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COUNTRIES / APAC + MIDDLE EAST · 20 MARKETS IN SCOPE

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PHYSICAL FACILITY INVENTORY

Who is building where?

Explore documented data-centre activity across 20 markets. Available facility details include dated sources; an operating label retains the date of its source.

452campus / site groups in research

545research records, including supporting rows

452 research campus / site groups · Inventory snapshot . Source dates vary; coverage is incomplete.

AnnouncedProposedApproved / permittedFinancedGroundbrokenUnder constructionCommissionedOperatingUnknown

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Malaysia

All lifecycle states

39 research campus / site groups.

51 research records across all lifecycle states in Malaysia, including building / phase observations and unresolved identities. These records are not additional campuses.

Research totals describe NTRY’s documented inventory. They are not a complete market census, fresh operating verification or accepted evidence. Source and identity checks determine which named details can be released.

Facility details are not yet available for this selection. This is a coverage gap, not evidence of no data centres.

Campus / site groups are counted once; supporting building and phase rows do not add campus counts. Named facility details are a subset of this inventory and must not be added to its counts. Planning approval is not construction or operation. Accepted measurements remain separate from facility counts.

Market evidence for Malaysia

Source-linked measurements and news provide context for the facility inventory. Evidence records do not add sites to its counts.

MARKET SNAPSHOT

Malaysia

13 cited records · 13 accepted observations · 0 pending review

19 cited research updates · context only
  • Malaysia Data Centre Task Force / Ministry of Digital · 27 DCTF-approved data-centre projects · status through July 2026DCTF-APPROVED COHORT · STATUS THROUGH JUL 2026 · 1 REPORTED OPERATING / 26 UNDER CONSTRUCTION · NO MW DISCLOSED

    Malaysia’s DCTF cohort: 27 approved projects, with one reported operating by July 2026

    Malaysia · DCTF-approved cohort across Johor, Selangor and Negeri Sembilan · Published 15 Oct 2026

    Secondary reporting of a Ministry written reply; the underlying parliamentary answer and project-level register were not independently retrieved. The direct The Star article is dated 15 October 2026; the linked Bernama report is dated 14 October 2026 and is the same reporting lineage rather than independent corroboration. The one-operating/26-under-construction split applies only to the 27-project DCTF cohort and must not be presented as a nationwide operating share. The RM225.97bn is estimated project investment, not verified spend, committed data-centre capex, operating value or available capacity. Project count and employment are reported expected/status figures; no project MW, IT-load basis, firm power, grid connection, tenant, commissioning date or site-level operating status is supplied. Excluded from operating-capacity totals and scores.The Star report of a Digital Ministry written parliamentary reply source ↗
  • Government of Malaysia / TNB / Energy Commission / DOSM · Monthly electricity consumption and supply datasets · H1 2025 versus H1 2026OBSERVED OFFICIAL MONTHLY SERIES · JAN 2018–JUN 2026 · H1 2026 PROVISIONAL · NATIONAL SCOPE · NOT FIRM POWER

    Malaysia H1 electricity use rose 6.1%; broad commercial load rose 6.9%

    Malaysia · national electricity system · Published 08 Oct 2026

    National, multi-sector context—not data-centre consumption, Johor or Peninsular load, firm MW, reserve margin, connection availability, curtailment, tariff economics or site headroom. The commercial category includes industrial and mining demand and cannot be attributed to data centres. H1 totals are calculated by summing the six published monthly MKWh observations and dividing by 1,000; percentages use unrounded source values. The latest six months are provisional and may be revised. Identical supply and consumption totals must not be subtracted to manufacture a headroom figure. Excluded from operating-capacity totals and scores.Government of Malaysia data.gov.my source ↗
  • DC Byte · Global Index Report 2026 · APAC Future Growth Metro MarketsDC BYTE 2026 APAC FUTURE-GROWTH RANK · KUALA LUMPUR #1 · JOHOR #9 · CONTEXT ONLY

    Kuala Lumpur leads DC Byte's 2026 APAC future-growth list, with Johor ninth

    Kuala Lumpur (including Cyberjaya) and Johor · Published 05 Aug 2026

    This is a proprietary, point-in-time ordinal ranking—not an NTRY score, a capacity value, available headroom, an operating-capacity total, a forecast or a repeated series. It is regional to APAC and is methodologically separate from DC Byte's current-market index, where Johor ranks first and Kuala Lumpur eighth; the two lists must not be merged into one score. Two future-growth inputs include under-construction and committed capacity, neither of which is guaranteed to become operational. The report does not publish the Malaysian metros' component values or Growth Potential Scores, and the rank distance between first and ninth does not measure a capacity or investment-attractiveness gap. Excluded from operating-capacity totals and scores.DC Byte source ↗
  • DC Byte · The Hyperscale Build RaceDC BYTE REPORT PUBLISHED 26 NOV 2025 · APAC REGIONAL CONTEXT · NOT ACCEPTED CAPACITY

    APAC hyperscale capacity grew at a 32.9% five-year CAGR as pre-leasing stretched 24–36 months

    APAC regional context · Malaysia named as an emerging hub · Published 26 Nov 2025

    The 32.9% figure is a DC Byte regional aggregate, not a Malaysia growth rate, and the public landing page does not disclose the exact five-year endpoints or calculation table. The 24–36-month range is an industry pattern, not a contractual rule for every campus. The delivery-model chart is a point-in-time 2024 snapshot built from proprietary intelligence; its underlying numeric table and lifecycle scope are not published on the landing page, so no MW values, market shares or operating-capacity totals are transcribed or inferred. This context does not change governed market coverage, an NTRY score or accepted capacity. Excluded from operating-capacity totals and scores.DC Byte source ↗
  • TM Nxera / Telekom Malaysia / Tenaga Nasional · TM Nxera Iskandar Puteri campus280 MW SUPPLY AGREEMENT · FIRST BUILDING TOPPED OUT · H2 2026 OPERATIONS TARGET · NOT VERIFIED LIVE

    TM Nxera tops out its first Johor building—but 280 MW contracted power is not yet delivered capacity

    Iskandar Puteri, Johor · Published 16 Apr 2026

    The 280 MW figure is company-reported contracted electricity-supply scope, not proof of energized, delivered, available or operating power. The more-than-200 MW figure is campus scalability, not live IT load; the two scopes are different and must not be added or converted into utilization. Topping-out is a construction milestone, while customer onboarding and a commercial-operations target do not prove occupancy, service commencement or revenue. PUE of no more than 1.30 and renewable-energy integration are design aims, not measured performance. Excluded from operating-capacity totals and scores.Telekom Malaysia source ↗
  • Bitdeer AI · A901 AI Cloud Campus10-YEAR FACILITY SERVICES AGREEMENT · INITIAL DELIVERY Q1 2027 · FULL 67 MW Q2 2027 · NO OFFTAKE · NOT OPERATING

    Bitdeer secures a 67 MW Malaysia AI campus for 2027—but A901 has no customer offtake yet

    Malaysia · city not disclosed · Published 08 Oct 2026

    This is a company-reported facility-services agreement and future delivery target, not an operating facility or an end-customer offtake commitment. Bitdeer states that no A901 offtake commitments had been entered into as of 8 October 2026. The company's active AI Cloud pipeline above US$10 billion is management's estimate of aggregate potential contract value under commercial discussion; it is not backlog, revenue, an executed contract or a binding commitment. All capacity figures are critical IT load. The Tech Capital reported the announcement on 13 October 2026. Excluded from operating-capacity totals and scores.Bitdeer Technologies Group source ↗
  • Bitdeer AI · A103 Malaysia Data Center8-YEAR FACILITY AGREEMENT · Q1 2028 ENERGISATION TARGET · NO OFFTAKE · NOT OPERATING

    Bitdeer secures a 60 MW A103 facility agreement in Cyberjaya—but no customer offtake yet

    Cyberjaya · Published 12 Oct 2026

    All figures are company-reported critical IT load and describe nested or overlapping scopes that must not be added. 'Secured' means owned capacity or capacity under an executed data-center services agreement; it does not mean constructed, energized, commissioned, operating, available or customer-contracted capacity. Bitdeer states that no A103 offtake commitments existed as of 12 October 2026. The 71.5 MW campus scope includes A103 alongside A101 and A102; the 333.5 MW portfolio spans Malaysia, Norway and the United States; and 350 MW is a global ceiling target. The more-than-US$10 billion active pipeline is a management estimate, not backlog, revenue, an executed contract or a binding commitment. Excluded from operating-capacity totals and scores.Bitdeer Technologies Group source ↗
  • SPAN / Malaysia water service operators · Six largest published state/territory rowsOFFICIAL 2024 STATE COMPARISON · TOP SIX PUBLISHED ROWS · PROVISIONAL · NOT DATA-CENTRE WATER USE

    Selangor accounted for 31.3% of Malaysia's provisional 2024 non-domestic water consumption

    Malaysia · Published 30 Sept 2026

    Point-in-time 2024 comparison of broad non-domestic customer accounts, not a trend and not data-centre water use. The chart shows the six largest published state/territory rows rather than the complete national distribution. Selangor includes W.P. Kuala Lumpur and W.P. Putrajaya, so it is not a standalone state-only value. Consumption is not water-system capacity, allocation, entitlement, drought resilience, potable or non-potable supply, cooling-water availability or campus deliverability. The source marks 2024 as provisional and subject to revision. CC BY 4.0. Excluded from operating-capacity totals and scores.Government of Malaysia / National Water Services Commission source ↗
  • SPAN / Malaysia water service operators · JohorOFFICIAL 2019–2024 JOHOR NON-DOMESTIC SERIES · 2024 PROVISIONAL · NOT DATA-CENTRE WATER USE

    Johor non-domestic water consumption reached 610 MLD in 2024—but the category is broader than data centres

    Malaysia · Published 30 Sept 2026

    Johor annual non-domestic customer-account context only. The category includes all non-domestic accounts and does not isolate data centres, hyperscalers, industrial parks or cooling demand. It is consumption, not water-system capacity, allocation, entitlement, drought resilience, potable or non-potable supply, cooling-water availability or campus deliverability. The source marks the most recent year, 2024, as provisional and subject to revision. CC BY 4.0. Excluded from operating-capacity totals and scores.Government of Malaysia / National Water Services Commission source ↗
  • Malaysia electricity system · National all-sector electricity consumptionOFFICIAL MONTHLY GRID SERIES · JUNE COMPARISON · 2026 PROVISIONAL · NOT DATA-CENTRE-SPECIFIC

    Malaysia's June electricity consumption is 28.5% above 2020—but data-centre demand is not isolated

    Malaysia · Published 08 Oct 2026

    This is an all-sector national consumption series, not data-centre electricity use, peak demand, available generation, grid headroom or deliverable power. The dataset does not isolate data centres from commercial, industrial, mining or domestic load, and its latest six months are provisional and may be revised. The sequence therefore cannot establish causation, size the data-centre supply-demand gap or enter operating-capacity totals. Excluded from operating-capacity totals and scores.OpenDOSM / data.gov.my source ↗
  • Equinix · KL2 CyberjayaPLANNED FACILITY · FULL BUILD-OUT BASIS · COMMISSIONING DATE UNDISCLOSED

