亚太算力争夺战:孙正义、安巴尼、黄仁勋推下多少筹码?
3 6 Ke·2025-11-12 10:03

Core Insights - The article discusses the significant investment and development of artificial intelligence (AI) infrastructure in Malaysia, particularly through a collaboration between NVIDIA and YTL Power International, which has led to the establishment of a large data center in Johor, Malaysia [2][4]. Group 1: Investment and Development - NVIDIA announced a $4.3 billion AI infrastructure development plan with YTL Power, with $2.4 billion already allocated for a 200 MW data center cluster [2]. - The data center in Johor is equipped with high-performance supercomputers utilizing NVIDIA's advanced GB200 chips, capable of processing 1.8 TB of information per second [1]. - The facility is part of a larger strategy to position Malaysia as a digital hub, aligning with the country's ambition to become a leading AI nation by 2030 [4]. Group 2: Regional Competition and Growth - Analysts predict that Malaysia's data center capacity could surpass that of Singapore within the next five years, driven by the AI boom and the global demand for AI infrastructure [5]. - Major tech companies, including Amazon, Google, and Microsoft, are expected to invest $240 billion in expanding their operations in the Asia-Pacific region over the next five years [7]. - The Asia-Pacific data center capacity is projected to grow from 12 GW in 2024 to over 29 GW by 2030, making it the second-largest data center market globally [7]. Group 3: Broader Industry Trends - High-profile collaborations and investments are emerging across the region, with notable projects in India, South Korea, and Thailand, indicating a regional trend towards expanding AI and data center capabilities [10][12][14]. - The surge in investment is driving up stock prices for data center companies, with DCI Indonesia's market value exceeding $37 billion, making it the second-highest valued company in Indonesia [15]. - The rapid development of data centers raises concerns about resource consumption, particularly regarding electricity and water supply, highlighting the need for sustainable energy solutions [19].