDIA is collaborating with major domestic firms such as Reliance and Tata to expand locally hosted AI data‑centre capabilities powered by renewable energy, supporting India’s sustainability and net‑zero objectives. Meanwhile, the domestic AI‑as‑a‑service market is forecast to expand at a compound annual growth rate of roughly 26.4 percent, reaching an estimated $31.94 billion by 2031.

The launch of this platform by Novacore marks a significant enhancement in India’s ability to support advanced, high‑performance AI workloads locally. Transactions such as a similar move by CoreWeave in North America—deploying Blackwell Ultra GPUs commercially in July 2025—highlight a global push toward increasingly capable and efficient AI infrastructure.

Okta Threat Intelligence has uncovered a widespread campaign exploiting malicious online ads to tempt hotel and vacation rental professionals into disclosing access credentials. Attackers have been deploying paid search advertisements on platforms such as Google Search, impersonating familiar hospitality service providers. These deceptive ads lead victims to counterfeit login portals of cloud‑based property management and guest messaging systems, with the goal of harvesting usernames, passwords and one‑time authentication codes.

The adverts specifically mimic legitimate service providers—Okta researchers identified at least thirteen hospitality‑focused brands being spoofed. Rather than redirecting users to authentic company sites, these ads channel them to typosquatted domains that host visually convincing but fraudulent login pages. Through these pages, attackers collect credentials and MFA codes, undercutting security even when multi‑factor authentication is in place.

The phishing sites also incorporate tracking capabilities—collecting geolocation, session data, bot detection metrics and analytics—to better tailor the campaign and measure its effectiveness.

This strategy exemplifies the growing menace of malvertising, where advertisements themselves become vectors for malware distribution or phishing. Malwarebytes data reflects dramatic growth in such campaigns: a 42 per cent month‑on‑month escalation in fall 2023, followed by another rise of 41 per cent between July and September. Malicious ads frequently appear alongside legitimate search results, granting them apparent credibility and increasing the chance of successful deception.

Experts point out the dual advantage these tactics offer to threat actors: extensive reach through ad networks and a veneer of trust derived from the proximity to legitimate search results.

The hospitality sector faces unique vulnerabilities as hotels and rental operators increasingly rely on cloud systems to manage bookings, guest interactions and operational workflows. With projections indicating that by 2028 some 76 per cent of travel and tourism revenues will be generated online, these sectors have become especially tempting targets.

This campaign represents a convergence of two escalating cybersecurity concerns: the explosive growth of malvertising and the rising exposure of hospitality infrastructure to credential-based attacks. While the ads serve as the initial lure, the fraudulent credential capture enables potential downstream compromises across cloud services that manage guest data, reservations and even messaging systems.

For hotel and rental operators, the implications are severe—a breach of access credentials might cascade into broader system intrusions, guest data exposure and operational disruption. Preventive measures should include rigorous verification of URLs before entering credentials, vigilant monitoring of sponsored search results for impostor ads, widespread staff awareness and training, and robust technical controls like domain-based message authentication and behavioural anomaly detection.

Journalistic integrity demands careful cross-verification of details. Okta’s findings were drawn from their threat intelligence and threat detection capabilities tailored to enterprise identity environments. Malvertising trends are substantiated by independent cybersecurity data from industry researchers such as Malwarebytes. The convergence of these findings draws a consistent picture: the hospitality industry must brace for sophisticated phishing campaigns delivered via the same channels they rely on for marketing.

Sui Network and Alibaba Cloud have unveiled an artificial intelligence‑powered coding assistant for the Move programming language, embedded directly within ChainIDE to enhance developer experience from the outset.

An AI assistant has been introduced into ChainIDE, Sui’s flagship development environment, enabling developers to generate Move code through natural language prompts in English, Chinese and Korean. The assistant provides intelligent autocompletion, real‑time security checks, automated documentation and readily available templates—features engineered to smooth out common roadblocks in smart contract development.

This integration aligns with the growing convergence of AI and blockchain innovation, offering a unified environment where developers can focus more on creativity and less on syntax or language barriers.

Market reception has been positive. The SUI token’s price climbed between one and 2.1 percent following the announcement, reaching approximately $3.44, signalling investor confidence despite a generally bearish crypto climate.

Behind the integration lies a broader strategy to lower entry barriers for Move developers—particularly non-English speakers, who constitute a significant portion of the global Web3 community. By offering multilingual support, the tool opens the door for wider participation across Asia and beyond.

