Posted by Jerichomy > 2023-12-18 11:36 |

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Posted by Jerichomy > 2023-12-18 11:39 |

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Posted by ValueInvestor888 > 2023-12-18 11:42 | Report Abuse

https://www.youtube.com/watch?v=dcAh65-RggE

隆新高铁会在2024年重启？辉达和YTL合作的AI数据中心是大马经济转型的新里程碑？【谈股论金 137】

Posted by Ravi Kumar > 2023-12-18 11:42 | Report Abuse

walau wei Profits trump sick person

Posted by dragon328 > 2023-12-18 11:55 | Report Abuse

@PresidentLOL, thanks for the news link.

The article says there will be another 6GW of data centres in demand in next 3 years, representing $12 billion of revenue opportunity for data centre operators.

This implies an average revenue of $200 million p.a. for a 100MW data centre operator. Assuming operating margin of 50%, this points to a potential profit of RM450 million p.a. for a 100MW data centre.
Mr. OTB, that will partly answer your question above.

Posted by PresidentLOL > 2 hours ago | Report Abuse

https://www.schroders.com/en-us/us/individual/insights/how-ai-is-set-to-accelerate-demand-for-data-centres/

This could be a good read to understand more about AI Data centre & it's potential.

Posted by Ran271221 > 2023-12-18 11:56 | Report Abuse

HSR akan dibina pada tahun 2024. Telah disebut dlm parlimen.

Posted by dragon328 > 2023-12-18 12:10 | Report Abuse

The article also says Equinix, the largest data centre operator, is going to see its revenue jumping up from its current revenue of $8 billion a year.

Wikipidea says Equinix had invested over $25 billion capex by 2018 and it was doing revenue of around $5 billion in 2018, now doing $8 billion per annum.

This implies that annual revenue could be as high as 20% of capex spent, so for total investment of RM20 billion for YTL-Nvidia deal, the JV could earn up to RM4 billion revenue a year when fully developed.

Equinix recorded an adjusted EBITDA margin of around 50% for the 3 months ended 30 Sept 2018. So for the RM20b investment, YTLP JV in the AI data centre might see operating cashflows in the region of RM2 billion a year when fully developed.

This is another angle of doing a high level estimation of potential earnings impact from this AI data centre deal. It could be way higher or way lower than actual, only time will tell.

Posted by KLV868 > 2023-12-18 12:12 | Report Abuse

Thanks for all positive comments. Keep it up!!!

Posted by ValueInvestor888 > 2023-12-18 12:22 | Report Abuse

YTLP-Nvidia AI data centre will be on subscription basis for those companies need AI without the need to invest big in AI infra. It will be like we subscribe for Apple or Google Cloud, once use it, it is difficult to discontinue. AI will be investment theme in next 10 years. Just my view...

Dragon is right, mkt has not appreciated the potential of AI data centre.

Posted by xiaochen > 2023-12-18 12:34 | Report Abuse

@Dragon328
Thank for your input.
At this moment, there are only a few information regarding the coming AI DC.
When time comes, more info will come out.
We wait together.

Posted by wkc5657 > 2023-12-18 13:56 | Report Abuse

rm350k per unit is resale price, if direct from nvidia reasonably, likely half of that price...

first phase of of data centre is 72MW, but for hyperscale load is 48MW (SEA group confirmed taking 32MW)....concrete initial roll out is 8MW by Q12024

so nvidia will be having the remaining 16MW....taking into account the peak load of DGX unit is 10.2KW and assuming it is the full package of 8 pieces H100, so equivalent about up to 12k units of h100 to be deployed...

So total cost of h100 hardware alone is at least US$360 million (if based on US$30k price per unit)

Posted by Jerichomy > 2023-12-18 14:47 |

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Posted by OTB > 2023-12-18 14:58 | Report Abuse

Posted by dragon328 > 2 hours ago | Report Abuse

The article also says Equinix, the largest data centre operator, is going to see its revenue jumping up from its current revenue of $8 billion a year.

Wikipidea says Equinix had invested over $25 billion capex by 2018 and it was doing revenue of around $5 billion in 2018, now doing $8 billion per annum.

This implies that annual revenue could be as high as 20% of capex spent, so for total investment of RM20 billion for YTL-Nvidia deal, the JV could earn up to RM4 billion revenue a year when fully developed.

Equinix recorded an adjusted EBITDA margin of around 50% for the 3 months ended 30 Sept 2018. So for the RM20b investment, YTLP JV in the AI data centre might see operating cashflows in the region of RM2 billion a year when fully developed.
------------------------
Thank you dragon328.
I fully understand your explanation now.
Best regards always.

Posted by dragon328 > 2023-12-18 15:25 | Report Abuse

@wkc5657, your calculations above sounds about right.

