Posted by SENoob > 3 weeks ago | Report Abuse

calvintaneng You are right about special premium / tariff for data center. It has had been discussed and agreed upon by the The Planning and Implementation of Electricity Supply and Tariff Committee (JPPPET) but details have yet to be sorted out. Also, it will take 3 years to see significant capacity additional due to long lead time for a new power plant to reach commercial operation, but good news may start to surface on project award in months to come. So expect a lot of volatility in the short term. Share market is about sentiment and perception, unless you are a long term investor. The support is RM13 and Resistance is RM15, share price may be traded in this range for a while.

Posted by SENoob > 3 weeks ago | Report Abuse

Tenaga has started to upgrade the grid to cope with RE and embark on coal-to-gas conversion journey. Only thing is that DC theme has grown exponentially and now everyone incl. government is hitting the panic button due to over commitment. Besides of the western hyperscalers, there are also a lot of other Chinese DCs and regional DCs. Don't think US will pull the brake, then the Chinese will gain more ground in ASEAN.

Posted by Ravetidus > 2 weeks ago | Report Abuse

Senyap senyap Trump has started billions worth of DC infrastructure project in US, Trump may ask players like Microsoft, Meta, Google, Amazon, Equinix to shift back to US, thus resulting in overcapacity here in Malaysia, banyak DC here but no ppl using it

Posted by cheeseburger > 2 weeks ago | Report Abuse

TNB will probably continue drop till 20-Jan when Trump become king again, and stagnant till decision from Trump about AI sales. There is no hurry to buy TNB for now, just wait

Posted by Nepo > 2 weeks ago | Report Abuse

After today press, I believe many retailers already surrender..and die kaw kaw

Posted by Apple888 > 2 weeks ago | Report Abuse

Haha...lousy tnb stock

Posted by paperplane > 2 weeks ago | Report Abuse

big hoo haa to let you sell, later clarify no impact, party again.

Posted by SENoob > 2 weeks ago | Report Abuse

Ravetidus It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.

Posted by SENoob > 2 weeks ago | Report Abuse

The global distribution of generative AI data centers is driven by the need for low latency (minimizes processing and response time and enhance user experience), regulatory compliance, scalability, cost efficiency, and resilience. By strategically placing data centers around the world, companies can better serve their diverse user base, optimize resource usage, and ensure the reliability of their generative AI services. It does not make sense to have the data center concentrated in one place, and they should be close to a diverse customer base.

Posted by SENoob > 2 weeks ago | Report Abuse

You should be blessed living in Malaysia and Malaysia is a strategic for EE and DC. Singapore is imposing moratorium (or at least in part) due limitation in infrastructure/utility, Indonesia is strengthening data sovereignty (mandate to keep data within Indonesian borders), Vietnam is still in part single-party Communist ruling, etc

Posted by Ravetidus > 2 weeks ago | Report Abuse

@SENoob, yes u are thinking like a rational person, but is Trump a rational person or will he only have ONE thing on his mind : CYBERSECURITY, no way for China to get their hands on valuable piece of technology and data

Posted by SENoob > 2 weeks ago | Report Abuse

Ravetidus https://finance.yahoo.com/news/ge-vernova-power-city-sized-202004497.html (GE Vernova to Power City-Sized Data Centers With Gas as AI Demand Soars). It is not senyap-senyap but everyone already knew that US is accelerating the GenAI data center is sucking up the power generation capacity incl. powering up old nuclear. EC, TNB and our government also knew that they need to move fast to secure the power generation slots, otherwise they wouldn't be able to have the power ready in time.

Posted by SENoob > 2 weeks ago | Report Abuse

Ravetidus. Here is the AI generated response to your view. The question of whether Donald Trump is rational can be subjective and depends on the context in which you’re evaluating his actions and decisions. Rationality can be defined in various ways, including logical reasoning, consistency in decision-making, and alignment with one’s goals.

Supporters might argue that his actions are rational in the context of his political strategy, business interests, or personal beliefs. They may see his approach as effective in achieving his objectives, whether in terms of gaining political support or advancing his agenda.

Critics, on the other hand, may argue that some of his statements and actions lack logical consistency or are driven by emotion rather than reasoned thought. They might point to instances where his behavior appears impulsive or contradictory.

Ultimately, whether one views Trump as rational may depend on individual perspectives, political beliefs, and interpretations of his behavior.

Posted by SENoob > 2 weeks ago | Report Abuse

And this is ChatGPT response to AI-chips. Yes, there are several alternatives to U.S.-made AI chips, as the global semiconductor industry is diverse and includes various manufacturers and technologies. Here are some notable alternatives:

Chinese AI Chips: Companies like Huawei (with its Ascend series), Alibaba (with its Hanguang 800), and Baidu (with its Kunlun chips) are developing AI chips tailored for various applications, including cloud computing and autonomous driving.