Industry observers suggest that this could translate into increased developer engagement and boosted ecosystem activity. The intelligent tooling is expected to streamline dApp deployment, reduce development cycles and yield more robust, secure code—even for newcomers to blockchain development.

Emerging data underscores this potential. Preliminary reports indicate a possible 40 percent uplift in developer activity within the Sui ecosystem, alongside rising application deployment and on‑chain usage. When combined with enhanced tooling and cloud infrastructure from Alibaba Cloud, this surge can help catalyse a flywheel effect: more developers, more dApps, more users, stronger demand for SUI through gas fees and staking.

Alibaba Cloud contributes more than software. The alliance includes node infrastructure support and enterprise‑grade scalability capabilities, reinforcing the network’s ability to handle higher transaction volumes and support institutional use cases.

Security remains a key consideration. The assistant’s real‑time vulnerability detection helps flag potential issues such as reentrancy risks or inefficiencies before deployment. Yet concerns persist about overreliance on AI-generated code, emphasising the importance of combining automation with developer oversight.

Institutional momentum continues to build. Swiss custodial services and SUI‑centric investment vehicles have entered the ecosystem, signalling growing trust. Meanwhile, developer outreach events in financial hubs such as Hong Kong, Singapore and Dubai are helping showcase Sui’s AI‑enhanced toolkit to enterprises and Web3 innovators.

Global logistics investor GLP will receive up to $1.5 billion from a wholly owned subsidiary of the Abu Dhabi Investment Authority, signalling the sovereign wealth fund’s first move from limited partner to direct stakeholder in the firm. The initial capital deployment of $500 million is earmarked for expanding GLP’s operations in logistics, digital infrastructure, and renewable energy, with further investment to follow in coming months.

The capital infusion aligns with growing global demand across sectors driven by e‑commerce growth, artificial intelligence and cloud adoption, and the green energy transition. GLP’s data‑centre division is notably thriving: its annual revenue surged 43 percent year‑on‑year to US $193 million.

GLP oversees approximately US $80 billion in assets through its management arm, GLP Capital Partners. This move marks a strategic shift for ADIA—long an investor in GLP’s funds—into becoming a direct shareholder in the global investment group.

In a statement, GLP co‑founder and chief executive Ming Z Mei emphasised that the enhanced capital base and strategic partnership will enable the company to “accelerate growth” and capitalise on the “secular expansion of new economy sectors in which we operate.” Mohamed Al Qubaisi, executive director of ADIA’s real estate department, noted that the transaction deepens their longstanding relationship with GLP and supports its next growth phase while scaling exposure to new economy segments.

The investment supports GLP’s diversified global platform. The firm has operations across Brazil, China, Europe, India, Japan, the US, and Vietnam, spanning logistics real estate, data centres and renewables. Moreover, the investments come amid escalating interest in digital infrastructure, particularly data centres, which are seen as pivotal to AI and cloud services growth.

GLP’s momentum is further underlined by recent capital inflows from regional partners. In China, the company secured 2.5 billion yuan from Zhejiang government‑backed investors to boost its data‑centre operations. Earlier in the year, GLP completed the sale of its ex‑China funds management business to Ares Management for US $3.7 billion, in a deal partly financed with cash and equity. The company also retains stakes in those funds and has backed Ares’s first Japanese data‑centre fund, which completed a US $2.4 billion final closing in June.

GLP’s evolution over the past decade provides further context for this development. Founded in 2009 by Ming Z Mei and Jeffrey H Schwartz, the firm originated as Global Logistic Properties. It went public in 2010 in what was at the time Singapore’s largest IPO. It was taken private in 2018, following a leveraged buyout led by a private‑equity consortium. The company has since transformed into a multi‑sector platform across logistics, digital infrastructure and renewable energy.

On the other side, ADIA stands as one of the world’s largest sovereign wealth funds, managing a diversified global portfolio across asset classes including real estate, private equity and data‑centre platforms. This leap into a direct stake in GLP underscores the fund’s strategy of pursuing active positions in entities driving structural sectoral growth.

Infosys will acquire a 75 percent stake in Versent Group, the cloud‑focused digital transformation specialist wholly owned by Telstra, for A$233.3 million, in a joint venture aimed at accelerating artificial intelligence‑enabled cloud and digital services across Australia. The deal, positioning Infosys as majority operator with Telstra retaining a 25 percent interest, is expected to complete in the second half of fiscal year 2026, contingent on approval from Australia’s Foreign Investment Review Board and Competition and Consumer Commission.

