Trusted Insights. Asian Perspective.
A global outlook projects US$31.6 trillion of data-centre capital expenditure through 2050, with annual spending rising from US$800 billion in 2026 to US$1.8 trillion in 2050. Asia-Pacific could attract US$8.2 trillion and the United States 48% of the total. Recurring technology upgrades are expected to drive most investment.
Taiwanese companies plan another US$20 billion of US investment, adding to about US$35 billion previously planned or under way for a roughly US$55 billion pipeline.
OpenAI reportedly received SB Energy warrants estimated at US$5.5 billion in draft IPO documents; the preliminary figure is neither cash nor realised income.
Manus resumed independent operations after a proposed Meta acquisition was blocked by Chinese authorities on national-security grounds.
Enflame’s 6.12 billion yuan STAR Market offering gives investors new exposure to China’s AI-chip drive while highlighting customer-concentration and profitability risks.
Anthropic’s US$35 billion agreement with Nvidia-backed Lambda secures Texas computing capacity while deepening the AI industry’s infrastructure and financing commitments.
Anthropic has restarted external cybersecurity evaluations after tightening containment controls, showing how AI safety is becoming a core operating and investment issue.
The AI investment cycle is expanding beyond chips as Asian transformer, generator and cooling suppliers address critical data-centre infrastructure bottlenecks.
VSTECS will dispose of its 40% Isatec stake for RM48.75 million, taking total cash returns to RM64.97 million and freeing capital for its core operations.
Singapore’s limited capacity award strengthens Johor’s data-centre opportunity, although utilities, sustainability and project delivery remain decisive.
