BFM 89.9

HIGHLIGHTS 
Podcast  >  Morning Run  >  Market Watch  >  Data Centres Powering Up Utility Companies

Data Centres Powering Up Utility Companies

Ahmad Maghfur Usman, Equity Analyst, Nomura Malaysia

04-Jul-24 09:15

Data Centres Powering Up Utility Companies

In 2022, roughly 460 Terawatt hours were consumed globally by data centers and that figure could double by 2026, equal to that of Japan’s entire electricity use. With utility companies standing to benefit significantly from datacenter electricity demand. Will Malaysian utility companies stand to benefit too? Ahmad Maghfur Usman, Equity Analyst at Nomura Malaysia gives us his perspective.


Image Credit: fanjianhua / freepik.com

Produced by: Wong Shou Ning

Presented by: Shazana Mokhtar, Wong Shou Ning


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

Categories:  economymarketsinvestments

Tags:  electricity demandytl powermalaysia data centrewestportselectricity generation power sector





Play / Pause

Listen now : Health & Living: Without aged care in place, family members - especially...

Today’s Shows



6:00 AM

The 6AM Stretch

Thought-provoking discussions on ideas, people and events shaping our lives.

7:00 AM

World Market Watch

Tony Nash, CEO, Complete IntelligenceTony Nash, CEO, Complete Intelligence tells us where international markets are heading.

7:15 AM

Morning Brief

We recap global and local headlines from today's papers and portals.

7:30 AM

Morning Brief

Dr. Amit Ranjan, Research Fellow at the Institute of South Asian Studies, National University of Singapore shares his expectations for Bangladesh's elections and the direction that country is headed in.

7:45 AM

Morning Brief

Pushpan Murugiah, CEO of Center to Combat Corruption & Cronyism (C4), shares his views on the Corruption Perceptions Index and MACC's actions of late.

8:00 AM

The Breakfast Grille

Goh Miah Kiat, Executive Director and Chief Executive Officer, Karex Berhad.

8:30 AM

Morning Brief

Prof. Dr. Rafdzah Ahmad Zaki of Universiti Malaya explains why tuberculosis is resurging in Malaysia.

8:45 AM

Morning Brief

(REPEAT) We dive into the local and international news that matters to you.

9:00 AM

Opening Bell

(REPEAT) Tony Nash, CEO, Complete IntelligenceTony Nash, CEO, Complete Intelligence tells us where international markets are heading.

9:15 AM

Opening Bell

(REPEAT) We take a look at the FBM KLCI as well as regional capital markets.

9:35 AM

Ringgit & Sense

Dr Cheng, Feng Shui Master shares his thoughts on how the different zodiacs will do this year.

10:05 AM

Open For Business

Brenda James, Principal Florista, Nook Flowers joins us to discuss the intricacies of "Responsible Floristry", from championing local Cameron Highlands growers to eliminating toxic floral foam. We dive into the business logic behind her boldest decisions, including stepping back from the Valentine’s Day rush to preserve quality and supply chain integrity.

11:00 AM

Tech Talk

Khalil Nooh, CEO, Mesolitica. For the past two years, organisations everywhere have been experimenting with AI. Pilots are running, proofs of concept are being showcased, and leadership teams are under pressure to show progress. But behind the excitement, many initiatives never make it past the testing phase. We speak with Khalil Nooh, CEO and Co-Founder of Mesolitica, about why so many AI projects stall before reaching full deployment. From data readiness and leadership mindset to structural barriers inside organisations, we explore what separates companies that successfully scale AI from those that remain stuck in experimentation.

12:00 PM

Enterprise Explores

Wong Kar Choon, Capital Markets Services Partner, Deloitte Malaysia

1:00 PM

The Breakfast Grille Repeat

Goh Miah Kiat, Executive Director and Chief Executive Officer, Karex Berhad

2:05 PM

Discovery Hour

An eclectic selection of BBC shows, curated with variety in mind.

3:05 PM

Beyond the Ballot Box

Dr Lim Teck Ghee, author of a new book called China Rising, explains how US-China Tensions are reshaping the world and what it means for Malaysia.

4:05 PM

Health & Living

Without aged care in place, family members - especially women - will sink under the burden of caregiving. We look at the social, economic and gender implications of the care economy.

5:00 PM

Top 5 at 5

A countdown of the 5 biggest stories of the day, to catch you up on all you need to know!

6:00 PM

Talkback Thursday