更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 Morgan Stanley RESEARCH June 2, 2024 07:00 AM GMT Powering Al I Asia Pacific More Gigawatts New data center announcements continue to accelerate in ASEAN, with another 1 GW in potential power demand being underwritten as these data centers ramp up. With US$5Obn in committed Al/DC investments, we see upside to power gencos and grid operators in the region. Tenaga, SCl and Keppel are OWs. ASEAN remains an outsized beneficiary of Asia's Powering Al theme ( Exhibit 1). Recent announc ...