Posted by UlarSawa > 2024-04-06 16:10 |

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Posted by UlarSawa > 2024-04-06 16:22 | Report Abuse

Revenue in the Data Center market is projected to reach US$1.21bn in 2024.
Network Infrastructure dominates the market with a projected market volume of US$0.73bn in 2024.
Revenue is expected to show an annual growth rate (CAGR 2024-2028) of 7.57%, resulting in a market volume of US$1.62bn by 2028.
In global comparison, most revenue will be generated in the United States (US$99.16bn in 2024).

Posted by UlarSawa > 2024-04-06 16:24 |

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Posted by UlarSawa > 2024-04-06 16:29 |

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Posted by dragon328 > 2024-04-06 17:56 | Report Abuse

MR. OTB, to address your question on EBITDA margin of AI data centre, we need to look at different parties to AI data centres.

Nvidia is the designer and maker of the dominant GPUs for AI data centre, so tight now over 80% of AI data centre users like cloud computing giants (Microsoft, AWS, Google etc), AI foundation model developers (OpenAI, Mistral, Anthropic etc.) and data centre infra providers (CoreWeave, Lambda, YTL Power etc.) rely on GPU supply from Nvidia, naturally Nvidia enjoys the highest profit margin by supplying the highly-sought after GPUs and CUDA software, hence Nvidia can enjoy a super high EBITDA margin of 76% in 2023.

I am not sure of the EBITDA margin for cloud computing giants' AI data centre division, but the nature of the business is different from data centre infra providers like YTL Power, so it is not comparable.

CoreWeave has secured US$2.3 billion in debt financing led by Magnetar Capital and funds managed by Blackstone Tactical Opportunities for its planned expansion of AI data centres in the US which would cost billions to build using Nvidia GPUs. CoreWeave reported revenue of US$500m in 2023 and is expected to post revenue of US$1.5 billion in 2024. I cannot find any relevant figure to calculate CoreWeave gross margin, but can do a rough estimation. CoreWeave management was seeking a valuation of US$8.0 billion for the company, based on an EBITDA multiple of 10x (or cashflow yield of 5-7%), CoreWeave might register an EBITDA of US$800 million a year. Based on projected revenue of US$1.5b for 2024, EBITDA margin might be 53%.

This is very very rough calculation as I do not know of CoreWeave gearing and average interest costs.

This is lower than the 65% EBITDA margin assumed by CIMB analyst for YTL Power.

The operating costs for running the AI data centre for YTLP will be electricity costs, water / cooling costs and manpower costs. If YTLP later installs out sufficient solar power at Kulai, electricity costs will be a lot lower. For water costs, YTLP may get a good rate from its associate company Ranhill. All in, I expect YTLP EBITDA margin to be between 50% to 65% on best guests.

Posted by PureBULL ... > 2024-04-06 18:29 | Report Abuse

dear sifu dragon328,
i was in an esteemed team doing M&A n new feasibility biz studies, for a BIG rice banking conglo.

all high fin cap biz r best but hv gestation period to break even.

n IRR is what that banking TS wanted to know from our team.
do note super brilliant CEO of AVGO, hock.tan was there to hoot our team kow.kow for 3 yrs.
then hock resigned at age < 30 as senior CEO = all exe in the large group were completely shockalingam...

NB:
hock.tan is now richer than ts Q = i.e. magical of north america culture...

Posted by UlarSawa > 2024-04-06 18:50 |

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Posted by UlarSawa > 2024-04-06 19:41 |

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Posted by UlarSawa > 2024-04-06 19:45 |

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Posted by Huangbk72 > 2024-04-06 19:51 |

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Posted by Huangbk72 > 2024-04-06 20:06 |

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Posted by Huangbk72 > 2024-04-06 20:15 |

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Posted by Huangbk72 > 2024-04-06 20:25 |

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Posted by Huangbk72 > 2024-04-06 20:30 |

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Posted by Huangbk72 > 2024-04-06 20:35 |

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Posted by OTB > 2024-04-06 20:42 | Report Abuse

Dear dragon328,
Thank you for your good information.
I appreciate it.

Posted by OTB > 2024-04-06 20:43 | Report Abuse

Dear Huangbk72,
Your information is also very good.
Thank you.

