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The global digital infrastructure market is rapidly expanding, fueled by the Artificial Intelligence (AI) boom and surging demand for cloud services. The Asia-Pacific region, in particular, has seen a flurry of major Data Center (DC)-related deals, with transactions totaling over 800 billion yen completed in September 2025 alone. As major US tech giants like Amazon, Google, and Meta continue to pour in investments, the importance of infrastructure supporting AI and cloud foundations is escalating.

Oracle Intensifies Offensive with $300 Billion AI Cloud Contract

Oracle’s latest move has captured significant attention across the industry. In September 2025, the US-based company signed a colossal cloud supply agreement with OpenAI, valued at approximately 44 trillion yen ($300 billion) over five years. This deal positions Oracle’s cloud infrastructure to support the massive training and inference processing demands of the generative AI developed and operated by OpenAI.

The two companies are already developing data centers with a power capacity equivalent to 4.5 gigawatts in the US, playing a part in the “Stargate Project” which also includes SoftBank Group, among others.

Responding to the explosive growth in AI demand, Oracle is aggressively accelerating its data center investments. In the quarter from June to August 2025, the company announced that its remaining performance obligations (RPO) had reached $455 billion, a 3.3-fold increase from the previous quarter, stating it had “closed multiple billion-dollar deals with three major customers.” Furthermore, a data center financing package of approximately 5.64 trillion yen, led by US banks J.P. Morgan and Mitsubishi UFJ Financial Group, is now active, paving the way for the construction of massive facilities in Wisconsin and Texas. These sites are expected to be primarily dedicated to OpenAI’s operations, forming the core of Oracle’s AI infrastructure strategy.

Expanding into Asian Markets: The New Infrastructure Race to Power the AI Society

Meanwhile, the major cloud vendors continue their aggressive expansion in the Asian market. Bain Capital sold its Chinese data center portfolio for around 588 billion yen, and Singaporean sovereign wealth fund GIC and the Abu Dhabi Investment Authority (ADIA) collectively invested over 230 billion yen into Malaysia’s Vantage Data Centers.

Across Asia, US tech leaders including Amazon and Google are investing an estimated 23 trillion yen annually in data centers. Establishing the foundational infrastructure to support AI and cloud growth has become the central focus of this competitive landscape.

Moving forward, data centers are set to transition from being mere server hubs to becoming a “new societal infrastructure supporting the AI society.” Companies prioritizing energy efficiency and the integration of renewable energy will hold the key to sustainable growth. The movements of global players like Oracle in this foundational build-out for the AI and cloud era will remain a crucial trend to watch.