Concrete follows the models: Mitsubishi Estate's $9bn data-center bet meets SEA's power wall

Japan's largest developer commits $9bn to a data-center building spree, just as Southeast Asia's AI ambitions collide with a grid that can't keep up. The AI cycle's next phase is a real-estate and electricity story - and Asia is where it's playing out first.

11/07/2026 à 11h41 10 8