Data centres

‘No other sector like it’: KKR sees no let-up in AI-driven infrastructure boom after STT GDC deal

Deep pools of private capital are chasing data centres, one of Asia’s most capital-intensive asset classes

China’s leading AI developers are also investing heavily in AI infrastructure equipped with both Nvidia chips and domestically produced alternatives.

China’s top chipmaker SMIC warns rushed AI capacity could sit idle

AI-related infrastructure investment is projected to exceed US$3 trillion over the next five years

Plans are in flux and had not been signed by Trump, the Financial Times  reported.

US plans Big Tech carve-out from next chip tariffs, FT reports

US PRESIDENT Donald Trump‘s administration plans to spare firms such as Amazon, Google and Microsoft from upcoming tariffs on chips as they build AI data centres, the Financial Times reported on Monda...

DC Tuas supports the higher-rack densities required by next-generation artificial intelligence workloads.

Singtel’s regional data centre arm Nxera opens largest facility in Tuas

Nxera’s operational and pipeline capacity is expected to more than double to over 400 megawatts in the mid-term

Representatives from FPT Corp, Viet Thai Group and G42 signed a pact to develop AI and cloud infrastructure in Vietnam with full data sovereignty.

Ho Chi Minh City unveils twin US$1 billion digital-asset, AI data-centre pacts

The authorities also pledge to provide support for large-scale data centres tied to a creativity-innovation-technology complex

The global spending spree on digital infrastructure for AI is spreading across South-east Asia, where investors see massive opportunity for growth.

Abu Dhabi’s G42 leads US$1 billion data centre project in Vietnam

The company is the primary developer of OpenAI’s Stargate infrastructure project in the UAE

Malaysia has emerged as South-east Asia’s main data centre hub, attracting companies from Oracle and Amazon.com to Alibaba Group Holding and ByteDance.

Malaysia draws first data centre protest over pollution, water

The Gelang Patah project is unusually close to a residential area

Last year, Meta spent more on capital projects than research and development – mostly engineers’ salaries – for the first time in six years.

AI race sends Big Tech’s capital spending to stratospheric high

Each tech giant has laid out a slightly different route to recouping their investments

The spending will weigh on profit, with Amazon giving a forecast for operating income in the current quarter of US$16.5 billion to US$21.5 billion.

Amazon says it will spend US$200 billion this year on AI build-out

Microsoft and Alphabet also spent more heavily than anticipated

Google’s fresh conviction about AI-fuelled revenue is backed by growth in both its consumer and enterprise businesses.

Google goes from laggard to leader as it pulls ahead of OpenAI with stellar AI growth

Alphabet’s potentially to double its capital expenditures in 2026 – to between US$175 billion and US$185 billion