博大数据 CEO 张永健：资本追逐、政策红利、人才短缺，东南亚智算市场是机会还是陷阱？丨智算想象力十人谈

Core Viewpoint - The article emphasizes that success in Southeast Asia's data center market relies more on localized teams and customer structures than on capital and scale [3]. Group 1: Market Opportunity in Southeast Asia - Southeast Asia is a critical battleground for data centers, with the Philippines identified as the first stop due to its large population and accelerating digital transformation [5][6]. - The Philippine government is actively promoting digital economy initiatives, planning to connect 20-30 submarine cables in the coming years, which could lead to a 5-10x growth in the data center industry [5]. - Investment returns in Southeast Asia are generally 2-3% higher than in domestic markets, making it an attractive option for data center firms [5][6]. Group 2: Strategic Approach of Companies - Companies like Boda Data are adopting a mixed service strategy to balance core revenue from large clients while also catering to smaller, scattered customers to mitigate risks [7]. - The CEO of Boda Data, Zhang Yongjian, has extensive experience in international business, which informs the company's strategy to establish a resilient business model in overseas markets [7][8]. Group 3: Challenges in Overseas Expansion - High construction costs for data centers in Southeast Asia can be double that of domestic costs, but the expected internal rate of return (IRR) is still favorable [18][19]. - Talent shortages pose a significant challenge, as local expertise is limited; Boda Data's solution involves a dual approach of bringing in experienced personnel while training local talent [22][24]. - Cultural integration is highlighted as a critical yet often overlooked factor in successful overseas operations, impacting team efficiency and organizational health [25]. Group 4: Customer Dynamics and Market Strategy - The customer base for overseas data centers includes local governments, enterprises, multinational corporations, and domestic clients, each requiring tailored market entry strategies [28]. - Boda Data's strategy in the Philippines aims to serve local needs while also positioning itself as a regional hub, with plans to expand into other Southeast Asian and Central Asian markets [29][30].