
一 | 近期,全球及区域企业纷纷在马来西亚柔佛州长堤彼岸设立数据中心,这一趋势引起了人们对新加坡作为东南亚数据中心领先地位的关注。

二 | 业内人士普遍认为,新加坡和柔佛在数据中心领域各有优势,作用不尽相同,并不会对彼此构成竞争关系,而是呈互补之势。图源:FACEBOOK人工智能企业WATT AI的创办人兼总裁罗骁表示,他从去年就开始考虑,并在今年将他的公司迁移到新加坡。之所以将公司迁到新加坡,主要原因是近年来的地缘冲突、大国关系不佳,导致公司难以买到最先进的人工智能图形处理器,如英伟达的DGX H100,阻碍了公司的发展,在新加坡则没有这些限制。 As Canada and Sweden send their first groups of military instructors to the UK to provide training for the Ukrainian forces, it is likely that “the arrival of more NATO instructors will be used by media outlets loyal to the Kiev regime as another little brick in their attempt to build a wall of false 'wunder-waffen' hopes among both the military and the civilian population," former MEP Nick Griffin told Sputnik.,On Friday, Ottawa and Stockholm announced the deployment of their first batches of military instructors to Britain, in what came amid Russia's ongoing special military operation in Ukraine. The deployment followed Canada’s Defence Minister Anita Anand stating last week that Ottawa had authorized the dispatch of up to 225 Canadian Armed Forces (CAF) personnel to Britain to train Ukrainian forces, in line with a new program unveiled by UK Prime Minister Boris Johnson in June.,She added that CAF servicemen will be sent to the UK for an initial period of four months, and that the Ukrainian troops will be trained on the basics of soldiering “related to frontline combat, weapons handling, first aid, field craft, patrol tactics, and include the law of armed contact.”,Anand said that apart from the training, Canada would provide the Ukrainian military with 39 armored vehicles, which she claimed are fitted with “additional, modern, state of the art armor and machine guns.”,UK Arms to Ukraine Will 'Not Change Anything', Says Former Think-Tank Analyst1 July, 14:45 GMT,Earlier this week, the Finnish Defense Ministry said that they would send about 20 service personnel to the UK to take part in a training program for the Ukrainian Armed Forces. The move was preceded by the Swedish military announcing that it will deploy up to 120 military instructors to Britain within the framework of the program.,Meeting Ukraine’s President Volodymyr Zelensky in Kiev in mid-June, UK Prime Minister Boris Johnson offered to launch a training program for Ukrainian forces, with the potential to train up to 10,000 soldiers every 120 days. He urged other nations in the Joint Expeditionary Force (JEF) and Canada to join the initiative.,The JEF, which was launched in 2014, is a UK-led expeditionary force consisting of Denmark, Finland, Estonia, Iceland, Latvia, Lithuania, the Netherlands, Sweden, and Norway.,The UK government noted on its website that under the program, “each soldier would spend three weeks on the training course, learning battle winning skills for the front line, as well as basic medical training, cyber-security and counter explosive tactics.”,According to No 10, the program will “train and drill the Armed Forces of Ukraine using battle-proven British Army expertise, allowing them to accelerate their deployment, rebuild their forces, and scale-up their resistance” to Russian troops.,Griffin said in this vein that Western countries are seeking to prolong the Ukraine conflict due to a whole array of factors, not least “the profits of the military-industrial complex, hostility to independent Russia of the neo-con and corporate lobbies, as well as the opportunity to use the conflict as an excuse for advancing the Western elite's insanely destructive decarbonisation agenda.”,He stressed that as far as Canada is concerned, “there is one extra factor: the country has the world's biggest concentration of Ukrainians, behind only the Ukraine itself and Russia.”,According to him, “the community's politics have been heavily influenced by Banderista ideology and hatred, and the Ukrainian lobby is well-organized, with plenty of politicians in receipt of campaign donations and back-handers. In a corrupted, kleptocratic democracy like Canada, money talks.”,RussiaUK Pledges $1.2 Billion Military Aid to Ukraine, Reports Say30 June, 07:08 GMT,Griffin suggested that Canada and Sweden sending their military instructors to the UK might be “far more of a political gesture and propaganda tool for the Kiev regime, than it is a genuine military factor” to change the situation on the ground in Ukraine.,“Training troops properly takes very much longer than Ukraine's unfortunate conscripts are getting before being thrown into the meat-grinder. Even well-trained troops only take a little longer to kill when the capabilities of the two sides are as far apart as they now are in Donbass, so [Canadian Prime Minister Justin] Trudeau's aggressive gesture will change nothing on the ground,” the former MEP insisted.,Britain has delivered hundreds of millions of pounds’ worth of military equipment and training support to Ukraine since 2014, including through secret “Operation Orbital”, over the course of which more than 22,000 Ukrainian troops were trained in the use of portable anti-tank missiles and other weapons.,Currently, the UK remains the second-largest supplier of weaponry to Ukraine after the US, providing Kiev with anti-tank and anti-aircraft weapons, missile boats, armored vehicles, and long-range artillery.,The Russian Defense Ministry has repeatedly warned that the UK would evoke an "immediate and proportional response" from Moscow if it continued to provoke Kiev into launching attacks on Russian soil using British-made weapons, amid Russia’s special operation in Ukraine.,The operation to demilitarize and de-Nazify Ukraine was announced by Russian President Vladimir Putin on 24 February following the Donbass republics’ request to protect them from Kiev’s atrocities.。

