SEA Deal Ticker
Thailand buys into the AI supply chain: BOI clears $1.99B, led by a Japanese GPU-hosting build
Thailand's Board of Investment approved nine projects worth $1.99B, led by Japan's Datasection committing $235M to GPU-server infrastructure in Bangkok, plus $370M of printed-circuit-board plants from Taiwan's TUC and Korea's Doosan feeding AI-server demand.
Positive-sum angle: The PCB-and-GPU cluster is the tell: Thailand isn't chasing another data centre, it's onshoring the hardware stack beneath one — the boards and servers that make regional compute buildable without importing every part.