Industrial Policy

Southeast Asia’s AI build-out is colliding with a physical constraint the hype cycle keeps understating: reliable power. Johor, Vietnam, and Indonesia show that the next winners will be the markets that can turn electricity, grid access, and carbon discipline into predictable industrial capacity.

Southeast Asia’s AI build-out is colliding with a physical constraint the hype cycle keeps understating: reliable power. Johor, Vietnam, and Indonesia show that the next winners will be the markets that can turn electricity, grid access, and carbon discipline into predictable industrial capacity.