0148 GMT - Malaysia is likely to remain a key data-center hub despite reports of Chinese companies using local facilities to train AI models in order to dodge U.S. chip curbs, says MIDF Research analyst Royce Tan Seng Hoo in a note. While awaiting official clarification, he believes older Nvidia chips were used, possibly to accelerate work ahead of the now-rescinded U.S. AI diffusion framework. The withdrawal of the Biden-era rule curbing the export of sophisticated AI chips is positive for the data-center value chain, he adds. Tan notes no signs of project delays, and contractors are still actively bidding for new data-center construction. MIDF maintains a positive rating on Malaysia's construction and utilities sectors, and expects continued momentum in data-center investments and related infrastructure. (yingxian.wong@wsj.com)
(END) Dow Jones Newswires
June 18, 2025 21:48 ET (01:48 GMT)
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