One signal

Asia’s data-centre boom could be vulnerable to US policy shifts, Jardine’s chief says, because major investments depend on a small number of US technology giants operating globally. Bloomberg reports that Washington’s unpredictable stance towards China is adding political risk to the region’s infrastructure plans.

That puts a geopolitical question beside the familiar ones about power and investment: the data-centre buildout may depend on decisions made far beyond the countries hosting it. A reminder that infrastructure plans can have rather large dependencies outside the server room.

Discuss: Should Asian governments keep courting US-backed data-centre investment if Washington’s China policy could put those plans at risk?

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