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<v Cassidy>AI compute has gone gigawatt in the Gulf and Asia.

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<v Cassidy>Now comes the slightly awkward part: powering all of it.

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<v Bill>This is AI Daily Briefing.

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<v Bill>Gulf money, Southeast Asian capacity, and plenty of 2028 promises—let's see how many have customers behind them.

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<v Cassidy>Let's start with Ooredoo, Nvidia, and Nokia, because Indonesia is where this stops being a glossy Gulf announcement.

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<v Bill>Follow the show and the next briefing lands in your feed on its own.

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<v Cassidy>From <00:00:33.176>Yahoo <00:00:33.589>Finance:

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<v Quote>The <00:00:34.584>initial <00:00:34.926>targeted <00:00:35.504>200 <00:00:36.117>MW <00:00:36.651>AI <00:00:36.944>capacity <00:00:37.680>will <00:00:38.091>be <00:00:38.194>sourced <00:00:38.576>from <00:00:38.748>multiple <00:00:39.168>data <00:00:39.458>center <00:00:39.720>providers <00:00:40.256>with <00:00:40.435>facilities <00:00:41.001>across <00:00:41.416>Indonesia.

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<v Quote>As <00:00:42.804>the <00:00:42.917>platform <00:00:43.424>grows, <00:00:44.251>it <00:00:44.357>is <00:00:44.508>designed <00:00:44.917>to <00:00:45.093>expand <00:00:45.573>beyond <00:00:46.056>Indonesia <00:00:46.804>and <00:00:47.144>serve <00:00:47.400>customers <00:00:47.961>across <00:00:48.352>Southeast <00:00:48.864>Asia.

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<v Cassidy>Ooredoo <00:00:50.149>is <00:00:50.296>putting <00:00:50.616>$800 <00:00:51.156>million <00:00:51.902>behind <00:00:52.256>Zankore’s <00:00:52.949>first <00:00:53.296>200 <00:00:53.736>megawatts <00:00:54.283>in <00:00:54.408>Indonesia.

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<v Cassidy>It’s <00:00:56.056>using <00:00:56.318>existing <00:00:56.864>data-center <00:00:57.360>providers <00:00:57.982>rather <00:00:58.272>than <00:00:58.386>waiting <00:00:58.776>for <00:00:58.936>a <00:00:59.029>greenfield <00:00:59.627>campus

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<v Cassidy>so <00:01:00.832>that <00:01:00.967>capacity <00:01:01.576>can <00:01:01.736>reach <00:01:01.984>Southeast <00:01:02.469>Asian <00:01:02.800>customers <00:01:03.422>before <00:01:03.736>the <00:01:03.916>big <00:01:04.176>2028 <00:01:05.056>promises.

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<v Bill>The <00:01:06.656>40% <00:01:07.264>more <00:01:07.526>compute <00:01:08.096>claim <00:01:08.656>is <00:01:09.036>the <00:01:09.276>one <00:01:09.502>number <00:01:09.936>I’d <00:01:10.246>scrutinize.

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<v Bill>Shared <00:01:12.536>GPU <00:01:13.187>scheduling <00:01:13.756>can <00:01:13.986>recover <00:01:14.432>idle <00:01:14.887>capacity

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<v Bill>absolutely—but <00:01:17.408>when <00:01:17.568>that <00:01:17.756>orchestration <00:01:18.563>layer <00:01:18.966>guesses <00:01:19.563>wrong <00:01:20.229>on <00:01:20.536>a <00:01:20.656>latency-sensitive <00:01:21.767>workload

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<v Bill>somebody’s <00:01:23.528>expensive <00:01:24.248>inference <00:01:25.016>job <00:01:25.488>gets <00:01:26.016>parked.

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<v Cassidy>And <00:01:26.885>Nvidia <00:01:27.336>isn’t <00:01:27.568>just <00:01:27.744>supplying <00:01:28.256>chips; <00:01:29.336>its <00:01:29.514>technology <00:01:30.160>runs <00:01:30.456>the <00:01:30.629>layer <00:01:30.958>deciding <00:01:31.516>who <00:01:31.744>gets <00:01:32.056>GPU <00:01:32.496>time <00:01:32.862>across <00:01:33.176>the <00:01:33.363>fleet.

