There is no cause of concern for YTL Power from this planned AI chips shipment restrictions to Malaysia. For one, the first 20MW AI data centre at YTL Kulai DC Park has already been up and running since late June, and there is no AI data centre under construction that requires any further shipment of AI chips from the US for now.

For any future AI data centres to be built by YTL Power, as long as the cloud service providers are American companies, such as Oracle or Microsoft, there should not be much restriction of AI chip shipment from the US to Malaysia.