Jardine warns that Asian data center businesses are at risk from US policy due to their high reliance on American big tech amid uncertainty in US-China relations.

Russian internet giant Yandex has suspended operations at its main data center after a drone attack caused a fire, affecting some services.

The Ministry of Interior is accelerating the development of minimum standards to support data centers, especially in the Eastern Economic Corridor (EEC), while also supporting the production of clean electricity for self-use and establishing tiers based on electricity consumption.

AI investment has surged to record levels, with PwC forecasting data center construction could reach $31.6 trillion by 2050. However, Bain points out the industry still needs to generate an additional $4.2 trillion in revenue annually by 2031.

FERC accepts PJM's plan to increase electricity production to support AI and data centers, but orders a 5-month delay to review cost allocation, fearing that existing electricity users will bear an increased burden.

Japan's FSA has increased scrutiny of data center credit held by major banks and life insurance companies following increased risk exposure to AI-related businesses. Attention is also being paid to hyperscalers investing massive amounts of capital that may not yield a return on investment.

The Prime Minister collaborates with Google to develop environmentally friendly data center standards and launches the Data Center Institute to develop quality workforce skills for Thailand.

The state of Victoria has introduced regulations to control data centers in anticipation of potential investment reaching A$2.25 billion, prohibiting their construction in residential areas and requiring them to be at least 150 meters away from homes.

The governor of Texas has ordered a suspension of environmental permits for new data centers until grid connection projects are reviewed, extending the approval moratorium that began in August and affecting nearly 50 gigawatts of proposed projects.

Opposition to data centers in the U.S. has intensified, resulting in 45 projects being suspended or delayed in Q2, while the number of protesting groups has grown to 843 in 49 states.