Moody’s

Moody's Analytics sees the artificial intelligence (AI) boom is a growth cushion for Southeast Asian region amid mounting energy, tariff, and weather risks.

South and Southeast Asia are well positioned to capture the economic opportunities arising from the global data center boom, but the long-term credit benefits will depend on how effectively countries turn infrastructure investment into broader, locally anchored economic growth, Moody’s Ratings said on Tuesday.

Chinese technology giants are rapidly increasing spending on artificial intelligence infrastructure but face greater financial constraints than their U.S. counterparts, whose larger and more profitable core businesses provide stronger cash flow and greater capacity to sustain heavy investment, Moody’s Ratings said on Thursday.

Artificial intelligence (AI) boom helps Asia-Pacific dodge a sharper slowdown, Moody's Analytics said on Tuesday.

The global economy is running at two speeds - economies plugged into the artificial intelligence (AI) boom are racing ahead; those with weaker links to AI are struggling under geopolitical upheaval, trade conflict, and policy uncertainty, Moody's Analytics said on Tuesday.

Moody's Ratings expects South and Southeast Asia's data center will grow at a compound annual growth rate (CAGR) of 24 percent over the next four to five years, subject to power and permitting constraints.

South and Southeast Asian economies are emerging as back-end hubs but technical gaps constrain their ability to capture greater economic value, Moody's said Tuesday.

Moody's Ratings expects data center power demand in Asia-Pacific (APAC) to grow at a 15 percent to 20 percent compound annual growth rate (CAGR) over the next five to six years, as capacity more than doubles over the same period.

Moody's Ratings has forecast Asia Pacific (APAC) data center capacity to grow at a compound annual average rate of almost 20 percent through 2028, involving an investment of about $564 billion, as rising computing demand fuels expansion.