The statement last Friday did say that the 1st phase of the AI data centre would be ready by mid 2024, so you are probably right that it will likely use the remaining capacity of the hyperscale data centre after the SEA's 48MW. The 1st phase of the AI data centre is likely in the tune of 8MW module, and more capacity will be added progressively over the next few years.

Posted by Plantermen > 2023-12-18 16:23 | Report Abuse

Yes. YTL have the capacity and financial strength to expand the A1 centre as and when needed. With Nvidia JV driving the venture hub. It can be an exponential growth in their numbers.

Posted by Evertraveler > 2023-12-18 16:38 | Report Abuse

Why all the gain has been wiped off all of a sudden? Any insider news?

Posted by harvest6138 > 2023-12-18 16:45 | Report Abuse

I guess is profit taking...

Posted by harvest6138 > 2023-12-18 16:47 | Report Abuse

https://www.klsescreener.com/v2/news/view/1250005/mlff-plan-will-save-opex-costs-raise-rm200-million-a-year-for-government-to-give-discounts-to-road-users-its-promoter-says

I thought this was handled by YTL , now looks like this is fall under YTLP as well , however , this may not be materialized due to the resistance from current toll operators and politicians , lets see ...

Posted by Jerichomy > 2023-12-18 17:08 |

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Posted by Jerichomy > 2023-12-18 17:09 |

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Posted by TanDavid88 > 2023-12-18 17:13 |

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Posted by Jerichomy > 2023-12-18 17:13 |

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Posted by Jerichomy > 2023-12-18 17:14 |

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Posted by Uniholder > 2023-12-18 17:46 | Report Abuse

Looking at closing today, maybe tomorrow morning there’s chance to grab YTL n YTLP shares early in the morning by private equity funds. 🥳

Posted by Uniholder > 2023-12-18 17:50 | Report Abuse

Maybe by noon tomorrow price can stabilise 1.95 and 2.55…. 🎉🎉

Let’s seeeee….

Posted by Uniholder > 2023-12-18 17:52 | Report Abuse

Since parties that have took profit had already done so today, 🎉🎉

Posted by Uniholder > 2023-12-18 17:53 | Report Abuse

Let’s go breach new highs…. 🔥🔥

Posted by cgtan2020 > 2023-12-18 17:59 | Report Abuse

@wkc5657 thanks for the sharing, very reasonable calculations for deployment on Q2 2024. @Dragon328, currently there is shortage of the H100 processor, with NVIDIA CEO visit, highly good chance of YTLPower secure the H100 for Q2 2024 deployment. This year 2023 projected output for H100 is about 550,000 pcs. Online price is definitely have been "goreng" beyond reach. Those Chinese firm that need to use H100 for AI deployment will need to subscribe for the AI Data center cloud services. It is Win-win for NVIDIA, YTL Power and the Chinese user.

Posted by Jerichomy > 2023-12-18 18:37 |

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Posted by Jerichomy > 2023-12-18 19:24 |

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Posted by new2stockmarket > 2023-12-18 19:46 | Report Abuse

“Winners focus on winning, losers focus on winners”

Posted by Jerichomy > 2023-12-18 19:59 |

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Posted by new2stockmarket > 2023-12-18 20:48 | Report Abuse

Never yell at a barking dog

Posted by Yezzy99108 > 2023-12-18 20:56 | Report Abuse

lets the dog barked. We can't control wild dog with rabbies

Posted by Jerichomy > 2023-12-18 21:04 |

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Posted by Jerichomy > 2023-12-18 21:04 |

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Posted by dragon328 > 2023-12-18 21:26 | Report Abuse

@cgtan2020, yes those chinese or Singaporean firms will just need to subscribed for the AI data centre cloud services, or simply enter into long term lease (8 to 10 years) with YTLP's AI data centre space at Kulai to secure assess to Nvidia GPUs. It will be better than trying to source those GPUs from various markets at sky high prices.

Posted by madmusrz > 2023-12-18 21:42 | Report Abuse

wow this shark really big. atas makan bawah pun makan mcm main forex.. i suspect their funds come from oversea

Posted by dragon328 > 2023-12-18 21:52 | Report Abuse

But on the power supply requirements, I want to clarify that my earlier assumption of 6 x 3300W for the H100 GPUs was taken from the "Introduction to Nvidia DGX H100 System" document.

It says " The DGX H100 system contains six power supplies with balanced distribution of the power load. ... The system includes six power supply units (PSU) configured for 4+2 redundancy.

Refer to the following additional considerations:

- If a PSU fails, troubleshoot the cause and replace the failed PSU immediately.
- If faulty PSUs must be replaced, the system should be idle or shut down the system and install operational PSUs.
- If three PSUs lose power as a result of a data centre issue or power distribution unit failure, the system continues to function, but at a reduced performance level.
- If only three PSUs have power, shut down the system before replacing an operational PSU
- The system only boots if at least three PSUs are operational. If fewer than three PSU2 are operational, only the BMC is available.
- DO not operate the system with PSUs depopulated.

