infrastructure - WORLDEF

Türkiye Plans $200B Energy Investment by 2035 to Expand Renewables and Modernize Grid

Türkiye is planning to invest approximately $200 billion by 2035 to expand renewable energy, develop nuclear power and modernize its electricity grid, according to the 2026 Energy Sector Report prepared by the Presidential Investment and Finance Office.

The investment program comes as Türkiye accelerates its energy transition and prepares for rising electricity demand. The country aims to increase its combined wind and solar capacity to 120 GW by 2035, requiring an estimated 8-9 GW of new capacity additions each year.

$80B targeted at grid infrastructure

Around $80 billion of the projected investment is expected to be directed toward improving grid flexibility, modernizing electricity infrastructure and expanding transmission and distribution networks.

The focus on grid modernization is becoming increasingly important as Türkiye adds larger amounts of variable renewable generation and prepares for higher electricity consumption.

Türkiye’s renewable energy sector already represents a significant share of its power system. Renewables accounted for 62% of installed electricity capacity in 2025, including 32.3 GW of hydropower, 25.6 GW of solar and 14.8 GW of wind capacity.

Renewables generated 43.4% of Türkiye’s electricity in 2025, while total electricity generation reached 356 TWh and demand stood at 359 TWh. Electricity demand is projected to rise to 455 TWh and eventually 510 TWh, increasing the need for additional generation and infrastructure.

Storage and EV infrastructure gain momentum

Energy storage is emerging as another major investment opportunity. As of early 2026, Türkiye had 372 pre-licensed solar projects representing 14.3 GWh of storage capacity, alongside 252 wind projects totaling 19.7 GWh.

Electric mobility is also expanding rapidly. Türkiye had 373,733 electric vehicles in 2025, compared with just 7,698 in 2021. Electric and hybrid vehicles represented around 25% of vehicle sales, while the country had approximately 39,000 charging stations in 2025.

Under a high-growth scenario, Türkiye’s electric vehicle fleet could reach 7 million vehicles by 2035, creating further demand for charging infrastructure and electricity capacity.

Energy transition creates investment opportunities

The report highlights renewable generation, grid modernization, energy storage, energy efficiency, EV charging infrastructure and domestic energy technologies as key areas for investment.

Presidential Investment and Finance Office President Ahmet Burak Dağlıoğlu said Türkiye’s industrial infrastructure, geographic position and role in regional energy networks could support its ambition to become a leading country in the global energy transition.

The planned investment also supports Türkiye’s longer-term objective of achieving net-zero emissions by 2053, while attracting international capital, advanced technologies and strategic partnerships to the country’s energy ecosystem.

For businesses and investors, Türkiye’s energy transformation could create opportunities across renewable generation, battery storage, grid technologies, EV infrastructure and related supply chains through 2035.

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Amazon Plans Major Texas Data Center Campus to Power AI Growth

Amazon is planning a major new data center campus in Pecos County, Texas, as the technology giant expands infrastructure to support growing demand for artificial intelligence and cloud computing.

According to Amazon, the planned campus will initially be powered by new on-site generation rather than relying entirely on the Texas electricity grid. The company says the facility is designed to transition to grid-connected service as interconnection timelines allow, while it also explores solar energy and battery storage opportunities on site.

New Infrastructure for Growing AI Demand

The project highlights one of the biggest challenges facing the technology sector: securing enough electricity to support increasingly energy-intensive AI workloads.

Amazon says the Pecos County campus represents a long-term investment and is expected to create thousands of new jobs in the region. The company is also positioning the project around resource efficiency, particularly in an area where water availability is an important consideration.

To reduce pressure on local water resources, Amazon says it plans to use water that is not suitable for drinking or irrigation. The company will also deploy custom cooling technology designed to minimize water consumption and explore the use of produced water as another non-potable source.

Energy Challenges Raise Questions

The project is also attracting scrutiny over its energy strategy. Recent reports indicate that the planned on-site natural-gas generation could reach 7.65 gigawatts, with the facility potentially becoming one of the largest sources of carbon emissions in the U.S. if operated at its permitted capacity.

This creates a broader tension for the technology industry: companies are racing to build AI infrastructure while simultaneously facing increasing pressure to reduce emissions, water consumption and their impact on local energy systems.

Amazon maintains that the Pecos County campus will pay the full costs of powering its operations and says its approach is designed not to increase electricity costs for Texas households.

The development reflects a wider shift in the data center industry, where access to reliable power is increasingly becoming as important as access to land and connectivity. As AI adoption accelerates, the ability to secure large-scale energy supplies could become a defining factor in where the next generation of digital infrastructure is built.

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Samsung Accelerates Yongin Chip Fab Launch to 2029 as AI Demand Reshapes Semiconductor Investment

Samsung Electronics is bringing forward the launch of its first semiconductor fabrication facility in Yongin, South Korea, underscoring the growing urgency to expand production capacity as demand for artificial intelligence (AI) chips continues to accelerate.

According to industry sources, the company now plans to begin operations at the plant in 2029-earlier than previously expected-as competition intensifies across the global semiconductor market. The move reflects Samsung’s broader strategy to strengthen its manufacturing capabilities while responding to rising customer demand for high-performance chips used in AI infrastructure, cloud computing and advanced data centers.

AI Boom Drives Manufacturing Expansion

The decision comes as AI applications fuel unprecedented investment in semiconductor production worldwide. Rapid adoption of generative AI, large language models and high-performance computing has significantly increased demand for advanced memory and logic chips, encouraging major manufacturers to expand fabrication capacity.

Samsung has been investing heavily in its semiconductor business despite cyclical weakness in parts of the memory market. By accelerating construction of the Yongin facility, the company aims to better position itself for the next wave of AI-driven growth while reinforcing South Korea’s role as one of the world’s leading semiconductor production hubs.

The Yongin semiconductor cluster is expected to become one of Samsung’s flagship manufacturing locations, supporting the production of next-generation chips for both domestic and international customers.

Global Competition Intensifies

Samsung’s accelerated timeline also reflects mounting competition among leading chipmakers seeking to capture growing opportunities in AI. Governments across Asia, Europe and North America have introduced incentives to strengthen domestic semiconductor production, while technology companies continue investing billions of dollars in AI infrastructure.

The race to secure advanced chip manufacturing capacity has become increasingly strategic as cloud providers, AI developers and enterprise customers expand investments in high-performance computing platforms.

Industry analysts expect semiconductor manufacturers capable of rapidly increasing advanced production capacity to benefit from sustained long-term demand driven by AI adoption across multiple industries.

Strategic Importance for South Korea

The Yongin semiconductor complex forms part of South Korea’s long-term strategy to maintain its global leadership in semiconductor manufacturing. The project is expected to support high-value investment, strengthen supply chain resilience and create new opportunities across the country’s technology ecosystem.

For Samsung, bringing the project forward represents more than a construction milestone. It signals confidence in the long-term outlook for AI-related semiconductor demand and highlights the company’s commitment to remaining competitive in an industry where production scale and technological leadership increasingly determine market position.

As AI adoption continues to accelerate globally, investments in advanced semiconductor manufacturing are expected to remain a defining trend shaping the future of the technology sector.

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