ASEAN Cloud & AI Infrastructure Investment Tracker

Notes on methodology: Figures are announced commitments over stated timeframes, not annual capex. Amounts marked est. are estimated from secondary sources where firms have not disclosed country-level figures. Domestic conglomerate figures reflect data center and energy infrastructure capex estimates, not equivalent to hyperscaler cloud investments. ByteDance/TikTok is classified as a Chinese operator for Malaysia (direct investment) and under U.S. hyperscalers for Thailand (where it operates through a Singapore-based entity in the regional investment context). Some U.S. hyperscaler figures (esp. AWS Indonesia/Thailand) are from aggregator summaries rather than direct company announcements and should be treated with caution. ByteDance Thailand figure revised to $3.8B per DataGarda/LinkedIn sources; earlier $8.8B figure was likely an aggregator error.

Sources: Company announcements, Reuters, CNA, Data Center Dynamics, The Edge Malaysia, Bernama, Business Times Singapore, Tech in Asia, W.Media, VietnamPlus, VietnamNews, The Investor (VN), Introl/ASEAN Exchange (Mar 2026), ARC Group (2026), project fieldwork. Pipeline section tracks government meetings, MOUs, and exploratory signals — not confirmed capital commitments. Last updated May 2026.