Data Center Market Overview

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SAM invests in data center developments across Vietnam and Malaysia, targeting markets positioned to benefit from regional hyperscaler expansion and long-term digital infrastructure demand.

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As Singapore faces structural constraints on land availability and power capacity, Vietnam has emerged as a critical alternative for hyperscalers seeking scalable expansion in Southeast Asia. Vietnam combines strong demand fundamentals with improving infrastructure, competitive power economics, and proximity to regional connectivity hubs.

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According to industry estimates, Vietnam’s current data center capacity stands at approximately 540MW, with an additional 700MW of new demand expected over the next three years, driven by cloud adoption, AI workloads, enterprise digitization, and regional spillover demand.

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Despite these fundamentals, Vietnam remains significantly underpenetrated. International operators have largely stayed on the sidelines, resulting in a fragmented market dominated by local players and creating a compelling opportunity for well-capitalized, execution-driven platforms. Relative to neighboring markets, Vietnam continues to lag materially in data center supply, even as demand growth outpaces regional averages.

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Our Offerings

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• Land: 50+ hectares of A-Grade commercial land zoned for data center operations

• Location: Ho Chi Minh City

• Linkage: Within 1 hour from major airports and CBD

• Power supply: 140MW electric power commitments from the state-owned power company

• Renewable Energy: Access to the largest renewable energy producers in Vietnam to satisfy hyperscalers’ NetZero commitment

• Water supply: 50,000 m3/day

• Carrier neutral: Network coverage includes all 4 major telcos (Viettel, FPT Telecom, VNPT, CMC Telecom)

• Subsea cables: Access to major cables including AAG, APG, SMW3, and ALC

• Management: Experienced team of operators and investors of data centers in the region​​​