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<v Cassidy>Indonesia <00:01:35.181>may <00:01:35.365>host <00:01:35.641>the <00:01:35.794>racks, <00:01:36.781>but <00:01:36.921>the <00:01:37.031>control <00:01:37.434>plane <00:01:37.781>decides <00:01:38.361>who <00:01:38.483>captures <00:01:39.001>the <00:01:39.168>value.

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<v Bill>Ooredoo <00:01:40.621>forecasts <00:01:41.437>$13 <00:01:41.821>billion <00:01:43.541>in <00:01:43.797>five-year <00:01:44.401>revenue <00:01:44.869>from <00:01:45.109>this <00:01:45.372>platform.

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<v Bill>Fine—now <00:01:48.005>earn <00:01:48.314>it <00:01:48.485>with <00:01:48.814>utilization, <00:01:50.124>uptime, <00:01:51.181>and <00:01:51.404>prices <00:01:52.101>customers <00:01:52.869>will <00:01:53.128>renew <00:01:53.568>at.

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<v Bill>A <00:01:54.721>GPU-as-a-service <00:01:56.074>business <00:01:56.594>lives <00:01:57.141>or <00:01:57.429>dies <00:01:58.048>in <00:01:58.314>those <00:01:58.741>unglamorous <00:01:59.701>decimals.

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<v Cassidy>This <00:02:02.117>one's <00:02:02.349>from <00:02:02.597>AGBI:

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<v Quote>Neom’s <00:02:04.422>planned <00:02:04.746>artificial <00:02:05.231>intelligence <00:02:05.886>data <00:02:06.188>centre <00:02:06.531>campus <00:02:07.022>is <00:02:07.235>expected <00:02:07.715>to <00:02:07.862>break <00:02:08.108>ground <00:02:08.416>within <00:02:08.679>months, <00:02:09.402>its <00:02:09.630>developer <00:02:10.126>DataVolt <00:02:10.670>said.

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<v Quote>The <00:02:11.875>start <00:02:12.169>of <00:02:12.265>construction <00:02:12.822>would <00:02:13.054>mark <00:02:13.262>a <00:02:13.398>milestone <00:02:13.962>for <00:02:14.162>one <00:02:14.249>of <00:02:14.369>Saudi <00:02:14.759>Arabia’s <00:02:15.326>most <00:02:15.632>closely <00:02:16.032>watched <00:02:16.462>giga-projects

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<v Quote>as <00:02:17.902>Neom’s <00:02:18.369>focus <00:02:18.759>shifts <00:02:19.142>f <00:02:19.202>rom <00:02:19.313>futuristic <00:02:19.902>plans <00:02:20.435>to <00:02:20.750>practical <00:02:21.230>infrastructure <00:02:21.966>such <00:02:22.249>as <00:02:22.382>ports

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<v Quote>logistics <00:02:23.722>and <00:02:23.950>data <00:02:24.202>centres.

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<v Bill>A <00:02:25.397>1.5-gigawatt <00:02:27.317>campus <00:02:27.850>breaking <00:02:28.334>ground <00:02:28.730>in <00:02:28.907>October <00:02:29.450>or <00:02:29.628>November <00:02:30.337>and <00:02:30.821>operating <00:02:31.477>in <00:02:31.717>2028—there’s <00:02:33.445>that <00:02:33.717>date <00:02:34.104>again.

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<v Bill>Every <00:02:35.946>infrastructure <00:02:36.997>deck <00:02:37.344>in <00:02:37.417>the <00:02:37.584>world <00:02:38.257>has <00:02:38.735>apparently <00:02:39.374>booked <00:02:39.777>the <00:02:40.037>same <00:02:40.437>vintage <00:02:41.109>year.

