I drove around Jurong Island this week [#83]
3 days ago • 4 min readVIEW IN BROWSER FEBRUARY 01, 2026 Tech Stories In this issue #80 Digital Edge's 500MW data centre The water problem data centres can't easily solve Micron's breaks ground on new Singapore wafer fab and more... Hello Reader, If you read this commentary every week, I want to say thank you. To have a space in your inbox is not a compliment I take lightly, especially since this is opt-in. No list sharing shenanigans or lead magnets to entice you to sign up. Just my insights, written plainly and...
READ POSTWe're all thinking about AI wrong [#82]
10 days ago • 5 min readVIEW IN BROWSER JANUARY 25, 2026 Tech Stories In this issue #80 Hard truths of Southeast Asia's digital infrastructure race Digital Realty enters Malaysia A visit to Cloudflare's office and more... Hello Reader, Thank you to those who dropped me an email in response to my commentary last week. I am always encouraged when you take the effort to write - for the simple fact that you don't have to. Last week, I talked about how AI euphoria has taken over the data centre industry. For this week,...
READ POSTThe state of AI euphoria [#81]
17 days ago • 4 min readVIEW IN BROWSER JANUARY 18, 2026 Tech Stories In this issue #80 Vera Rubin and chillers Malaysia to penalise speculative power applications Meta's long-term AI plans and more... Hello Reader, AI euphoria. I finally came up with a phrase to describe what I see happening, only to realise after doing a search that others had, too. Regardless, let's talk about AI euphoria, that fevered, disproportionate frenzy currently afflicting much of the data centre industry. Liquid cooling as cure-all Take...
READ POSTWhy I'm leaning towards a supercycle [#80]
24 days ago • 4 min readVIEW IN BROWSER JANUARY 11, 2026 Tech Stories In this issue #80 How xAI builds AI data centres faster than anyone else Winning the cyber arms race with context Lenovo's rollable concept laptops and more... Hello Reader, I'm now back in Singapore after attending CES 2026 in Las Vegas, a massive, incredible show of which I admittedly could only attend a small fraction of. I'll leave you to read all about it in the stories below, and I do plan to write a couple more enterprise and data...
READ POSTHappy 2026! Here's my content plans for the year [#79]
about 1 month ago • 3 min readVIEW IN BROWSER JANUARY 4, 2026 Tech Stories In this issue #79 Nvidia's US$20 billion Groq deal What worked and didn't in 2025 The problem with AI on LinkedIn and more... Hello Reader, How did your holiday break go? Can't believe it's another year already. I'm writing this at the boarding area for a connecting flight to Las Vegas, where I'll be attending CES 2026. So do pardon a typo or three from a somewhat sleep-deprived brain. And yes, I'm looking forward to bringing you news of the latest...
READ POSTTech Stories year in review - see you in 2026! [#78]
about 1 month ago • 3 min readVIEW IN BROWSER DECEMBER 21, 2025 Tech Stories In this issue #78 My 2025 in review: High, lows, and the road ahead Why brands are betting on humans PDG's campus grows to 200MW and more... Hello Reader, When I started this newsletter around March 2024, I did it because it sounded like a good idea. The plan was to copy my LinkedIn posts into the newsletter so that busy executives could access everything I've written over the weekend. As I crafted my first newsletter, I wrote a short note as it...
READ POSTSingapore's data centre strategy is three steps ahead [#77]
about 2 months ago • 5 min readVIEW IN BROWSER DECEMBER 14, 2025 Tech Stories In this issue #77 My opening speech at the w.media Asia Awards Gala DC-CFA2 and what it means LinkedIn's warning to me and more... Hello Reader, As I wrote in issue #76, I took a hiatus for a year-end holiday with my family. I stepped away for a reset, but the industry clearly didn't sleep. The number of developments that happened while I was gone is astounding, including Singapore's DC-CFA2 which I've been tracking for months and can now finally...
READ POSTHow should I take Tech Stories forward in 2026? [#76]
2 months ago • 2 min readVIEW IN BROWSER NOVEMBER 23, 2025 Tech Stories In this issue #75 30,000 followers: What I'm actually thankful for Johor's data centre water situation Cloudflare's 6-hour outage and more... Hello Reader, I'm preparing to head off for a long-awaited family holiday next week. As such, I'll keep things brief. It's just me Two things happened recently that got me thinking. The first was last weekend when the deputy CEO of a listed firm in Southeast Asia dropped me a WhatsApp message. He couldn't...
READ POSTCan Thailand leapfrog ahead in data centres? [#75]
3 months ago • 3 min readVIEW IN BROWSER NOVEMBER 16, 2025 Tech Stories In this issue #75 Thailand's spectacular growth Why Singtel wants STT GDC Why I write my posts by hand and more... Hello Reader, Thank you if you came up to me in Bangkok to say hi and exchange name cards. I'll drop a WhatsApp message soon if I haven't done so yet; feel free to beat me to it too - I promise I won't get upset. Today, let's talk about the Thailand data centre market and the road ahead for operators in this part of the world. Land...
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