NTT DATA secured over $10 billion in future US data center capacity commitments, totaling 115 MW. This comprises over 90 MW from a hyperscale provider and nearly 20 MW from enterprise organizations. The significant wholesale capacity expansion underscores NTT DATA's strategic.
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Counterparts (4)
Offtaker
Google
company · 13 deals
Google is active as both an offtaker and buyer, securing 7 verified deals, including nearly 1.2 GW of carbon-free energy via PPAs with Clearway. The company's clean energy investments span solar in Malaysia, offshore wind in Germany, and battery storage in the USA, with a strategic partnership in fusion energy. Google also partners in data center development, indicating a focus on powering its infrastructure with clean energy sources.
Claroty
company · 1 deals
Claroty is a global cybersecurity company specializing in operational technology (OT), Internet of Things (IoT), and industrial control systems (ICS) security. Headquartered in New York, USA, it provides a unified platform to secure critical infrastructure across utilities, manufacturing, and transport sectors worldwide.
Microsoft
company · 10 deals
Redmond-based technology giant with a significant global presence, investing heavily in data center infrastructure, cloud computing, and renewable energy procurement to power its operations. Employs over 221,000 people worldwide.
Developer
NTT DATA
company · 1 deals
NTT DATA is a global IT services and consulting company, a subsidiary of NTT Group, providing digital transformation, system integration, and IT outsourcing services across various industries, including public sector, financial services, manufacturing, and infrastructure. With over 195,000 employees, it operates extensively across Asia Pacific, North America, Europe, Latin America, and the Middle East.
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Deal Analysis
NTT DATA's announced 115 MW US data center capacity development, spanning Gainesville, Chicago, Sacramento, Virginia, and California, represents a substantial forward commitment strategy. The global IT services and consulting company, a subsidiary of NTT Group, has secured over $10 billion in future capacity commitments, significantly de-risking these development-stage projects. This capacity is strategically segmented, with over 90 MW dedicated to a single hyperscale provider and nearly 20 MW allocated to enterprise organizations. Such a dual-client approach allows NTT DATA to capitalize on both large-scale cloud demand and specialized corporate infrastructure needs across diverse US markets. The pre-secured commitments ensure long-term revenue visibility and robust utilization for the new facilities.
The hyperscale commitment, likely from a major player like Google Cloud or Microsoft, underscores the continuous expansion of global cloud computing services, even as these companies operate extensive data center networks of their own. For enterprise off-takers such as New York-headquartered Claroty, a cybersecurity specialist, and a global financial services institution like J.P. Morgan, securing nearly 20 MW of capacity ensures dedicated infrastructure for their operational technology security and critical financial services. NTT DATA, traditionally focused on digital transformation and IT outsourcing, is clearly leveraging its parent NTT Group's capabilities to become a significant wholesale data center developer in key US regions.
- NTT DATA secured over $10 billion in future US data center capacity commitments.
- The development totals 115 MW across Gainesville, Chicago, Sacramento, Virginia, and California.
- Over 90 MW of capacity is committed by a single hyperscale provider.
- Nearly 20 MW is committed by enterprise organizations, including Claroty and a financial services institution.
- The deal was announced on 2026-03-12.
Source Intelligence
KEY DETAILS
The deals are part of NTT's multi-year plan to invest more than $10 billion in data center infrastructure by 2027. The facilities are designed to support high-density compute clusters, AI training and inference workloads, and emerging liquid-cooling deployments. Over the past year, NTT launched 10 new facilities across North America, EMEA, and APAC, adding more than 370 MW of new IT capacity to its global platform. The largest commitment comes from a hyperscale customer deploying more than 90 MW at NTT’s VA11 campus in Virginia. Nearly 20 MW was contracted by three enterprise organizations, including a financial services institution, a gaming platform provider, and a cybersecurity company.
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Capacity
Global IT services provider NTT DATA has secured nearly 115 MW of new data center capacity commitments from hyperscale and enterprise customers
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Location
The new agreements span facilities in Gainesville, Va., Chicago, and Sacramento, Calif., and include more than 90 MW from a major hyperscale provider, along with nearly 20 MW contracted by three enterprise organizations. The largest commitment comes from a hyperscale customer deploying more than 90 MW at NTT’s VA11 campus in Virginia
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Announcement
March 12, 2026
PARTIES MENTIONED IN SOURCE
N
NTT DATA
developer
"Global IT services provider NTT DATA has secured nearly 115 MW of new data center capacity commitments"
h
hyperscale provider
buyer
"more than 90 MW from a major hyperscale provider"
f
financial services institution
buyer
"A financial services institution selected the platform for its compliance capabilities and adaptable cooling infrastructure"
g
gaming platform provider
buyer
"A gaming platform provider cited proximity to cloud availability zones and flexibility in cooling."
c
cybersecurity company
buyer
"A cybersecurity company expanded an existing footprint, prioritizing rapid deployment timelines and scalable capacity within an established campus."
high quality
Enriched Mar 13, 2026
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