    Equinix plans a US$190m-plus KL2 expansion with more than 2,200 cabinets

    Kuala Lumpur · Published 12 May 2026

    KL2 is planned, not operating. The release gives no commissioning date, delivered power, IT-load MW, occupancy, customer commitments or utilisation. Cabinet count is not comparable with MW, and the US$190m-plus figure is announced investment rather than verified spend. The renewable-energy statement is a day-one coverage target, not operating evidence. Excluded from operating-capacity totals and scores.Equinix source ↗
  • NEXTDC · KL1 Kuala LumpurOFFICIAL LAUNCH · CUSTOMER UTILISATION UNDISCLOSED

    NEXTDC launches KL1 as its first international data centre

    Kuala Lumpur · Published 14 May 2026

    The operator's launch statement does not disclose occupied IT load, customer utilisation or delivered-power evidence. Tier IV design requirements are not the same as independently certified operating performance. Excluded from operating-capacity totals and scores.NEXTDC source ↗
  • Digital Realty · Malaysia platformMARKET PLATFORM ESTABLISHED · CAPACITY EFFECT UNVERIFIED

    Digital Realty establishes its Malaysia operating platform in Cyberjaya

    Cyberjaya · Published 08 Jun 2026

    Market entry and platform establishment do not by themselves prove new delivered capacity, occupancy or utilisation. Any MW claims require a separate scope-matched source and lifecycle check. Excluded from operating-capacity totals and scores.Digital Realty source ↗
  • Malaysian Investment Development Authority · Data Centre Nexus 2026GOVERNMENT POLICY SIGNAL · NO PROJECT CAPACITY CLAIM

    MIDA shifts Malaysia's test from attracted capacity to local capability

    Malaysia · Published 14 Sept 2026

    The investment figure is a multi-year national aggregate, not verified spend, delivered capacity or operating capacity. MIDA's demand outlook is not a committed project pipeline. Excluded from operating-capacity totals and scores.Malaysian Investment Development Authority source ↗
  • Bitdeer AI · A201 Malaysia Data CenterOFF-TAKE COMMITTED · Q1 2027 ENERGISATION TARGET · NOT OPERATING

    Bitdeer contracts more than 70% of A201 before its planned energisation

    Johor Bahru · Published 29 Sept 2026

    A201 is not yet energised. The approximately 21.7 MW figure is planned site capacity, while more than 70% is a company-reported commitment floor—not an exact contracted-load value. Applying that floor to the rounded site capacity implies more than approximately 15.2 MW; this is transparent NTRY arithmetic, not a separately source-reported measurement. The uncommitted remainder is not evidence of available or deliverable capacity. Expected revenue, delivery timing, customer performance, equipment deployment and power availability remain forward-looking. Excluded from operating-capacity totals and scores.Bitdeer Technologies Group source ↗
  • Bitdeer AI · A102100% OFF-TAKE COMMITTED · Q1 2027 SERVICE TARGET · NOT ENERGISED OR OPERATING

    Bitdeer moved A102 from approximately 50% to 100% contracted in twelve days

    Johor · Published 31 Aug 2026

    This is a two-disclosure company-reported commitment-coverage sequence, not observed customer load, utilisation, energised capacity, operating capacity, delivered power or a facility SLA. The 19 August value was stated as approximately 50%, while the 31 August release said A102 was sold out; the chart must not be used to infer a precise daily contracting rate. The 9.5 MW is planned site capacity, and revenue, service timing, customer performance, customer prepayments and delivery remain forward-looking. Excluded from operating-capacity totals and scores.Bitdeer Technologies Group source ↗
  • Key ASIC / CT Vision · Proposed Green AI Data Centre complex · site not disclosedNON-BINDING MOU · DEFINITIVE AGREEMENTS TARGET Q4 2026 · SITE UNDISCLOSED · NOT OPERATING

    Key ASIC and CT Vision sign a non-binding MoU targeting about 300 MW of IT load

    Malaysia · Published 04 Sept 2026

    This is a preliminary, non-binding MoU-stage target with no named site or commercial-launch date. The approximately 300 MW figure is planned IT load—not delivered or contracted power, grid draw, renewable generation, firm supply, constructed, commissioned or operating capacity—and receives zero operating-capacity credit. The renewable-energy and PUE figures are targets, not measured performance. Definitive agreements have not been executed; feasibility, site, grid connection, regulatory approvals, financing, construction, energisation, commissioning, customers and operating evidence remain unverified. Excluded from operating-capacity totals and scores.Key ASIC source ↗
  • G3nerasi Kinta · Proposed Perak hybrid solar PV and four-hour BESS projectTERM SHEET ENTERED 28 SEP 2026 · DEVELOPMENT STAGE · 2029 CONDITIONAL COD · NOT OPERATING

    G3nerasi Kinta signs a term sheet for a proposed 680 MWac solar PV and four-hour BESS project

    Perak · Published 29 Sept 2026

    This is a term sheet and the project remains at development stage. The 680 MWac is minimum net renewable-generation capacity—not data-centre IT load, contracted grid headroom, average delivered power, firm capacity or operating capacity. The filing discloses four-hour BESS duration but not its MW or MWh size. The offtaker is unnamed; definitive BESC and CRESS agreements remain unexecuted; and the 2029 COD depends on a Renewable Energy Supply Access Agreement with TNB and required CRESS approvals. SD Guthrie separately describes an up-to-1.2 GW solar-assets partnership target, but the sources do not establish a common capacity basis or confirm that the 680 MWac counts toward it, so no ratio, residual or additive total is shown. Excluded from operating-capacity totals and scores.SD Guthrie / Bursa Malaysia source ↗
  • Ministry of Energy Transition and Water Transformation / Parliament of Malaysia · Written parliamentary reply · approved supply and 2030 maximum-demand projection12.3 GW APPROVED SUPPLY ENVELOPE · AS OF AUG 2026 · 8.39 GW 2030 MAX-DEMAND PROJECTION · NOT OPERATING LOAD OR GRID HEADROOM

    Malaysia had approved 12.3 GW of data-centre electricity supply by August—but projected 2030 maximum demand was 8.39 GW

    Malaysia · national data-centre electricity approvals · Published 20 Oct 2026

    Secondary reporting of a written parliamentary reply; the underlying answer and project-level approval register were not independently retrieved. The 12.3 GW is approved electricity-supply capacity for projects as of August 2026—not operating IT load, actual grid draw, delivered power, generation capacity, reserve margin or campus-ready headroom. The 8.39 GW is projected sector maximum demand for 2030—not a contracted load, floor or observed peak. The two figures have different lifecycle meanings and must not be subtracted to claim 3.91 GW of spare capacity. No project list, utility, region, voltage, connection date, energisation status, commissioning status or cancellation risk is published in the report. Policy safeguards and a 30% renewable-energy requirement do not prove firm supply or compliance at a named site. Excluded from operating-capacity totals and scores.The Star report of a written parliamentary reply source ↗
  • ST Telemedia Global Data CentresPlanned · Accepted

    Johor · Evidence 13 Aug 2026

    Development pipeline capacity ceiling. STT Johor is planned for up to 166 MW of IT load. The normalized 166 MW value is an explicit publisher-reported upper bound for one named campus, not exact pipeline capacity, operating capacity or a Malaysia market total.STTGDC Johor financing release source ↗
  • TM Nxera Iskandar Puteri CampusPower agreement · delivery unverified · Accepted

    Johor · Evidence 12 Jan 2026

    Secured or contracted power. TM reports a signed multi-year electricity supply agreement with TNB securing 280 MW for its named Iskandar Puteri campus. The agreement is contracted power, not evidence that 280 MW is energised or currently delivered. The first-phase 2026 operations target was forward-looking; no energisation date, curtailment terms, IT-load basis, or current operational status was verified.TM Nxera Johor electricity supply agreement 2026 source ↗

11 other proposals concern policy, demand, grid load, investment or broader market context.

Accepted development measurements · Malaysia · 1 record

These accepted measurements can describe a campus, phase or wider programme. They are not additional facilities and are not added to the inventory. A site relationship is shown only after its identity is matched.

  • ST Telemedia Global Data CentresAccepted evidence · Planned

    Development pipeline capacity ceiling · Evidence 13 Aug 2026

    STT Johor is planned for up to 166 MW of IT load. The normalized 166 MW value is an explicit publisher-reported upper bound for one named campus, not exact pipeline capacity, operating capacity or a Malaysia market total.STTGDC Johor financing release source ↗

One physical facility map; lifecycle and evidence review remain separate. Power allocations, MW, capital plans and programme measurements never become extra facility counts.

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COUNTRY OVERVIEW

Malaysia

19 cited research updates · 9 contextual charts · latest source publication 2026-10-20

How to read this view

Contextual research informs diligence; it does not change accepted observations, governed coverage or rankings. Governed views use the returned evidence feed; missing or bounded records are not proof of no market activity.

NTRY LIVEWHAT CHANGED
AND WHY IT MATTERSRECENT ARTICLES · SOURCE FACTS & ANALYSIS
FILTER BY THEME, GEOGRAPHY, COMPANY OR EFFECT3 / 20
POWER / APPROVAL-TO-LOAD CONVERSIONMalaysiaCONTEXT ONLYMalaysia had approved 12.3 GW of data-centre electricity supply by August—but projected 2030 maximum demand was 8.39 GW

The Star reports that Deputy Prime Minister and Energy Transition and Water Transformation Minister Fadillah Yusof told Parliament that Malaysian data-centre projects had secured approval for 12.3 GW of electricity supply capacity as of August 2026, while sector maximum demand was projected to reach 8.39 GW by 2030. The written reply also described cost-causation safeguards, the Ultra-High Voltage tariff, a higher Connected Load Charge intended to deter over-application, a requirement for data centres to source at least 30% renewable energy, and phased generation and grid reinforcement. These figures expose a critical underwriting gap: an approved supply envelope is larger than forecast coincident demand and must not be read as operating load or spare grid headroom.

PROJECT STAGE
12.3 GW APPROVED SUPPLY ENVELOPE · AS OF AUG 2026 · 8.39 GW 2030 MAX-DEMAND PROJECTION · NOT OPERATING LOAD OR GRID HEADROOM
Approved electricity-supply capacity
12.3 GW · project approvals as of Aug 2026
Projected sector maximum demand
8.39 GW · 2030 projection
Renewable-energy requirement
At least 30% of total demand capacity · policy condition
Cost-allocation mechanism
Cost causation · system costs borne by causing parties
Over-application safeguard
Higher Connected Load Charge · policy mechanism

CAVEAT Secondary reporting of a written parliamentary reply; the underlying answer and project-level approval register were not independently retrieved. The 12.3 GW is approved electricity-supply capacity for projects as of August 2026—not operating IT load, actual grid draw, delivered power, generation capacity, reserve margin or campus-ready headroom. The 8.39 GW is projected sector maximum demand for 2030—not a contracted load, floor or observed peak. The two figures have different lifecycle meanings and must not be subtracted to claim 3.91 GW of spare capacity. No project list, utility, region, voltage, connection date, energisation status, commissioning status or cancellation risk is published in the report. Policy safeguards and a 30% renewable-energy requirement do not prove firm supply or compliance at a named site.

