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#johor — Public Fediverse posts

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  1. Malaysia's 25% power reserve margin sounds comfortable. It isn't. If all signed data centre energy agreements are built out, DC alone will consume 25% of current generation capacity. The grid math only works if power invest keeps pace with hyperscaler commitments.
    #Datacenters #Malaysia #johor

  2. Johor has a 5.8 GW data center pipeline. The state has 3.8 million people.

    12x current capacity. At 20% annual absorption, it takes until 2035 to fill.

    AWS's $6B? Spread over 15 years. Microsoft's $2.2B? Over 4 years. Not the lump sums the pipeline assumes.

    Full bear case with interactive calculator:
    resistancezero.com/article-16.

    #DataCenter #SoutheastAsia #Johor #InvestmentRisk