Tag Archives: MGX

UAE making Japan bigger

OK, a little exaggerated but it sounds true, which is what the Japanese Times tells me (at https://www.japantimes.co.jp/business/2026/08/06/uae-fund-data-center/) where we see ‘UAE fund weighs $6.3 billion AI data center investment in Japan’ Japan has approximately 250 data centres, making it a top 10 player in data centres and now that the UAE is setting the funds for “Abu Dhabi sovereign wealth fund Mubadala Investment would lead the investment into a 500-megawatt project in Akita Prefecture, which may include other foreign and domestic investors, the person said, asking not to be identified because the information isn’t public. Once completed, it could become the largest data center in Japan. The talks with the Gulf state underscore growing global interest in securing critical AI assets in countries viewed as relatively insulated from geopolitical tensions.” In addition we are given “Total investment surrounding the project, including by suppliers and other companies looking to establish operations nearby, could reach as much as ¥2 trillion, the person said. A consortium of Japanese companies would likely handle construction and related infrastructure, they added. As U.S.-China tensions escalate and wars in Europe and the Middle East reshape supply chains, Japan is increasingly viewed by global investors as a stable market with relatively low geopolitical risks.

That all makes sense and for the UAE to diversify its coffers makes perfect sense to me, so as the article ends with “Tokyo’s policy has rendered some substantial results. Major chip firms including Taiwan Semiconductor Manufacturing Co., Tower Semiconductor and Micron Technology have invested billions of dollars in the country in recent years. The oil-rich UAE, meanwhile, has emerged as one the leading global investors in AI and its underlying infrastructure. State-backed investor MGX, a joint venture between Mubadala and G42, has been a key vehicle through which Abu Dhabi bets on AI. MGX recently completed its acquisition of Aligned Data Centers, which has an enterprise value of $40 billion, alongside BlackRock’s Global Infrastructure Platform and the Artificial Intelligence Infrastructure Partnership.

As such we might come to the conclusion that the UAE and in specific MGX is making headways in data centres and I can only speculate on the recent acquisition with BlackRock’s Global Infrastructure Partners who now have taken over 100% of Aligned Data Centers from Macquarie Asset Management, as such I reckon that there are more settings to come and I can only speculate regarding the where and the why.

So whilst you mull over this tiny gem of information, I wish you all a good night, its now 03:25, so another 240 minutes until I get to enjoy breakfast. I wish you all a marvelous day.

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What would you do?

We get that is the ‘dangerous’ question, but consider your situation when you are a mere step from becoming broke (or whatever a nation calls itself) you have no credit left, no goodwill left and you need to get your defence settings up (in a major way) as such the United States is set into a almost unbearable situation where (according to several newspapers)  they are requesting ‘Iran war has cost US $37.5bn so far, Hegseth says, as Pentagon seeks billions more’ (at https://www.bbc.com/news/articles/c70gek2kqyno) beside the setting that as I see it, that almost 38 billion amount seems to have been stretched, the request of “Hegseth told the Senate Appropriations Committee it was urgent that lawmakers approve another $87bn in congressional funding for the Pentagon, with $67bn of that destined for operations in the Middle East.” I am not debating the amount, although seems to be a little far fetched, especially as in 2025 the num bars given were “The U.S. national defense spending for fiscal year 2025 totaled approximately $919 billion to $954 billion in total outlays (with the initial Department of Defense request starting around $849.8 billion)” setting the need for Iranian oil well beyond 10% of the total and “The White House asked Congress in April for $1.5tn for the Pentagon over the next fiscal year, which would raise American military spending to an all-time high in the modern era”, where we consider that the US defense forces are at that stage loaded for bear (as expressions go). And compared to 2025 it exceeds 100% of the previous year, as such I am facing questions. It makes sense in my consideration that the United States is about to buckle and they want their defenses to be up when it does. So whilst we are given “Hegseth said current and future training for military members would need to be cut without the funds, as he repeatedly blamed former President Joe Biden’s administration for what he said was an underfunded military. The most senior Democrat on the committee, Patty Murray, pushed back on the funding request, saying it “does not make a lot of sense”. Asked by Democratic Senator Dick Durbin if he had an estimate for how much the war in Iran has cost so far, Hegseth gave the $37.5bn figure.” I can see both sides off the argument, especially if the United States would be forced to forfeit on their loans and when the US Treasury bonds are dumped by others (which is at present set to almost $9.37 trillion) the setting that this could be dumped on the markets whilst also seeing over a trillion dollars in interest bills. I reckon that 2027-2028 will become a messy United States to be sure. As most of these settings collapse, a strong defense is pretty much all that stands between the United States and circling vultures. 

