Data Centres

Oracle to build massive cloud region in Malaysia

Its third cloud region in Southeast Asia.

Paul Mah

Paul Mah

— 2 min read
Oracle to build massive cloud region in Malaysia
Photo Credit: Oracle

Oracle to build US$6.5 billion cloud region in Malaysia; to go big on AI with Blackwell GPUs, GB200 NVL72.

Oracle today announced plans to invest more than US$6.5 billion to open a public cloud region in Malaysia.

This comes a day after Google announced its groundbreaking in Malaysia, and 6 weeks after the AWS cloud in Malaysia went live.

Oracle in Malaysia

Oracle is a relative latecomer to the public cloud, though I've heard the tech giant argue that this allowed it to avoid the mistakes of other public clouds.

The planned Oracle cloud region will feature:

  • Over 150 services: Oracle, OCI Kubernetes Engine etc.
  • OCI Supercluster, orderable up to 131,072 GPUs.
  • Nvidia's GB200 NVL72 supercomputer.

The cloud region in Malaysia will be Oracle's third in Southeast Asia, with the first two cloud regions in Singapore.

Big on AI

In its announcement, Oracle noted that several Nvidia AI infrastructure services will be available to customers:

  • Nvidia AI Enterprise.
  • Nvidia Omniverse.
  • Nvidia DGX Cloud.

Oracle is unique in that it will run its entire cloud in a private data centre for enterprises, including its vaunted Exadata database machine.

But while its release focused heavily on AI, it is not clear what the lead times are to access GPUs in its cloud.

The expected launch date of its Malaysia cloud was also not mentioned.

How can Malaysia benefit

Malaysia is experiencing incredible data centre growth, most of which is happening in Johor, just across from Singapore.

In a presentation in July, MDEC noted that there are currently 50 data centre projects at the supply application stage, or a staggering 6,415MW of capacity.

For what it's worth, I do think many of these will not pan out.

Regardless, the incredible growth of data centres is a good problem and has sent the Malaysia government into overdrive for what could be a once-a-generation opportunity.

From what I'm hearing, there are multiple regulations and plans being worked on:

  • Use of water, power for data centres.
  • Plans to develop Malaysia as an AI hub.
  • Leverage DC growth for renewables transition.
  • Develop a manufacturing ecosystem around DCs.

Where do you see the Malaysia data centre market heading? Love to hear your thoughts.

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