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NTT Global Data Centers Plans to Double Capacity in AI Boom

Artificial IntelligenceTechnology & InnovationInfrastructure & DefenseCompany FundamentalsCorporate Guidance & Outlook

NTT Global Data Centers plans to double capacity to 4 gigawatts to meet rising global demand driven by an AI boom; it is the world’s third-largest data center provider outside China. The move implies sizable near-term capex and increased power/cooling requirements and should support vendors across construction, power and cooling supply chains while expanding NTT’s revenue-generating footprint.

Analysis

NTT Global Data Centers plans to double capacity to 4 gigawatts to meet rising global demand driven by an AI boom; it is the world’s third-largest data center provider outside China. The move implies sizable near-term capex and increased power/cooling requirements and should support vendors across construction, power and cooling supply chains while expanding NTT’s revenue-generating footprint.

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