The Star report of a written parliamentary reply · 20 Oct 2026 · Context only · excluded from capacity totals PIPELINE / APPROVAL-TO-OPERATIONMalaysiaCONTEXT ONLYMalaysia’s DCTF cohort: 27 approved projects, with one reported operating by July 2026

The Star’s report of a Digital Ministry written reply says 27 Data Centre Task Force-approved projects represented estimated investment of RM225.97 billion through July 2026: 16 in Johor, 10 in Selangor and one in Negeri Sembilan. Bernama’s originating report identifies this DCTF cohort as a subset of 84 projects approved nationally. One project had begun operating and the other 26 were under construction. The reply also reports 4,053 expected jobs, including 3,523 high-skilled roles, and says Malaysians are expected to fill 89.21% of the high-skilled positions. A minimum 30% local-content requirement applies to approved projects, with MIDA monitoring implementation through reports every six months.

PROJECT STAGE
DCTF-APPROVED COHORT · STATUS THROUGH JUL 2026 · 1 REPORTED OPERATING / 26 UNDER CONSTRUCTION · NO MW DISCLOSED
DCTF-approved projects
27 · status through July 2026
Estimated investment
RM225.97bn · approval estimate, not realised spend
Reported project stage
1 operating · 26 under construction
Geographic distribution
Johor 16 · Selangor 10 · Negeri Sembilan 1
Expected employment
4,053 total · 3,523 high-skilled
Expected Malaysian share of high-skilled roles
89.21%
Local-content condition
Minimum 30% · MIDA reports every six months

CAVEAT Secondary reporting of a Ministry written reply; the underlying parliamentary answer and project-level register were not independently retrieved. The direct The Star article is dated 15 October 2026; the linked Bernama report is dated 14 October 2026 and is the same reporting lineage rather than independent corroboration. The one-operating/26-under-construction split applies only to the 27-project DCTF cohort and must not be presented as a nationwide operating share. The RM225.97bn is estimated project investment, not verified spend, committed data-centre capex, operating value or available capacity. Project count and employment are reported expected/status figures; no project MW, IT-load basis, firm power, grid connection, tenant, commissioning date or site-level operating status is supplied.

The Star report of a Digital Ministry written parliamentary reply · 15 Oct 2026 · Context only · excluded from capacity totals PIPELINE / FACILITY AGREEMENTMalaysiaCONTEXT ONLYBitdeer secures a 60 MW A103 facility agreement in Cyberjaya—but no customer offtake yet

Bitdeer AI says it entered an eight-year data-center services agreement for the 60 MW A103 facility at its Cyberjaya campus, with energization expected in Q1 2028. The company says A103 lifts the future Cyberjaya campus scope to about 71.5 MW and its global secured AI Cloud facility portfolio to about 333.5 MW, or approximately 95% of an up-to-350 MW Q1 2028 target.

PROJECT STAGE
8-YEAR FACILITY AGREEMENT · Q1 2028 ENERGISATION TARGET · NO OFFTAKE · NOT OPERATING
A103 facility agreement
60 MW critical IT load
Cyberjaya campus scope
≈71.5 MW
Global secured facility portfolio
≈333.5 MW · ≈95% of target
A103 customer offtake
None as of 12 Oct 2026

CAVEAT All figures are company-reported critical IT load and describe nested or overlapping scopes that must not be added. 'Secured' means owned capacity or capacity under an executed data-center services agreement; it does not mean constructed, energized, commissioned, operating, available or customer-contracted capacity. Bitdeer states that no A103 offtake commitments existed as of 12 October 2026. The 71.5 MW campus scope includes A103 alongside A101 and A102; the 333.5 MW portfolio spans Malaysia, Norway and the United States; and 350 MW is a global ceiling target. The more-than-US$10 billion active pipeline is a management estimate, not backlog, revenue, an executed contract or a binding commitment.

Bitdeer Technologies Group · 12 Oct 2026 · Context only · excluded from capacity totals

Showing the latest three items. Source facts remain separate from NTRY analysis; every item includes a caveat. Hover or focus to pause.

POPULATION × DIGITAL REACH · MALAYSIA

How large is the digital demand backdrop?

Inspect Malaysia population, internet participation and business adoption. Regional comparisons are optional below. These are demand proxies; they do not measure local compute workloads or available data-centre capacity.

Malaysia · 2024 population × internet participation

Horizontal axis: population, logarithmic scale. Vertical axis: individuals using the internet, % of population. Select a point or choose a market below.

0%25%50%75%100%1m10m100m1000mMedian populationMedian reachMalaysia: 35.6m people · 98% · 2024MYPopulation (millions, log scale)
Malaysia · relative to the 18-market 2024 panel median1.1× panel median population · +2.5 pp internet participation

Panel medians are 31.2m people and 95.5% internet participation. They are descriptive reference lines—not targets, scores, demand forecasts or investment thresholds.

World Bank WDI / ITU · fixed 2024 comparison · 18 matched economies. Dashed guides are panel medians. Unverified or conflicting cells are omitted, never plotted as zero.

Malaysia · population movement · 2023–2024 · 1 matching midyear series

Market size and population growth answer different questions. Switch between percentage change and people added; select a bar to inspect its source. Market order is alphabetical.

Shared zero line · left: decrease · right: increase · percent change from the 2023 base. Bar lengths use one common scale. Mint: increase · slate: decrease · amber: selected market.

Source: World Bank WDI population estimates, CC BY 4.0; exact source links appear in each profile. NTRY calculation: (2024 − 2023) / 2023 × 100; absolute change is 2024 − 2023. Taiwan’s year-end registered-population series remains separate in its profile. Population change does not establish customer spend, local workloads or causation.

Malaysia · digital participation movement · 2019–2024 · 1 matching series

Compare reported digital-participation change on its own, or place it beside population movement. Select any point or bar to inspect the exact dated history and source.

Horizontal: 2023→2024 population change, %. Vertical: 2019→2024 internet-participation change, percentage points. Same source series within each axis; periods intentionally remain distinct. Amber: selected market.

-10 pp0 pp10 pp20 pp30 pp40 pp0%2%4%6%8%Malaysia: population +1.23% · internet participation +13.8 ppMYPopulation change, 2023–2024 (%)
Malaysia · two contextual movementsPopulation +1.23% · digital participation +13.8 pp

Population uses 2023→2024 midyear estimates; digital participation uses the 2019→2024 internet-use series. Different periods and units remain separate.

Sources: World Bank WDI population estimates and WDI / ITU indicator “Individuals using the Internet (% of population)”, CC BY 4.0; exact source links appear in each profile. NTRY calculations: 2024 population − 2023 population as a percent of the 2023 base; 2024 internet-use value − 2019 value. The relationship view has 1 matched markets. China and Taiwan remain outside it because their retained internet observations use unresolved or different denominators. Survey methods and historical revisions can create apparent movement; neither view measures enterprise adoption, compute demand or causation.

Population35.6m2024 · 35,557,673 persons
Internet participation98%2024 · individuals, not enterprises
Population movement · 2023 → 2024+431,375 people · +1.23%

35,126,298 → 35,557,673 persons. World Bank country/economy midyear estimates on the displayed source basis.

Population estimates may be modelled and revised; not a census count or measure of local compute demand. Internet-use survey quality, frames and reference periods can differ among reporting economies. Annual population and internet percentages must not be interpreted as enterprise AI adoption, spending, or campus-ready power.

Population source ↗Internet source ↗

Internet participation over time

Internet participation movement · 2019 → 2024+13.8 percentage points

84.2% → 98% of population on the displayed World Bank / ITU indicator basis. Historical revisions and survey-method changes remain possible.

0%25%50%75%100%Individuals using the internet · 2019: 84.2%Individuals using the internet · 2020: 89.6%Individuals using the internet · 2021: 96.8%Individuals using the internet · 2022: 97.4%Individuals using the internet · 2023: 97.7%Individuals using the internet · 2024: 98%201920202021202220232024
  • Individuals using the internet
Exact dated observations
MetricReference periodPercent
Individuals using the internet201984.2%
Individuals using the internet202089.6%
Individuals using the internet202196.8%
Individuals using the internet202297.4%
Individuals using the internet202397.7%
Individuals using the internet202498%

Source-reported contextual history. Historical revisions and national survey differences remain possible.

Compare Malaysia with other markets · ChatGPT use and estimated AI adoption

Optional regional comparison. These charts intentionally include other countries; the selected profile remains Malaysia.

PROVIDER-PUBLISHED USAGE · OPENAI SIGNALS V2.0

How much ChatGPT conversation is work-related?

June 2026 · 18/20 markets. Compare the work-related share of consumer ChatGPT messages, then select a market to inspect its monthly history. The percentage describes messages within each market; it is not a business-adoption rate or provider market share.

Common 0–100% scale · alphabetical order · mint: published share · amber: selected market · unknown: no released observation. Select a row to update all demand evidence.

Malaysia · June 2026 · work-related message share35.0%

24/24 monthly observations in this release. Automated publisher classification; messages, not users or businesses.

0%25%50%75%100%Jul 2024: 56.9%Aug 2024: 49.5%Sep 2024: 45.1%Oct 2024: 45.7%Nov 2024: 47.2%Dec 2024: 45.9%Jan 2025: 45.3%Feb 2025: 39.5%Mar 2025: 35.3%Apr 2025: 33.8%May 2025: 37.5%Jun 2025: 36.7%Jul 2025: 33.0%Aug 2025: 30.9%Sep 2025: 31.7%Oct 2025: 32.4%Nov 2025: 35.6%Dec 2025: 35.0%Jan 2026: 34.5%Feb 2026: 30.1%Mar 2026: 30.5%Apr 2026: 37.3%May 2026: 33.2%Jun 2026: 35.0%Jul 2024Jan 2025Jul 2025Jan 2026Jun 2026
Exact monthly observations and gaps
Month (UTC)Work-related sharePublished fraction
Jul 202456.9%0.569
Aug 202449.5%0.495
Sep 202445.1%0.451
Oct 202445.7%0.457
Nov 202447.2%0.472
Dec 202445.9%0.459
Jan 202545.3%0.453
Feb 202539.5%0.395
Mar 202535.3%0.353
Apr 202533.8%0.338
May 202537.5%0.375
Jun 202536.7%0.367
Jul 202533.0%0.330
Aug 202530.9%0.309
Sep 202531.7%0.317
Oct 202532.4%0.324
Nov 202535.6%0.356
Dec 202535.0%0.350
Jan 202634.5%0.345
Feb 202630.1%0.301
Mar 202630.5%0.305
Apr 202637.3%0.373
May 202633.2%0.332
Jun 202635.0%0.350
Malaysia · Q2 2026 · population-adjusted ChatGPT message-use rank#59 of 147

Lower rank number means higher consumer ChatGPT message use relative to 2023 population within the publisher's country panel.

#1#50#100#147Jan 2025: rank #51Apr 2025: rank #46Jul 2025: rank #39Oct 2025: rank #54Jan 2026: rank #60Apr 2026: rank #59Jan '2025Apr '2025Jul '2025Oct '2025Jan '2026Apr '2026
Exact quarterly population-adjusted ranks
QuarterPublished rankPopulation basis
Jan 2025#512023 World Bank population
Apr 2025#462023 World Bank population
Jul 2025#392023 World Bank population
Oct 2025#542023 World Bank population
Jan 2026#602023 World Bank population
Apr 2026#592023 World Bank population
Decision use: separate use intensity from work orientation.