European AI Chips: European companies such as STMicroelectronics and Infineon Technologies are also working on AI-related semiconductor technologies. The European Union has been investing in semiconductor research and development to reduce reliance on non-European suppliers.

Japanese AI Chips: Companies like Fujitsu and Sony are involved in developing AI chips, particularly for applications in robotics and consumer electronics.

Israeli AI Chips: Israel has a vibrant tech ecosystem, with companies like Habana Labs (acquired by Intel) and others developing AI accelerators and chips.

Other Global Players: Companies like AMD, NVIDIA, and Qualcomm in the U.S. are also significant players in the AI chip market, but they are not the only options. Additionally, companies in South Korea (like Samsung) and Taiwan (like TSMC) are crucial in semiconductor manufacturing and may produce chips for various AI applications.

Open-Source Hardware: There are also initiatives in the open-source hardware community that aim to create alternatives to proprietary AI chips, allowing for more customizable and potentially cost-effective solutions.

The landscape of AI chips is rapidly evolving, and many countries and companies are investing in developing their own technologies to meet the growing demand for AI processing power.

Posted by SENoob > 2 weeks ago | Report Abuse

Trump is a shrewd business man, and if US lost the AI lead or ground to others, they may not regain the throne. It's vital to ensure having data center close to the users and diverse the data center locations.

Posted by SENoob > 2 weeks ago | Report Abuse

You should be proud that besides Singapore, Peninsular Malaysia electricity reliability and availability is the highest and way better than others in the region.

Posted by Apple888 > 2 weeks ago | Report Abuse

Wah....latest target price rm23...faster buy

Posted by calvintaneng > 2 weeks ago | Report Abuse

a sea change is coming for Tnb

we must change with the times

https://youtu.be/ZDXA8pvLWQI?si=daqDu6OQETdEcJF0

Posted by calvintaneng > 2 weeks ago | Report Abuse

Yes

Tenaga means "Power"

Power has finally come

A whopping capex Rm90 Billions (not millions) from 2025 to 2030

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2024-12-24-story-h496857525-3_MAJOR_INVESTMENT_TRENDS_FOR_YEAR_2025_TO_2029_YOU_MUST_PAY_ATTENTION_T

Posted by calvintaneng > 2 weeks ago | Report Abuse

Reason why we like Tenaga

very high demand for electricity

see chart

https://realestateasia.com/industrial/news/malaysia-data-centre-capacity-reach-860mw-2025

Posted by Awang123 > 1 week ago | Report Abuse

kumpul lagi jika Tenaga jatuh ke 13.50

Posted by badrul1970 > 1 week ago | Report Abuse

despite all the chaos today, Tenaga remain steady 💪💪💪

Posted by badrul1970 > 1 week ago | Report Abuse

turun sikit price and we collect summore !! 😀

Posted by badrul1970 > 1 week ago | Report Abuse

Tenaga turn green already 💪💪💪

Posted by KingKKK > 1 week ago | Report Abuse

AI/Data Center Weekly: Key Developments Driving the Industry Forward (Week 4, 2025) - #TENAGA, #EGIndustries

https://klse.i3investor.com/web/blog/detail/bestStocks/2025-01-25-story-h497937880-AI_Data_Center_Weekly_Key_Developments_Driving_the_Industry_Forward_Week

Posted by calvintaneng > 1 week ago | Report Abuse

VERY GOOD NEWS

TATA POWER (INDIA) UP 534% IN 5 YEARS DUE TO DATA CENTER BOOM

TENAGA WILL FOLLOW

DO NOT MISS TENAGA!

PRESIDENT TRUMP2 INAUGURATED : MORE CLARITY ON AI (Artificial Intelligence) & He Wants Cheaper Crude Oil (Its Implications) Calvin Tan

https://klse.i3investor.com/web/blog/detail/www.eaglevisioninvest.com/2025-01-26-story-h498584347-TRUMP2_INSTALLED_MORE_CLARITY_ON_AI_Artificial_Intelligence_He_Wants_Che

Posted by calvintaneng > 1 week ago | Report Abuse

Hyperscale center will consume massive amount of electricity


https://www.whas11.com/article/news/local/lge-power-data-center-energy-hyperscale-louisville-kentucky/417-167e4f4f-344d-4f37-bdda-b94e1efcc960

Posted by newbie9893 > 1 week ago | Report Abuse

Tenaga also dropped kaw kaw today ..KLSE game over

Posted by calvintaneng > 1 week ago | Report Abuse

deepseek caused across the board sell down

only Nvidia is directly affected due to Gpu graphic card

Posted by calvintaneng > 1 week ago | Report Abuse

Data Centers are basically for Storage of Data by HDD/SDD drive

Also solar farm will need power transmission grid and substation as well

So Tnb got defensive qualitues

Posted by calvintaneng > 1 week ago | Report Abuse

Data Centers are fixed assets investment

now ongoing and no turning back

Posted by mf > 1 week ago | Report Abuse

Dow Jones

Dow Jones Industrial Average

44,241.90

-182.35

0.41%

Nasdaq

NASDAQ Composite

19,282.92

-671.37

3.36%

Posted by Sslee > 1 week ago | Report Abuse

DeepSeek already show the world you do not need those multibillion CPU that guzzle huge power and water to train your AI.