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<v Cassidy>DataVolt <00:02:42.877>has <00:02:43.057>put <00:02:43.357>$5 <00:02:43.907>billion <00:02:44.723>behind <00:02:45.017>the <00:02:45.144>first <00:02:45.544>phase <00:02:45.904>at <00:02:46.064>Oxagon, <00:02:47.184>while <00:02:47.397>Neom <00:02:47.770>supplies <00:02:48.217>the <00:02:48.357>land <00:02:48.697>and <00:02:48.805>infrastructure.

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<v Cassidy>That’s <00:02:50.469>more <00:02:50.650>concrete <00:02:51.109>than <00:02:51.257>the <00:02:51.397>usual <00:02:51.854>render-and-superlative <00:02:53.057>routine.

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<v Bill>Concrete, <00:02:55.057>yes—but <00:02:56.357>DataVolt <00:02:56.970>still <00:02:57.301>hasn’t <00:02:57.709>disclosed <00:02:58.417>the <00:02:58.650>first-phase <00:02:59.424>capacity <00:03:00.384>or <00:03:00.677>who’s <00:03:01.055>contracted <00:03:01.697>for <00:03:01.930>it.

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<v Bill>And <00:03:02.944>at <00:03:03.077>a <00:03:03.237>1.5GW <00:03:04.890>AI <00:03:05.227>factory, <00:03:06.323>things <00:03:06.637>get <00:03:06.857>unforgiving <00:03:07.797>when <00:03:08.187>latency-sensitive <00:03:09.293>customers <00:03:09.897>all <00:03:10.261>want <00:03:10.537>the <00:03:10.677>same <00:03:11.173>GPUs <00:03:11.904>at <00:03:12.085>once.

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<v Cassidy>Neom’s <00:03:13.797>promise <00:03:14.277>is <00:03:14.493>renewable-powered, <00:03:16.037>net-zero <00:03:16.667>compute <00:03:17.210>at <00:03:17.337>the <00:03:17.457>Red <00:03:17.697>Sea <00:03:17.973>port.

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<v Cassidy>Fine. <00:03:20.587>I’ll <00:03:20.725>hold <00:03:20.997>off <00:03:21.317>on <00:03:21.557>“world’s <00:03:22.106>lowest-cost <00:03:22.987>compute” <00:03:23.730>until <00:03:24.233>somebody <00:03:24.584>shows <00:03:24.937>the <00:03:25.037>delivered <00:03:25.445>inference <00:03:25.957>price, <00:03:26.657>not <00:03:26.877>a <00:03:26.986>slogan.

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<v Cassidy>Here's <00:03:28.532>Mark <00:03:28.804>Tarre <00:03:29.177>at <00:03:29.417>IT <00:03:29.737>Brief <00:03:30.068>Australia:

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<v Quote>Asia <00:03:31.495>Pacific's <00:03:32.059>data <00:03:32.338>centre <00:03:32.515>development <00:03:33.017>pipeline <00:03:33.595>reached <00:03:34.195>a <00:03:34.281>record <00:03:34.635>26.5GW <00:03:36.502>in <00:03:36.595>the <00:03:36.755>first <00:03:37.003>half <00:03:37.248>of <00:03:37.675>2026

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<v Quote>with <00:03:38.975>the <00:03:39.092>region <00:03:39.481>adding <00:03:39.835>7.1GW <00:03:41.248>in <00:03:41.415>six <00:03:41.652>months

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<v Quote>according <00:03:42.582>to <00:03:42.675>Cushman &amp; <00:03:43.163>Wakefield.

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<v Quote>The <00:03:44.515>total <00:03:44.768>includes <00:03:45.355>4.8GW <00:03:46.822>under <00:03:47.010>construction <00:03:47.775>and <00:03:48.155>21.7GW <00:03:50.022>of <00:03:50.115>planned <00:03:50.466>capacity.

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<v Bill>Twenty-six-point-five <00:03:52.779>gigawatts <00:03:53.765>sounds <00:03:54.643>enormous.

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<v Bill>Split <00:03:56.626>it <00:03:56.759>out: <00:03:57.559>4.8GW <00:03:59.292>is <00:03:59.439>under <00:03:59.682>construction, <00:04:00.659>and <00:04:00.919>21.7GW <00:04:02.999>is <00:04:03.229>planned.

