You should be proud that besides Singapore, Peninsular Malaysia electricity reliability and availability is the highest and way better than others in the region.

Trump is a shrewd business man, and if US lost the AI lead or ground to others, they may not regain the throne. It's vital to ensure having data center close to the users and diverse the data center locations.

And this is ChatGPT response to AI-chips. Yes, there are several alternatives to U.S.-made AI chips, as the global semiconductor industry is diverse and includes various manufacturers and technologies. Here are some notable alternatives:

Chinese AI Chips: Companies like Huawei (with its Ascend series), Alibaba (with its Hanguang 800), and Baidu (with its Kunlun chips) are developing AI chips tailored for various applications, including cloud computing and autonomous driving.

European AI Chips: European companies such as STMicroelectronics and Infineon Technologies are also working on AI-related semiconductor technologies. The European Union has been investing in semiconductor research and development to reduce reliance on non-European suppliers.

Japanese AI Chips: Companies like Fujitsu and Sony are involved in developing AI chips, particularly for applications in robotics and consumer electronics.

Israeli AI Chips: Israel has a vibrant tech ecosystem, with companies like Habana Labs (acquired by Intel) and others developing AI accelerators and chips.

Other Global Players: Companies like AMD, NVIDIA, and Qualcomm in the U.S. are also significant players in the AI chip market, but they are not the only options. Additionally, companies in South Korea (like Samsung) and Taiwan (like TSMC) are crucial in semiconductor manufacturing and may produce chips for various AI applications.

Open-Source Hardware: There are also initiatives in the open-source hardware community that aim to create alternatives to proprietary AI chips, allowing for more customizable and potentially cost-effective solutions.

The landscape of AI chips is rapidly evolving, and many countries and companies are investing in developing their own technologies to meet the growing demand for AI processing power.

Ravetidus. Here is the AI generated response to your view. The question of whether Donald Trump is rational can be subjective and depends on the context in which you’re evaluating his actions and decisions. Rationality can be defined in various ways, including logical reasoning, consistency in decision-making, and alignment with one’s goals.

Supporters might argue that his actions are rational in the context of his political strategy, business interests, or personal beliefs. They may see his approach as effective in achieving his objectives, whether in terms of gaining political support or advancing his agenda.

Critics, on the other hand, may argue that some of his statements and actions lack logical consistency or are driven by emotion rather than reasoned thought. They might point to instances where his behavior appears impulsive or contradictory.

Ultimately, whether one views Trump as rational may depend on individual perspectives, political beliefs, and interpretations of his behavior.

Ravetidus https://finance.yahoo.com/news/ge-vernova-power-city-sized-202004497.html (GE Vernova to Power City-Sized Data Centers With Gas as AI Demand Soars). It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.

You should be blessed living in Malaysia and Malaysia is a strategic for EE and DC. Singapore is imposing moratorium (or at least in part) due limitation in infrastructure/utility, Indonesia is strengthening data sovereignty (mandate to keep data within Indonesian borders), Vietnam is still in part single-party Communist ruling, etc

The global distribution of generative AI data centers is driven by the need for low latency (minimizes processing and response time and enhance user experience), regulatory compliance, scalability, cost efficiency, and resilience. By strategically placing data centers around the world, companies can better serve their diverse user base, optimize resource usage, and ensure the reliability of their generative AI services. It does not make sense to have the data center concentrated in one place, and they should be close to a diverse customer base.

Ravetidus It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.

Tenaga has started to upgrade the grid to cope with RE and embark on coal-to-gas conversion journey. Only thing is that DC theme has grown exponentially and now everyone incl. government is hitting the panic button due to over commitment. Besides of the western hyperscalers, there are also a lot of other Chinese DCs and regional DCs. Don't think US will pull the brake, then the Chinese will gain more ground in ASEAN.

calvintaneng You are right about special premium / tariff for data center. It has had been discussed and agreed upon by the The Planning and Implementation of Electricity Supply and Tariff Committee (JPPPET) but details have yet to be sorted out. Also, it will take 3 years to see significant capacity additional due to long lead time for a new power plant to reach commercial operation, but good news may start to surface on project award in months to come. So expect a lot of volatility in the short term. Share market is about sentiment and perception, unless you are a long term investor. The support is RM13 and Resistance is RM15, share price may be traded in this range for a while.

calvintaneng, Petronas and Tenaga is stepping into each others territory. Petronas also had Gentari, looking into EV (charging station), new energy (Solar, hydrogen, etc), while Tenaga upcoming CCGT also would require LNG regas because the current pipeline and Sg Udang / Pengerang regas is not sufficient.

https://www.linkedin.com/posts/aznial-rahmat-a3145636_top-malaysias-power-plant-news-of-2024-activity-7279774640149876736-zoIn?utm_source=share&utm_medium=member_android Future Outlook — The development of six new CCGT projects between 2029 and 2031 is anticipated, though the government's decision to potentially replace coal-fired plants with additional gas plants remains crucial. To have the CCGT coming online from 2029 to 2031, the order placement needs to take place from 2025 because the timing for commercial operation is around 4 to 5 years, due to overwhelming demand across the globe.

Awang123, what AmInvest suggest is true for short term, but then again, they'll adopt a 180 degree view some months down the road. In actual fact, TNB has to make huge investment to build several CCGT in coming years to cope with the power demand mainly from EE, DC, etc, but this will only come online by 2028/2029 and beyond (or that will be reflected in the earning in longer term, not any time soon). The tender will start to float from this year and that may generate a positive vibe. You can imagine TNB CCGT portfolio will grow significantly.

calvinteng, Tenaga submitted the grid upgrade/modernization budget to EC for approval last year, and it is not limited to DC but the grid needs to be upgraded to cater for decarbornization, higher integration of intermittent RE, upgrading grid transmission and distribution, more electrification (i.e. EV, industrial process, etc) and then of course DC.

It is a new electricity supercycle phenomena that is happening across the globe. https://www.economist.com/business/2025/01/05/a-new-electricity-supercycle-is-under-way

TNB is right to announce the tariff hike as it was already approved by EC (Energy Commission), and now it depends on where the money will be coming from i.e. government or indirectly Rakyat money), specific sector (like data center, E&E), very large users, high domestic users, etc. TNB need to upgrade the grid and to cater for more RE penetration, plus battery and peaker plants to cope with the intermittency.

Should impose higher tariff on data center, because already 7GW had been approved (or about 30% to 40%) of current Peninsular consumption, and they can afford to pay.

According to https://www.gso.org.my/ which provide real time power demand in Peninsular which stood at around 19GW, thus additional 4.2GW is very significant. Tenaga and IPP may be supported with such huge demand in the short to medium term.

https://www.thestar.com.my/business/business-news/2024/09/03/tnb-projects-strong-electricity-demand-growth-driven-by-data-centres

According to CIMB Securities, TNB shared in its briefing that it had completed connection of seven DC projects to the electricity grid in the first half of the year so far and this totals a circa. 1,070MW.

An additional 3.2GW of 21 DC projects are in the supply application stage, it said. TNB Green Lane Pathway may realize the connection within 12 months, as opposed to the usual 36 to 48 months. With such massive influx of power demand, the immediate plan may be to extend the retiring or retired power plant. Can possibly check out alternative prospects of those IPPs.