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QUOTE:The latest round of AI chip restriction is unlikely to have any impact on YTL Power getting the required Nvidia chips for its AI data centre development in Malaysia. This is because all of the clients secured so far by YTL Power for its AI data centres are all US companies or based in a Tier 1 country - Nvidia, a US hyperscaler and an MNC (this MNC may be just leasing a colocation data centre that does not require AI chips).....
These individual US companies may apply for VEU status in Malaysia and can assess significantly higher limits. Hence, it is not expected the progress of YTLP’s AI data centre development in Kulai to face any hurdle from this latest round of restriction.
To the contrary, the latest round of restriction may be good for YTL Power as other US hyperscalers such as Google, AWS and Oracle may lease its AI data centres in Kulai, rather than investing in other Tier 2 or Tier 3 countries. YTL Power has proven that it can assess to the latest Nvidia GPUs which are on the way for delivery to Malaysia in next few weeks. UNQUOTE