Work-related share shows the composition of messages within a market; the ordinal rank shows population-adjusted consumer ChatGPT message use across countries. Together they can prioritise deeper demand diligence, but neither measures adoption, users, absolute message volume, paid enterprise demand, provider market share, local workload hosting or compute demand.

Malaysia · Q2 2026 · two-publisher demand context#59 of 147 · 22.6% estimated AI use

OpenAI population-adjusted consumer message-use rank paired with Microsoft's estimated share of people ages 15–64 using any generative-AI product.

0%20%40%60%80%Australia: OpenAI rank #19; Microsoft estimated AI use 40.7%India: OpenAI rank #109; Microsoft estimated AI use 18.5%Indonesia: OpenAI rank #101; Microsoft estimated AI use 14.8%Japan: OpenAI rank #57; Microsoft estimated AI use 24.7%Kuwait: OpenAI rank #69; Microsoft estimated AI use 22.6%Malaysia: OpenAI rank #59; Microsoft estimated AI use 22.6%MalaysiaNew Zealand: OpenAI rank #40; Microsoft estimated AI use 44.1%Oman: OpenAI rank #74; Microsoft estimated AI use 27.6%Philippines: OpenAI rank #92; Microsoft estimated AI use 20.7%Qatar: OpenAI rank #34; Microsoft estimated AI use 43.5%Saudi Arabia: OpenAI rank #49; Microsoft estimated AI use 31.4%Singapore: OpenAI rank #1; Microsoft estimated AI use 64.3%South Korea: OpenAI rank #25; Microsoft estimated AI use 40.6%Taiwan: OpenAI rank #62; Microsoft estimated AI use 33.8%Thailand: OpenAI rank #96; Microsoft estimated AI use 13.4%United Arab Emirates: OpenAI rank #6; Microsoft estimated AI use 73.3%Vietnam: OpenAI rank #88; Microsoft estimated AI use 27.9%lower population-adjusted ChatGPT usehigher use

Dashed lines are the descriptive medians of the 17 matched markets: rank #59 and 27.9% estimated AI use. They are not targets or thresholds.

Decision use: test whether two independent demand signals point in the same direction.

The relationship can flag markets for deeper diligence when population-adjusted ChatGPT message use and the broader Microsoft generative-AI-use estimate diverge or align. Different products, populations, methods and denominators make this contextual triangulation—not provider market share, adoption proof, a composite score, causal evidence, compute demand or an allocation rule.

Claude and Gemini: comparable country-by-month measures are not included in this view. No cross-provider share or composite adoption score is calculated.

Source, population, precision and reuse

Consumer ChatGPT messages from Free, Go, Plus and Pro accounts with declared age at least 18; excludes Enterprise and Codex, deleted accounts and users who opt out of training.

300,000 messages sampled globally per month; day-weighted, automatically classified work-relatedness; differential privacy and rounding to 3 decimals. Country is associated with request. Rank uses 2023 World Bank population. Values are publisher estimates; granular country slices have greater sampling variance. Changes may reflect user composition, classification and restatements. This is external contextual history, with no semantic acceptance or NTRY inference.

OpenAI source ↗Data dictionary ↗Official data download ↗Microsoft report ↗

Chatterji, Cunningham, Deming, Hitzig, Johnston, Richmond, Ong, Shan and Wadman, OpenAI Signals v2.0 · CC BY 4.0. NTRY modifications: selected country rows, conversion of fractions to percentages, monthly chart, quarterly ordinal-rank chart, cross-publisher descriptive scatter and missing-value display. Snapshot checked 12 October 2026; data ends June 2026. The public downloads are verified source material; this contextual panel does not create accepted observations or NTRY inference.

ESTABLISHED CROSS-MARKET ADOPTION PROXY · MICROSOFT AI DIFFUSION

How widely is generative AI being used?

Q2 2026 · 18/20 NTRY markets · 72 dated estimates. Microsoft estimates the share of people ages 15–64 who used a generative AI product. This is a broad usage measure—not ChatGPT, Claude or Gemini market share.

Ranked Q2 2026 estimate · common 0–100% scale · mint: published estimate · amber: selected market · unknown: no economy estimate in this release.

Population scale × generative-AI use

Horizontal: 2024 population, logarithmic scale. Vertical: Microsoft Q2 2026 AI Diffusion estimate. Dashed guides are the 18-market panel medians—not targets, scores or allocation thresholds. Select a point to inspect its evidence.

0%20%40%60%80%5m10m100m1000mUnited Arab Emirates: 11m people · 73.3% estimated AI useSingapore: 6m people · 64.3% estimated AI useNew Zealand: 5.3m people · 44.1% estimated AI useQatar: 2.9m people · 43.5% estimated AI useAustralia: 27.2m people · 40.7% estimated AI useSouth Korea: 51.8m people · 40.6% estimated AI useTaiwan: 23.4m people · 33.8% estimated AI useSaudi Arabia: 35.3m people · 31.4% estimated AI useVietnam: 101m people · 27.9% estimated AI useOman: 5.3m people · 27.6% estimated AI useJapan: 124m people · 24.7% estimated AI useKuwait: 4.9m people · 22.6% estimated AI useMalaysia: 35.6m people · 22.6% estimated AI useMalaysiaPhilippines: 115.8m people · 20.7% estimated AI useIndia: 1,450.9m people · 18.5% estimated AI useChina: 1,409m people · 17.5% estimated AI useIndonesia: 283.5m people · 14.8% estimated AI useThailand: 71.7m people · 13.4% estimated AI usePopulation (millions, log scale)
Malaysia · two separate contextual observations35.6m people · 22.6% estimated AI use

1.0× the panel median population · -5.1 percentage points versus the panel median AI-use estimate.

The axes intentionally retain different reference periods and definitions. Their position is descriptive context only: it does not estimate addressable users, enterprise demand, compute load, revenue, hosting location, power need or causation.

Malaysia · Q2 2026 · ages 15–64 estimated usage22.6%

4 published estimates · H1 2025 18.3% → Q2 2026 22.6% · +4.3 percentage points.

0%25%50%75%100%H1 2025: 18.3%H1 2025H2 2025: 19.7%H2 2025Q1 2026: 21.8%Q1 2026Q2 2026: 22.6%Q2 2026
Exact dated estimates
PeriodEstimated adoption
H1 202518.3%
H2 202519.7%
Q1 202621.8%
Q2 202622.6%
Decision use: identify where broad consumer generative-AI use may deepen demand diligence.

Use this as a comparable adoption proxy beside population, digital reach and official enterprise surveys. It can prioritize questions about paid business demand, local workload placement and connectivity. It cannot size compute, power, revenue, capacity headroom or hyperscaler allocation.

The population×AI scatter and ranked bars are used instead of a radar chart. They preserve actual magnitudes, ordering and unknown values without normalizing unrelated evidence into a composite score.

Source, method, revisions and limits

Estimated share of people ages 15–64 who used a generative AI product during the period. Microsoft aggregates and anonymizes consumer AI telemetry, then adjusts estimates for operating-system and device-market share, internet penetration and population.

Microsoft describes this as an estimate from aggregated, anonymized consumer telemetry. Results can move with product coverage, calibration, internet access and historical revisions. The measure is usage—not skill, productivity, business adoption, spending, provider share, compute demand, hosting location or infrastructure capacity.

Microsoft report ↗Immutable dataset ↗Method and repository ↗MIT licence ↗

NTRY modifications: exact selection of the 20-market universe, labels aligned to NTRY market names, percentage parsing, ranking and selected-market trend. Snapshot checked 2026-10-12. The public dataset is verified source material; this contextual panel does not create accepted observations or NTRY inference.

Population is country/economy context, not a utility service territory. World Bank WDI population values are midyear estimates; Taiwan uses separately sourced year-end registered population and is excluded from the shared scatter. Internet use is the share of individuals who used the internet. World Bank / ITU attribution, CC BY 4.0. NTRY modifications: 2024 selection, rounding, chart rendering and within-series percentage-point changes and 2023–2024 population differences. These sources provide context only; this panel does not create accepted observations or an investment conclusion.

MARKET EVIDENCE

Findings to examine

Source-linked context and NTRY interpretation. Open each finding to inspect its limits.

01Malaysia · CONTEXT

Malaysia had approved 12.3 GW of data-centre electricity supply by August—but projected 2030 maximum demand was 8.39 GW

WHY IT MATTERS · NTRY INTERPRETATION

Keep Malaysia investable, but do not underwrite 12.3 GW as operating or available capacity. Release site capital only against utility-specific approved load, dated connection and energisation milestones, cost-responsibility terms, renewable-supply evidence, construction progress and measured load. Track approval-to-energisation conversion instead of subtracting the forecast from the approval envelope.

What to verify and evidence limitsWhat to verify next

The primary written reply and project register; project- and utility-level approved MW; voltage and service territory; firm connection dates; network-upgrade scope and cost allocation; cancellations or resized applications; construction, energisation and commissioning evidence; measured sector peak; and renewable-energy compliance by project.

Project stage and scope

12.3 GW APPROVED SUPPLY ENVELOPE · AS OF AUG 2026 · 8.39 GW 2030 MAX-DEMAND PROJECTION · NOT OPERATING LOAD OR GRID HEADROOM

Secondary reporting of a written parliamentary reply; the underlying answer and project-level approval register were not independently retrieved. The 12.3 GW is approved electricity-supply capacity for projects as of August 2026—not operating IT load, actual grid draw, delivered power, generation capacity, reserve margin or campus-ready headroom. The 8.39 GW is projected sector maximum demand for 2030—not a contracted load, floor or observed peak. The two figures have different lifecycle meanings and must not be subtracted to claim 3.91 GW of spare capacity. No project list, utility, region, voltage, connection date, energisation status, commissioning status or cancellation risk is published in the report. Policy safeguards and a 30% renewable-energy requirement do not prove firm supply or compliance at a named site.

Evidence period / effective date: 2026-08-31

Source published Explore finding & evidence →The Star report of a written parliamentary reply ↗
02Malaysia · CONTEXT

Malaysia’s DCTF cohort: 27 approved projects, with one reported operating by July 2026

WHY IT MATTERS · NTRY INTERPRETATION

For a Malaysia entry or expansion decision, track DCTF approvals separately from built, energised and commissioned projects. Prioritise project-level checks for location, MW/IT-load definition, secured power and water, construction progress, tenant commitments and commercial operation before assigning supply or capacity credit.

What to verify and evidence limitsWhat to verify next

The underlying Ministry parliamentary reply; a named project register with consistent IT-load and capacity definitions; dated MIDA implementation reports; and project-level grid connection, energisation, commissioning, customer and operating evidence.

Project stage and scope

DCTF-APPROVED COHORT · STATUS THROUGH JUL 2026 · 1 REPORTED OPERATING / 26 UNDER CONSTRUCTION · NO MW DISCLOSED

Secondary reporting of a Ministry written reply; the underlying parliamentary answer and project-level register were not independently retrieved. The direct The Star article is dated 15 October 2026; the linked Bernama report is dated 14 October 2026 and is the same reporting lineage rather than independent corroboration. The one-operating/26-under-construction split applies only to the 27-project DCTF cohort and must not be presented as a nationwide operating share. The RM225.97bn is estimated project investment, not verified spend, committed data-centre capex, operating value or available capacity. Project count and employment are reported expected/status figures; no project MW, IT-load basis, firm power, grid connection, tenant, commissioning date or site-level operating status is supplied.

