Malaysia has solidified its position as a dominant hub for data centres in Southeast Asia, attracting massive investments from global tech giants. But with newly announced power tariffs set to increase costs for large-scale operators, is that dominance now in jeopardy?

Alexander Kheder, TMT Analyst at BMI, joins us to analyse how these new tariffs could prompt a "gradual diversion of investments" to peer markets like Indonesia and Thailand. He discusses the critical power challenges facing the industry and argues that the tariffs will accelerate the pivot to sustainability, turning green credentials into the new competitive edge.

We discuss:

• The key factors behind Malaysia's data centre dominance.

• How new power tariffs will impact costs and future projects.

• Why sustainability is becoming a key competitive differentiator.

• The risk of investment diversion to regional competitors.

• The specific impact on high-demand, AI-focused data centres.

  For investors, tech leaders, and policymakers, this is a key analysis of the risks and opportunities shaping the future of digital infrastructure in the region.

Produced by: Roshan Kanesan

Presented by: Roshan Kanesan

This and more than 60,000 other podcasts in your hand. Download the all new BFM mobile app.

Categories:  technology,  economy,  markets,  investments

Tags:  AI infrastructure,  data centres,  digital infrastructure,  cloud computing,  energy policy,