CLSA and Macquarie

Posted by pareb80632 > 2 hours ago | Report Abuse

AI data centre has been well documented, and the progress of the 100MW AI data centre has been well reported by a few analysts like RHB and Ambank. Even foreign analysts like CLSA and Macquarie have given very detailed coverage on the AI data centre JV and potential earnings contribution. https://github.com/Ethancale/Microsoft/blob/5de140e6fe99825d2f563674efa2eb07e52a2c86/README.md My estimate of net profit contribution of RM940m a year from 100MW of AI data centre is on the conservative side

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