Evidence period / effective date: 2026-07

Source published Explore finding & evidence →The Star report of a Digital Ministry written parliamentary reply ↗
03Malaysia · CONTEXT

Bitdeer secures a 60 MW A103 facility agreement in Cyberjaya—but no customer offtake yet

WHY IT MATTERS · NTRY INTERPRETATION

Preserve Cyberjaya as a material 2028 AI-capacity option, but give A103 zero operating or contracted-demand credit. Phase site and equipment capital behind utility approvals, facility handover, dated energization, commissioning and executed customer offtake.

What to verify and evidence limitsWhat to verify next

Required regulatory and utility approvals; facility-development and handover milestones; executed power and cooling terms; dated energization and commissioning; delivered critical IT load; customer offtake; equipment deployment; occupancy; utilization; and service revenue.

Project stage and scope

8-YEAR FACILITY AGREEMENT · Q1 2028 ENERGISATION TARGET · NO OFFTAKE · NOT OPERATING

All figures are company-reported critical IT load and describe nested or overlapping scopes that must not be added. 'Secured' means owned capacity or capacity under an executed data-center services agreement; it does not mean constructed, energized, commissioned, operating, available or customer-contracted capacity. Bitdeer states that no A103 offtake commitments existed as of 12 October 2026. The 71.5 MW campus scope includes A103 alongside A101 and A102; the 333.5 MW portfolio spans Malaysia, Norway and the United States; and 350 MW is a global ceiling target. The more-than-US$10 billion active pipeline is a management estimate, not backlog, revenue, an executed contract or a binding commitment.

Evidence period / effective date: 2026-10-12

Source published Explore finding & chart →Bitdeer Technologies Group ↗
ACCEPTED EVIDENCE HISTORY

Malaysia comparable history

Only accepted observations with matching measurement definitions, reporting boundaries and units are shown. Individual records appear once there is enough comparable history to chart.

Malaysia · National all-sector electricity consumption6 accepted observations · 2018-01-01 to 2026-06-01
First accepted
13,156.104 MKWh
Latest accepted
17,075.875 MKWh
Observed change
+3,919.771 MKWh (+29.8%)

Malaysia Electricity System
Coverage: Malaysia · all sectors nationwide

MKWh08,78217,560Jan 2018Jun 20262018-01-01: 13156.104056110958 MKWh2018-02-01: 12097.296631038118 MKWh2018-03-01: 14028.97949296315 MKWh2026-04-01: 17248.346567962042 MKWh2026-05-01: 17563.33099274145 MKWh2026-06-01: 17075.874964028048 MKWhEffective date · calendar spacing

Historical periods only; the feed check date is not a new observation. Axis ticks are rounded; exact plotted values and source evidence are listed above. Missing periods have no points or connecting lines. The point-to-point change is descriptive and does not establish a trend or causal conclusion. Earlier accepted records may be outside the current history response.

CITED RESEARCH UPDATES

Explore the evidence

Source-reported developments, with project stage and caveats. These updates do not change accepted measurements, capacity totals or rankings.

9 decision charts · scoped evidence visuals in Malaysia · scroll horizontally to explore, or use the controls
EVIDENCE IDENTITY CHECK1 duplicate source view collapsed across equivalent source, effective period and series values. Counts below use unique evidence identities.
DECISION CHARTSOfficial, evidence-bound market visuals are surfaced first. Use Evidence shape to separate repeated history from point-in-time and project-stage comparisons.
Manual browsing · reduced motion
1 of 9
Malaysia · CyberjayaPublished Effective

Bitdeer secures a 60 MW A103 facility agreement in Cyberjaya—but no customer offtake yet

8-YEAR FACILITY AGREEMENT · Q1 2028 ENERGISATION TARGET · NO OFFTAKE · NOT OPERATING

Bitdeer AI says it entered an eight-year data-center services agreement for the 60 MW A103 facility at its Cyberjaya campus, with energization expected in Q1 2028. The company says A103 lifts the future Cyberjaya campus scope to about 71.5 MW and its global secured AI Cloud facility portfolio to about 333.5 MW, or approximately 95% of an up-to-350 MW Q1 2028 target.

A103 facility agreement
60 MW critical IT load
Cyberjaya campus scope
≈71.5 MW
Global secured facility portfolio
≈333.5 MW · ≈95% of target
A103 customer offtake
None as of 12 Oct 2026
Bitdeer AI capacity scope ladder — A103 to global 2028 targetMW critical IT load · nested scopes; not additive and not operating
  1. A103 facility60 MW secured agreement
  2. Cyberjaya campus≈71.5 MW future scope
  3. Global secured portfolio≈333.5 MW secured
  4. Global Q1 2028 targetUp to 350 MW target

Stage comparison · statuses are not additive · context only · excluded from governed totals

Caveat: All figures are company-reported critical IT load and describe nested or overlapping scopes that must not be added. 'Secured' means owned capacity or capacity under an executed data-center services agreement; it does not mean constructed, energized, commissioned, operating, available or customer-contracted capacity. Bitdeer states that no A103 offtake commitments existed as of 12 October 2026. The 71.5 MW campus scope includes A103 alongside A101 and A102; the 333.5 MW portfolio spans Malaysia, Norway and the United States; and 350 MW is a global ceiling target. The more-than-US$10 billion active pipeline is a management estimate, not backlog, revenue, an executed contract or a binding commitment.

Link to this update ↗Bitdeer Technologies Group · Read source ↗Primary-source statement · Context only
Malaysia · Malaysia · national electricity systemPublished Effective

Malaysia H1 electricity use rose 6.1%; broad commercial load rose 6.9%

OBSERVED OFFICIAL MONTHLY SERIES · JAN 2018–JUN 2026 · H1 2026 PROVISIONAL · NATIONAL SCOPE · NOT FIRM POWER

Official monthly records show total national electricity consumption increasing from 94.587 TWh in H1 2025 to 100.381 TWh in H1 2026, a source-derived 6.1% increase using the same January–June window. The dataset’s broad commercial category increased from 65.841 TWh to 70.390 TWh, or 6.9%. The companion supply ledger reports the same total monthly values as the consumption ledger; this is an accounting relationship, not evidence of spare power. Both public datasets run monthly from January 2018 through June 2026.

H1 2025 total consumption
94.587 TWh · sum of Jan–Jun source MKWh
H1 2026 total consumption
100.381 TWh · provisional · +6.1% YoY
H1 2025 broad commercial consumption
65.841 TWh · includes industrial and mining
H1 2026 broad commercial consumption
70.390 TWh · provisional · +6.9% YoY
Latest monthly total
17.076 TWh · June 2026 · provisional
Companion supply ledger
Same total monthly values · accounting companion, not surplus
Malaysia national electricity consumption — H1 comparisonTWh · January–June · total national consumption
  1. H1 202594.6 TWh
  2. H1 2026100.4 TWh · provisional

Historical series · repeated dated points · context only · excluded from governed totals

Caveat: National, multi-sector context—not data-centre consumption, Johor or Peninsular load, firm MW, reserve margin, connection availability, curtailment, tariff economics or site headroom. The commercial category includes industrial and mining demand and cannot be attributed to data centres. H1 totals are calculated by summing the six published monthly MKWh observations and dividing by 1,000; percentages use unrounded source values. The latest six months are provisional and may be revised. Identical supply and consumption totals must not be subtracted to manufacture a headroom figure.

Link to this update ↗Government of Malaysia data.gov.my · Read source ↗Primary-source statement · Context only
Malaysia · MalaysiaPublished Effective

Malaysia's June electricity consumption is 28.5% above 2020—but data-centre demand is not isolated

OFFICIAL MONTHLY GRID SERIES · JUNE COMPARISON · 2026 PROVISIONAL · NOT DATA-CENTRE-SPECIFIC

Malaysia's official monthly dataset reports total electricity consumption of 13,290.32 million kWh in June 2020 and 17,075.87 million kWh in June 2026, a 28.5% increase across the same-month comparison. June 2026 was 6.6% above June 2025, showing a rising system-demand context without assigning that growth to data centres.

June 2020 total
13,290.32 million kWh
June 2026 total
17,075.87 million kWh
Six-year change
+28.5%
June 2025–26 change
+6.6%
Malaysia total electricity consumption — June observationsmillion kWh
  1. Jun 202013,290.32 million kWh
  2. Jun 202112,675.29 million kWh
  3. Jun 202214,786.47 million kWh
  4. Jun 202315,227.22 million kWh
  5. Jun 202415,990.27 million kWh
  6. Jun 202516,020.93 million kWh
  7. Jun 202617,075.87 million kWh

Historical series · repeated dated points · context only · excluded from governed totals

Caveat: This is an all-sector national consumption series, not data-centre electricity use, peak demand, available generation, grid headroom or deliverable power. The dataset does not isolate data centres from commercial, industrial, mining or domestic load, and its latest six months are provisional and may be revised. The sequence therefore cannot establish causation, size the data-centre supply-demand gap or enter operating-capacity totals.

Link to this update ↗OpenDOSM / data.gov.my · Read source ↗Primary-source statement · Context only
Malaysia · MalaysiaPublished Effective

Selangor accounted for 31.3% of Malaysia's provisional 2024 non-domestic water consumption

OFFICIAL 2024 STATE COMPARISON · TOP SIX PUBLISHED ROWS · PROVISIONAL · NOT DATA-CENTRE WATER USE

The official dataset reports 5,077 MLD of national non-domestic water consumption in 2024. Selangor, which includes Kuala Lumpur and Putrajaya in this dataset, represented 1,591 MLD or 31.3%; Johor was second at 610 MLD or 12.0%, just ahead of Sarawak at 586 MLD or 11.5%. The three largest published rows represented 54.9% of the national total.

National non-domestic total
5,077 MLD · provisional
Selangor share
31.3% · includes KL & Putrajaya
Johor share
12.0%
Top-three share
54.9%
Malaysia non-domestic water consumption — six largest published rows, 2024MLD · broad non-domestic customer accounts · provisional
  1. Selangor*1,591 MLD · 31.3%
  2. Johor610 MLD · 12.0%
  3. Sarawak586 MLD · 11.5%
  4. Perak398 MLD · 7.8%
  5. Pulau Pinang375 MLD · 7.4%
  6. Pahang293 MLD · 5.8%

Point-in-time comparison · not a trend · context only · excluded from governed totals

Caveat: Point-in-time 2024 comparison of broad non-domestic customer accounts, not a trend and not data-centre water use. The chart shows the six largest published state/territory rows rather than the complete national distribution. Selangor includes W.P. Kuala Lumpur and W.P. Putrajaya, so it is not a standalone state-only value. Consumption is not water-system capacity, allocation, entitlement, drought resilience, potable or non-potable supply, cooling-water availability or campus deliverability. The source marks 2024 as provisional and subject to revision. CC BY 4.0.

Link to this update ↗Government of Malaysia / National Water Services Commission · Read source ↗Primary-source statement · Context only
Malaysia · MalaysiaPublished Effective

Johor non-domestic water consumption reached 610 MLD in 2024—but the category is broader than data centres

OFFICIAL 2019–2024 JOHOR NON-DOMESTIC SERIES · 2024 PROVISIONAL · NOT DATA-CENTRE WATER USE

Malaysia's official open dataset reports Johor non-domestic water consumption at 610 million litres per day in 2024, up 6.6% from 572 MLD in 2023 and 20.8% from the 2021 trough. The 2024 level was only 1.8% above 2019, preserving the pandemic-era dip and subsequent recovery in one scope-consistent state series.

