AI Boom To Drive Billions In Data Center Investments In APAC: Report
AI Boom To Drive Billions In Data Center Investments In APAC: Report
The ongoing artificial intelligence boom is expected to trigger a surge in data center investments in the Asia-Pacific region, with the total value of mergers and acquisitions and investments projected to reach billions of dollars.
預計持續的人工智能熱潮將引發亞太地區數據中心投資的激增，併購和投資的總價值預計將達到數十億美元。
What Happened: Global private equity investors and asset managers are gearing up for a wave of M&A and investments related to data centers in Asia-Pacific. The region's increasing demand for digital infrastructure, driven by the AI boom, is the primary driver of this trend, Reuters reported on Wednesday.
發生了什麼：全球私募股權投資者和資產管理公司正在爲與亞太地區數據中心相關的併購和投資浪潮做準備。路透社週三報道，在人工智能繁榮的推動下，該地區對數字基礎設施的需求不斷增加，這是這一趨勢的主要驅動力。
Asia-Pacific, including Japan, has been leading the global data center market in terms of M&A activity, with a total value of $840.47 million this year, accounting for more than half of the global total. In 2023, the region's data center deals reached a record high of $3.45 billion, a figure that is expected to be surpassed this year with several large transactions in the pipeline.
包括日本在內的亞太地區在併購活動方面一直處於全球數據中心市場的領先地位，今年的總價值爲8.4047億美元，佔全球總額的一半以上。2023年，該地區的數據中心交易額達到34.5億美元的歷史新高，預計今年將超過這一數字，有幾筆大宗交易正在進行中。
Blackstone Inc and other financial sponsors are reportedly looking to acquire AirTrunk, a company that operates 11 hyperscale data centers in Australia and the broader region. Sources close to the deal revealed this information to Reuters.
據報道，黑石公司和其他金融贊助商正在尋求收購AirTrunk，這是一家在澳大利亞及更廣泛地區運營11個超大規模數據中心的公司。接近該交易的消息人士向路透社透露了這一信息。
AirTrunk's owners, Macquarie Group and Canada's Public Sector Pension Investment Board, are reportedly looking to value the business at up to A$15 billion ($9.8 billion), potentially making it Asia's largest data center transaction this year.
據報道，AirTrunk的所有者麥格理集團和加拿大公共部門養老金投資委員會希望將該業務估值高達150億澳元（合98億美元），這有可能使其成爲今年亞洲最大的數據中心交易。
"The AI revolution is creating an unprecedented wall of demand for high quality data centre capacity. The new capacity that needs to be built in Asia Pacific in the next three to five years is simply mind blowing. My expectation is that deal flow in the data centre space will intensify in 2024," said Garren Cronin, managing director of Cadence Advisory.
“人工智能革命正在對高質量數據中心容量形成前所未有的需求牆。未來三到五年亞太地區需要建設的新產能簡直令人震驚。我預計，數據中心領域的交易流量將在2024年加強。” Cadence Advisory董事總經理加倫·克羅寧說。
Why It Matters: The surge in data center investments in Asia follows a similar trend to that seen in the U.S. and Europe, with tech giants like Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc (NASDAQ:META) rapidly expanding their AI capabilities.
爲何重要：亞洲數據中心投資的激增與美國和歐洲的趨勢類似，微軟公司（納斯達克股票代碼：MSFT）、亞馬遜（納斯達克股票代碼：AMZN）、Alphabet Inc（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）和Meta Platforms Inc（納斯達克股票代碼：META）等科技巨頭正在迅速擴展其人工智能能力。
Microsoft recently announced a $2.2 billion investment in Malaysia to expand its cloud and AI services across Asia. This move is part of a broader trend of tech giants betting big on AI in Asia, with Microsoft also committing $1.7 billion to Indonesia's cloud services and AI over the next four years.
微軟最近宣佈在馬來西亞投資22億美元，以在亞洲擴展其雲和人工智能服務。此舉是科技巨頭將賭注押在亞洲人工智能的更廣泛趨勢的一部分，微軟還承諾在未來四年內向印度尼西亞的雲服務和人工智能提供17億美元。
Meanwhile, in the mid of an escalating U.S.-China tech war, Malaysia has emerged as a significant hub for semiconductor manufacturing, attracting major global players. This has further bolstered the region's tech infrastructure and positioned it as a key player in the global tech industry.
同時，在中美科技戰不斷升級的過程中，馬來西亞已成爲重要的半導體制造中心，吸引了全球主要參與者。這進一步加強了該地區的科技基礎設施，使其成爲全球科技行業的關鍵參與者。
Image Via Shutterstock
圖片來自 Shutterstock
譯文內容由第三人軟體翻譯。