1、Southeast Asias data centres and AI infrastructure imperative Capitalising on a once-in-a-generation opportunityMarch 2025ContentsPreface3GenAI is not a hype it is at scale5Similar but different:The emerging GenAI value chain6Stack it up:Value creation in the age of GenAI7All systems go:Move now,and

2、 move quickly14The bottomline17Contact us19Southeast Asias data centres and AI infrastructure imperative Artificial intelligence(AI)is amongst the most defining megatrends of this century,permeating our daily lives and driving substantial growth across economies.While estimates of AIs impact vary,th

3、e consensus is that it is now a multi-trillion-dollar game.On a global level,major players such as the US and China are accelerating investments to position themselves as leaders in the game.In January 2025,the US issued its export control framework,known as the interim final rule(IFR)on AI diffusio

4、n1,and its Executive Order 141792 in a clear sign that it intends to remove barriers to US leadership in AI for national security and economic reasons.Within the same month,China also announced the launch of its RMB60 billion(US$8.2 billion)national AI industry investment fund3.The bottomline is tha

5、t AI is real,and it is at scale.Closer to home in Southeast Asia,AI is expected to add US$1 trillion to its regional gross domestic product(GDP)by 20304 to position it as the worlds fourth-largest economy.Such high stakes mean that the cost of inaction now far outweighs the cost of action.While esti

6、mates of AIs impact vary,the consensus is that it is a multi-trillion-dollar game.Such high stakes mean that the cost of inaction now far outweighs the cost of action.Preface31“Framework for artificial intelligence diffusion”.US Bureau of Industry and Security,Department of Commerce.15 January 2025.