印尼首座AI工厂落地：Zankore获31亿美元贷款建设100MW算力基地

发布: 2026-09-13 09:59 | 作者: 林知远 | 来源: | 字体: 小中大

移动通信网程然

东南亚AI算力竞赛再添重磅玩家。由Indosat Ooredoo Hutchison（IOH）、英伟达与诺基亚三方合资成立的Zankore近日宣布，已签署总额高达31亿美元的高级定期贷款协议，用于在印度尼西亚建设该国首座AI工厂及配套的Neocloud平台。初始项目规模为100兆瓦，这不仅是印尼本土AI基础设施建设的标志性突破，也是亚洲地区规模最大的AI基础设施融资交易之一。

31亿美元贷款背后：银团押注东南亚AI算力缺口

此次融资由花旗、ING、Natixis CIB、卡塔尔国民银行集团及大华银行组成的银团担任高级牵头安排行、承销商和簿记行。五大区域及国际金融机构联手押注一个尚未建成投产的AI算力项目，释放出明确信号：资本市场对东南亚AI推理与训练需求的增长曲线持乐观态度，且愿意为长周期、重资产的算力基础设施提供规模化债务融资。

从资金用途看，贷款所得将全部投向英伟达先进GPU基础设施的采购与部署。Zankore计划以此构建一个面向企业级客户的AI云平台，提供生产就绪、可按需弹性调用的大规模GPU集群，覆盖从模型训练到推理部署的完整算力链条。这与全球范围内兴起的新一代GPU云厂商模式高度相似，但落地东南亚尚属首批实践。

【关键数据】

- 融资金额: 最高31亿美元高级定期贷款

- 初始容量: 100兆瓦AI工厂

- 银团成员: 花旗、ING、Natixis CIB、卡塔尔国民银行集团、大华银行（5家）

- 技术路线: 英伟达GPU集群，兼顾训练与推理

- 商业模型: 收入分成+信用支持

运营商+芯片+设备商：一种可复制的合资范式

Zankore的股权结构耐人寻味。IOH作为印尼第二大移动运营商出面对接本地市场、土地、电力与监管资源；英伟达提供GPU供给与技术路线图；诺基亚则贡献数据中心网络与基础设施能力。这一“运营商+芯片厂商+设备商”的三方架构，将传统电信业的资本运作经验嫁接到AI算力领域，为其他新兴市场运营商转型提供了可直接借鉴的模板。

商业模式上，Zankore采用收入分成与信用支持相结合的机制，将基础设施部署节奏与客户实际需求绑定，避免算力供给过剩导致的资产沉淀风险。Zankore董事长Vikram Sinha（IOH总裁兼董事）在声明中表示，AI正在为印尼和东南亚创造决定性机遇，问题不再是该地区是否使用AI，而是能否建成让自己有资格参与创造AI未来的基础设施。

区域算力竞赛加速：印尼卡位东南亚AI枢纽

从区域格局看，新加坡、马来西亚、泰国近两年均在加码数据中心与AI算力布局，印尼凭借庞大人口基数、丰富可再生能源与政府数字化战略，正尝试从“算力进口国”转向“算力出口国”。Zankore项目的落地，意味着印尼首次具备本土大规模AI训练算力的供给能力，对吸引区域AI应用开发与模型本地化训练具有直接拉动效应。随着英伟达在东南亚持续扩大合作版图，类似的合资AI工厂模式有望在更多新兴市场复制，算力基础设施的争夺战正从北美延伸至亚太腹地。

出处：Zankore to build Indonesia's first AI factory with $3.1B funding

英文原文

Zankore, a joint venture between Indosat Ooredoo Hutchison (IOH), Nvidia and Nokia, has secured a senior term loan facility of up to $3.1 billion to fund the construction of its initial 100-megawatt (MW) AI factory and neocloud platform in Indonesia. A consortium of regional and international financial institutions, comprising Citi, ING, Natixis CIB, Qatar National Bank Group and United Overseas Bank, acted as the senior mandated lead arrangers, underwriters and bookrunners for the loan facility. It is one of the largest AI infrastructure financing transactions in Asia. Proceeds from the transaction will support the purchase and deployment of advanced Nvidia GPU infrastructure, enabling Zankore to build an AI cloud platform providing high-performance GPU clusters designed for AI training and inference. This platform will provide customers with access to dedicated, production-ready AI compute at scale and on demand. "AI is creating a defining opportunity for Indonesia and Southeast Asia. The question is no longer simply whether the region will use AI, but whether we build the infrastructure that enables us to participate meaningfully in creating its future. With Nvidia's support, Zankore is building the advanced AI computing foundation needed to help turn that opportunity into reality," Vikram Sinha, director and chairman of Zankore, said in a [statement](https://zankore.com/zankore-expands-southeast-asias-ai-compute-infrastructure-with-nvidia). According to Zankore, it will use a revenue-sharing and credit-support model to align infrastructure deployment with customer demand. This will help to broaden access to large-scale accelerated computing, while also providing Zankore with a capital-efficient way to grow. 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.