Moody’s
Moody’s Ratings affirms Baidu’s A3 ratings; revises outlook to negative
Moody’s Ratings has on last Thursday revised the outlook on Chinese technology company Baidu Inc.’s A3 issuer and senior unsecured ratings to negative from stable.
AI boom splits Asia-Pacific economy into K-shaped recovery, Moody’s says
The artificial intelligence (AI) boom is driving a sharp divergence across the Asia-Pacific economy, boosting exports, data-center investment and financial markets in technology-heavy economies while weaker-linked sectors face higher costs, trade disruptions and subdued domestic demand, Moody’s Analytics said on Wednesday.
Data center-led demand growth will drive substantial investments in Malaysia’s power sector – Moody’s
Rapid data center expansion in Malaysia (A3 stable) will drive an increase in electricity demand over the next ten years, requiring substantially higher investments across the power sector, Moody's Ratings said on Thursday.
AI boom is a growth cushion for SEA amid mounting energy, tariff, and weather risks – 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.
Data center boom to lift S&SEA growth, but local gains hinge on ecosystem development – Moody’s
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 hyperscalers ramp up AI spending but trail US rivals – Moody’s
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.
AI boom helps Asia-Pacific dodge a sharper slowdown – Moody’s
Artificial intelligence (AI) boom helps Asia-Pacific dodge a sharper slowdown, Moody's Analytics said on Tuesday.
AI is lifting one half of the world economy as geopolitical and trade strife weigh on the other – Moody’s
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 foresees South and Southeast Asia’s data center to grow at CAGR of 24 percent over next four to five years
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 – Moody’s
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.
