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AI capital and compute crossing borders — worldwide, closest on the Gulf and North America

Where

Gulf North America Elsewhere

What

Capital Infrastructure Policy M&A

The Exchange

AI capital and compute crossing borders — worldwide, closest on the Gulf and North America

A data centre hall with rows of black and white cabinets under blue overhead cabling

South Korea

Infrastructure

Nvidia is helping pay for the data centre that will buy its chips

A Korean internet company, an American chipmaker and a Canadian asset manager are building Korea's national AI capacity together. Look at who is funding whom.

Chandni Melwani

South Korea · Jul 24, 2026

Infrastructure

Microsoft is paying to put Azure's European customers on compute it does not own

Europe is trying to build its own AI sovereignty and rent it back. A US hyperscaler is underwriting the capex, and structuring the cheque to stay clear of Brussels.

An aisle between rows of metal electrical control cabinets in a factory

Chandni Melwani · Europe · Jul 21, 2026

The Exchange

Nvidia is helping pay for the data centre that will buy its chips

Microsoft is paying to put Azure's European customers on compute it does not own

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