Macquarie: Malaysia Having Difficulty Keeping Pace With Surging DC Demand
Macquarie: Malaysia Having Difficulty Keeping Pace With Surging DC Demand
Analysts from the research house noted that Thailand will benefit from the shift to the so-called "site to power" model, where electricity-guzzling DCs are built where they can access power, rather than trying to get power to preferred sites.
Although the data centre (DC) boom in Malaysia will continue, the nation is said to be unlikely to keep pace with the surging demand for it.
儘管馬來西亞的數據中心（DC）繁榮將繼續，但據說該國不太可能跟上對它的激增需求。
Instead, Macquarie Research said Thailand will start reaping the benefits of surging DC demand, driven by new investments from Amazon.com Inc and Google LLC in the country's Eastern Economic Corridor that fuel the rapidly growing demand for digital service.
相反，麥格理研究公司表示，泰國將開始從華盛頓特區需求激增中受益，這得益於亞馬遜公司和谷歌有限責任公司對該國東部經濟走廊的新投資，這些投資推動了對數字服務的快速增長。
"We believe Thailand's DC rush is just beginning," said Macquarie Research in a Nov 29 report.
麥格理研究在11月29日的一份報告中說：「我們認爲泰國的華盛頓特區熱潮才剛剛開始。」
Analysts from the research house noted that Thailand will benefit from the shift to the so-called "site to power" model, where electricity-guzzling DCs are built where they can access power, rather than trying to get power to preferred sites.
該研究機構的分析師指出，泰國將受益於向所謂的 「場地到電力」 模式的轉變，在這種模式下，耗電量大的DC建在可以獲得電力的地方，而不是試圖向首選地點供電。
"As the 'site to power' model becomes increasingly dominant, DC operators and investors will need to prioritise markets with robust power infrastructure to stay ahead in this competitive landscape," they said in the report, noting Thailand's advantageous power conditions and supportive regulations.
他們在報告中說：「隨着'現場供電'模式變得越來越佔據主導地位，直流運營商和投資者將需要優先考慮擁有強大電力基礎設施的市場，以在這一競爭格局中保持領先地位，」 他們指出，泰國有利的電力條件和支持性法規。
To meet the demand for infrastructure and computing power to enable artificial intelligence (AI), global tech players are stepping up the building of DC.
爲了滿足支持人工智能（AI）的基礎設施和計算能力的需求，全球科技公司正在加緊建設DC。
The World Economic Forum estimates that generative AI systems might already use around 33 times more energy to complete a task compared to task-specific software.
世界經濟論壇估計，與特定任務軟件相比，生成式人工智能系統完成任務所消耗的能量可能已經多出約33倍。
Southeast Asia is benefitting from the rush, in particular Malaysia, after Singapore halted the building of DCs between 2019 and 2022. Multibillion-dollar investments such as those by Google to build DCs are expected to double Malaysia's current capacity to around one gigawatt over the next two years. However, there are signs that Malaysia may be straining under the power requirements of such investments. Last month, it was reported that Johor had rejected almost 30% of DC applications in the past five months as the authorities were trying to focus on conserving resources and regulating the industry to ensure maximum benefits for the local economy.
在新加坡於2019年至2022年間停止建設發展中國家之後，東南亞正在從這一熱潮中受益，尤其是馬來西亞。數十億美元的投資，例如谷歌爲建造DC而進行的投資，預計將在未來兩年內將馬來西亞目前的裝機容量翻一番，達到約一千兆瓦。但是，有跡象表明，在這種投資的電力要求下，馬來西亞可能會感到壓力。上個月，有報道稱，在過去的五個月中，柔佛州拒絕了將近30％的華盛頓特區申請，原因是當局正努力將重點放在保護資源和監管該行業上，以確保爲當地經濟帶來最大利益。
While Macquarie's top pick for Thailand is Gulf Energy Development pcl, its top picks for Malaysia are YTL Power International Bhd and Tenaga Nasional Bhd (TNB). It likes TNB as a beneficiary of rising DC demand, while it expects YTL Power to commission its AI DC in mid-2025 with "early access" to Nvidia Inc's GB200 servers.
雖然麥格理對泰國的首選是海灣能源開發有限公司，但其在馬來西亞的首選是YTL Power International Bhd和Tenaga Nasional Bhd（TNB）。它喜歡TnB作爲直流需求增長的受益者，同時預計YTL Power將在2025年中期投入使用其AI DC，「搶先體驗」 Nvidia Inc的 GB200 服務器。
譯文內容由第三人軟體翻譯。
