Data centres

BRUNCH

South-east Asia seeks data centre investments – but must reckon with their thirst

With rapid data centre growth straining the region’s water supply, the race is on for alternative water sources and cooling technologies.

US firm SpaceX expects to use funds from its planned US$25 billion initial public offering in 2026 to develop orbital AI data centres in response to terrestrial energy constraints.

China plans space‑based AI data centres, challenging Musk’s SpaceX ambitions

The Chinese nation and the US are competing to become the first to exploit the military and strategic advantages of space dominance

Analysts at OCBC Investment Research note that Sembcorp has 44% of market share of  Singapore's data centre load of about 1.5 GW, making it the “leading power provider” to the data-centre sector.

Singapore’s AI growth lies in infrastructure: OCBC

OCBC Investment Research analysts name 10 SGX-listed companies that will do well amid the boom in AI

The new HVDC infrastructure will allow data centres to support ultra-high-density racks exceeding 1 MW with higher reliability and lower costs.

Singapore turns to next-generation power systems to scale AI, train future workforce

This comes as the Republic transitions to a low-carbon energy grid while advancing regional net-zero ambitions

Malaysia's Economy Minister Akmal Nasrullah Mohd Nasir says 2026 is "about delivery" for the JS-SEZ.

Johor-Singapore SEZ’s RM68 billion fuels state’s record investment haul as interest swells

The next priorities are execution, streamlining approvals and turning commitments into real projects, says Malaysia’s new economy minister

For Sarath Ratanavadi, the move highlights ambitions to build a digital ecosystem across energy, virtual banking, telecoms and data services.

Thai billionaire Sarath deepens bet on AI in Google tie-up

Gulf Edge signs a strategic framework agreement with Google to provide AI infrastructure services

Dr Victor Nian, CSER’s founding co-chairman, says that the study aims to provide credible, data-driven insights.

Data centre player Equinix funds study on nuclear energy tech for Singapore, including floating plants

It will also assess the feasibility of small modular reactors; aims to provide ‘data-driven’ insights

Car manufacturers and suppliers that are more exposed to advanced driver-assistance systems and electronics components are at higher risk.

AI data centre boom risks roiling global carmaker supply chains

A data centre-driven memory chip shortage is forcing some suppliers to accept price hikes of over 100%

The show floor buzzword at tech event CES was “physical AI” and robotics. Consumer devices felt like afterthoughts; the real audience was data-centre buyers.
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