三 | 新加坡-柔佛作用不同 不存在竞争该公司的商业模式,是希望在新加坡建立一个GPU云平台,并将DGX H100组成集群,再租给客户。罗骁指出,尽管将数据中心设在柔佛州可以降低营运成本,但对于金融、医疗、自动驾驶、互联网等对数据传输速度有极高要求的领域而言,新加坡依然是更理想的选择。图源:FACEBOOK他说:“我以前理解的数据中心应该处于较偏远的地方,但客户要求做到高性能和低延时,他们也愿意承担更高的价格。”罗骁认为,设在柔佛的数据中心,可满足对性能和延时没有高要求的客户的需求。人工智能底层大模型的训练,一般都需要好几个月,因此也就不必力求快那几秒钟。图源:FACEBOOK今年3月,数据基础设施公司VAST Data宣布在新加坡设立区域总部,为亚太与日本地区提供服务。VAST Data亚太与日本地区副总裁查万(Sunil Chavan)指出,本区域六成的数据中心都在新加坡。为了加强东南亚的人工智能生态系统,VAST Data与新加坡和马来西亚的人工智能数据中心保持密切合作。查万强调,要让人工智能和深度学习产生重大影响,不仅需要海量数据,还需要优质的数据。这些数据必须正确组织,并在需要时和需要的地方随时可用。他说:“通过将我们的区域总部设在关键合作伙伴的所在地,我们希望与他们更紧密合作,帮助他们的客户将数据转化为强大的生成式AI应用程序,并开启AI辅助发现的大门。”柔佛数据中心容量将超越新加坡 目前,新加坡在东南亚地区的租赁数据中心发展水平居于领先地位,但预计到2028年,马来西亚柔佛州的租赁数据中心容量将达到955兆瓦,这将超过新加坡的825兆瓦。根据标普全球市场财智最近举办的线上研讨会显示,随着生成式人工智能(GenAI)的发展推动全球数据中心市场的快速增长,许多以新加坡为东南亚中心的企业开始转向在马来西亚柔佛州建立数据中心。图源:FACEBOOK由于数据中心的服务对象并不一定需要位于其设立地点,而且在新加坡建立和运营数据中心的成本相对较高,微软、字节跳动等大型云服务提供商(hyperscalers)都选择在地理位置接近新加坡但成本更低的柔佛州设立数据中心。据标普数据显示,2022年时,新加坡的租赁数据中心总容量为627兆瓦,而当时柔佛的数据中心容量仅为31兆瓦。这些数据仅涵盖可租赁的数据中心容量,不包括企业和机构自行开发和使用的数据中心。

四 | 根据最新的官方数据,新加坡的数据中心容量超过1.4吉瓦,拥有70多个云端、企业和主机托管数据中心,这些数据中心托管着云平台、数字服务和人工智能的高强度工作负载。目前,新加坡的租赁数据中心市场规模在亚太地区排名第五,前四名依次是中国环渤海、长三角、珠三角地区以及日本东京。综上所述,新加坡和柔佛在数据中心领域各有优势,且作用不尽相同,并不会对彼此构成竞争关系,而是呈互补之势。尽管柔佛州的数据中心发展迅速,但新加坡作为东南亚数据中心领先地位的地位依然稳固。同时,新加坡在电力效率和基础设施方面仍有提升空间,有望成为更具吸引力的数据中心选址。
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