Posted by UlarSawa > 2024-04-06 20:51 |

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Posted by UlarSawa > 2024-04-06 20:53 |

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Posted by UlarSawa > 2024-04-06 20:54 |

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Posted by UlarSawa > 2024-04-06 20:57 |

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Posted by UlarSawa > 2024-04-06 20:59 |

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Posted by Huangbk72 > 2024-04-06 21:00 | Report Abuse

Haiyo this Ular, too lazy

500MW total
Planned 7 years to complete
100MW - 1st phase
Investment - 320M USD

Posted by UlarSawa > 2024-04-06 21:01 |

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Posted by Huangbk72 > 2024-04-06 21:06 | Report Abuse

No issue OTB

Any facts should be shared

Posted by OTB > 22 minutes ago | Report Abuse

Dear Huangbk72,
Your information is also very good.
Thank you.

Posted by Huangbk72 > 2024-04-06 21:07 | Report Abuse

Aiyah.. U know im into AI play .. so plenty of resources to check

If have, I share

Posted by UlarSawa > 2024-04-06 21:10 |

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Posted by Huangbk72 > 2024-04-06 21:12 | Report Abuse

YTLP is for Malaysia and Singapore market. Not Indonesia or Thailand nor Brunei

Posted by UlarSawa > 1 minute ago | Report Abuse

Li Ka Shing flagship Hutchison also JV with Indo Telco USD200 mil using Nvidia GHU chips in Indonesia. Do you think Hutchison will only invest total usd200 JV kah. This small amount is chicken feet to Li Flagship Hutchison lah. Mana tau later will add more pun possible lah. Competition we will be more stiff when every country in Asean also will have their AI data centre lah. This is what Nvidia Boss cakap in his speech sometime back lah. Every country will have their AI that means Nvidia will supply as many GPU chips to any country who want it lah. Haiyoh. Correct?

Posted by UlarSawa > 2024-04-06 21:13 |

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Posted by Huangbk72 > 2024-04-06 21:15 | Report Abuse

Why I worry? Baidu is customer and paying

Who is cheaper, better... so GP higher

Posted by UlarSawa > 1 minute ago | Report Abuse

Haiyoh your Baidu latest news will be using Huawei GPU chips you know kah. All the while using Nvidia GPU chip leh. Sooner or later Huawei is catching up Nvidia leh. Even Nvidia boss pun scare leh. For sure Nvidia is losing China market liao. Kesian. Haiyoh.
Correct?

Posted by UlarSawa > 2024-04-06 21:15 |

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Posted by Huangbk72 > 2024-04-06 21:16 | Report Abuse

Do you know Spore government is limiting new AI data center?

Demand is higher than supply..

Posted by UlarSawa > 47 seconds ago | Report Abuse

YTPL plan is expanding to Asean lah. Thats the main plan leh. You takda baca news meh. Ular ever baca leh. Mau lawan Singtel in Spore market and other existing one pun susah leh. Haiyoh. Correct?

Posted by UlarSawa > 2024-04-06 21:18 |

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Posted by UlarSawa > 2024-04-06 21:20 |

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Posted by Huangbk72 > 2024-04-06 21:21 | Report Abuse

Rule no.1 : If China is focus on any industry.. dont invest anymore
Rule no.2 : remember Rule 1

Mobile Phone, EV cars, Gloves etc

Posted by UlarSawa > 2024-04-06 21:30 |

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Posted by UlarSawa > 2024-04-06 21:32 |

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Posted by Huangbk72 > 2024-04-06 21:34 | Report Abuse

Yes.. that is why all Sporean companies in coming to Johor to set up data center.

High usage of electricity. Also tropical climate need heavy cooling.

So Johor location is for targeted for Malaysian and Singaporean companies

In 2024, Demand for data center for Singaporean companies is expected to be 0.88K MW.
By 2029, Demand expected 1.02 K MW

Singapore cannot sustain this demand.

Posted by UlarSawa > 8 minutes ago | Report Abuse

Haiyoh ya lah. Thats why Temasak own STT global DC also flocking into Johor to grab land and build DC there lah. Singtel will be expanding the existing DC using same chips from Nvidia also lah. Haiyoh. Correct?

Posted by UlarSawa > 2024-04-06 21:34 |

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Posted by Huangbk72 > 2024-04-06 21:41 |

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Posted by OTB > 2024-04-06 21:58 | Report Abuse

Dear Huangbk72,
You are very knowledgeable on data center, please continue to share your information in this forum.
Many readers here will appreciate your sharing.
Thank you.

Posted by Huangbk72 > 2024-04-06 22:09 |

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Posted by Huangbk72 > 2024-04-06 22:10 |

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Posted by xiaoeh > 2024-04-06 22:12 | Report Abuse

sifu very resourceful one
support you
😂

Posted by Huangbk72 > 2024-04-06 22:20 |

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Posted by Huangbk72 > 2024-04-06 22:22 |

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