"Data is the oil of the next 20 to 25 years." Across the world, countries are racing to build the infrastructure that powers AI:
Malaysia is becoming Southeast Asia's data center hub, India is scaling up to meet surging digital demand, and the US is projected to pour $800 billion into AI infrastructure this year alone.
But behind every data center, from Johor to Virginia, sits the same hidden engine: Taiwan.
On this episode of The Chain Maker, we decode:
Why Johor, Malaysia now holds nearly 79% of the country's data center capacity?
How India is balancing AI ambitions with data sovereignty and a water-stressed reality?
Why the US still leads, but local opposition is starting to slow projects down?
Why Taiwanese firms made more than 80% of the world's servers in early 2025?
How Taiwan is evolving from manufacturer to "chain maker" as the AI supply chain fragments?
Host:
Laurel Stewart
Guests:
Kristy Hsu (Director, Taiwan-ASEAN Studies Center, Chung-Hua Institution For Economic Research)
Anwesha Sen (Programme Manager, Takshashila Institution, India)
Allen Cheung (Industry Consultant, Market Intelligence & Consulting Institute)
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