Patel says Chinese data center operators are relocating to Singapore to circumvent US export controls while building in Malaysia.
“Right? Like, the largest operator in China of data centers in China, GDS, moved to Singapore and says they're Singaporean now.”
“these companies are building three gigawatts of data center capacity. Put that in context, at the beginning of twenty twenty four, that was roughly Meta's global footprint.”
Patel reveals Oracle planned 20 percent of capacity in Malaysia, now blocked by seven percent rule.
“Oracle was planning to have, like, 20% of their capacity in Malaysia. So now it's like, what do I do with these data centers that I was gonna build?”