#How is NTT Global Data Centers planning to expand in the US?
NTT Global Data Centers aims to secure at least $1 billion for various development projects in the United States. This move highlights the growing demand for data centers as the industry races to meet the increasing need for AI computing power.
This fundraising initiative is part of a broader financial strategy, with NTT, a division of NTT DATA, committing over $10 billion in global investments through 2027. The US is a vital part of that strategy.
#What is the current state of NTT's operations in the US?
Operating more than 160 data centers across 20 countries, NTT holds the position of the third largest data center operator globally, with a total critical IT load exceeding 2,000 MW. In the US, their facilities are primarily located in Virginia, Arizona, Illinois, California, and Oregon.
Recently, in March 2026, NTT secured agreements for approximately 115 MW of new capacity in the US. Additionally, in April 2025, they acquired 173 acres in Mesa, Arizona, for $300 million, intending to establish a new campus with a potential capacity of up to 360 MW, anticipated to launch by late 2028.
Under the leadership of CEO Doug Adams, NTT has earmarked around $3 billion for new data center projects in the fiscal year beginning in April 2025. This strategy focuses on building AI-optimized facilities that can efficiently support infrastructure upgrades like liquid cooling.
#What does this investment signal for the market?
The significant land acquisition in Mesa suggests a strong belief in the long-term demand for data centers, as such an investment makes sense only if large-scale construction is planned over the next decade.
NTT's focus on advancing liquid cooling infrastructure indicates an increasing preference for this technology, which has gained traction in the industry only recently. While this is a positive trend, investors should remain vigilant about potential power availability issues. Many data center operators are facing challenges due to utility capacity limits, causing delays in several projects nationwide. NTT’s choice to target markets like Arizona, known for easier power procurement, could prove smart if constraints worsen in more established areas.