France’s Tikehau and Natixis shift data center focus to Asia as US risks rise

France’s Tikehau Capital and Natixis are turning to Asia for data center investments as the US boom raises risks, Nikkei Asia reports today. The shift highlights growing caution among European financiers as breakneck expansion in the United States elevates risk profiles and threatens to compress returns. It signals a potential rotation of capital toward faster diversifying markets.

According to Nikkei Asia, the firms are evaluating opportunities across Asian economies to broaden geographic exposure and balance portfolios away from the overheated US cycle. The report notes that investors in the United States are contending with higher funding costs and fierce competition, prompting a search for more resilient entry points in Asia. Watch for disclosures on target countries, deal size, and timelines from both firms in the coming weeks. [Developing. This article will be updated.]