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<v Bill>That’s <00:04:04.626>about <00:04:04.823>four <00:04:05.119>and <00:04:05.279>a <00:04:05.367>half <00:04:05.639>gigawatts <00:04:06.252>of <00:04:06.452>plans <00:04:06.979>for <00:04:07.226>every <00:04:07.639>gigawatt <00:04:08.270>actively <00:04:08.892>being <00:04:09.226>built.

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<v Cassidy>And <00:04:10.399>Cushman &amp; <00:04:10.887>Wakefield <00:04:11.367>says <00:04:11.615>Southeast <00:04:12.183>Asia <00:04:12.492>holds <00:04:12.786>about <00:04:12.999>half <00:04:13.339>the <00:04:13.456>active <00:04:13.848>construction.

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<v Cassidy>Malaysia <00:04:15.799>alone <00:04:16.279>has <00:04:16.599>1,039 <00:04:17.939>megawatts <00:04:18.492>going <00:04:18.839>up; <00:04:19.779>Johor <00:04:20.245>nearly <00:04:20.569>doubled <00:04:20.959>its <00:04:21.132>in-progress <00:04:21.790>capacity <00:04:22.439>to <00:04:22.679>602MW <00:04:23.986>in <00:04:24.119>six <00:04:24.416>months.

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<v Cassidy>The <00:04:25.699>map’s <00:04:26.003>shifting <00:04:26.393>toward <00:04:26.668>places <00:04:27.111>that <00:04:27.279>can <00:04:27.461>actually <00:04:28.016>supply <00:04:28.439>power.

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<v Bill>Vacancy <00:04:30.099>falling <00:04:30.599>to <00:04:30.919>10.3% <00:04:32.711>says <00:04:33.221>existing <00:04:33.799>capacity <00:04:34.519>is <00:04:34.719>getting <00:04:35.111>used, <00:04:35.932>so <00:04:36.087>this <00:04:36.319>isn’t <00:04:36.583>just <00:04:36.946>slide-deck <00:04:37.849>theater.

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<v Bill>But <00:04:38.959>those <00:04:39.239>21.7 <00:04:40.419>planned <00:04:40.919>gigawatts <00:04:41.972>still <00:04:42.487>have <00:04:42.706>to <00:04:42.829>survive <00:04:43.409>permits, <00:04:44.506>substations, <00:04:45.539>cooling, <00:04:46.459>and <00:04:46.559>a <00:04:46.661>customer <00:04:47.199>willing <00:04:47.506>to <00:04:47.619>pay <00:04:47.819>the <00:04:47.959>bill.

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<v Cassidy>We <00:04:49.031>just <00:04:49.199>heard <00:04:49.447>Gulf <00:04:49.703>operators <00:04:50.327>targeting <00:04:50.807>Southeast <00:04:51.319>Asia <00:04:51.819>and <00:04:52.439>Neom <00:04:52.887>preparing <00:04:53.359>a <00:04:53.479>1.5GW <00:04:54.999>campus.

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<v Cassidy>That <00:04:56.839>26.5GW <00:04:58.325>figure <00:04:58.647>puts <00:04:58.866>those <00:04:59.039>announcements <00:04:59.612>in <00:04:59.809>context: <00:05:01.282>infrastructure <00:05:01.939>capital <00:05:02.412>is <00:05:02.559>following <00:05:02.986>electricity, <00:05:04.339>not <00:05:04.599>old <00:05:04.888>connectivity <00:05:05.591>maps.

