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Silicon Valley’s AI chip shortage is reshaping Asian data-centre plans

Operators from Johor to Mumbai are rethinking how fast they can add capacity.

Silicon Valley’s AI chip shortage is reshaping Asian data-centre plans
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Asian data centres, based in Johor, is the latest example of how global trends are reaching Asian founders. The move puts the company in a strong position in its segment.

Power availability, not land, is now the main constraint, according to three operators building near Singapore.

Why it matters

Investors across Asia have become more selective since 2023, backing companies that can show paying customers and a clear path to profit. Founders in Global told ASN that the bar for a new round now includes at least a year of steady revenue growth.

We built for the customer who was already paying, not the one we hoped would show up.

The company said it will use the next year to deepen its existing markets before expanding further.

The numbers

  • Market: Global
  • Headquarters: Johor
  • Sector: World

What comes next

Competitors are watching closely, and at least two rivals are said to be in talks to raise fresh capital. ASN will keep tracking Asian data centres and the wider world market in Global.

Have a tip on this story? Email the ASN desk at info@asianstartupnews.com.

#data-centres#gpus#ai-infrastructure

Daniel Tan

Written by

Daniel Tan

Daniel reports on startups and investors across Singapore, Indonesia, Vietnam and the Philippines.

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