Malaysia

“Australia now has 16 enforced. Malaysia, 16. Other countries are right behind them. Spain, Germany, UK.”

“So, so we see Dutch companies also moving to countries like Vietnam or Malaysia, Thailand. So there's also international competition. It's not only within the States in India, but there's also other countries around that, That vie for investments.”

“It's instead being built in Malaysia, and Oracle has over a gigawatt of capacity in Malaysia that ByteDance is gonna take, right?”

“India is not, it's a large country with a lot of people, but the number of people who can spend 10,000 dollars a year on discretionary spend is much smaller number. To take that to Southeast Asia and you take that percentage of people who can spend the same am…”

“The way to do this playbook, John, is the way we kind of already are, which is sell all the chips into Malaysia, and if Chinese companies wanna sort of run their cloud out of Malaysia and Singapore, then okay, and we can shut it off, If and when we decide we w…”

“One of the concerns right now is about Malaysia or Singapore, that region over there being a place where people are deploying GPUs with the wink, wink, like we're not going to rent it to China, right? But that's a belief that a lot of people are doing that. Ot…”

“Malaysia, Thailand, Philippines, and Singapore and all that, they have a lot of manufacturing and not so much on the fab, but on the backend, we call packaging and so on. But the depth of, you know, engineering requirements, right? Are still not there, right? …”

“Singapore could become a net exporter of chicken to Malaysia, to other places around Southeast Asia.”

“When we started that emerging markets fund the only markets were open at that time. Were Hong Kong, Philippines, Malaysia, Singapore Thailand, and Mexico. That was it. All the other, of course, that time, China was closed. Russia was closed. Most of Latin Amer…”

“Malaysia has emerged as this neutral place where all, every company, yeah, all the AI companies are building data centers there. Because it's right next to Singapore, which is a massive trading hub, but then it's also independent between like China and America…”

“When peak of the crisis, peak of the challenge, when there was very low occupancy, ah, Indonesia, Thailand, Malaysia, all had stopped their marketing campaign. We launched the incredible India campaign.”

“So for example, Malaysia there, it's a local real estate developer that is our boots on the ground. You know, they, Want to develop real estate along the river, but their problem is that it's one of the most polluting rivers in the world. So by supporting us, …”

“About 80, 85% of All the equipment that was being installed in the U.S. Was coming from those four countries, and given that we don't make much stuff in the U.S., imports are massively important”

“Our neighbors in Indonesia and Malaysia, essentially they're burning forest, they're clearing tropical rainforest to convert that land into oil palm plantations to make this vegetable oil called palm oil.”

“And people find themselves sucked all of a sudden into Indonesia or Malaysia or popping up in a place like India. And I think in the early stages of a company, it's just super dangerous. Especially some of those markets, given how big they are.”

“We were less talked about as we were working with the large Muslim countries in Asia as well. We often think about Israel and the Muslim nations of the Gulf, but we shouldn't forget that Islam's biggest adherence sit in Indonesia, Pakistan, Malaysia places in …”

“So we've got about 1800 signups across two countries.”

“So in Malaysia, we're doing a average 10,000 ringgit per month. And in Singapore, we're doing an average of five to 800 dollars a month.”

“And so about 40 or 50% of the GDP for Malaysia comes from this company. They have thousands and thousands of employees and they contribute directly back to the government.”

“We also serve a lot of markets like you know, India, Malaysia Asia and so on, where we see a little bit higher churn than let's say in the United States where the churn is super low or in Europe.”