BMI

Asian markets have tightened scrutiny on artificial intelligence (AI) demand as grid strain lifts thermal power's upside, BMI Country Risk and Industry Research said on Thursday.

BMI Country Risk and Industry Research has forecasted electric vehicle (EV) sales in the Philippines to increase by 11.2 percent year-on-year in 2026, from 29,479 units to 32,776 units.

Indonesia is likely to remain predominantly a consumer and adopter of foreign-built artificial intelligence (AI) over the next several years, rather than a producer of frontier AI capabilities, according to BMI Country Risk and Industry Research said on last Friday.

Indonesia’s data center market is set for continued expansion, supported by international private capital, cloud adoption, data localization requirements and spillover demand from Singapore, but growing constraints around power, land, water, connectivity and renewable energy could increasingly challenge the country’s ability to sustain its growth, BMI…

Singapore is expected to retain its position as Southeast Asia's premier data center hub despite mounting power and land constraints, but stricter sustainability requirements will continue to limit new capacity and push more investment into neighboring Malaysia and Indonesia, BMI Country Risk and Industry Research said in its recent report.

Vietnam is emerging as a credible secondary data center hub in Southeast Asia over the next five years, benefiting from rapid cloud adoption and a spillover of investment from more constrained markets such as Singapore and Malaysia, BMI Country Risk & Industry Research said on Monday.

As electric vehicle (EV) adoption accelerates across South East Asia, ASEAN is evolving from an emerging demand center into an increasingly important manufacturing and supply-chain hub, BMI Country Risk and Industry Research said Thursday.

Thailand’s data center sector is set to sustain strong medium-term growth, driven by a rapidly expanding pipeline of hyperscale investments and supportive government policies, even as execution risks around power supply, grid readiness and costs begin to emerge, BMI Country Risk & Industry Research said Monday.

BMI Country Risk and Industry Research said it has made further upward growth forecast revisions in East Asia amid artificial intelligence (AI) capital expenditure (capex) boom.

Asia Pacific (APAC) data center growth will remain strong through 2028, but future capacity expansion is expected to become increasingly concentrated in markets and operators capable of supporting artificial intelligence (AI)-grade workloads, large-scale financing and execution discipline, BMI Country Risk and Industry Research said Monday.