Moody’s Talks – The Big Picture

APAC Data Center Boom Faces Risks


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Fueled by AI, cloud migration, streaming and gaming, Asia-Pacific's data center capacity will more than double by 2030. Moody’s analysts unpack regional trends, financing strategies, and how utilities are adapting to this power-hungry transformation.

 

Host: Sarah Carlson - Senior Vice President, Moody’s Ratings

 

Guests: Nidhi Dhruv - Vice President, Senior Credit Officer, Moody’s Ratings; Abhishek Tyagi - Vice President, Senior Credit Officer, Moody’s Ratings

 

Related research:

  • Infographic - Asia-Pacific data center capacity will more than double by 2030 on AI surge 30 July 2025
  • Data Centers – Asia-Pacific — APAC data center growth to spark power demand, with divergent impact on utilities 31 July 2025
  • Data Centers – China — AI and geopolitics deepen China's domestic data center buildout 04 Aug 2025

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Moody’s Talks – The Big PictureBy Sarah Carlson, William Foster, Colin Ellis

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