(Kuala Lumpur, 12th) A series of new market developments led by China's AI company DeepSeek may bring potential negative impacts on the supply-demand relationship in the Southeast Asian datacenter market. However, Banks' investment banking analysts believe that the related concerns have now eased. At the same time, the higher efficiency brought by DeepSeek's algorithms is expected to accelerate the development of AI applications and further boost demand.
The debut of the DeepSeek R1 large model just before the Lunar New Year has raised concerns that AI computing power and datacenter demand may decline, affecting some domestic datacenter concept stocks and causing a downturn, especially in Yang Zhongli Electrical Utilities. $YTLPOWR (6742.MY)$ , along with its parent company Yang Zhongli Institutions. $YTL (4677.MY)$ 。
Yang Zhongli's Electrical Utilities and Yang Zhongli's Institutions have recently stopped the downtrend and rebounded, stabilizing the stock price.
Recently, analysts from Maybank Investment Bank met with some Southeast Asian investors to discuss the developments in the datacenter market, the mergers and acquisitions of Grab and Gojek, and the impact of the e-commerce platform Temu. The analysts pointed out that although a series of news appears to adversely affect the supply and demand situation of datacenters in the ASEAN region, the related concerns have eased.
The dramatic increase of capital expenditure by large-scale datacenter operators in the USA in AI or datacenters has helped alleviate concerns about the decrease in computing power demand following DeepSeek's breakthrough.
The analyst also stated that investors agree that D...

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