France’s Tikehau and Natixis pivot to Asia as U.S. data center risks rise, Nikkei Asia reports

France’s Tikehau Capital and Natixis are shifting fresh data center investment toward Asia today, citing rising risks in the U.S. boom, Nikkei Asia reports. The move matters as capital concentration in American builds has heightened exposure to market and execution uncertainties, according to Nikkei Asia. A pivot by two prominent French financiers signals investor demand is broadening beyond the U.S. cycle in search of diversified growth.

Nikkei Asia says both firms are exploring select Asian markets to diversify exposure and balance portfolio risk. Specific geographies, deal sizes, and timing were not disclosed, but the repositioning could influence near-term fundraising and partnership strategies across data center developments. Watch for initial mandates, joint ventures, and any reallocation away from U.S. pipelines as the firms detail concrete plans. [Developing. This article will be updated.]