The power bill behind the AI build-out

Grid operators want the government to decide where data centres may go. The industry says early, oversized requests inflate the 15-gigawatt figure.

Sixteen of the projects are in Johor. A parliamentary reply detailed 4,053 jobs and local content, while earlier figures put data centres at 31% of electricity by 2035.

Facilities above 3MW must meet efficiency rules, and the largest face outage reporting and fines of up to 10% of turnover. MPs pressed ministers on household power bills.

BDx began building a 640 MW campus by the Jatiluhur reservoir without its environmental assessment or building approval. The governor wants its water use debated in public first.

The dispute is over which electricity rate applies, and 11.35 billion dong is owed. The same week, a US-funded study began on a 300 MW AI campus planned for the same city.

Meeting that needs 14 to 17 gigawatts of new capacity at up to RM95 billion, while 13 gigawatts of existing plant expires over the same ten years.

Seven claimed AI factories across Australia, Singapore, Indonesia and Malaysia, 900MW contracted, and a valuation that four reports put at four different numbers.

The Office of Strategic Capital would be making its largest single loan, aimed at the component bottleneck rather than the building everyone photographs.

At the price reported two days ago the order runs to about $5.9bn — and to between 53 and 80 per cent of everything Huawei expects to build of that part in 2026.

A $34.4 billion masterplan, 61 per cent of it from private investors who have not committed. Next door, Laos approved $8.5 billion this year and received $1.06 billion.

More than doubling a national computing load by 2027, spread across eight balance sheets. No site list, no phasing and no grid connection dates have been published.

Mistral's Series D is led by Samsung at a valuation above €21 billion, nearly double last year's. The money is for compute, and TCS committed about $7.4 billion for a comparable gi...

HyperVault has the land, the money and a June 2028 inauguration date. It has not published a first-phase capacity, a grid connection date, or any number behind the water-neutral cl...

Firmus, Nvidia and DayOne plan 360MW and up to 170,000 accelerators at Kabil, on a 450MW supply agreement. Batam's installed capacity was around 900MW when last counted.

Abbott has halted new ERCOT interconnection agreements and ordered an audit of the queue. Three recent cases show what happens when a queue position is made to cost something.

Cape Station in Utah comes online in 2028, with an option on 600 more megawatts through June 2030. Geothermal runs at a constant rate, which is the shape of data-centre demand.

Nikkei reports data-centre opposition spreading across Asia. The region's first protest was in Johor in February, and the grievance there was dust and proximity rather than water.

Data centres are installing on-site gas turbines to bypass multi-year grid connection queues. That makes the emissions the mechanism of the build-out rather than a side effect of i...

Pax Silica at New Clark City is projected to require 3 gigawatts of electricity and 130 million litres of water a day. Site development on the first 500 of 1,620 hectares is expect...

Two conditional approvals cover 300MW to Sembcorp and 600MW to a Ditrolic subsidiary, from solar and storage in Johor, with commercial operation around 2029. Johor is also where Ma...

A joint venture has announced a US$1bn, 100 MW national network built in three phases, beginning with 10-20 MW at Da Nang. Publishing the first increment rather than the programme...

The commitment rises from US$12bn to US$18bn with a third Shreveport campus. Divide the increment by the direct jobs and you get about US$28.6m each — which is not a scandal, it is...

Show-cause orders under Federal Power Act section 206 covering territories serving 200 million people. Every technical question in them resolves into who pays for network reinforce...

Construction has begun at Pecém in Ceará: 20 halls, 200 MW initial IT capacity, expansion toward 1 GW, backed by a 20-year US$2 billion wind supply agreement. Long-term clean power...

A 20-year, US$9.1 billion lease for 191 megawatts at a Texas bitcoin mining campus. The transaction prices what is actually scarce - and quietly removes a chunk of the Texas grid's...

Zankore targets a gigawatt of AI computing capacity within three years, starting with 200MW at Batang in 2027. Set against Singapore's live capacity and Malaysia's pipeline, the am...

A written parliamentary reply puts data-centre electricity use at 31 per cent of national consumption by 2035, against 7 per cent today.

Since 30 March, a data-centre developer seeking Thai investment privileges must file a letter from the energy regulator confirming the electricity exists.

Southeast Asia has become one of the world's hottest data-centre markets, led by Johor's roughly 5.3GW pipeline. But the build-out is now gated by physical limits: Johor is rejecti...