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[SITUATION] · [QUIET] · [BUSINESS]
5 clusters · 19 sources · 54 days · First seen · Last updated
AI-driven data centre infrastructure expansion
Overview
Data centre operators in Malaysia and China are expanding infrastructure to meet rising demand for artificial intelligence and cloud computing. In Malaysia, ST Telemedia Global Data Centres (STT GDC) secured up to $1.75 billion in green financing to develop the STT Johor campus at the Nusa Cemerlang Industrial Park, designed for up to 166 megawatts of IT load.
Bitdeer Technologies is significantly scaling its Malaysian presence. Following the full contraction of its 9.5 MW A102 liquid-cooled facility, the company secured a 65.1 MW AI cloud data center facility, known as A202, at its Johor Bahru campus. Expected to be operational by the third quarter of 2027, A202 will utilize NVIDIA’s GB300 NVL72 and Vera Rubin platforms. This expansion brought Bitdeer’s secured global AI Cloud capacity to approximately 206.5 MW, with an active pipeline exceeding $7 billion. CFO Michael G. Potter noted that demand for liquid-cooled, rack-scale AI cloud capacity for 2027 is currently “outpacing available supply.”
Bitdeer further expanded its footprint by securing an additional 67 MW of capacity at a new ‘A901’ campus in Malaysia through a 10-year service agreement. Designed for NVIDIA GB300 NVL72 systems, this facility aims to begin supplying capacity in the first quarter of 2027, with the full 67 MW available by the second quarter of 2027. This move brings Bitdeer’s total secured AI cloud capacity across Malaysia, Norway, and the United States to approximately 273.5 MW, reaching roughly 78% of its 350 MW target for early 2028. The company now estimates its potential contract pipeline for AI cloud capacity exceeds $10 billion.
In China, GDS Holdings doubled its 2026 sales target to 1 gigawatt following record bookings, including 263 megawatts in the second quarter.
Entities
Nvidia · Malaysia · Bitdeer Technologies Group · Bitdeer AI · ST Telemedia Global Data Centres
Timeline
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[TECHNOLOGY] 4 sourcesBitdeer secures 67MW AI data center capacity in Malaysia
Bitdeer Technologies Group has secured a 10-year, 67MW data center service agreement in Malaysia to expand its AI cloud capacity, targeting full delivery by the second quarter of 2027.
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[BUSINESS] 2 sourcesBitdeer AI expands Malaysia campus with 65.1MW facility
Bitdeer AI has secured a 65.1MW AI cloud data center in Malaysia, expanding its Southeast Asian capacity and growing its AI cloud pipeline to over $7 billion.
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[BUSINESS] 2 sourcesBitdeer AI sells out Malaysia data center capacity
Bitdeer AI has fully contracted its 9.5MW A102 data center in Malaysia, expecting over $800 million in revenue from five-year offtake commitments starting in Q1 2027.
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[BUSINESS] 8 sourcesBitdeer Technologies secures $400M AI cloud deal in Malaysia
Bitdeer Technologies secured a $400 million, five-year AI cloud services deal in Malaysia, covering half the capacity of its new 9.5 MW liquid-cooled data center.
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[BUSINESS] 4 sourcesData centre operators expand infrastructure amid AI demand
Data centre operators STT GDC and GDS Holdings report significant growth and financing, driven by rising demand for AI and cloud computing infrastructure in Malaysia and China.
Sources
asiantelecom.com · belgiannature.be · bitcoinethereumnews.com · blockchainseoul.kr · crypto-times.jp · crypto.news · cryptonomist.ch · detlionblood32.wordpress.com · drweb.de · mingtiandi.com · mugglehead.com · news.bitcoin.com · newsable.asianetnews.com · pulse2.com · securities.io · southeastasiainfra.com · tokenpost.com · tokenpost.kr · tronweekly.com
This summary has been updated 4 times: see revision history