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Obinna Isiadinso Profile picture
Obinna Isiadinso
@OCIGlobal
Data Center Investor in Emerging Markets Globally @ IFC
Jul 28 • 10 tweets • 2 min read
1/
 Google just raised its CapEx to $85 billion.
Two-thirds of it is going into servers not buildings.

This isn’t about flashy new models.
It’s about controlling the rails of the AI economy.

Here’s what that really means 🧵 2/
 In 2023, Google spent 10.5% of revenue on CapEx.
In 2025, it’ll be 21.5%.

That’s not normal.
That’s wartime spending.

Because in AI, compute ≠ cost.
Compute = control.
Jan 15 • 10 tweets • 2 min read
1/10
AI data centers are reshaping the digital economy, driving breakthroughs in cloud computing, machine learning, and enterprise services.
Emerging markets have a rare opportunity to lead in this revolution. Here’s how they can seize it. 🧵 2/10
1️⃣ Target high-demand compute infrastructure.
AI workloads need compute-heavy data centers powered by CPUs, GPUs, and custom chips.

By hosting these, emerging markets can position themselves as regional tech hubs for hyperscalers and enterprises.