Market Overview
The convergence of AI demand and clean energy creates unprecedented investment opportunities.
Global DC Power 2024
415 TWh
Data center consumption
Projected 2030
945 TWh
15% CAGR
↑ 2.3x growth
ASEAN Growth
7.5x
2024 to 2030
↑ Fastest globally
Hyperscaler CapEx
$380B
2025 estimated
Global Data Center Energy Demand
AI workloads driving exponential growth in power requirements
Energy Demand Projection (TWh)
Key Drivers
AI Training
Large language models require massive compute. GPT-4 training estimated at 50 GWh.
AI Inference
Inference at scale consumes 10x training power. ChatGPT alone uses ~500 MWh/day.
Enterprise Adoption
90% of enterprises plan AI deployment by 2025, driving private DC expansion.
Edge Computing
Low-latency AI requires distributed infrastructure closer to users.
ASEAN Market Opportunity
Fastest-growing data center market globally
Data Center Demand by Country (TWh)
Market Highlights
Malaysia
Johor: 60% of MY capacity by 2030. JS-SEZ hub for hyperscalers.
700%
Growth
Singapore
S$24B combined DC REIT market cap. 4 major DC REITs.
150%
Growth
Indonesia
RUPTL: $183B total investment for 69.5 GW (42.6 GW renewable). 73% via IPPs.
300%
Growth
Thailand
Eastern Economic Corridor focus
300%
Growth
Vietnam
Emerging market with low costs
300%
Growth
Philippines
ASEAN geothermal leader (10% of power mix)
200%
Growth
Energy Source Carbon Intensity
Clean energy essential for sustainable AI infrastructure
gCO2 per kWh by Source
Sustainability Imperative
Average across major operators
Google's 2030 commitment
The Challenge
AI compute is growing faster than renewable capacity. Without intervention, data centers could account for 8% of global emissions by 2030.
GPU Power & Efficiency
Next-gen AI chips demand more power but deliver better efficiency
Power vs Efficiency by Model
Power Trends
V100
2017
300W
0.42 TFLOPS/W
A100
2020
400W
0.78 TFLOPS/W
H100
2023
700W
2.83 TFLOPS/W
B200
2024
1000W
4.5 TFLOPS/W
Infrastructure Gap
Next-gen GPUs require liquid cooling and 48V power delivery. Most existing data centers cannot support >35 kW per rack.
Hyperscaler Sustainability Commitments
Major cloud providers driving renewable energy demand
64% renewable
First corporate to sign SMR PPA. 6-7 molten salt reactors for 24/7 carbon-free energy.
Amazon
90% renewable
Largest corporate renewable buyer globally. AWS leading clean energy.
Microsoft
60% renewable
First to restart nuclear plant (Three Mile Island Unit 1). 10.5 GW PPA with Brookfield.
Meta
100% renewable
100% renewable since 2020. Major geothermal and solar investments.
NVIDIA
75% renewable
Operating data centers in Johor JS-SEZ. DGX Cloud expansion.
AirTrunk
100% renewable
Major hyperscale DC operator in JS-SEZ. Backed by Blackstone.
The Investment Opportunity
$800B
APAC data center investment by 2030 (Moody's)
42.6 GW
Indonesia RUPTL renewable capacity target by 2034
7.5x
ASEAN DC energy demand growth 2024-2030