As such I see the requests of Pete Hegseth, whilst not debunking Patty Murray on any of this, and in all this the blaming on all this on former President Biden is becoming stale to say the least, especially when too many truths are getting twisted in all this. As such a headline given 11 hours ago where we see ‘The USA has collected 13 billion dollars from Venezuela’s oil sales, but has not provided details about the destination of these funds.’ As such there is a concern that these finds are handed to the US defense coffers, as such the 37.3 billion might have to be lessened by $13 billion, or did you forget about the Venezuelan clambake? And in all this, what are the total numbers of expenditure in troops, material and ammunition in all of this? Why wasn’t this raised on numerous occasions? Or is whatever went under the bridge no longer an interest to the media? All these questions and there is a consideration that the $13,000,000,000 was used to keep the United States afloat. It might be merely my view, but I am unwilling to consider that none of the media has considered that, or are they driven by Epstein files and digital dollars to make their revenue?

So, You see, the questions are piling up and the setting of a ‘State of the Union’ because as I see it, these parkers were up for some time and the ink from the date of February 24th 2026 is barely dry. As such the setting of the speech, which is supposedly giving the nation “Outlines the condition of the nation, reviews the administration’s achievements, and proposes upcoming legislative priorities” might have missed the marker by at least a mile and when you consider that the “The current “golden age of AI” is an era of rapid technological acceleration driven by generative models, deep learning, and massive infrastructure investments. This period has radically lowered the barriers to software creation, automated complex workflows, and sparked national science initiatives like the White House report on” would be missing the mark by at least two decades and that is the short and sour of that equation, as such there is no golden age, because (as I see it) that revenue is being pushed back and forth by 3-4 corporation with Nvidia being the largest winner. So there is a larger default and in that age Pete Hegseth is requesting an amount going towards $1,500,000,000,000 and that is bedsides the Stargate funds, which is targeting up to US$500 billion in total funding by 2029. It was officially announced by OpenAI, SoftBank, Oracle, and Abu Dhabi-based investment firm MGX. And when this is set in the scales with a estimated debt of $39,588,242,618,845 the numbers are not adding up. It is almost like these debts are ‘compartmentalized’ though people that seemingly don’t talk to each other and they are taking turns talking to the United States Department of the Treasury. I wonder how Scott Bessent is keeping all that separated and apart for a speculative reporting. Did you not wonder that? 

In all this I wonder how some parties are avoiding the limelight in all this and the requests by Pete Hegseth brings it all to the surface, because a journalist should have had his quills up (those without a text editor) and that is seemingly not happening, because we would have read this and whilst one source gave us: ‘The US printed more than 3.3 trillion dollars in 2020 alone and it matters today’ whilst I cannot deny this might have happened, there is no valid source or a newspaper who is supporting that part and if that would be true, the dollar is due for a decent downside, because that would be added to the $39 Trillion debt and I raised this in ‘Is it that simple?’ With an exaggerated Weimar example (at https://lawlordtobe.com/2026/07/19/is-it-that-simple/) I remember that, because I had a DM100,000,000 note, which I hope would be enough to persuade some gorgeous lady to have sexual intercourse with my 16 year old body (we are delusional in what we can) and not weirdly, no one was taking that bait. But that is for another day. Still that setting is out there and all the facts are not events that took place in the last few weeks, as such the State of the Union might have been a hollow ship and when we consider rallying that my setting for a imploding United States might be on track to be 11-23 months from now. And as I see it, the Pete Hegseth request as well as the clambakes towards Canada (51st state), Greenland, Venezuela and Iran snow bringing too much to the surface and that is not a good thing. Because the United States needs friends, it desperately needs them and as I see it, they alienated allies they had, busted up economic options and as I see it, what was intended for the coffers of the United States, is now headed towards Canada (making me happy to a larger degree). And as China is now infringing on options that had put the United States in the first Column, China is now moving into and leaving the United States in the third column (a sales term). As I see it, the Kingdom of Saudi Arabia and the UAE is putting their options towards tourism draining the United States even more and all this is adding up, whilst some costs and expenditures are not voiced correctly (as I personally see it), as such the United States is in a bad place and I ask you: ‘What would you do?’ Because the simple truth is that the one priority of the United States is the United States, that much anyone should accept. But how will they get there? So whilst one source (PBS) is giving us “President Donald Trump’s financial disclosures revealed that his business ventures generated over $2 billion in 2025 during his first year back in office—more than triple his prior income. These unprecedented financial gains, heavily driven by cryptocurrency projects and branded merchandise, have intensified public debate and ethics scrutiny regarding potential conflicts of interest” we are facing two settings. Did he break any laws (I don’t care) and the second setting is “Are the United States is much deeper waters pertaining to the debt levels than anyone is considering?” Because that part matters, it matters for the Commonwealth and it matters to the EU and they need to either get stronger together, or seek some kind of an alliance with a place like China. And I think that this might be the case as the China bashing through places like LinkedIn is getting stronger and as LinkedIn is Microsoft, it brings the seating that this might be the reality we have to face. 

