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电力瓶颈倒逼数据中心转向:DayOne 与 Nxera 分别牵手胜科

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亚洲数据中心行业正面临一场前所未有的电力危机。本周,两家数据中心运营商 DayOne 和 Nxera 分别与新加坡胜科工业集团旗下胜科公用事业签署电力供应谅解备忘录,为各自在亚洲的数据中心项目锁定能源保障。两笔独立交易在同一周内落地,折射出的信号相当明确:在 AI 工作负载持续推高能耗的当下,电力供应已成为决定数据中心扩张速度的第一约束条件。

电力缺口:亚洲数据中心扩张的硬约束

行业分析师预测,亚洲地区数据中心耗电量将从目前的不足 200 太瓦时,攀升至 2030 年代中期的 1,000 太瓦时以上,增幅超过四倍。与之形成鲜明对比的是,区域电网建设进度严重滞后,尤其在印度尼西亚、马来西亚和泰国等东南亚国家,电网扩容速度远远跟不上数据中心的上架节奏。

电力短缺正在改变监管风向。多国政府已从过去的开放性审批,转向对能源强度、水资源使用和电网共享等指标的严格管控。在此环境下,超大规模云厂商和数据中心运营商开始减少对公共电网的单一依赖,转而探索独立电厂(IPP)、就地发电以及直连私人可再生能源设施等多种路径,与公用事业公司共建专属或场内供电方案正成为行业主流选择。

【关键数据】

- 亚洲数据中心耗电量: 2030 年代中期超 1,000 太瓦时(目前不足 200 太瓦时)

- 漂浮式光伏项目规模: 马来西亚林桂水库 2.2GWp

- DayOne 马来西亚光伏协议: 约 1.5GWp 装机 + 2.2GWh 储能

- DayOne 可再生能源目标: 2030 年前 100% 可再生能源(市场条件允许时)

Nxera:押注低碳与氢能路线

在新加坡国际能源周期间,新加坡电信旗下数据中心业务 Nxera 宣布与胜科工业合作,为新加坡本地数据中心供应可再生能源和低碳能源。双方将探索的方案包括低碳与氢基发电、生物甲烷发电、垂直建筑光伏应用,以及从马来西亚柔佛州林桂水库 2.2GWp 漂浮式太阳能项目进口可再生能源。

Nxera 首席执行官兼新加坡电信数字基础设施业务负责人 Bill Chang 直言,AI 正在推动数据中心电力需求发生阶跃式变化,在新加坡这样土地和资源受限的市场,电力来源的选择至关重要。他表示,与胜科的合作将为 Nxera 在新加坡的长期发展提供能源韧性支撑,同时服务于新加坡的数字化雄心。

DayOne:“自带电力”前置规划

DayOne 则以“自带电力”策略切入,将电力规划前置到数据中心开发的最早阶段,提前识别并锁定合适的能源方案。根据协议,双方将共同评估场内电力基础设施与发电、可再生能源供应、运维服务等领域的可行性及商业模式,涵盖燃料供应与储存、电力解决方案及相关技术服务。DayOne 首席执行官 Jamie Khoo 强调,扩展数字基础设施必须从一开始就思考能源路径,提前锁定电力、土地、水资源和连接能力等关键资源。

DayOne 在区域能源布局上已有实质积累:在新加坡,其即将启用的 SG1 数据中心已与胜科签署购电协议,实现全可再生能源供电;2026 年 6 月,该公司宣布在马来西亚达成约 1.5GWp 光伏装机和 2.2GWh 电池储能的可再生能源供应协议;在泰国春武里科技园区,DayOne 亦已签订可再生能源购电协议。

能源驱动的竞争新维度

这两笔交易标志着亚洲数据中心竞争进入新阶段——比拼的不再只是算力规模和时延指标,能源获取能力正成为核心竞争力。随着区域电网供需矛盾持续加剧,预计将有更多运营商通过长协购电、共建发电设施和跨境绿电进口等方式构建能源护城河。对公用事业公司而言,数据中心客户的大体量、长周期需求同样是优质资产,此类跨界合作的模式有望从新加坡向整个东南亚复制。