It all means to me that though a standard DGX H100 has a peak power demand of 10.5kW, but the standard installation requires 6 x 3300W power supply units. Though only 4 PSUs are required at a time, it still calls for another 2 PSUs as redundancy. So whether you like it or not, data centre operators will need to prepare 6 x 3300W or total 20kW for a DGX H100 system.

It is just a matter of convention as to whether you use the total PSU rating or use just the nominal peak power demand of 10.5kW. For my earlier calculations, I have just used the total 6 x 3300W as the power requirements.

Hope this clarifies.

Posted by cgtan2020 > 2023-12-19 08:44 | Report Abuse

@Dragon328 with no new data center construction in Singapore, most will go for short term rental of AI cloud for small start-up, for big one leasing will be a good mid term solutions.

Posted by harvest6138 > 2023-12-19 09:09 | Report Abuse

https://www.klsescreener.com/v2/news/view/1250201/%E4%BC%81%E4%B8%9A%E7%9B%88%E5%88%A9%E6%9C%89%E6%9C%9B%E8%B5%B0%E9%AB%98-%E9%A9%AC%E8%82%A1%E6%98%8E%E5%B9%B46%E5%A4%A7%E4%B8%BB%E9%A2%98%E7%AA%81%E5%9B%B4

Maybank IB also recommend YTLP ..

Posted by KLV868 > 2023-12-19 09:36 | Report Abuse

Good day for all YTL group lovers. Hope to see a great leap in price for this YTL Power.

Posted by Uniholder > 2023-12-19 09:41 | Report Abuse

Would happy If today stay above 2.50 for YTLP and 1.95 for YTL. 😊

Posted by Uniholder > 2023-12-19 09:46 | Report Abuse

Would be happy usher new year with 2.90 n 2.0. Lets see…. 🥳

Posted by Plantermen > 2023-12-19 09:50 | Report Abuse

Very detailed explanation on the techical Nvidia GPUs and YTL A1 cloub data centre power source from dragon328. NVIDIA derives significant percentage of sales from this part of Asia { Singapore region } The H100 A1 chips is the most sought after needed chips in the Silicon valley and in the global tech market. By leveraging on YTLP advanced cloub AI tied up processing capacity. Foreign based users can now leased, utilised or tie up with the YTLP DC.

Posted by wkc5657 > 2023-12-19 09:54 | Report Abuse

Redundant power supply doesn't add to the total peak load, it is still same 10.2kW per DGX unit per specification. The redundant units will just remain on standby and kick in only when one of the supply units fail.

The reason why the total power supply is higher than peak draw is to account for possible transient load spikes that is much higher than the rated power draw (but in milisecond basis). If there is no buffer, such load spikes will trigger overcurrent circuit protection and shut down the power supply. Further, as the power supply keeps running along, despite being electronic, component ageing will set in and decrease the efficiency and possible power load delivery.

Since data centres will have uptime guarantees in the supply contract, so this is the way to take care of "just in case" situation.

Posted by wkc5657 > 2023-12-19 09:58 | Report Abuse

and in enterprise setting, the redundancy also provide hot swap capability, meaning you can change out the power supply unit even when the compute unit is running...again back to the uptime guarantee, not logic right to shut down the compute service just to change power supply

Posted by Plantermen > 2023-12-19 10:04 | Report Abuse

Just to add even our own Malaysia NS Highway control centre used A1 cameras to monitor traffic, floods or soil movement and traffic hot spots. Same goes for the Penang Bridge A1 deployed cameras to control traffic. Think of the huge number of A1 cameras utilised and deploy in China to monitor in and out of the country. A1 chips are the titans of the tech world and all this data need to be process at DC. From a raw data input into turn into a valuable source of output

Posted by Goldberg > 2023-12-19 11:15 | Report Abuse

CEO Morning Brief
YTL Power Poised for More Gains After 200% Rally

edgeinvest

Publish date: Tue, 19 Dec 2023, 08:48 AM

(Dec 18): A blistering rally in YTL Power International Bhd this year has scope to continue as better performance from its overseas assets brightens the earnings outlook for the Malaysian power producer.

The share price has more than tripled in 2023, making it the biggest gainer among local companies with a market capitalsation of more than RM1 billion. Analysts are still calling for a buy in the stock, predicting that it could climb as much as 60% next year.

Posted by Jonathan Keung > 2023-12-19 12:38 | Report Abuse

Best time for the market l to move is the pre holiday season break. Start the year with a bang
New year new high. Everybody loves a good start. YTLP and YTL new year Ang pow & bonus coming . Cheers