Feel free to deny or debunk my views, but there is too much out there and I am merely keeping a tally of what is being missed by the media at large. 

Have a great day today.

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As one door closes

That was the setting I saw this morning as I took notice of ‘MGX could purchase APAC data center operator DayOne’ (at https://www.datacenterdynamics.com/en/news/mgx-could-purchase-apac-data-center-operator-dayone-report/) with the juicy (for some) subtitle “Comes ahead of DayOne’s $20 billion IPO” it opened another avenue for the UAE, you see as the United States has pissed of pretty much every country with their cloud act, the setting that I see is that if MGX embraces the GDPR and adheres to this in several means, Microsoft, Google and IBM will lose the traction they have all over the EU and the commonwealth. So whilst we take notice of “Reuters’ sources said that the MGX acquisition is not finalized and a DayOne IPO could still go ahead. DayOne currently runs a portfolio of more than 500MW of data center capacity in service and under construction, with another 500MW held for future development across Hong Kong, Singapore, Malaysia, Indonesia, and Japan. The company also has sites in Thailand and Finland.” 

And in case if ChapsVision, it is nice it is getting the Palantir account in France (and optionally in other EU countries as well) but that comes with the addd need for stronger data centers and not in American hands. The Edge (at https://theedgemalaysia.com/node/807778) gives us ‘Abu Dhabi’s MGX weighs multi-billion deal for data centre operator DayOne — Reuters’, which gives us (at https://theedgemalaysia.com/node/807778) that “Abu Dhabi-backed artificial intelligence investor MGX has been exploring buying Singapore-based data centre operator DayOne, three sources said, in what would mark a major step in its global expansion into the technology. MGX has been working with an investment bank in preparation for the potential transaction, said two of the sources, who declined to be identified because the discussions are confidential.” Which implies to me that this is not yet a done deal, as such it is likely to happen, especially as countries are making moves to pull away from the United States and their Cloud Act, but that might not be enough, the secondary stage is that Microsoft as a data Endor is seemingly already on the way out in a few places, so that would be setting the stage that this could indeed happen. So whilst we see “A deal for DayOne could mark MGX’s first acquisition in Asia as the company pursues a lightning-fast international expansion. It was set up a little over two years ago with the US$385 billion sovereign wealth fund Mubadala and AI company G42 as its founding partners. MGX falls under the purview of Sheikh Tahnoon bin Zayed Al Nahyan, the United Arab Emirates’ national security adviser and brother of the president.” The setting might be that Europe is ‘hesitant’ to replace the yoke of the United States with a Chinese replacement, but if there is a common ground between the UAE and Europe and a (for a lack of a better term) a Chinese wall is inserted in the European centers, a larger benefit to Emirati revenue could be right here. It all depends on how the UAE plays this ad what guarantees they could give the EU and the Commonwealth. As such there could be a new player in the town of Europe and under the much stricter rules of the GDPR, solution could be drawn. On a personal note, I reckon that China does not fear being left out of data as long as the United States loses a mouthful of revenue. Adobe, Amazon, Google, IBM, Microsoft could all lose a chunk of their revenue and that puts the United States on the defense to keep whatever they can hold onto, as I see it, at present it sucks to be the President of the United States. And after the folly that is called “the Iranian peace treaty” and President Trump implying that they could ask for Tolls in the strait of Hormuz, angering many nations, especially ones trying to get oil across the strait, (source: Al Jazeera) as such the world is looking for other solutions and several firms might regret ever giving the keys to the united States to President Trump. But as I see it, the UAE is on the job and when one door closes, another tends to open and this might be the moment for the EU and Commonwealth to talk to the UAE in finding a solution that they can live with, the question is, will the UAE play game with Europe and the Commonwealth? My guess is yes, especially is China at the stage realizes a massive drain on the revenue of the United States, it could be the death stroke against the coffers of America and from there is goes downhill fast in the former land of opportunity.

I reckon that the next stage becomes opening another site in France, giving more power to ChapsVision, not sure if it is needed, but all the traction helps. And a second data centre in Europe would give several benefits, especially if these two centers are connected and support each other in case of data congestion, because that is bound to happen, but if two centers are connected, there is a larger solution for that. There is still the power use issue, but that is for tomorrow, it all depends on how stretched the power settings in France are and secondary, if Google, IBM and Microsoft are on the way out, there will be room for more. I actually hope that Google and IBM find another solution, but as American firms the Cloud Act is hanging over their heads, so that is the way in for MGX and the United Arab Emirates. 

Have a great day.

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