Malaysia Set to Remain Key Data-Center Hub Despite AI Chip Scrutiny -- Market Talk

Dow Jones

06-19

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awaiting official clarification, he believes older Nvidia chips were used, possibly to accelerate work ahead of the now-rescinded U.S. AI diffusion framework.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)

Copyright (c) 2025 Dow Jones & Company, Inc.

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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awaiting official clarification, he believes older Nvidia chips were used, possibly to accelerate work ahead of the now-rescinded U.S. AI diffusion framework.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. 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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awaiting official clarification, he believes older Nvidia chips were used, possibly to accelerate work ahead of the now-rescinded U.S. AI diffusion framework.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. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HUBG":"Hub Group Inc","IE0031619046.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) INC","IE00B66KJ199.SGD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY  \" A\" (SGD) ACC","BK4131":"航空货运与物流","IE00B7SZL793.SGD":"Legg Mason Royce - US Small Cap Opportunity A Acc SGD-H","IE00B19Z4B17.USD":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC"},"translate_title":"尽管人工智能芯片受到审查，马来西亚仍将是关键的数据中心中心——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HUBG":1},"content_text":"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. 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