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Doug Adams

Doug Adams

CEO and President, NTT Global Data Centers

Appears in 1 story

Notable Quotes

"After 25 years in this industry, the most important lesson I've learned is that alignment within your teams is everything."

"We are honored to be recognized once again as a Leader in the IDC MarketScape for worldwide datacenter colocation services. This acknowledgment reflects our commitment to delivering future-ready infrastructure that meets the evolving needs of our global clients." - January 2026

Stories

The race to build AI's physical foundation

Built World

Overseeing $10 billion expansion through 2027

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Datacenter construction spending tripled from $15 billion to $45 billion annually in just two years. Hyperscalers are now on track to spend over $1 trillion in 2026—exceeding the GDP of all but 10 countries—racing to secure power, land, and cooling systems before their rivals. Alphabet shocked markets on February 4, 2026 with guidance of $175-185 billion in 2026 capex, 55-65% above Wall Street estimates of $119.5 billion. Amazon escalated the spending war on February 5 with $200 billion 2026 capex guidance after Q4 revenue of $213.4 billion and AWS growth of 24% to $35.6 billion. Microsoft reported $37.5 billion in capex for Q2 FY2026 (just one quarter), while Meta committed $6 billion to Corning for fiber-optic cables in late January, secured 6.6 gigawatts of nuclear power through three partnerships announced in early January 2026, confirmed a multi-billion Nvidia chip deal, and on February 24 announced a $60-100 billion, 6-gigawatt AMD GPU deal—diversifying away from Nvidia dominance. Recent March 2026 reports show up to 50% of global projects facing delays due to power shortages and community opposition, pushing hyperscalers toward international sites in India, Sweden, and Thailand.

Updated Mar 18