The hard truths behind Southeast Asia's data centre boom
Southeast Asia has room to grow. But hard truths will shape the pace.
Data centre growth is surging around the world. What would a sustained boom in Southeast Asia look like?
Read the full Substack piece here.
Here's the quick read version.
Growth has physical limits
Every market has a hard ceiling, while factors such as investor confidence and other constraints add friction even in the face of growing demand.
Why geography still matters
Power is often considered the lowest common denominator when it comes to data centres. Turns out connectivity is just as crucial, and this is closely linked to location.
Construction is only the beginning
It takes a village to build and operate a data centre. Trained and experienced manpower is not optional and could well be the Achilles' heel for the industry.
In a nutshell, Southeast Asia has room to grow, but the shape and speed of this growth are inextricably tied to each market's ability to navigate the hard truths above.