2024 non-domestic water consumption
610 MLD
2023–2024 change
+6.6%
2021–2024 recovery
+20.8%
2019–2024 change
+1.8%
Johor non-domestic water consumption — 2019–2024MLD · broad non-domestic customer accounts
  1. 2019599 MLD
  2. 2020526 MLD
  3. 2021505 MLD
  4. 2022536 MLD
  5. 2023572 MLD
  6. 2024610 MLD · provisional

Historical series · repeated dated points · context only · excluded from governed totals

Caveat: Johor annual non-domestic customer-account context only. The category includes all non-domestic accounts and does not isolate data centres, hyperscalers, industrial parks or cooling demand. It is consumption, not water-system capacity, allocation, entitlement, drought resilience, potable or non-potable supply, cooling-water availability or campus deliverability. The source marks the most recent year, 2024, as provisional and subject to revision. CC BY 4.0.

Link to this update ↗Government of Malaysia / National Water Services Commission · Read source ↗Primary-source statement · Context only
Malaysia · Johor BahruPublished Effective

Bitdeer contracts more than 70% of A201 before its planned energisation

OFF-TAKE COMMITTED · Q1 2027 ENERGISATION TARGET · NOT OPERATING

Bitdeer reports off-take commitments covering more than 70% of A201's approximately 21.7 MW capacity in Johor Bahru, with more than US$1.7 billion of expected five-year site revenue and energisation targeted for Q1 2027.

Planned site capacity
≈21.7 MW
Off-take commitments
>70%
Bitdeer A201 planned capacity versus disclosed off-take floorMW critical IT load · commitment floor, not operating capacity
  1. Planned site capacity≈21.7 MW planned
  2. Committed-load floor>≈15.2 MW implied floor

Stage comparison · statuses are not additive · context only · excluded from governed totals

Caveat: A201 is not yet energised. The approximately 21.7 MW figure is planned site capacity, while more than 70% is a company-reported commitment floor—not an exact contracted-load value. Applying that floor to the rounded site capacity implies more than approximately 15.2 MW; this is transparent NTRY arithmetic, not a separately source-reported measurement. The uncommitted remainder is not evidence of available or deliverable capacity. Expected revenue, delivery timing, customer performance, equipment deployment and power availability remain forward-looking.

Link to this update ↗Bitdeer Technologies Group · Read source ↗Primary-source statement · Context only
Malaysia · PerakPublished Effective

G3nerasi Kinta signs a term sheet for a proposed 680 MWac solar PV and four-hour BESS project

TERM SHEET ENTERED 28 SEP 2026 · DEVELOPMENT STAGE · 2029 CONDITIONAL COD · NOT OPERATING

SD Guthrie’s Bursa filing says G3nerasi Kinta entered a BESC term sheet on 28 September 2026 for a proposed hybrid utility-scale solar PV plant in Perak with total minimum net capacity of 680 MWac, coupled with a four-hour battery energy storage system. An unnamed US-based multinational technology company is the intended data-centre offtaker under CRESS; definitive BESC and CRESS agreements are targeted for Q1 2027, and COD is scheduled for 2029 subject to TNB access and required approvals.

Proposed minimum net generation
680 MWac
BESS duration
4 hours · MW/MWh undisclosed
Definitive agreements target
Q1 2027
Conditional COD
2029
G3nerasi Kinta proposed versus verified-operating project capacityMWac · proposed minimum net generation versus verified operating project capacity
  1. Proposed project680 MWac minimum net
  2. Verified operating0 MWac verified

Stage comparison · statuses are not additive · context only · excluded from governed totals

Caveat: This is a term sheet and the project remains at development stage. The 680 MWac is minimum net renewable-generation capacity—not data-centre IT load, contracted grid headroom, average delivered power, firm capacity or operating capacity. The filing discloses four-hour BESS duration but not its MW or MWh size. The offtaker is unnamed; definitive BESC and CRESS agreements remain unexecuted; and the 2029 COD depends on a Renewable Energy Supply Access Agreement with TNB and required CRESS approvals. SD Guthrie separately describes an up-to-1.2 GW solar-assets partnership target, but the sources do not establish a common capacity basis or confirm that the 680 MWac counts toward it, so no ratio, residual or additive total is shown.

Link to this update ↗SD Guthrie / Bursa Malaysia · Read source ↗Primary-source statement · Context only
Malaysia · MalaysiaPublished Effective

Key ASIC and CT Vision sign a non-binding MoU targeting about 300 MW of IT load

NON-BINDING MOU · DEFINITIVE AGREEMENTS TARGET Q4 2026 · SITE UNDISCLOSED · NOT OPERATING

The parties target approximately 300 MW of total IT load within five years from an unspecified commercial launch, 100% renewable-energy penetration, at least 50% self-generated on-site or associated green power, and PUE of no more than 1.20. Feasibility, site planning, engineering and commercial structuring remain next steps; definitive agreements are targeted by the end of Q4 2026.

Planned IT-load target
≈300 MW · within 5 years of launch
Renewable-energy penetration target
100% · ≥50% self-generated
Target PUE
≤1.20 · not measured
Verified operating capacity
0 MW evidenced
Key ASIC / CT Vision five-year IT-load target versus verified operating evidenceMW IT load · preliminary target versus verified operating evidence
  1. Five-year target≈300 MW planned IT load
  2. Verified operating0 MW operating evidence

Stage comparison · statuses are not additive · context only · excluded from governed totals

Caveat: This is a preliminary, non-binding MoU-stage target with no named site or commercial-launch date. The approximately 300 MW figure is planned IT load—not delivered or contracted power, grid draw, renewable generation, firm supply, constructed, commissioned or operating capacity—and receives zero operating-capacity credit. The renewable-energy and PUE figures are targets, not measured performance. Definitive agreements have not been executed; feasibility, site, grid connection, regulatory approvals, financing, construction, energisation, commissioning, customers and operating evidence remain unverified.

Link to this update ↗Key ASIC · Read source ↗Primary-source statement · Context only
Malaysia · JohorPublished Effective

Bitdeer moved A102 from approximately 50% to 100% contracted in twelve days

100% OFF-TAKE COMMITTED · Q1 2027 SERVICE TARGET · NOT ENERGISED OR OPERATING

Bitdeer's official releases moved A102 from approximately 50% contracted on 19 August 2026 to sold out on 31 August. Five-year off-take commitments cover the planned 9.5 MW site capacity and represent more than US$800 million of expected contract revenue; service is targeted for Q1 2027.

Contracted capacity
≈9.5 MW · 100% disclosed coverage
Expected contract revenue
>US$800m / 5 years · forward-looking
Commitment progression
≈50% → 100% · 19–31 Aug 2026
Bitdeer A102 disclosed off-take coverage — August 2026% of planned 9.5 MW site capacity · company-reported commitment coverage
  1. 19 Aug 2026≈50% contracted
  2. 31 Aug 2026100% contracted

Historical series · repeated dated points · context only · excluded from governed totals

Caveat: This is a two-disclosure company-reported commitment-coverage sequence, not observed customer load, utilisation, energised capacity, operating capacity, delivered power or a facility SLA. The 19 August value was stated as approximately 50%, while the 31 August release said A102 was sold out; the chart must not be used to infer a precise daily contracting rate. The 9.5 MW is planned site capacity, and revenue, service timing, customer performance, customer prepayments and delivery remain forward-looking.

Link to this update ↗Bitdeer Technologies Group · Read source ↗Primary-source statement · Context only
SUPPLY × DEMAND · INVESTMENT LENS

Where demand meets delivery.
And where it does not.

Explore the evidence on each side of the market. Values retain their original scope and status; NTRY only calculates a gap when the records are genuinely comparable.

MalaysiaDecision-eligible pair 1/2 · 22 contextual signalsGoverned proof—not a market score
Accepted delivery proofAccepted observed demandFuture pipeline / capital not current supplySource-dated context excluded from totals
DELIVERY PROOF0 accepted records

Only accepted operating, commissioned or available capacity can light this lane. Contracted power remains context until delivery is evidenced.

PRESERVE OPTIONDemand proof appears before delivery proof.
DELIVERYDEMANDPAIR

Observed demand cannot become an opportunity size until operating or available capacity is evidenced on a comparable scope.

NUMERICAL GAP WITHHELD
DEMAND PROOF1 accepted record

Accepted workload, utilisation, pre-lease or observed-load evidence only. Forecasts, floors and declared maxima remain context.

MARKET DECISION PULSE · MALAYSIA

Malaysia’s electricity load is rising; site-level headroom is still unproven.

1/2comparable proof inputs
NATIONAL LOAD GROWTH × SITE POWER GAPMalaysia national electricity consumption — H1 comparison
Source-derived context · excluded from governed totals
0TWh · January–June · national total
SOURCE RECORDS BY STATED EVIDENCE STATE19 cited context records
Record count—not MW or a conversion rate
0Reported operating
1Launch milestone
2In delivery
2Allocated / contracted
5Announced / planned
9Policy / adoption context
DECISION EFFECTPreserve an option; accelerate power-delivery and connection diligence.

Opportunity is a conditional path, not spare megawatts: release capital only as power, demand and delivery milestones become comparable.

SUPPLY EVIDENCECONTEXT ONLY
GOVERNED CONTEXT · NOT DECISION-GRADE · STATUS-SPECIFIC280 MW

Secured or contracted power

TM Nxera Iskandar Puteri Campus · 12 Jan 2026

TM reports a signed multi-year electricity supply agreement with TNB securing 280 MW for its named Iskandar Puteri campus. The agreement is contracted power, not evidence that 280 MW is energised or currently delivered. The first-phase 2026 operations target was forward-looking; no energisation date, curtailment terms, IT-load basis, or current operational status was verified.

TM Nxera Johor electricity supply agreement 2026 ↗
DEMAND EVIDENCEPROOF PRESENT
GOVERNED DECISION EVIDENCE · STATUS-SPECIFIC603 MW

Reported actual data-centre electricity load

Malaysia Data Centre Sector · 30 Jun 2025

Hansard cites Energy Commission data: 603 MW actual data-centre electricity use nationwide at June 2025. It is reported instantaneous load in MW, not energy consumed in MWh, installed IT capacity or secured supply.

Parliament Malaysia data-centre power Hansard November 2025 ↗GOVERNED CONTEXT · NOT DECISION-GRADE · STATUS-SPECIFIC5,000 MW

Forecast data-centre electricity demand lower bound

Malaysia Data Centre Sector · 31 Dec 2035

MIDA projected that Malaysia data-centre electricity demand would exceed 5,000 MW by 2035. The normalized 5,000 MW value is an explicit country-level forecast lower bound as of 14 September 2026, not current load, connected capacity, deliverable supply or a demand-supply gap.

MIDA Data Centre Nexus 2026 release ↗
MARKET CONTEXT · SOURCE-DATED

What could change the gap reading?

