The hyperscaler dependency trap in SEA data centers:

60-70% of new builds are pre-leased to hyperscalers. But those same hyperscalers are self-building. Microsoft in Cyberjaya. Google in KL. AWS with $17B in Singapore.

Every self-built MW will not be leased from a colo provider.

Legacy DCs at 5-10 kW/rack cannot serve AI at 50-100 kW/rack.

https://resistancezero.com/article-16.html

#DataCenter #Hyperscaler #AIInfrastructure #ColocationRisk