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8 comment(s). Last comment by calvintaneng 1 day ago

calvintaneng

57,758 posts

Posted by calvintaneng > 1 month ago | Report Abuse


KULIM HIGH TECH PARK

https://www.youtube.com/watch?v=nnUy45GEHXs

calvintaneng

57,758 posts

Posted by calvintaneng > 1 month ago | Report Abuse

SEDENAK DATA CENTER

https://www.youtube.com/watch?v=ApC9qiAT5Ew

calvintaneng

57,758 posts

Posted by calvintaneng > 1 month ago | Report Abuse

TNB also selling Renwable Energy to Spore

Over there also got Data Centers

https://www.datacenters.com/locations/malaysia/johor/kulai

calvintaneng

57,758 posts

Posted by calvintaneng > 1 month ago | Report Abuse

TNB also selling Renwable Energy to Spore

Over there also got Data Centers

https://www.datacenters.com/locations/malaysia/johor/kulai

Posted by Hew Kiong Peng George > 1 month ago | Report Abuse

Then tenaga market cap will win maybank. If tp rm25 achieved.

calvintaneng

57,758 posts

Posted by calvintaneng > 1 month ago | Report Abuse

Happy morning

Yes, it looks like Tnb going to play a Major Role while Petronas recedes.

Petros (Owned by Abang Jo's Sarawak Govt) is taking away 30% of Petronas share of profits in Sarawak

As such Petronas will face a diminishing future

While Tnb is expanding its Vast Business Outreach like never before

For now we still fill out gas at petrol stations but in the future with growth of electric cars we will recharge battery at Charging Stations every where

So Petronas being a fuel supplier will decrease while Tnb"s Role as a Electricity provider will increase

In time past horse drawn carriages were made obsolete at the dawn of the Motor Car

So in the 5th Industrial Revolution Electric cars will replace fossil fuel car

Automatic Self Driving Cars will replace Human Driven cars

Robots will take over 40% of Human jobs eventually

Last time human hard labour is in use. In the future no more.
Ai (Artificial Intelligence) will take over

So human energy will be replaced by electrical energy

One Ai needs the energy of many men combined

All these will cause Data Center to consume even more and more electricity like never before

So to prepare ahead Tnb must upgrade its Power Grid.

Tnb overtaking Petronas is not a far fetched dream

calvintaneng

57,758 posts

Posted by calvintaneng > 1 day ago | Report Abuse

NO

DEEPSEEK NOW ALSO IMPACTED NVIDIA

TENAGA ADA POWER

DEEPSEEK INTO AI GPU IMPACTS ONLY NVIDIA: STAY SAFE IN HDD/SSD, HEALTHCARE, PALM OIL & UTILITY STCKS SAFER, Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2025-01-28-story-h498585527-DEEPSEEK_INTO_AI_GPU_IMPACTS_ONLY_NVIDIA_STAY_SAFE_IN_HDD_SSD_HEALTHCARE

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