Malaysia and Singapore are rapidly expanding their AI infrastructure, racing to build regional data center hubs and satisfy the industry’s insatiable demand for electric power.
We explore the expansion plans in Johor, the role of Chinese capital and ‘Singapore washing’, and what to expect in a region increasingly entangled in the US-China tech rivalry.
Featuring:
🎙️ Chong Ja Ian, associate professor at the National University of Singapore
🎙️ Chris Tseng, nonresident fellow at DSET
🎙️ Evan Ng, senior energy market consultant at Baringa
📺 Everything on the AI revolution in detail with our playlist:
https://youtube.com/playlist?list=PLD2nK6pyrNCw4tn-S69EzVXzMZaP5Tdp3&si=Z4iDJEEnkl7RRv7e#CONNECTEDAIAndInnovation #AIAndInnovation
00:00 Southeast Asia’s data center surge
01:37 What China’s ‘Singapore washing’ means
03:12 Singapore-Malaysia SEZ impact
04:47 Chinese capital in Malaysia’s data hubs
07:50 Geopolitics of data center investment
09:56 Role of Malaysian local players
11:35 Are firms still hiding capital sources?
13:26 How Chinese firms enter data projects
15:43 Can ‘democratic supply chains’ compete?
17:12 Preventing export-control loopholes
20:18 Navigating US-China tech rivalry
21:35 Malaysia’s renewable energy outlook
23:48 Can Malaysia power new data centers?
25:12 Will the ASEAN Power Grid (APG) help?
26:27 Malaysia’s CRESS renewable scheme
27:51 Long-term risks for investors in the region
28:31 Is the AI boom becoming a bubble?
#DataCenter #JohorSingapore
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