19 cited updates
CAPACITY CONTEXT
Malaysia had approved 12.3 GW of data-centre electricity supply by August—but projected 2030 maximum demand was 8.39 GW

The Star reports that Deputy Prime Minister and Energy Transition and Water Transformation Minister Fadillah Yusof told Parliament that Malaysian data-centre projects had secured approval for 12.3 GW of electricity supply capacity as of August 2026, while sector maximum demand was projected to reach 8.39 GW by 2030. The written reply also described cost-causation safeguards, the Ultra-High Voltage tariff, a higher Connected Load Charge intended to deter over-application, a requirement for data centres to source at least 30% renewable energy, and phased generation and grid reinforcement. These figures expose a critical underwriting gap: an approved supply envelope is larger than forecast coincident demand and must not be read as operating load or spare grid headroom.

  • Approved electricity-supply capacity12.3 GW · project approvals as of Aug 2026
  • Projected sector maximum demand8.39 GW · 2030 projection
12.3 GW APPROVED SUPPLY ENVELOPE · AS OF AUG 2026 · 8.39 GW 2030 MAX-DEMAND PROJECTION · NOT OPERATING LOAD OR GRID HEADROOMThe Star report of a written parliamentary reply ↗
CAPACITY CONTEXT
Malaysia’s DCTF cohort: 27 approved projects, with one reported operating by July 2026

The Star’s report of a Digital Ministry written reply says 27 Data Centre Task Force-approved projects represented estimated investment of RM225.97 billion through July 2026: 16 in Johor, 10 in Selangor and one in Negeri Sembilan. Bernama’s originating report identifies this DCTF cohort as a subset of 84 projects approved nationally. One project had begun operating and the other 26 were under construction. The reply also reports 4,053 expected jobs, including 3,523 high-skilled roles, and says Malaysians are expected to fill 89.21% of the high-skilled positions. A minimum 30% local-content requirement applies to approved projects, with MIDA monitoring implementation through reports every six months.

  • DCTF-approved projects27 · status through July 2026
  • Estimated investmentRM225.97bn · approval estimate, not realised spend
DCTF-APPROVED COHORT · STATUS THROUGH JUL 2026 · 1 REPORTED OPERATING / 26 UNDER CONSTRUCTION · NO MW DISCLOSEDThe Star report of a Digital Ministry written parliamentary reply ↗
DELIVERY SIGNAL
Bitdeer secures a 60 MW A103 facility agreement in Cyberjaya—but no customer offtake yet

Bitdeer AI says it entered an eight-year data-center services agreement for the 60 MW A103 facility at its Cyberjaya campus, with energization expected in Q1 2028. The company says A103 lifts the future Cyberjaya campus scope to about 71.5 MW and its global secured AI Cloud facility portfolio to about 333.5 MW, or approximately 95% of an up-to-350 MW Q1 2028 target.

  • A103 facility agreement60 MW critical IT load
  • Cyberjaya campus scope≈71.5 MW
Bitdeer AI capacity scope ladder — A103 to global 2028 targetY · MW critical IT load · nested scopes; not additive and not operating
  1. 60 MW secured agreementA103 facility
  2. ≈71.5 MW future scopeCyberjaya campus
  3. ≈333.5 MW securedGlobal secured portfolio
  4. Up to 350 MW targetGlobal Q1 2028 target

X · DISCLOSED CAPACITY SCOPEZERO BASELINE · SOURCE POINTS ONLY

8-YEAR FACILITY AGREEMENT · Q1 2028 ENERGISATION TARGET · NO OFFTAKE · NOT OPERATINGBitdeer Technologies Group ↗
DEMAND SIGNAL
Malaysia H1 electricity use rose 6.1%; broad commercial load rose 6.9%

Official monthly records show total national electricity consumption increasing from 94.587 TWh in H1 2025 to 100.381 TWh in H1 2026, a source-derived 6.1% increase using the same January–June window. The dataset’s broad commercial category increased from 65.841 TWh to 70.390 TWh, or 6.9%. The companion supply ledger reports the same total monthly values as the consumption ledger; this is an accounting relationship, not evidence of spare power. Both public datasets run monthly from January 2018 through June 2026.

  • H1 2025 total consumption94.587 TWh · sum of Jan–Jun source MKWh
  • H1 2026 total consumption100.381 TWh · provisional · +6.1% YoY
Malaysia national electricity consumption — H1 comparisonY · TWh · January–June · total national consumption
  1. 94.6 TWhH1 2025
  2. 100.4 TWh · provisionalH1 2026

X · H1 ELECTRICITY CONSUMPTIONZERO BASELINE · SOURCE POINTS ONLY

OBSERVED OFFICIAL MONTHLY SERIES · JAN 2018–JUN 2026 · H1 2026 PROVISIONAL · NATIONAL SCOPE · NOT FIRM POWERGovernment of Malaysia data.gov.my ↗
DELIVERY SIGNAL
Bitdeer secures a 67 MW Malaysia AI campus for 2027—but A901 has no customer offtake yet

Bitdeer AI says it entered a 10-year data-centre services agreement for A901, a 67 MW critical-IT-load AI Cloud campus in Malaysia. Initial delivery is targeted for Q1 2027 and the full 67 MW for Q2 2027. Bitdeer describes A901 as its third Malaysian hub alongside Cyberjaya and Johor; the city is not disclosed.

  • A901 planned facility capacity67 MW critical IT load
  • Initial delivery targetQ1 2027
10-YEAR FACILITY SERVICES AGREEMENT · INITIAL DELIVERY Q1 2027 · FULL 67 MW Q2 2027 · NO OFFTAKE · NOT OPERATINGBitdeer Technologies Group ↗
DEMAND SIGNAL
Malaysia's June electricity consumption is 28.5% above 2020—but data-centre demand is not isolated

Malaysia's official monthly dataset reports total electricity consumption of 13,290.32 million kWh in June 2020 and 17,075.87 million kWh in June 2026, a 28.5% increase across the same-month comparison. June 2026 was 6.6% above June 2025, showing a rising system-demand context without assigning that growth to data centres.

  • June 2020 total13,290.32 million kWh
  • June 2026 total17,075.87 million kWh
Malaysia total electricity consumption — June observationsY · million kWh
  1. 13,290.32 million kWhJun 2020
  2. 12,675.29 million kWhJun 2021
  3. 14,786.47 million kWhJun 2022
  4. 15,227.22 million kWhJun 2023
  5. 15,990.27 million kWhJun 2024
  6. 16,020.93 million kWhJun 2025
  7. 17,075.87 million kWhJun 2026

X · PERIODZERO BASELINE · SOURCE POINTS ONLY

OFFICIAL MONTHLY GRID SERIES · JUNE COMPARISON · 2026 PROVISIONAL · NOT DATA-CENTRE-SPECIFICOpenDOSM / data.gov.my ↗
DEMAND SIGNAL
Selangor accounted for 31.3% of Malaysia's provisional 2024 non-domestic water consumption

The official dataset reports 5,077 MLD of national non-domestic water consumption in 2024. Selangor, which includes Kuala Lumpur and Putrajaya in this dataset, represented 1,591 MLD or 31.3%; Johor was second at 610 MLD or 12.0%, just ahead of Sarawak at 586 MLD or 11.5%. The three largest published rows represented 54.9% of the national total.

  • National non-domestic total5,077 MLD · provisional
  • Selangor share31.3% · includes KL & Putrajaya
Malaysia non-domestic water consumption — six largest published rows, 2024Y · MLD · broad non-domestic customer accounts · provisional
  1. 1,591 MLD · 31.3%Selangor*
  2. 610 MLD · 12.0%Johor
  3. 586 MLD · 11.5%Sarawak
  4. 398 MLD · 7.8%Perak
  5. 375 MLD · 7.4%Pulau Pinang
  6. 293 MLD · 5.8%Pahang

X · PUBLISHED STATE / TERRITORY ROWZERO BASELINE · SOURCE POINTS ONLY

OFFICIAL 2024 STATE COMPARISON · TOP SIX PUBLISHED ROWS · PROVISIONAL · NOT DATA-CENTRE WATER USEGovernment of Malaysia / National Water Services Commission ↗
DEMAND SIGNAL
Johor non-domestic water consumption reached 610 MLD in 2024—but the category is broader than data centres

Malaysia's official open dataset reports Johor non-domestic water consumption at 610 million litres per day in 2024, up 6.6% from 572 MLD in 2023 and 20.8% from the 2021 trough. The 2024 level was only 1.8% above 2019, preserving the pandemic-era dip and subsequent recovery in one scope-consistent state series.

  • 2024 non-domestic water consumption610 MLD
  • 2023–2024 change+6.6%
Johor non-domestic water consumption — 2019–2024Y · MLD · broad non-domestic customer accounts
  1. 599 MLD2019
  2. 526 MLD2020
  3. 505 MLD2021
  4. 536 MLD2022
  5. 572 MLD2023
  6. 610 MLD · provisional2024

X · CALENDAR YEARZERO BASELINE · SOURCE POINTS ONLY

OFFICIAL 2019–2024 JOHOR NON-DOMESTIC SERIES · 2024 PROVISIONAL · NOT DATA-CENTRE WATER USEGovernment of Malaysia / National Water Services Commission ↗
DEMAND SIGNAL
Bitdeer contracts more than 70% of A201 before its planned energisation

Bitdeer reports off-take commitments covering more than 70% of A201's approximately 21.7 MW capacity in Johor Bahru, with more than US$1.7 billion of expected five-year site revenue and energisation targeted for Q1 2027.

  • Planned site capacity≈21.7 MW
  • Off-take commitments>70%
Bitdeer A201 planned capacity versus disclosed off-take floorY · MW critical IT load · commitment floor, not operating capacity
  1. ≈21.7 MW plannedPlanned site capacity
  2. >≈15.2 MW implied floorCommitted-load floor

X · DISCLOSED CAPACITY BASISZERO BASELINE · SOURCE POINTS ONLY

OFF-TAKE COMMITTED · Q1 2027 ENERGISATION TARGET · NOT OPERATINGBitdeer Technologies Group ↗
CAPACITY CONTEXT
G3nerasi Kinta signs a term sheet for a proposed 680 MWac solar PV and four-hour BESS project

SD Guthrie’s Bursa filing says G3nerasi Kinta entered a BESC term sheet on 28 September 2026 for a proposed hybrid utility-scale solar PV plant in Perak with total minimum net capacity of 680 MWac, coupled with a four-hour battery energy storage system. An unnamed US-based multinational technology company is the intended data-centre offtaker under CRESS; definitive BESC and CRESS agreements are targeted for Q1 2027, and COD is scheduled for 2029 subject to TNB access and required approvals.

  • Proposed minimum net generation680 MWac
  • BESS duration4 hours · MW/MWh undisclosed
G3nerasi Kinta proposed versus verified-operating project capacityY · MWac · proposed minimum net generation versus verified operating project capacity
  1. 680 MWac minimum netProposed project
  2. 0 MWac verifiedVerified operating

X · PROJECT CAPACITY BY LIFECYCLE STAGEZERO BASELINE · SOURCE POINTS ONLY

TERM SHEET ENTERED 28 SEP 2026 · DEVELOPMENT STAGE · 2029 CONDITIONAL COD · NOT OPERATINGSD Guthrie / Bursa Malaysia ↗
POLICY CONTEXT
MIDA shifts Malaysia's test from attracted capacity to local capability

MIDA reports RM385.7 billion of data-centre-related investment from 2021 through H1 2026 and now prioritises AI adoption, domestic supply chains, skills, resource efficiency and higher-value jobs.

