AI Demand Pushes Southeast Asia Data Centre Investment Despite Power Constraints
Growing compute needs from businesses and consumers drive deals across the region, even as infrastructure risks mount
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Growing compute needs from businesses and consumers drive deals across the region, even as infrastructure risks mount

Chinese tech giants and AI startups are flooding Hong Kong's digital infrastructure market, leveraging the city's open data flows to test models and reach global customers beyond the mainland's firewall.

The engineering subsidiary won a hyperscale facility build in Port Dickson, pushing the infrastructure group's order book to RM54 billion and underscoring Malaysia's appeal in the regional cloud arms race.

Regional banks position themselves as capital connectors while power and chip supply remain key bottlenecks

Opposition MP calls for parliamentary committee to scrutinize approvals as Chonburi province faces 13 new facilities amid resource shortages

Singapore telco also explores local data centre REIT as part of capital recycling strategy to boost shareholder returns under Singtel28 plan

Currency depreciation masked stronger operational fundamentals as the REIT navigates India's volatile forex environment

CapitaLand India Trust records S$64.2 million in income available for distribution, lifted by data centre completions and forward purchase interest

Malaysian developer's RM2.6 billion programme targets hyperscale facilities and automated logistics, backed by multi-decade tenant commitments

Regulators impose stricter efficiency rules and utilization penalties as the sector faces a $20 billion financing gap and looming power shortages