Dear Friends of i3 Forum,

Almost every week we hear of New Listed Companies & Even Unlisted Companies joining the Data Center Race

And these Ones Joined the DATA CENTER Building Boom & Now Joined the Race

1. Gamuda or Gajah or "Elephant"

Elephant joins the Data Center Race!

2. MAHSING

Mah as for "Horse" in Mandarin

Sing as in "Singing"

So Mah Sing the Singing Horse

joined the Data Center Race

3. Jakel

Sounds like Jackal

Also join the Data Center Race

Then we got UEMs, Singtel, Etc Etc

More and More and More Joining the DATA CENTER Race

WHY? OH WHY?

Let Calvin Tell you "THE REASON WHY?"

1. SURGE OF Ai (ARTIFICIAL INTELLIGENCE) 

Like this

Every Tesla Car is Actually an Ai (Artificial Intelligent) Robot operating through a Car

Last time was iphone

Computer operating through a phone or Phone using Computer Chips to operate?

Every time a Tesla Car is driven or "Drive Itself" by Ai on the Road it gathers Data

Traffic condition, traffic lights, Road condition, Distance & time to destination, how many other cars on the Road, Contours of landscape, Etc, Etc Etc & Etc

This Self Driving & "SELF LEARNING" & KEEP ON LEARNING & COLLECTING DATA AFTER DATA ROBOT Of A Car then Transmit its Gathered Knowlege Instantly "AT THE SPEED OF LIGHT" To All Other Millions of Ai operated Cars in USA, UK, Japan, Singapore, Australia, Europe, Korea, and all other Countries in the World

All the Others are "DOING THE SAME AS WELL"!!

MILLIONS OF AI OPERATED CARS COLLECT MILLIONS, BILLIONS, TRILLIONS, ZILLIONS OF DATA AND MORE

THIS "MUSHROOMING" OF DATA INFO NOW GO INTO DATA CENTER

THERE WILL BE HUGE NEED FOR MORE STORAGE OR ELSE?

Or Else there will Be DATA JAM (JUST LIKE TRAFFIC JAM) & Cars are Stalled

So Computers Can Stalled

Remember?

During the Frenzied Trading of Medical Glove SUPER BOOM Year of 2020 April to August 2020

With many people Locked in at Home due to MCO Plus the SUPERBULL OF GLOVE TRIGGERED BY CORONAVIRUS

A Few Times even "BURSA TRADING" Was Halted

Why Bursa got to Halt & Stop Trading?

The Answer was the HUGE VOLUMES OF TRANSACTIONS Which Flooded into the SYSTEM & JAMMED TRADING

BURSA MALAYSIA RESUMES NORMAL TRADING AFTER DISRUPTION TO TRADING SYSTEM

Kuala Lumpur, 17 July 2020 – Trading on Bursa Malaysia Securities Berhad (“Bursa Malaysia” or the “Exchange”) resumed today at 9:00am as normal after trading was halted at 3:30pm the previous day.

The disruption was caused by a technical issue which resulted in the trading halt on the Exchange’s securities trading system. The trading halt was not due to any cybersecurity-related issues and our systems remain secure and protected. Immediate action was taken by the Exchange to diagnose the problem and communicate to all participants while determining the cause and impact.

Bursa Malaysia Chief Executive Officer, Datuk Muhamad Umar Swift said, “We apologise to all our valued clients and stakeholders for the interruption in trading. Together with our partner NASDAQ, we are taking appropriate action to prevent similar issues from recurring in the future.”

So?

SO THERE IS A NEED FOR MORE DATA SPACE

But what Bursa Experienced also Happened to Many Many other Different Companies All Over The Whole World

A SUDDEN INCREASE OF INTERNET TRAFFIC & STORAGE

So by end 2022 there is A RUSH TO BUILD MORE DATA CENTERS ON EARTH

Even with current 10,000 Data Centers also not enough as During MCO Lock in many ordered food online by Grab Food

Many streamed Nexflix, Many bought by e- Commerce. Many more did e Banking & all things in the Cyberspace!

WITH SO MUCH TRAFFIC MANY COMPANIES CANNOT ACCESS THEIR DATA ON TIME

Now Many Companies Rent Space from Hosting Companies which have Paid Space in Data Centers

Many others are using the "Shared Space"

To illustrate think of a Public Swimming Pool

Anyone can enter by paying an entrance fee

What if on a Holiday? And a Hot Day?

The Swimming Pool will be Filled

See

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How to Swim like That???

And after frustration these Companies not able to Access Their Data

THEY WANT TO BUILD THEIR OWN "DATA CENTER" Like Building Own Private Swimming Pool

See

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How nice. Easy access

2. COMPANY WANT OWN DATA CENTER due to Confidential Secret

We visited India in year 1987

When i was there i was surprised to see no "Coca Cola" drink in India and i Asked Why?

They said India wanted Coca Cola to reveal the formula "ingredient" used to make the drink

How can?

This is Top Secret of Coca Cola tightly guarded from competitors for a hundred years

So Coca Cola refused to comply and disclose its secret formula

So India banned Coca Cola in 1987 and created India own version of Coca Cola called "THUMBS UP"

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AS FOR COCA COLA IT MADE ITS OWN DATA CENTER

The Amazing Ways Coca Cola Uses Artificial Intelligence And Big Data To Drive Success

The Coca Cola Company is the world’s largest beverage company selling more than 500 brands of soft drink to customers in over 200 countries. Every single day the world consumes more that 1.9 billion servings of their drinks including brands like Coca Cola (including Diet and Zero) as well as Fanta, Sprite, Dasani, Powerade, Schweppes, Minute Maid and others.

Of course, this also means that it generates mountains of data – from production and distribution to sales and customer feedback, the company relies of a solid data-driven strategy to inform business decisions at a strategic level.

3. THE 3RD REASON IS COST

In Singapore After MCO locked in many Malaysians cannot return to Malaysia due to March 18 2020 when Malaysia closed its doors

due to Covid 19

Hundreds of thousands of Johoreans were locked in 

They got to find Accommodation in Singapore

4 Room HDB Flat used to rent for S$1,000 a month. Now is S$1,200 per room

Renting one room more expensive than renting the Whole Flat?

Must be crazy?

No. Because DEMAND FAR EXCEEDED SUPPLY

As a result after Malaysia Opens its Borders again in year 2022 Many of these Johoreans Rushed Back to buy Property in Johor

At S$1,200 rental a room  is Rm4,200 and more than enough to pay for monthly housing loan for a Nice Semi Detached House in JB

So the same with DATA CENTER

Where they only charged a nominal fee before now Public  DATA CENTERS charge very high fees

So being Forced by Constrain of High Prices Many resort to Building Their Own

Others take advantage to build in hope of renting out for lucrative prices later

4. On Prem or  "Premises" Reason

Still others want their own "MINI DATA CENTER" Built in their Own Company "Premises" for convenient of Access & upgrade or downgrade whenever and whatever they wanted

We may use a Shared Data Server from USA. Although physically far away but the Wonder of Optic Fibers

We are connected Instantly in split second by the speed of light

However, to change HDD/SSD in Data Center we still have to go there physically

So Companies want their Own Data Center physically in their own office building

And So Demand for DATA CENTERS will Rise

And with the MUSHROOMING OF MORE DATA CENTERS

DEMAND FOR HDD/SSD by JCY, NOTION & DUFU can only increase for more good years to come

You Can SEE THE DEMAND CHART

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With Kind Regards

Calvin Tan

Please buy or sell after doing your own due diligence or consult your Remisier/Fund Manager