Скачать или смотреть Singapore’s Loss is Malaysia’s Gain: The Great Data Migration

In the last 12 months, industrial land prices in Johor Bahru jumped 60%. Why? Because every major US tech giant is rushing to plug their AI servers into the Malaysian grid. But there is a hidden risk that nobody is pricing in: Water.

【Episode Summary】
In this episode of Asia Tech Macro, Alex (ex-Hedge Fund Analyst) and Maya (Tech Founder) investigate the massive AI data center spillover from Singapore to Malaysia. We analyze the $45 billion investment boom led by Nvidia and YTL Power, discuss the geopolitical tightrope Malaysia is walking between the US and China, and reveal why El Niño might be the biggest threat to the entire operation.

【Key Action Items for Investors】

Utilities Play: Long Tenaga Nasional. The demand for power is non-negotiable for AI data centers, giving the state utility massive pricing power.

Infrastructure Bet: Watch Sunway Construction/Gamuda. Order books are full for the next 24 months with high-margin data center projects.

Risk Hedge: Buy Water Stocks (Salcon/Ranhill). If the drought hits, water treatment and desalination become critical infrastructure for cooling.

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#AsiaTechMacro #Nvidia #Malaysia #DataCenter #JohorBahru #YTLPower #AIInfrastructure #Singapore #WaterCrisis #Geopolitics #TenagaNasional