Malaysia To Benefit From Data Centre Demand Spillover
Malaysia To Benefit From Data Centre Demand Spillover
Moody's Ratings highlighted Malaysia's emerging prominence in the data centre industry, spurred by increased investment following Singapore's moratorium on new data centre construction and expansion due to land constraints.
穆迪评级突显马来西亚数据中心行业板块的新兴地位，在新加坡因土地限制暂停建设和扩张新数据中心后，马来西亚得到了更多投资的刺激。
According to a recent research note, Malaysia is experiencing heightened interest in data centre development, particularly in Johor, where Microsoft recently acquired land for a new facility from Eco World Development Group Bhd.
据最新研究报告指出，马来西亚正在经历数据中心发展的高峰，特别是在柔佛州，微软最近从 Eco World Development Group Bhd 购买了一块新设施的土地。
GDS Holdings Ltd, a major data centre developer, has already committed approximately US$3 billion to establish two data centres in Johor's tech park.
万国数据是一家主要的数据中心开发商，在柔佛的科技园区已承诺投资约 30 亿美元建立两个数据中心。
Additionally, global tech giants like Google and Amazon have pledged significant investments of US$2 billion and US$6 billion respectively by 2037 for data centres and cloud services in Malaysia.
此外，像谷歌和亚马逊这样的全球技术巨头已承诺到 2037 年为马来西亚的数据中心和云服务投入约 20 亿美元和 60 亿美元的重要投资。
Moody's predicts substantial growth in data centre capacity across the Asia Pacific (Apac) region, expecting it to more than double by 2028, driven by escalating demand for artificial intelligence (AI), cloud technologies, cryptocurrencies, and outsourced data computing and storage.
穆迪预测亚太地区数据中心的容量将大幅增长，预计到 2028 年将翻两番，这将推动人工智能、云技术、加密货币和外包数据计算和存储的需求逐步增大。
Apac's data centre capacity is forecasted to grow at a compound annual rate of nearly 20% through 2028, reaching approximately 24,800 megawatts, up from the current 10,500 megawatts. This expansion entails an investment exceeding US$564 billion by 2028, with Apac contributing about 30% to global capacity expansion.
预计到 2028 年，亚太地区的数据中心容量复合年增长率将达到近 20%，从目前的 10,500 兆瓦增加到约 24,800 兆瓦。这种扩张的投资超过了 5640 亿美元，亚太地区占全球扩张的约 30%。
Emerging markets such as India, Indonesia, Malaysia, Thailand, and the Philippines are anticipated to experience particularly rapid growth rates of 29% to 48% in data centre capacity through 2025. This growth is bolstered by lower existing capacity levels, governmental digital initiatives, and robust investor support.
预计到 2025 年，印度、印度尼西亚、马来西亚、泰国和菲律宾等新兴市场的数据中心容量将快速增长，增长率为 29% 至 48%。这种增长得到了较低的现有容量水平、政府数字化倡议和强大的投资者支持的支持。
Moody's Ratings emphasised Malaysia's strategic advantage in capitalizing on the burgeoning demand for data centres in the region, driven by geopolitical shifts and technological advancements propelling sectoral growth.
穆迪评级强调马来西亚在利用地缘政治变化和技术进步推动细分行业增长的蓬勃需求上的战略优势。