Asia Pacific delivered investment and regulatory signals in the same month. Together, they show a region moving from announcement to energisation.
The Energy Commission reported that Data Centers took a record 9.3% of Peninsular Malaysia's electricity in the second week of August, against an average of about 7% this year. Hot weather lifted cooling demand. The Commission projects up to 31% by 2035 and has identified a gas-fired capacity gap of around 9GW by 2032. Officials said current demand sits within planning assumptions.
MBSB Research notes that Tenaga Nasional had 61 secured projects representing 8.35GW of maximum demand by June. Of these, 42 projects totalling 5.65GW were connected, yet actual load was only 1.26GW. That gap points to substantial load still to ramp. On 8 September, Firmus named OpenAI as anchor customer for two Malaysian AI factory sites, taking its contracted capacity above 900MW.
On 21 August the government provisionally allocated 200MW under DC-CFA2 to Digital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres, at 50MW each. All sites sit on Jurong Island. Each operator has committed to more than 50% green energy, and the sites require Green Mark Platinum certification and liquid cooling. Talent development is part of the assessment criteria. EDB and IMDA will review the need for another call in 18 to 24 months.
Officials announced a pause on 49 Data Centers under construction and an approvals hold on 117 more while national standards are drafted. The government cannot compel the 49 projects to stop, so the pause relies on voluntary cooperation. Thailand has 35 facilities in operation. A framework covering size, electricity use and location is expected by mid-October.
The next phase needs people who can connect, commission and operate sites. Demand is rising for grid connection engineers, battery storage specialists, commissioning managers, liquid cooling engineers and compliance leads. Each market is moving at a different pace, with Johor, Jurong Island and Bangkok on different timelines. We advise clients to build hiring plans around approval and energisation milestones in each market. Regional mobility between markets will help fill the gaps.
Hiring for Data Center and power projects in Asia Pacific? Speak to our team at spencerogden.com.
Sources: Energy Commission Malaysia via Reuters and Media Selangor; MBSB Research via TNGlobal; Firmus; Singapore EDB and IMDA; Bloomberg via DCD; The Edge Malaysia.
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