Daniel CF Ng 伍长辉’s Post

How Malaysia is setting itself up as an AI hub   By Rizwal Zakaria (The Edge)   KUALA LUMPUR : In recent years, Malaysia has emerged as a data centre powerhouse in the Asia-Pacific region, driven by a global surge in demand and an established data centre sector.   With favourable conditions such as the availability of land, cheaper electricity, and an advantageous geographical location, the country has attracted numerous firms to establish data centre operations within its borders.   As interest surged, Tenaga Nasional Bhd (KL:TENAGA), the national electricity provider in Malaysia, responded by launching the Green Lane Pathway initiative in 2023 to streamline power approvals for data centres, reducing lead time from three to four years to as short as 12 months.

“Although Singapore currently has the highest data centre capacity in Asean, land and power constraints have pushed operators to explore alternative locations in Malaysia, Indonesia, Thailand, Vietnam and the Philippines” "... CGS said the data centre capacity in Malaysia, Thailand, and Indonesia is expected to deliver a 32% to 56% compound annual growth rate (CAGR) in 2023-2028, far outstripping the 8% CAGR forecast for Singapore" "CGS said the National Energy Transition Roadmap is encouraging data centre operators to move to Malaysia, promoting the availability of renewable energy (RE) to meet sustainability and carbon reduction goals" "At the closing bell, Gamuda fell three sen or 0.5% to RM6.51, SunCon dropped two sen or 0.5% to RM3.73, while YTL Corp shed 15 sen or 4.4% to RM3.29. YTL Power was down 21 sen or 4.3% to RM4.67" https://lnkd.in/g6njKXQZ

The data centre boom in Malaysia is a double-edged sword. While it's exciting for the economy, its sustainability raises concerns. Data centres are energy guzzlers, and Malaysia's hot climate only amplifies the challenge. Renewable energy and water conservation are definitely crucial solutions, but we need to take a broader view and consider the looming threat of power shortages. With a surge in data centers on the horizon, Malaysia's power grid might struggle. Reduced gas price subsidies will inevitably lead to higher electricity costs. Additionally, while solar power is a great option, its capacity might not be enough for the massive energy demands of data centers, especially considering our continued reliance on coal-fired plants. Remember, a massive land area would be needed for solar panels to just supplement a single hyperscale data center's needs. The focus on green data centre practices is commendable. However, a more comprehensive strategy is needed. This should involve investing in a diverse renewable energy portfolio that goes beyond just solar, exploring options like bioenergy power. Modernising the power grid is also key to handle increased capacity and effectively integrate renewable energy sources. Finally, promoting data centre technologies that optimise cooling and reduce overall power consumption is crucial. #datacenters #Malaysia #sustainability #renewableenergy #futureofwork #bioenergy

On 30 May 2024, the Singapore government laid out plans to expand its data centre capacity by more than one-third to satisfy rising computing needs. However, data centre operators keen to seize this opportunity will have to go green. At least 300MW of data centre capacity will be added in the next few years, with another 200MW allocated only for operators who use green energy options. The potential 500-and-more MW will add to the existing 1.4 gigawatts of computing capacity in more than 70 data centres on the island, which host the digital lives of internet users here and around the world. Some folks see this as a competitive response to the increasing popularity of neighbouring Malaysia and Indonesia as data centre destinations, particularly for hyperscale ones. #cmslaw #singapore #datacenter #datacentre #constructionlaw #singaporelaw

A very proud day for team Firmus & SMC - Sustainable Metal Cloud and our partners last Thursday as Singapore's Green Data Centre Roadmap was released; including details of our Sustainable AI Factory platform and approach to peak energy efficiency. This formational document from the IMDA represents the Singapore Government's well researched and considered ecosystem-wide planning on how Singapore's future #AIFactories should be built. Unsurprisingly, energy efficiency & sustainability is at the core of this position. Beyond just data center PUE - which can be largely gamed in calculation - #Singapore is considering the standards and design of the entire AI factory, from land use, power consumption, cooling technology, and flops/token output. With the support of IMDA, Singapore Economic Development Board (EDB) and others, we are proud to be leading from the front with Singapore as it sets the global standards for best-in-class AI infrastructure. You can read more about this report this link to Future State, which contains a link to the actual report itself.

The significant impact of data centers on Malaysia's power demands > High Power Consumption: Data centers are expected to require a significant amount of electricity, reaching 5,000MW by 2035 in Peninsular Malaysia, which is nearly 1/5th of the current capacity. > Investment Opportunities: This surge in demand is expected to attract investments in electricity supply infrastructure, potentially benefiting companies in this sector. > Ripple Effect: The data center boom will have a cascading effect, stimulating various industries: - Industrial & Land Demand: Growth in data centers will likely drive demand for industrial materials and land for development. - Construction: Building new data centers will boost the construction sector. - Transportation & Housing: As the economy thrives, there could be increased demand for transportation infrastructure and housing projects. - New Growth Drivers: The development of smart buildings, green infrastructure, and integrating AI into various industries are seen as additional areas of growth. > Overall, the data center boom in Malaysia is expected to create a chain reaction, benefiting not just the power sector but also construction, related industries, and potentially even consumer staples. —Sinchew Tue, Jul 02, 2024

#Malaysia is poised to become a #DataCenter hub with significant #investments and #development. However, the increasing #energydemands and environmental impacts raise critical questions. According to #UptimeIntelligence, some data center campuses around the world already have capacities of 300MW, with planned capacities exceeding 1GW. How can Malaysia balance its #growth with #sustainability? Read more in The Edge Malaysia's latest article: https://okt.to/vKWp9l

Check out this insightful article on Vietnam's burgeoning data center industry, marking a significant turning point in its technological landscape. As the demand for digital infrastructure grows, Vietnam is poised to become a key player in the region, attracting investments and boosting economic growth. This development highlights opportunities for innovation and job creation in the tech sector. Stay informed about the evolution of Vietnam's data center industry with this informative read! https://lnkd.in/g6GHFV9H #Vietnam #DataCenterIndustry #TechnologyNews #DigitalInfrastructure #EconomicGrowth #TechInvestment #Innovation #JobOpportunities #TechSector #DigitalEconomy #UnderstandingEnterpriseTech #EnterpriseTechnologyNow #EnterpriseTechnologyToday

#Malaysia is poised to become a #DataCenter hub with significant #investments and #development. However, the increasing #energydemands and environmental impacts raise critical questions. According to #UptimeIntelligence, some data center campuses around the world already have capacities of 300MW, with planned capacities exceeding 1GW. How can Malaysia balance its #growth with #sustainability? Read more in The Edge Malaysia's latest article: https://okt.to/qWhgfr

#Malaysia is poised to become a #DataCenter hub with significant #investments and #development. However, the increasing #energydemands and environmental impacts raise critical questions. According to #UptimeIntelligence, some data center campuses around the world already have capacities of 300MW, with planned capacities exceeding 1GW. How can Malaysia balance its #growth with #sustainability? Read more in The Edge Malaysia's latest article: https://okt.to/7NUoK3