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<v Cassidy>From <00:05:06.996>Seo <00:05:07.316>Ji-hye <00:05:07.956>at <00:05:08.183>Seoul <00:05:08.569>Economic <00:05:09.063>Daily:

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<v Quote>SK <00:05:10.279>Telecom <00:05:10.999>(017670.KS) <00:05:14.256>raised <00:05:14.639>its <00:05:14.793>second-quarter <00:05:15.367>operating <00:05:15.868>profit <00:05:16.359>by <00:05:16.599>67.3% <00:05:18.151>from <00:05:18.319>a <00:05:18.407>year <00:05:18.659>earlier

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<v Quote>driven <00:05:19.959>by <00:05:20.186>rapid <00:05:20.576>growth <00:05:20.946>in <00:05:21.039>its <00:05:21.210>artificial <00:05:21.768>intelligence <00:05:22.519>(AI) <00:05:23.447>data <00:05:23.696>center <00:05:24.092>business <00:05:24.659>and <00:05:25.132>improved <00:05:25.616>profitability <00:05:26.412>in <00:05:26.559>its <00:05:26.734>telecommunications

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<v Quote>operations. <00:05:28.919>AI <00:05:29.623>data <00:05:29.948>center <00:05:30.519>(AIDC) <00:05:31.769>revenue <00:05:32.169>reached <00:05:32.599>136.2 <00:05:34.249>billion <00:05:34.679>won, <00:05:35.532>up <00:05:35.799>92.5% <00:05:37.271>from <00:05:37.439>a <00:05:37.527>year <00:05:37.769>earlier <00:05:38.172>to <00:05:38.336>nearly <00:05:38.748>double.

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<v Bill>SK <00:05:40.069>Telecom <00:05:40.709>has <00:05:40.989>the <00:05:41.166>number <00:05:41.629>all <00:05:42.056>those <00:05:42.456>giant <00:05:42.869>capacity <00:05:43.600>slides <00:05:44.245>need: <00:05:45.269>136.2 <00:05:47.339>billion <00:05:47.949>won <00:05:48.496>in <00:05:49.029>AIDC <00:05:49.889>revenue, <00:05:50.576>up <00:05:51.029>92.5%.

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<v Bill>Somebody <00:05:54.149>is <00:05:54.359>already <00:05:54.755>paying <00:05:55.069>for <00:05:55.259>compute <00:05:55.829>in <00:05:56.069>Korea.

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<v Cassidy>And <00:05:57.141>that <00:05:57.329>matters <00:05:57.802>after <00:05:58.089>the <00:05:58.229>Gulf <00:05:58.569>and <00:05:58.685>Southeast <00:05:59.253>Asia <00:05:59.562>buildouts <00:06:00.096>we <00:06:00.197>just <00:06:00.439>covered.

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<v Cassidy>SK <00:06:02.122>Hyper’s <00:06:02.629>5-gigawatt <00:06:03.418>target <00:06:03.882>by <00:06:04.069>2029 <00:06:05.002>is <00:06:05.162>still <00:06:05.456>an <00:06:05.571>ambition, <00:06:06.729>but <00:06:06.809>the <00:06:06.913>earnings <00:06:07.326>report <00:06:07.709>gives <00:06:07.936>it <00:06:08.029>a <00:06:08.149>real <00:06:08.519>revenue <00:06:08.965>base.

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<v Bill>The <00:06:10.069>catch: <00:06:11.429>136.2 <00:06:13.499>billion <00:06:14.069>won <00:06:14.442>is <00:06:14.869>3.1% <00:06:16.362>of <00:06:16.629>SK <00:06:17.029>Telecom’s <00:06:17.731>consolidated <00:06:18.539>revenue.

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<v Bill>It’s <00:06:19.949>growing <00:06:20.341>fast, <00:06:21.389>but <00:06:21.562>it <00:06:21.722>still <00:06:22.056>doesn’t <00:06:22.549>explain <00:06:23.229>a <00:06:23.429>5-gigawatt <00:06:24.444>construction <00:06:25.198>appetite.

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<v Bill>And <00:06:26.749>the <00:06:27.269>67.3% <00:06:28.621>operating-profit <00:06:29.829>jump <00:06:30.289>got <00:06:30.757>help <00:06:30.997>from <00:06:31.269>last <00:06:31.637>year’s <00:06:31.969>one-time <00:06:32.682>costs.

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<v Cassidy>Still, <00:06:34.661>this <00:06:34.842>is <00:06:34.989>a <00:06:35.075>useful <00:06:35.418>signal.