  • Reported investmentRM385.7bn
  • Measurement window2021–H1 2026
GOVERNMENT POLICY SIGNAL · NO PROJECT CAPACITY CLAIMMalaysian Investment Development Authority ↗
CAPACITY CONTEXT
Key ASIC and CT Vision sign a non-binding MoU targeting about 300 MW of IT load

The parties target approximately 300 MW of total IT load within five years from an unspecified commercial launch, 100% renewable-energy penetration, at least 50% self-generated on-site or associated green power, and PUE of no more than 1.20. Feasibility, site planning, engineering and commercial structuring remain next steps; definitive agreements are targeted by the end of Q4 2026.

  • Planned IT-load target≈300 MW · within 5 years of launch
  • Renewable-energy penetration target100% · ≥50% self-generated
Key ASIC / CT Vision five-year IT-load target versus verified operating evidenceY · MW IT load · preliminary target versus verified operating evidence
  1. ≈300 MW planned IT loadFive-year target
  2. 0 MW operating evidenceVerified operating

X · LIFECYCLE STATUSZERO BASELINE · SOURCE POINTS ONLY

NON-BINDING MOU · DEFINITIVE AGREEMENTS TARGET Q4 2026 · SITE UNDISCLOSED · NOT OPERATINGKey ASIC ↗
DEMAND SIGNAL
Bitdeer moved A102 from approximately 50% to 100% contracted in twelve days

Bitdeer's official releases moved A102 from approximately 50% contracted on 19 August 2026 to sold out on 31 August. Five-year off-take commitments cover the planned 9.5 MW site capacity and represent more than US$800 million of expected contract revenue; service is targeted for Q1 2027.

  • Contracted capacity≈9.5 MW · 100% disclosed coverage
  • Expected contract revenue>US$800m / 5 years · forward-looking
Bitdeer A102 disclosed off-take coverage — August 2026Y · % of planned 9.5 MW site capacity · company-reported commitment coverage
  1. ≈50% contracted19 Aug 2026
  2. 100% contracted31 Aug 2026

X · DISCLOSURE DATEZERO BASELINE · SOURCE POINTS ONLY

100% OFF-TAKE COMMITTED · Q1 2027 SERVICE TARGET · NOT ENERGISED OR OPERATINGBitdeer Technologies Group ↗
POLICY CONTEXT
Kuala Lumpur leads DC Byte's 2026 APAC future-growth list, with Johor ninth

DC Byte's 2026 APAC Future Growth Metro Markets list ranks Kuala Lumpur—including Cyberjaya—first and Johor ninth. The proprietary Growth Potential Score weights pipeline intensity at 50%, growth momentum at 30% and market validation at 20%. Pipeline intensity and growth momentum use future capacity—Under Construction plus Committed MW—relative to live capacity or current take-up; market validation compares current take-up with live capacity.

  • Kuala Lumpur future-growth rank1st in APAC · includes Cyberjaya
  • Johor future-growth rank9th in APAC
DC BYTE 2026 APAC FUTURE-GROWTH RANK · KUALA LUMPUR #1 · JOHOR #9 · CONTEXT ONLYDC Byte ↗
POLICY CONTEXT
Digital Realty establishes its Malaysia operating platform in Cyberjaya

Digital Realty announced the establishment of its Malaysia platform in Cyberjaya, adding an international operator and connected-infrastructure route for AI and data-driven workloads.

  • MarketMalaysia
  • Operating hubCyberjaya
MARKET PLATFORM ESTABLISHED · CAPACITY EFFECT UNVERIFIEDDigital Realty ↗
DELIVERY SIGNAL
NEXTDC launches KL1 as its first international data centre

NEXTDC announced the official launch of KL1 in the Klang Valley, describing the facility as its first international AI-ready data centre and a Tier IV-design platform for cloud and AI workloads.

  • Operator milestoneFirst international site
  • Design basisTier IV requirements
OFFICIAL LAUNCH · CUSTOMER UTILISATION UNDISCLOSEDNEXTDC ↗
POLICY CONTEXT
Equinix plans a US$190m-plus KL2 expansion with more than 2,200 cabinets

Equinix says its planned KL2 facility in Cyberjaya will become its fourth Malaysian data centre, adding more than 2,200 cabinets when fully built out. The design includes high-density and liquid-cooled capacity for AI and HPC workloads and is intended to connect Kuala Lumpur, Johor and Singapore through Equinix Fabric.

  • Announced investment>US$190m
  • Full-build cabinet count>2,200
PLANNED FACILITY · FULL BUILD-OUT BASIS · COMMISSIONING DATE UNDISCLOSEDEquinix ↗
DELIVERY SIGNAL
TM Nxera tops out its first Johor building—but 280 MW contracted power is not yet delivered capacity

Telekom Malaysia says TM Nxera completed the first building's structural frame at its Iskandar Puteri campus on 16 April 2026. Mechanical and electrical installation, systems integration and commissioning remained ahead, with first-phase commercial operations targeted for the second half of 2026. The campus is described as scalable to more than 200 MW and backed by a multi-year TNB electricity-supply agreement for 280 MW.

  • Electricity-supply agreement280 MW · future delivery scope
  • Campus scalability>200 MW · not live IT load
280 MW SUPPLY AGREEMENT · FIRST BUILDING TOPPED OUT · H2 2026 OPERATIONS TARGET · NOT VERIFIED LIVETelekom Malaysia ↗
DELIVERY SIGNAL
APAC hyperscale capacity grew at a 32.9% five-year CAGR as pre-leasing stretched 24–36 months

DC Byte's public report highlights a 32.9% five-year CAGR for APAC hyperscale capacity and 24–36-month pre-leasing cycles in constrained markets. Its 2024 delivery-model chart shows Malaysia and Singapore leaning toward self-build public-cloud capacity, Japan and India toward colocation, and Australia near parity. The directional chart signal is retained without estimating unpublished bar values.

  • APAC hyperscale capacity growth32.9% · five-year CAGR
  • Reported pre-leasing cycle24–36 months
DC BYTE REPORT PUBLISHED 26 NOV 2025 · APAC REGIONAL CONTEXT · NOT ACCEPTED CAPACITYDC Byte ↗
Bars show accepted proof presence inside the selected market—not MW, probability or investment attractiveness. Forecasts, declared maxima, contracted power and pending proposals remain visible as context but cannot change the decision posture. Open any record to inspect its source, date, lifecycle and caveat.
Malaysia SWOT and working hypotheses
MARKET SWOT · EVIDENCE + HYPOTHESES

What helps. What holds us back.

Governed evidence anchors the SWOT. Where evidence is still thin, NTRY states a conditional hypothesis, what would falsify it and which dated indicators must be collected next.

Malaysia3 SWOT points · 13 accepted evidence recordsEvidence feed checked 27 Oct 2026

Evidence cards are governed; SWOT placement is a transparent rule-based interpretation. Working hypotheses identify questions for further evidence and do not become facts, market scores, allocation recommendations, trends or Signals.

Potential strengths

What existing advantages are reported?

  • ACCEPTED OBSERVATION · RULE-BASED READING

    Secured or contracted power

    280 MW · TM Nxera Iskandar Puteri Campus

    A reported power agreement may improve the named project’s delivery position. Contracted power is not proof of energisation or spare power elsewhere in the market.

    Source, scope and what to verify

    Source statement: TM reports a signed multi-year TNB electricity supply agreement securing 280 MW for its Iskandar Puteri campus; first-phase commercial operations were targeted for 2026

    Scope: Johor · NAMED_CAMPUS_ELECTRICITY_SUPPLY_AGREEMENT

    Evidence date: 12 Jan 2026

    Caveat: TM reports a signed multi-year electricity supply agreement with TNB securing 280 MW for its named Iskandar Puteri campus. The agreement is contracted power, not evidence that 280 MW is energised or currently delivered. The first-phase 2026 operations target was forward-looking; no energisation date, curtailment terms, IT-load basis, or current operational status was verified.

    What would change this assessment: Confirm energisation, connection date, curtailment terms and the named site’s delivery milestones.

    Read TM Nxera Johor electricity supply agreement 2026 source ↗

Potential weaknesses

What local constraints are evidenced?

NTRY WORKING HYPOTHESIS

Hidden delivery constraint

Sparse evidence may be masking local delivery constraints in Malaysia; grid access, permitting, cooling or construction could be more binding than the current SWOT shows.

What would falsify it: Dated official evidence confirms timely permits, firm power, sufficient cooling resources and on-time delivery.

Next dated indicator: Connection lead time, permit status, water or cooling entitlement, and construction milestones.

Priority evidence gaps: Land and permitting · Cooling and water · Construction

Potential opportunities

What future openings should we investigate?

  • ACCEPTED OBSERVATION · RULE-BASED READING

    Forecast data-centre electricity demand lower bound

    5,000 MW · Malaysia Data Centre Sector

    A forecast demand floor suggests a possible workload opportunity. A forecast is not observed demand or contracted customers.

    Source, scope and what to verify

    Source statement: Data-centre electricity demand projected to exceed 5,000 MW by 2035

    Scope: Malaysia · COUNTRY_DEMAND_FORECAST_LOWER_BOUND

    Evidence date: 14 Sept 2026 · Forecast horizon 2035

    Caveat: MIDA projected that Malaysia data-centre electricity demand would exceed 5,000 MW by 2035. The normalized 5,000 MW value is an explicit country-level forecast lower bound as of 14 September 2026, not current load, connected capacity, deliverable supply or a demand-supply gap.

    What would change this assessment: Test forecast assumptions, horizon, workload mix and customer commitments.

    Read MIDA Data Centre Nexus 2026 release source ↗
  • ACCEPTED OBSERVATION · RULE-BASED READING

    Development pipeline capacity ceiling

    166 MW · ST Telemedia Global Data Centres

    A stated pipeline ceiling describes potential scale, not a committed build-out or delivered capacity.

    Source, scope and what to verify

    Source statement: Planned development capacity up to 166 MW of IT load

    Scope: Johor · NAMED_CAMPUS_UPPER_BOUND

    Evidence date: 13 Aug 2026

    Caveat: STT Johor is planned for up to 166 MW of IT load. The normalized 166 MW value is an explicit publisher-reported upper bound for one named campus, not exact pipeline capacity, operating capacity or a Malaysia market total.

    What would change this assessment: Check which phases are committed, permitted, financed and power-secured.

    Read STTGDC Johor financing release source ↗

Potential threats

What external changes could undermine the plan?

NTRY WORKING HYPOTHESIS

Relative-attractiveness erosion

Power economics, connection timing, regulation or delivery risk could erode Malaysia's relative attractiveness before 2031—even if headline capacity grows.

What would falsify it: Comparable evidence shows stable delivered-power cost, secured connections, predictable rules and on-time delivery.

Next dated indicator: Delivered power cost, grid delay, policy change, equipment lead time and resilience incidents.

Priority evidence gaps: Power economics · Regulation · Construction

THE UAE EVALUATION SYNOPSIS

Read the UAE build-out synopsis.

A two-page, source-bound synopsis of UAE energy demand context and capital intent, with three reviewed findings and the next diligence receipts.
GENERATE REPORT