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Research Brief
Malaysia · AI Infrastructure

Malaysia AI Infrastructure Report 2026

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$40.4B
DC market 2024
USD
$135.7B
DC market 2030E
22.4% CAGR
29%
AI DC CAGR
2025–30
5GW
DC load 2035E
~40% grid
12mo
TNB connect
green lane
7%
MAPC HBM share
2035 target

Key Insights

  1. Market Trends
    Data centre market USD40.4bn (2024) to USD135.7bn (2030), 22.38% CAGR; pure AI DC CAGR 29.03%.
  2. Strategic Conclusions
    Shift from spillover host to sovereign AI hub; DESAC plus TNB 12-month grid pathway.
  3. Investment Conclusions
    Liquid cooling, green PPAs and MAPC HBM packaging are high-alpha themes.
  4. Risk Conclusions
    DC load may reach 5GW by 2035 (~40% of peninsula grid); strict WUE rules.
  5. Future Directions
    Power density and green power access replace square footage in valuations.

DC market USD40.4→135.7bn by 2030; AI-only DC 29% CAGR; DayOne USD6bn, ByteDance RM29.5bn; grid load 5GW by 2035.

Key takeaways：

  1. Sovereign AI hub: Active hyperscale absorption beyond Singapore spillover.
  2. Capital density: Multi-billion single-asset commitments in Johor.
  3. Mid-packaging: MAPC targets 7% global HBM share by 2035.
  4. Green gate: DESAC ties tax relief to local hiring and LVDP.
  5. Valuation shift: Power density beats rentable area.
Fig. 1 | Data centre market (USD bn)
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Fig. 2 | Pure AI DC market
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