The Role of National Governments

National governments are crucial in enabling the development of AI and data centers. They can spur growth in local and regional ecosystems by:

• Regulating and incentivizing investments: By ensuring clarity in policies, data security, and providing infrastructure grants.
• Attracting global players: Streamlining approvals and ensuring infrastructure readiness to bring in hyperscalers and cloud providers.
• Developing ecosystems: Collaborating with investors and local talent to build a robust infrastructure.
• Managing risks: Addressing technology availability and consumer safety, as well as establishing data privacy regulations.

Opportunities for National Players

National players should proactively support the establishment of AI infrastructure by:

• Understanding market opportunities: Identifying areas within the value chain and assessing investment needs.
• Developing go-to-market strategies: Establishing partnerships to monetize infrastructure investments.
• Considering funding models: Evaluating co-investment options and structuring assets to unlock value.
• Managing commercial risks: Utilizing accurate demand forecasts.

Considerations for Investors

Investors and private equity players should focus on the following aspects:

• Understanding market entry: Evaluating the size of opportunities and deciding how to invest.
• Weighing partnership options: Exploring collaborations to enhance investment in data centers.
• Reducing financing costs: Looking into creative financing methods.
• Managing build risks: Adopting modular approaches to reduce costs and accelerate time-to-revenue.