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<v Cassidy>Existing <00:06:36.989>operating <00:06:37.420>capacity <00:06:38.042>produced <00:06:38.526>nearly <00:06:38.919>doubled <00:06:39.329>revenue, <00:06:40.189>and <00:06:40.442>SK <00:06:40.789>Hyper <00:06:41.242>is <00:06:41.369>the <00:06:41.496>named <00:06:41.909>unit <00:06:42.269>set <00:06:42.442>to <00:06:42.619>execute <00:06:43.129>the <00:06:43.349>5GW <00:06:44.165>plan.

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<v Cassidy>That <00:06:45.536>gives <00:06:45.722>us <00:06:45.869>a <00:06:45.943>better <00:06:46.213>read <00:06:46.522>on <00:06:46.696>racks <00:06:47.069>working <00:06:47.449>now <00:06:47.806>versus <00:06:48.220>capacity <00:06:48.842>promised <00:06:49.289>for <00:06:49.509>2029.

64
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<v Cassidy>If <00:06:51.431>you <00:06:51.507>want <00:06:51.624>to <00:06:51.784>track <00:06:52.067>what <00:06:52.181>happens <00:06:52.571>after <00:06:52.824>today’s <00:06:53.278>AI <00:06:53.555>headlines, <00:06:54.551>try <00:06:54.984>AI <00:06:55.371>IPO <00:06:55.824>Watch.

65
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<v Cassidy>It <00:06:57.057>covers <00:06:57.451>IPOs <00:06:57.923>from <00:06:58.131>OpenAI, <00:06:59.059>Anthropic, <00:06:59.851>Databricks, <00:07:00.471>and <00:07:00.645>SpaceX—filings, <00:07:02.431>valuations, <00:07:03.221>and <00:07:03.304>first <00:07:03.640>trades, <00:07:04.211>with <00:07:04.593>sourcing, <00:07:05.291>not <00:07:05.491>rumors.

66
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<v Cassidy>Find <00:07:06.904>it <00:07:07.047>wherever <00:07:07.371>you <00:07:07.525>listen <00:07:07.758>to <00:07:07.900>podcasts.

67
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<v Cassidy>Over <00:07:09.695>the <00:07:09.803>next <00:07:10.015>two <00:07:10.128>to <00:07:10.262>three <00:07:10.464>months, <00:07:10.902>we’re <00:07:11.079>watching <00:07:11.475>for <00:07:11.659>DataVolt <00:07:12.182>to <00:07:12.275>break <00:07:12.521>ground <00:07:12.822>on <00:07:12.895>the <00:07:13.035>Neom <00:07:13.515>Oxagon <00:07:14.128>AI <00:07:14.459>data <00:07:14.749>center <00:07:15.035>campus.

68
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<v Cassidy>Within <00:07:16.555>six <00:07:16.841>months, <00:07:17.222>we’re <00:07:17.419>also <00:07:17.719>watching <00:07:18.115>for <00:07:18.315>non-recourse <00:07:19.095>project <00:07:19.595>finance <00:07:20.175>for <00:07:20.295>its <00:07:20.528>Saudi <00:07:20.846>facilities <00:07:21.382>under <00:07:21.564>construction, <00:07:22.675>including <00:07:23.115>Neom.

69
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<v Cassidy>Links <00:07:24.662>to <00:07:24.755>every <00:07:25.022>story <00:07:25.395>are <00:07:25.542>in <00:07:25.615>the <00:07:25.723>show <00:07:25.995>notes, <00:07:27.008>so <00:07:27.175>dig <00:07:27.387>into <00:07:27.535>the <00:07:27.643>ones <00:07:27.875>you <00:07:28.011>want <00:07:28.102>to <00:07:28.215>explore <00:07:28.705>further.

70
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<v Cassidy>That’s <00:07:30.608>AI <00:07:30.928>Daily <00:07:31.235>Briefing <00:07:31.635>for <00:07:31.835>today.

71
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<v Cassidy>This <00:07:33.195>is <00:07:33.395>a <00:07:33.495>Lantern <00:07:34.015>Podcast.