In May 2025, I rode along with the research firm SemiAnalysis on a datacenter information field trip in Malaysia and Singapore. They did not sponsor this video. I paid my own way. We drove out to actual data center sites. We went through some impressive security, and sat down with the operators to talk about their jobs and the industry. And to an extent, we went inside. I was allowed to photograph a few things. In other places, I can only do a quick and ugly sketch. The datacenter boom in Southeast Asia is hot. But challenges loom due to shortages in certain resources, as well as world geopolitics. In today's video, some first-hand notes and observations from the heart of the data center boom in Southeast Asia.
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