Investment Forum | APAC // Roundtable 1B: Tier 2 market investment opportunities across Thailand, Indonesia, Vietnam & the Philippines

This session will focus on the complex investment dynamics within Tier 2 APAC digital infrastructure markets, specifically Thailand, Indonesia, Vietnam, and the Philippines. Discussions will assess how a $3.1 billion investment can unlock Thailand’s growth and what is required for the Philippines to hit its 1.5GW potential by 2028. Critical challenges will be addressed, including how Indonesia can rapidly scale its "AI-ready" capacity from just 10% and how Vietnam can leverage its lower construction costs while overcoming power supply and licensing bottlenecks. How can emerging market economies build a replicable way of financing to support AI infrastructure expansion?

• How will the approval of a $3.1 billion investment into regional data centres in Thailand unlock the region's growth potential?
• With only 10% of the datacenter market in Indonesia currently capable of being “AI ready”, how can the region catch up with the demand?
• Vietnam’s unparalleled strength lies in its cost advantage in construction (with development 50% lower than Tier 1 markets), but how can it unlock market expansion with licensing and lack of power supply?
• What investment is needed in the Philippines to unlock its 1.5GW potential by 2028?