Over the past six years, data center investments have shown a pronounced geographic disparity. The US and Canada region has dominated this space with a combined investment pool reaching nearly $160 billion since 2019. In contrast, the Asia-Pacific market trails significantly at roughly $40 billion, while Europe lags even further with just above $24 billion in capital deployment. This concentration reflects where the major computing power buildout is occurring—particularly driven by cloud giants and AI infrastructure demands. Tech leaders like NVDA and AMD continue benefiting from this hardware acceleration wave, while platform operators including GOOG, MSFT, and AMZN are directly fueling this capex cycle. The geographic imbalance suggests infrastructure maturity is uneven, with North America maintaining a substantial competitive advantage in computational capacity.
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DevChive
· 2025-12-31 22:07
North America is investing 16 billion, while Asia-Pacific is only investing 4 billion. The gap is quite large... Does this mean our data center construction still needs to catch up?
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RugPullAlertBot
· 2025-12-30 11:22
North America is eating up 160B, Asia-Pacific only 40B, Europe is even worse... the gap is huge
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MemeTokenGenius
· 2025-12-29 22:58
This wave of data center investments in North America has directly crushed Asia-Pacific and Europe, with $16 billion compared to $4 billion. Such a huge gap—who's still playing?
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SerNgmi
· 2025-12-29 22:55
The 16 billion investment in North America is just too exaggerated, while Asia-Pacific only has 4 billion... How can we catch up with this gap?
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SellTheBounce
· 2025-12-29 22:53
Eating meat in North America, drinking soup in Asia-Pacific—this gap is not a small one... One day it will reverse, anyway, I'm not in a hurry.
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WalletsWatcher
· 2025-12-29 22:48
The 16 billion in North America is really outrageous, only 4 billion in Asia-Pacific, and Europe is still at the bottom... The gap is truly enormous.
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GweiWatcher
· 2025-12-29 22:35
North America’s 16 billion truly dominates, while Asia-Pacific’s 4 billion is laughable. The gap is ridiculously large.
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LightningPacketLoss
· 2025-12-29 22:32
North America has invested 160 billion in computing power over 6 years, while Asia-Pacific has only invested 40 billion, and Europe is even worse... The gap is huge.
Over the past six years, data center investments have shown a pronounced geographic disparity. The US and Canada region has dominated this space with a combined investment pool reaching nearly $160 billion since 2019. In contrast, the Asia-Pacific market trails significantly at roughly $40 billion, while Europe lags even further with just above $24 billion in capital deployment. This concentration reflects where the major computing power buildout is occurring—particularly driven by cloud giants and AI infrastructure demands. Tech leaders like NVDA and AMD continue benefiting from this hardware acceleration wave, while platform operators including GOOG, MSFT, and AMZN are directly fueling this capex cycle. The geographic imbalance suggests infrastructure maturity is uneven, with North America maintaining a substantial competitive advantage in computational capacity.