-
Summary
Asia-Pacific is catching up with AI-driven datacenter expansions, with a few emerging metros in Southeast Asia expecting a robust pipeline of mega-sized data centers. Power has come up as the key commodity in this business, and it is often a limiting factor in where these new datacenters can be built. Datacenters built for AI applications often require higher power density and energy requirements than traditional facilities. Where are the popular greenfield locations hyperscalers are heading to? Can these new markets step up its infrastructure to meet the surge in expansion activities? What are the opportunities to be expected from the AI hype?
Join S&P Global analysts for a panel discussion on the current and future state of the datacenter industry:
- How is AI impacting datacenter investments in APAC?
- What are the challenges facing datacenter providers?
- Can the AI wave help bring renewable energy to the regional grid?
Speakers
S&P Global Market Intelligence
Perkins Liu
S&P Global Market Intelligence
Senior Research Analyst
Perkins Liu has joined the Datacenter team as a Senior Research Analyst covering datacenters in APAC and datacenter technology more broadly.
Perkins Liu has joined the Datacenter team as a Senior Research Analyst covering datacenters in APAC and datacenter technology more broadly. Perkins is based in Rhode Island and has been in the datacenter industry for over 20 years, most recently as a Leader of Strategy and Business Development for the Cloud and Service Provider segment at Schneider Electric. Perkins has worked with global web giants and datacenter providers on their facility construction and operation plans worldwide, including years of experience working with providers in China, where he received his undergraduate and graduate degrees in electrical engineering. Perkins also has an MBA from the University of Rhode Island. He is fluent in Mandarin and English.
S&P Global Market Intelligence
Soon Chen Kang
S&P Global Market Intelligence
Research Analyst
Soon Chen Kang is a research analyst in the 451 Research technology research group within S&P Global Market Intelligence.
Soon Chen Kang is a research analyst in the 451 Research technology research group within S&P Global Market Intelligence covering datacenter activities in Asia-Pacific for the Datacenter Services and Infrastructure channel.
Soon Chen’s research area includes expansion activities, customer verticals, industry growth projections and pricing dynamics of the datacenter colocation market. Her most recent work focuses on go-to-market analysis of the emerging datacenter markets in Southeast Asia.
Prior to this role, Soon Chen was a journalist covering the consumer sector at S&P Global Market Intelligence. She wrote extensively on the evolving e-commerce landscape in the region.
Soon Chen holds a Bachelor of Education in Teaching English as a Second Language degree from University Malaya. She is fluent in Chinese and Bahasa Malaysia.
Vince Heo
Director, Asia Pacific Power and Renewables
Mr. Heo’s research focuses on power and renewables and clean energy technology, covering Southeast Asia and South Korea.
Mr. Heo’s research focuses on power and renewables and clean energy technology, covering Southeast Asia and South Korea. In his current role at S&P Global, he has authored articles on topics such as offshore wind investment, cross-border electricity project in ASEAN, clean hydrogen costs and emissions, green bond and corporate renewable procurement in Asia-Pacific. He has more than 15 years of experience in consultancy and industry, with a strong background in policy research, strategy development, and financial analysis in the energy sector. Prior to joining S&P Global, Mr. Heo was a senior manager at Ernst & Young, where he led the Power & Utilities consulting practice. Prior to that, he held posts at the Global Green Growth Institute, Bloomberg, and Procter & Gamble. Mr. Heo holds a Bachelor of Arts in agricultural economics from Seoul National University, South Korea, and a Master of Science in environmental policy and regulation from the London School of Economics, United Kingdom.
S&P Global Market Intelligence
Melissa Incera
S&P Global Market Intelligence
Research Analyst
Melissa Incera is a research analyst on the M&A team supporting 451 Research, a technology research group within S&P Global Market Intelligence.
In her research, Melissa looks at high-level trends in tech M&A markets, analyzes noteworthy deals and investments, and forecasts activity across technology subsectors, specifically, enterprise software. She also tracks technology private equity and venture capital markets.
Prior to joining the M&A team, Melissa spent a few years covering collaboration technology with the S&P Global Market Intelligence Workforce Productivity & Collaboration team, where she researched the future of work and emerging applications to enhance the employee experience. She also had a brief stint leading North American market growth strategy for a startup in the logistics technology space.
Melissa holds a bachelor’s degree in English Literature from Boston College and an MBA from ESADE, Ramon Llull University in Barcelona.
S&P Global Market Intelligence
Dan Thompson
S&P Global Market Intelligence
Principal Research Analyst, Datacenter Services & Infrastructure, 451 Research
Dan Thompson is a principal research analyst in the 451 Research technology research group within S&P Global Market Intelligence. He leads the Datacenter Services and Infrastructure team, which is charged with keeping tabs on the datacenter industry globally to better understand its trends and growth areas. His research includes analyses of datacenter providers, market size and supply/demand in key and emerging markets around the world. Dan also provides coverage of datacenter providers offering services beyond colocation, such as managed and cloud-type services.
Dan also provides research on the sustainability of the datacenter industry. Beyond just renewable energy purchasing and carbon offsetting, he has been investigating full life cycle emissions, including supply chain emissions, as well as efficiency gains and water usage.
Before joining S&P Global Market Intelligence, Dan spent 15 years as a practitioner in the IT industry, the last 10 years at a top managed/cloud service provider. Dan has worn many hats in the IT world, from systems administration to management, and was most recently an enterprise architect. In that role, he not only assisted in the launch of the company's security practice, but also created security-specific products and designed security into every solution launched to the customer base.
In addition to a good many IT industry certifications, Dan currently holds degrees in network security and forensics and information technology.
Event Support