All those power and water that needed to run the DC is a waste of resource that should be put into other more productive/better used for food and industries.

Will Tenaga suffered the same fate of double digits selldown as US power suppliers?

Posted by calvintaneng > 1 week ago | Report Abuse

AS IT WAS TO TATA POWER

IT WILL BE FOR TNB

TATA POWER DUE TO DC CENTERS IN INDIA UP 534% IN 5 YEARS

TNB NEXT 5 YEARS CAPEX RM90 BILLION WILL CAPTURE DATA CENTER ELECTRICITY DEMAND

TIME TO BUY TENAGA IS NOW! NOW!! NOW!!!

Posted by calvintaneng > 1 week ago | Report Abuse

EVERYONE SHOULD HAVE SOME TENAGA STOCKS IN HIS/HER PORTFOLIO

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

Posted by YTLHABIS > 1 week ago | Report Abuse

DeepSeek’s reported efficiency improvements at least suggest that forecasts of exponential power demand growth may need to be redone.

Posted by calvintaneng > 6 days ago | Report Abuse

Too early to say how much DeepSeek will curtail energy demand

In any case these are ongoing

1. Solar farms sprouting all over Malaysia. They need to connect to the power grid. So new power transmission lines, transmission towers as well as substations will be needed

2. data centers being built mostly use Hdd/ssd for "storage" of data

And these need lots of energy

3. Apart from DC centers
Many Fdi into new industrial factories also need energy

4. Then there is the expansion of "ASEAN GRID" where Malaysia sells its surplus electricity to other Asean countries

Just like Thailand cars and Spore cars come to pump Malaysia's cheaper petrol

So Tenaga's lower cost of electricity generation has a wide market in Asean

All these will give support to Tenaga

Posted by calvintaneng > 6 days ago | Report Abuse

See this

Malaysia through ASEAN POWER GRID can sell electricity to 7 other Asean countries with higher cost of electricity


👇

https://www.lekise.com/en/blog/2024/08/how-do-thailands-electricity-costs-compare-to-other-asean-countries

Posted by YTLHABIS > 6 days ago | Report Abuse

https://www.reuters.com/business/energy/us-power-stocks-plummet-deepseek-raises-data-center-demand-doubts-2025-01-27/

Posted by calvintaneng > 6 days ago | Report Abuse

Asean Power Grid


Due to China & Us trade war many Foreign Companies have come to Asean in general and Malaysia in particular to set up new factories

As such electricity demand will go up


https://bernama.com/en/news.php?id=2345446

Posted by calvintaneng > 6 days ago | Report Abuse

Not just talk

See actual sale of electricity to Singapore


https://www.nst.com.my/news/nation/2024/12/1147773/malaysia-begins-first-green-energy-supply-singapore

Posted by calvintaneng > 6 days ago | Report Abuse

Progress marching on

No turning back now

https://theedgemalaysia.com/node/680645

Posted by calvintaneng > 6 days ago | Report Abuse

In 2014 Malaysia surpassed Thailand with 34 million inbound tourists

Many will stay in hotels and go shopping in Malls

Plus Malaysians also flock to aircond malls to escape equatorial heat

Demand for electricity will rise

Plus there are 600 million people in Asean

Many will grow affluent and later install aircond in homes

And luxury once enjoyed will become a necessity


https://thesun.my/style-life/going-viral/malaysia-is-the-most-visited-asean-nation-in-2024-with-38-million-foreign-arrivals-JP13588661

Posted by calvintaneng > 6 days ago | Report Abuse

Correction

38 million (not 34 mil)

There are more tourists than citizens last year

Double the use of electricity

Posted by calvintaneng > 2 days ago | Report Abuse

Rafizi on Tenaga

Watch

https://youtu.be/yf0M-FxAbW0?si=LGhxhZeToSZGbECA

Posted by calvintaneng > 1 day ago | Report Abuse

Electricity price must rise

https://m.malaysiakini.com/news/733401

Posted by EasyInKlse > 1 day ago | Report Abuse

Tomorrow fly like 🚀

Posted by Nepo > 1 day ago | Report Abuse

Tomorrow fly up up like 🚀

Posted by Apple888 > 1 day ago | Report Abuse

Tenaga no tenaga to go up.

Posted by HKHedgeFund > 1 day ago | Report Abuse

I ever call to one investment bank regarding the online account registration issue, the related personnel reply to me, " due to our IT specialist still no much experience, so you need to wait him resolve this issue then you able to open the account" hahahahahaha DATA center manpower will hire bangladesh to work in soon