Next in Tech · 2026-07-01 · 25 min
Market dynamics in data center buildouts and dealmaking are complex, but there are some common threads that are spanning the globe. Analysts Soon Chen Kang and Stefanie Williams join host Eric Hanselman to explore their research in the Asia Pacific market. AI demand is a driving force and concerns about power availability can be a headwind, but there are regional nuances that make the markets that comprise the APAC region unique. One treats the market as a cohesive whole at one's peril! Geopolitical concerns have a significant impact on both demand forces and capacity uptake. Access to GPU's to feed AI applications takes on new dimensions in a market where technology embargoes are moving workloads. Neoclouds are a new market provider and driving new builds, as well. The boom days of speculative building have tapered off, in many cases, due to the availability of power, but that doesn't mean activity is slowing. Activity is shifting to find available capacity, but a common challenge in some of these early markets is the lack of transparency on both power deals and the build and financing processes. Check out the research to get more details.
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