Asia · Deep Dive
The $84B build-out: every datacenter announced across ASEAN in the last 12 months, mapped
We pulled filings, planning permits, and grid-connection requests from seven jurisdictions. Here is what the spreadsheet actually says.
KEY TAKEAWAYS
- ·Capital rotates out of US/EU equities into hard ASEAN infrastructure.
- ·Data centres, power transmission and ports are the three priority lanes.
- ·Vietnam, Indonesia and the Philippines absorb the largest allocations.
We pulled filings, planning permits, and grid-connection requests from seven ASEAN jurisdictions to answer one question: how much datacenter capacity has actually been committed in the last twelve months?
The headline figure is $84 billion across 41 announced projects. But “announced” is doing a lot of work in that sentence.
What the spreadsheet actually says
Strip out projects without a secured grid connection and the committed total falls to roughly $51 billion — still a record, but a third smaller than the press releases imply.
Indonesia leads on announced capacity; Malaysia leads on capacity with power actually contracted. The gap between those two columns is the real story of ASEAN's build-out.
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