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

French investment firms Tikehau Capital and Natixis are pivoting their data center investment focus to Asia today, citing rising risks tied to the U.S. buildout, Nikkei Asia reports. The shift underscores growing caution among global financiers as rapid U.S. capacity expansion tests returns across digital infrastructure. The firms aim to diversify exposure and pursue opportunities across Asian markets, according to Nikkei Asia.

Nikkei Asia did not specify targeted countries or ticket sizes, and the report describes the effort as a shift in focus rather than a full exit from U.S. projects at this stage. Investors will watch how funding structures, local partnerships, and power access shape mandates across Asia. Watch for initial deal announcements, capital allocation updates, and timeline guidance from Tikehau and Natixis. [Developing. This article will be updated.]