SEA Deal Ticker
Land, GPUs and connectivity need three owners: SoftBank signs a data-centre pact across four SEA markets
SB Telecom Singapore, SC ZEUS Data Centers and Robust HPC Group signed an MOU effective August 1, dividing land, GPU clusters and connectivity across Malaysia, Thailand, Indonesia and Vietnam.
Positive-sum angle: Splitting the stack means a Malaysian GPU operator and a Singaporean builder each keep a margin that a single hyperscaler would have taken offshore.