This week wasn't about new services or cute AI demos. It was about where AI infrastructure will actually live — and who gets to control it.
In just a few days, we saw:
Vizag (India) emerge as a $26B AI data center hotspot.
Amazon commit $15 billion to AI-heavy data center campuses in Indiana.
NATO sign a multi-million-dollar deal with Google Cloud for air-gapped sovereign AI infrastructure.
If you're responsible for cloud strategy, these aren't just headlines. They're early-warning markers of where capacity, sovereignty, and risk are shifting next.
🌩 This Week's 3 Signals (All From This Week Only)
1. Vizag Becomes a $26 Billion AI Data Center Hotspot
Visakhapatnam (Vizag), on India's east coast, has quietly become one of the hottest AI infra zones on the planet. Recent announcements put total committed data center investments at around $26 billion, with global players like Google and Meta, plus Indian giants like Reliance, lining up large AI and cloud campuses in the region.
Why it matters
This is what "AI gravity" looks like in the real world. As cities like Vizag turn into AI hubs, workloads, talent, subsea cables, and regulatory attention follow. If you run global infrastructure, you're going to feel this in routing choices, latency trade-offs, and new compliance expectations around Indian data and AI usage.
Action to be taken
In Cloudshot, explicitly tag India-region and India-adjacent workloads in your topology. You want to see which services could benefit from — or be constrained by — new AI capacity in hubs like Vizag. That's how you decide whether these emerging regions stay "edge experiments" or become part of your core architecture.
2. Amazon $15B Indiana Bet Turns Regions Into Strategic AI Assets
Amazon announced a $15 billion investment to build new AWS data center campuses in Northern Indiana, adding roughly 2.4 GW of capacity and over 1,100 jobs. This comes on top of an earlier $11B investment in the state. Crucially, Amazon agreed to cover all incremental power infrastructure costs so local electricity bills don't spike — effectively buying grid stability and political goodwill along with capacity.
Why it matters
Regions like this are becoming AI super-nodes. If your workloads are concentrated in these "golden regions," your resilience and cost are now coupled to one state's grid, climate, and policy decisions. An outage, drought, or regulatory shock there doesn't just hit Indiana — it hits your global uptime and FinOps story.
Action to be taken
Use Cloudshot to run a region concentration and blast radius check:
• How much of your production traffic, data, and AI training is tied to one or two hyperscaler regions?
• What happens if that region takes a hit — power, cooling, or politics?
You want a visual "if Indiana sneezes, here's what catches a cold" view you can put in front of leadership.
3. NATO Chooses Google for Air-Gapped Sovereign AI Cloud
NATO's Communication and Information Agency (NCIA) signed a multi-million-dollar deal with Google Cloud to deploy Google Distributed Cloud (GDC) air-gapped — a sovereign, disconnected cloud stack for highly sensitive workloads. It will underpin NATO's Joint Analysis, Training and Education Centre (JATEC), handling classified operational and analytics workloads with strict data residency and sovereignty guarantees.
Why it matters
This is a major validation of sovereign, air-gapped cloud as a serious pattern, not just marketing. If NATO trusts this model for war-level data, expect governments, defence, and critical industries to demand similar architectures: local control, strict residency, modern AI — all without touching the public internet.
Action to be taken
In Cloudshot, start separating "public cloud," "private DC," and "sovereign/air-gapped" environments as distinct layers. For each:
• Map which workloads run where
• Show which identities, logs, and data paths cross the boundaries
When a regulator or CISO asks, "Exactly where does this dataset live, and who can touch it?", you want that answer in one click, not one month.
💡 Cloudshot Tip of the Week
"Sovereign, AI, and 'standard' cloud shouldn't share the same mental bucket."
This week shows three different axes of change:
• Location: Vizag, Indiana, and other AI hubs.
• Control: NATO-style sovereign, air-gapped environments.
• Capacity & power: Multi-GW regions built almost entirely for AI.
In Cloudshot, the win is when your command map makes those distinctions obvious: AI hubs, sovereign zones, and general-purpose cloud all visualised differently, with cost, risk, and dependencies layered on top.
That's how you stop treating everything as "just another region" — and start planning like the map has actually changed.
🗓 What We Published This Week
📘 Nov 24 (Mon) — The Leadership Illusion: Why More Dashboards Don't Create More Cloud Visibility
Why leaders drown in metrics but still miss the real story of their cloud estate. → Full Article
💰 Nov 25 (Tue) — The Multi-Cloud Cost Trap: Why Redundancy Drains More Than Your Budget
How "just to be safe" multi-cloud patterns quietly explode spend and complexity. → Full Article
🔄 Nov 26 (Wed) — Live Dependency Path Replay
A deep dive into replaying real traffic and dependency paths visually, instead of sifting through logs in the dark. → Full Article
🤝 Nov 27 (Thu) — The Leadership Gap Behind Cloud Costs: Why CIO & FinOps Never See the Same Cloud
Why cost meetings feel like three different realities arguing over one invoice — and how shared maps fix it. → Full Article
🔭 Strategic Signal
Put this week together and you get a simple message:
• AI data center gravity is shifting to new hubs like Vizag and Indiana.
• The most security-sensitive organisations on earth (NATO) are betting on sovereign, air-gapped AI clouds.
• Cloud is no longer just "which hyperscaler and which region."
It's which city, which grid, which legal regime, and which sovereignty model — all wrapped around your architecture.
You can't abstract that away. But you can see it, model it, and be ready for it.
That's what Cloudshot is built for.
⚠️ Before It Happens to You…
One new sovereign requirement.
One region-level power crunch.
One AI capacity cap email from your provider.
You don't control when that lands.
You do control whether your map is ready.
🕒 The Cloud Today turns a week of infra noise into a 2-minute briefing so your team doesn't spend 2 hours guessing what mattered.
Two minutes now. Months of mis-planned roadmaps avoided later.