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.
穆迪評級突顯馬來西亞數據中心行業板塊的新興地位，在新加坡因土地限制暫停建設和擴張新數據中心後，馬來西亞得到了更多投資的刺激。
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.
據最新研究報告指出，馬來西亞正在經歷數據中心發展的高峰，特別是在柔佛州，微軟最近從 Eco World Development Group Bhd 購買了一塊新設施的土地。
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.
萬國數據是一家主要的數據中心開發商，在柔佛的科技園區已承諾投資約 30 億美元建立兩個數據中心。
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，像谷歌和亞馬遜這樣的全球技術巨頭已承諾到 2037 年爲馬來西亞的數據中心和雲服務投入約 20 億美元和 60 億美元的重要投資。
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.
穆迪預測亞太地區數據中心的容量將大幅增長，預計到 2028 年將翻兩番，這將推動人工智能、雲技術、加密貨幣和外包數據計算和存儲的需求逐步增大。
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.
預計到 2028 年，亞太地區的數據中心容量複合年增長率將達到近 20%，從目前的 10,500 兆瓦增加到約 24,800 兆瓦。這種擴張的投資超過了 5640 億美元，亞太地區佔全球擴張的約 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.
預計到 2025 年，印度、印度尼西亞、馬來西亞、泰國和菲律賓等新興市場的數據中心容量將快速增長，增長率爲 29% 至 48%。這種增長得到了較低的現有容量水平、政府數字化倡議和強大的投資者支持的支持。
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.
穆迪評級強調馬來西亞在利用地緣政治變化和技術進步推動細分行業增長的蓬勃需求上的戰略優勢。