YTL Kulai
A Utility-Owned Park With Nvidia Racks Live
- Owner: YTL Power, a Malaysian utility group; it plans to list its data center unit in 2027.
- Capacity: 150 MW delivered across four operating buildings, one in testing and two under construction; 298 MW contracted, with up to 288 MW delivered by fiscal 2027 and 200 MW more pending. The target was raised from 600 MW to 1.2 GW in June 2026.
- Tenants: "four to five clients, mostly global hyperscalers," not named.
- AI cloud: YTL AI Cloud runs liquid-cooled Nvidia GB200 NVL72 racks, live since October 31, 2025, with about 20 MW of GPUs in Malaysia.
- Power: Tenaga Nasional (TNB) grid plus onsite solar, about 215 MW by the end of 2026.
- Next: a second campus at Sedenak Tech Park West with Johor Corporation, announced August 2026.
Johor's campuses
Vacancy Is Under 1%
| Campus | MW | Tenant | Notes |
|---|---|---|---|
| YTL Green Data Center ParkKulai | 150 delivered; 298 contracted; 1,200 target | Global hyperscalers, not named; YTL AI Cloud on GB200 NVL72 | TNB grid plus onsite solar |
| Bridge Data Centres MY06Sedenak | About 243 IT | ByteDance likely anchor; about 221,000 H100-equivalents (Epoch estimate) | Grid; three buildings idle as of September 2026 |
| AirTrunk JHB1 and JHB2Johor | About 150 and more than 270 | Not named | $2.3B green loan for JHB2 (July 2026) |
| Princeton DigitalSedenak and Kulai | 190; 200 more at Kulai by 2027 | Not named | Green Lane hookup in 12 months |
| Microsoft Southeast Asia 3Kulai, Tebrau, Nusa Cemerlang | Not disclosed | Microsoft | Announced November 2025 |
Johor's state government had approved 51 projects worth RM183B by November 2025: 17 operating, 11 under construction and 23 not started. Cushman & Wakefield counts 1,110 MW operating, 602 MW under construction and 2,486 MW planned in mid-2026.
Export controls
Chinese Firms Rent the GPUs They Cannot Import
- ByteDance: a Malaysian cloud operator, Aolani, is deploying about 36,000 Nvidia B200s, over $2.5B of hardware, for ByteDance to use remotely (March 2026). The site is not disclosed.
- Hard drives by hand: in March 2025 four Chinese engineers flew 80 TB of data to Malaysia to train on about 300 rented Nvidia servers, the WSJ reported.
- US rules: the 2025 AI diffusion rule was rescinded in May 2025, and a draft rule aimed at Malaysia and Thailand was never finalized. The Commerce Department is drafting a rule against Chinese firms renting GPUs in third countries; the House passed a Remote Access Security Act in January 2026, which is stalled in the Senate.
- Malaysia's rule: since July 14, 2025, exporting or transshipping US-made AI chips from Malaysia needs a government permit.
- Singapore case: fraud charges since February 2025 over false end-user statements for servers that may have gone to Malaysia; trial pending.
See Bottleneck Atlas.
Power and water
Johor Now Rations Water and Favors AI
- Power: TNB's Green Lane, from August 2023, cut grid hookups from 36 to 48 months to about 12. TNB raised its base rate about 14% in July 2025, with rates by voltage that weigh on data centers. Data centers could be about 40% of Johor's electricity demand by 2035, Wood Mackenzie projects.
- Water: Johor stopped approving Tier 1 and Tier 2 data centers in November 2025 and requires reclaimed water; since March 2026 it approves only air-cooled Tier 3 and 4 projects.
- Federal policy: Prime Minister Anwar told Parliament in February 2026 that approvals for non-AI data centers are limited.
The region
Singapore Rations, Batam and Thailand Absorb
| Market | MW | Notes |
|---|---|---|
| Singapore | 1,118 operating | Second capacity call (August 2026): Digital Realty, Equinix, Keppel and STT GDC, 200 MW each on Jurong Island; liquid cooling and more than 50% green energy required |
| Batam, Indonesia | 360 planned | Firmus and DayOne, up to 170,000 Nvidia GPUs; first service 2027 |
| Thailand | Approvals, not MW | Investment board approvals (May 2026): TikTok $25B, DAMAC 200 MW, Bridge 134 MW; Google $1B; the US alleges Moonshot AI trained on GB300s there |
| Mumbai, India | About 1,180 operating | India's largest market |
| Visakhapatnam, India | 1,000 planned | Google $15B with AdaniConneX and Airtel; ground broken April 2026 |
| Jamnagar, India | 120 first; Meta 168 | Reliance on GB300 by end 2026; see Meta Hyperion |
Record
Dataset Record
- Dataset
- Johor campuses and Southeast Asian and Indian AI data center markets
- Sources
- YTL Power, Johor state government, Malaysia Trade Ministry, TNB, US Commerce Department, Cushman & Wakefield, Knight Frank, Epoch AI, The Star, EdgeProp, W.Media, WSJ, Forbes, DatacenterDynamics, Reliance
- Last verified
- October 2026