Versent brings to the table its team of 650 engineers, advisors and strategists and deep expertise in serving large‑scale sectors such as finance, utilities, energy, education and government. Infosys plans to infuse this local engineering capability with its global strengths—particularly its AI suite including Infosys Topaz, cloud platform Infosys Cobalt, and cybersecurity services from The Missing Link—to deliver comprehensive digital transformation solutions across Australian enterprise and government clients.

The transaction sparked a positive market reaction. Infosys’s US‑listed shares climbed 1.6 percent to US$16.33, while shares traded in India leapt 2 percent to ₹1,449.90.

This JV marks a significant stride in Infosys’ global AI‑cloud strategy and broadens its footprint in Australia. For Telstra, the move aligns with its broader transformation ambitions, where leadership under CEO Vicki Brady is steering the business toward becoming more software‑centric and AI‑first. As part of this shift, Telstra has embraced extensive AI deployment—covering operations such as fault detection, customer support enhancement and efficiency gains—and introduced 21,000 Microsoft Copilot licences along with a dedicated data and AI academy for staff upskilling.

While Telstra has enacted workforce reductions—550 roles eliminated in its enterprise division—company executives emphasise these changes result from structural realignment, not AI, and promise support for affected employees.

NMC Healthcare, one of the United Arab Emirates’ foremost private healthcare providers, has turned to Snowflake’s AI Data Cloud platform to elevate its patient-care capabilities. The agreement empowers NMC to consolidate operational and clinical data from across its network of 70 facilities, enabling real-time, AI-powered analytics to enhance point‑of‑care decision‑making and patient experience.

Christopher Habib, Chief Strategy Officer at NMC Healthcare, has emphasised that Snowflake’s infrastructure equips teams to “act on insights in real time — whether that’s enhancing patient care and experience or optimising operations.” This development represents a significant stride in the organisation’s digital transformation and innovation trajectory.

Centralising data across numerous outlets lays the groundwork for scalable systems tailored to evolving regulatory, operational, and patient‑care demands. By deploying an AI‑ready platform, NMC intends to boost speed‑to‑insight and enrich its analytics capacity across the board.

Analysts note that real‑time analytics are increasingly pivotal in healthcare—particularly amid growing volumes of patient data and demand for timely interventions. Platforms like Snowflake support seamless integration of disparate data sources, enabling care teams to deliver personalised responses and predictive insights.

Beyond regional impact, Snowflake has cultivated a growing presence in Middle Eastern healthcare initiatives, positioning AI‑powered data platforms as strategic enablers of digital health advancement.

NMC’s embrace of Snowflake underscores a wider pivot among UAE healthcare providers towards data‑driven operations. Consolidated data empowers administrators to monitor performance across locations, refine resource allocation, and respond swiftly to patient needs.

Industry voices suggest that accessible 360‑degree patient profiles—enabled by secure, unified data platforms—enhance clinicians’ ability to anticipate complications, tailor treatments, and improve outcomes.

Operationally, the shift supports more efficient workflows. With instantaneous analytics, NMC can optimise scheduling, predict demand surges, and better manage inventory across its hospital network. This aligns with corporate growth strategy and innovation goals.

Centralising analytics also simplifies compliance. A unified platform helps ensure consistent data governance, audit capabilities, and adherence to evolving healthcare regulations focused on patient privacy and data security.

Although immediate rollout details remain undisclosed, the scale of NMC’s network suggests that implementation could significantly elevate operational agility. Snowflake’s cloud‑native design also offers flexibility—allowing future expansion and integration with emerging health‑tech tools.

NMC Healthcare’s strategic turn signals that Middle Eastern private health systems are entering a new era—where advanced data infrastructure not only supports clinical decisions, but also underpins broader organisational resilience.

Emerging trends suggest that demand for AI‑enabled, centralised data ecosystems will rise further, particularly as providers seek to standardise care quality and scalability across regions. NMC’s move may well serve as a model for other networks aiming to harmonise operations and elevate patient care through data intelligence.

Finance watchers may note that Snowflake, listed on NYSE under the ticker SNOW, continues to grow its market presence, backed in part by strategic partnerships like this one. The company’s capabilities align neatly with healthcare sector demands for secure, interoperable data solutions.