TA Securities
TA Securities: Malaysia’s data center growth could face constraints amid US AI chip curbs
With a maximum artificial intelligence (AI) chip install base of up to 49,900 H100-equivalent graphics processing units (GPUs) per Tier-2 country from 2025 to 2027 under US recent AI chip curbs, the growth of data center (DC) projects in Malaysia could face constraints, TA Securities said last Friday.
TA Securities projects carbon capture tech to attract over $10B in capital expenditures into Malaysia by 2030
TA Securities has estimated that Malaysia's carbon capture technologies could attract over $10 billion in capital expenditures by 2030, in line with the government's National Energy Transition Roadmap (NETR) target of 40-80 million tons per annum (MTPA).