出处:Power crunch drives DayOne, Nxera to separate deals with Sembcorp

英文原文
Data Centers AI & Machine Learning Cloud News Power crunch drives DayOne, Nxera to separate deals with Sembcorp DayOne and Nxera signed their respective MoUs on power supply with Sembcorp to support their data center developments in Asia. Gigi Onag , Senior Editor, APAC , Light Reading October 30, 2026 4 Min Read (Source: Dmitriy Shironosov/Alamy Stock Photo) DayOne and Nxera have signed their respective memorandums of understanding on power supply with Sembcorp Utilities to support their data center developments in Asia. The separate announcements made this week underscored the mounting pressure on data center operators to provide sufficient energy to support power-hungry AI and cloud workloads. The expansion of data centers across the region is currently hampered by a severe power supply bottleneck, with power grids struggling to keep pace. Industry analysts have predicted that these facilities will consume over 1,000 terawatt hours of electricity by the mid-2030s, up from less than 200 terawatt hours today. As grid development lags behind demand, particularly in Southeast Asian countries such as Indonesia, Malaysia and Thailand, governments are moving away from open approval to strict mandates regarding energy intensity, water usage and grid sharing. Hyperscalers and data centre operators are shifting their focus away from total reliance on public grids, exploring independent power plants (IPPs), co-located energy generation and direct private renewable setups. Data center developers are also forming partnerships with utility companies to build onsite or dedicated power solutions. Nxera explores renewable and low-carbon energy At this week's Singapore International Energy Week (SIEW) event, Nxera announced that it is collaborating with Sembcorp Industries to supply its data centers in the city state with renewable and low-carbon energy. Nxera is Singtel's data center arm. "AI is driving a step-change in the power needs of data centers, and in a land- and resource-constrained market like Singapore, how we source that power matters," said Bill Chang, CEO of Nxera and Singtel's Digital InfraCo unit. The two companies will explore potential solutions, including low-carbon and hydrogen-based power generation, biomethane-based power generation, the application of photovoltaics to vertical buildings, and the import of renewable energy from the 2.2GWp floating solar project at Linggiu Reservoir in Johor, Malaysia. Nxera noted that these initiatives would help to reduce its carbon footprint as its operations expanded. "Working with Sembcorp gives us more options to power our growth sustainably and responsibly. Strengthening our energy resilience will be critical to underpinning Nxera's long-term development in Singapore while supporting Singapore's digital ambitions," Chang said. Integrating power planning into data center development Meanwhile DayOne is collaborating with Sembcorp as part of its "Bring Your Own Power" initiative, which integrates power planning into the earliest stages of data center development – identifying and securing suitable energy solutions. This approach aims to reduce risk, navigate increasingly constrained power markets and give customers greater confidence to scale up. The two companies have agreed to evaluate solutions in areas including on-site power infrastructure and generation, the supply of renewable energy, and operations and maintenance services. Jamie Khoo, CEO of DayOne, said that working with Sembcorp would give them the opportunity to explore integrated data center, power and energy solutions as they continue to expand across the region. "Scaling digital infrastructure means thinking about the energy pathways powering it from the outset," she said. "Our approach is to secure the critical resources – including power, land, water, and connectivity – early, so we can execute with speed while building responsibly for the long term." Under the terms of their agreement, DayOne and Sembcorp will jointly evaluate the feasibility and business case for energy solutions associated with agreed projects, as well as potential implementation pathways. The framework allows the two companies to explore various areas, including reliable and cost-effective power solutions, power generation and electrical infrastructure, fuel supply and storage, renewable energy solutions and related technical and operational services. According to DayOne, its memorandum of understanding (MoU) with Sembcorp will build on its power and energy initiatives across its footprint, as the company aims to source 100% of its energy from renewable sources by 2030 where market conditions allow. In Singapore, DayOne has a power purchase agreement in place with Sembcorp for its upcoming SG1 data center, which will be powered entirely by renewable energy. In June 2026, the data operator announced renewable energy supply agreements in Malaysia, covering approximately 1.5GWp of solar capacity and 2.2 GWh of battery energy storage under the country's Corporate Renewable Energy Supply Scheme (CRESS). DayOne has also entered into a power purchase agreement to supply renewable energy to its Chonburi Tech Park data centre campus in Thailand. Read more about: Asia About the Author Gigi Onag Senior Editor, APAC, Light Reading Gigi Onag is Senior Editor, APAC, Light Reading. She has been a technology journalist for more than 15 years, covering various aspects of enterprise IT across Asia-Pacific. She started with regional IT publications under CMP Asia (now Informa), including Asia Computer Weekly, Intelligent Enterprise Asia and Network Computing Asia and Teledotcom Asia. This was followed by stints with Computerworld Hong Kong and sister publications FutureIoT and FutureCIO. She had contributed articles to South China Morning Post, TechTarget and PC Market among others. She interspersed her career as a technology editor with a brief sojourn into public relations before returning to journalism, joining the editorial team of Mix Magazine, a MICE publication and its sister publication Business Traveller Asia Pacific. Gigi is based in Hong Kong and is keen to delve deeper into the region’s wide wild world of telecoms. See more from Gigi Onag Want more Light Reading stories in your Google search results? Add Us Now Subscribe and receive the latest news from the industry. Join 62,000+ members. Yes it's completely free. Sign me up Want more Light Reading stories in your Google search results? OFC Conference and Exhibition Experience OFC. Where the industry goes to learn, showcase technologies, forge partnerships and close deals. 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