The data center business in the Gulf and Egypt
The Gulf and Egypt are on track to triple data center capacity by 2030, from 1,000 MW today to over 3,300 MW, driven almost entirely by AI compute demand.
The Gulf and Egypt are on track to triple data center capacity by 2030, from 1,000 MW today to over 3,300 MW, driven almost entirely by AI compute demand.
This is not conventional cloud expansion. It is sovereign-backed infrastructure at a scale the region has not seen since oil.
We've mapped the full transaction landscape: ownership deals, debt financing, greenfield announcements, SWF positioning, and where we see the strongest risk-adjusted opportunity today.
Significa Capital Sector Research: The Data Center Business in the Gulf and Egypt.
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Abstract
The Gulf and Egypt are on track to triple data center capacity by 2030, from 1,000 MW today to over 3,300 MW, driven almost entirely by AI compute demand.
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For institutional and professional investors. Not investment advice.