JPMorgan reports that approximately 25% of Malaysia's data center capacity, totaling 3.8GW, is linked to Chinese operators. This development occurs as the United States aims to strengthen restrictions on chip sales, potentially impacting these operations. AI
IMPACT Potential disruption to AI infrastructure development and deployment in Southeast Asia due to chip sanctions.
RANK_REASON Significant policy and infrastructure development concerning international trade and technology. [lever_c_demoted from significant: ic=1 ai=0.7]
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