Analyst remains positive on ASEAN data center build cycle

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2025-05-05 14:17:12 -

Maybank Investment Bank has remained positive on ASEAN data center (DC) build cycle and see opportunities in the ASEAN DC supply chain. The research house said in a note on Friday that analyzing global cloud provider capital expenditure (capex) commitments and management commentary suggests little risk of artificial intelligence (AI)/cloud growth and/or their capex levels slowing, mitigating...

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