APTelecom joins USTDA-backed feasibility study for Stavian Digital Park hyperscale campus in Vietnam — Eter News

Enriched Analysis 深度解析

APTelecom joins USTDA-backed feasibility study for Stavian Digital Park hyperscale campus in VietnamAPTelecom 加入 USTDA 支持的越南 Stavian Digital Park 超大规模数据中心园区可行性研究

APTelecom has joined Cushman & Wakefield and the US Trade and Development Agency in a feasibility study for Stavian Digital Park, a proposed hyperscale data centre campus in Ho Chi Minh City. Cushman & Wakefield serves as prime contractor, with APTelecom as specialist subcontractor covering connectivity, subsea cables and carrier strategy. Stavian says the park would be among the largest planned data centre campuses in Southeast Asia.APTelecom 已加入 Cushman & Wakefield 与美国贸易发展署（USTDA）的行列，为位于胡志明市的拟建超大规模数据中心园区 Stavian Digital Park 开展可行性研究。Cushman & Wakefield 担任主承包商，APTelecom 作为专业分包商负责互联互通、海底电缆及运营商策略。Stavian 表示该园区将成为东南亚规模最大的规划数据中心园区之一。

Developing Telecoms 2 Oct 2026 2026年10月2日

01The Story新闻事实

APTelecom has joined Cushman & Wakefield and the US Trade and Development Agency in a feasibility study for Stavian Digital Park, a proposed hyperscale data centre campus in Ho Chi Minh City. Cushman & Wakefield serves as prime contractor, with APTelecom as specialist subcontractor covering connectivity, subsea cables and carrier strategy. Stavian says the park would be among the largest planned data centre campuses in Southeast Asia.APTelecom 已加入 Cushman & Wakefield 与美国贸易发展署（USTDA）的行列，为位于胡志明市的拟建超大规模数据中心园区 Stavian Digital Park 开展可行性研究。Cushman & Wakefield 担任主承包商，APTelecom 作为专业分包商负责互联互通、海底电缆及运营商策略。Stavian 表示该园区将成为东南亚规模最大的规划数据中心园区之一。

  • APTelecom announced on Thursday it is joining Cushman & Wakefield and the USTDA to conduct a feasibility study for Stavian Digital Park in Vietnam.APTelecom 于周四宣布加入 Cushman & Wakefield 与 USTDA，为越南 Stavian Digital Park 开展可行性研究。
  • The USTDA signed an agreement with Stavian Hightech Infrastructure JSC last week to fund the feasibility study.USTDA 上周与 Stavian Hightech Infrastructure JSC 签署协议，为可行性研究提供资金。
  • The study will cover power supply, cooling, connectivity, a procurement framework, financial model and master plan, plus criteria requiring customers to use secure equipment.研究将涵盖供电、制冷、互联互通、采购框架、财务模型和总体规划，并设立要求客户使用安全设备的准则。
  • The park will be located in Ho Chi Minh City and aims to attract hyperscale cloud and AI operators, especially US-based firms, while remaining open to any trusted telecommunications provider.园区位于胡志明市，旨在吸引超大规模云与 AI 运营商（尤其是美国企业），同时向任何可信电信提供商开放。
  • Stavian Group chairman and CEO Tony Dinh said the park would be one of the largest planned data centre campuses in Southeast Asia and significantly expand Vietnam's data centre capacity.Stavian 集团董事长兼 CEO Tony Dinh 表示，该园区将是东南亚规模最大的规划数据中心园区之一，并将显著扩大越南的数据中心容量。
  • This is the second USTDA-funded feasibility study with APTelecom's involvement in recent weeks; in September the USTDA funded a study for a subsea cable linking Thailand with the US via five other Southeast Asian countries.这是近几周内第二个有 APTelecom 参与的 USTDA 资助可行性研究；9 月 USTDA 资助了经越南、新加坡、菲律宾、马来西亚和印尼连接泰国与美国的海底电缆研究。

US government backing for Vietnam's hyperscale data centre ambitions signals growing strategic competition to shape Southeast Asia's AI and cloud infrastructure and supply chains.美国政府支持越南超大规模数据中心计划，显示出围绕东南亚 AI 与云基础设施及供应链塑造的战略竞争日益加剧。

023 Dimensions维度分析

Stakeholder impact利益相关方

Stakeholder roles in the study研究中的各方角色

Cushman & Wakefield leads as prime contractor developing the procurement framework, financial model and master plan, while APTelecom contributes telecoms expertise including international connectivity, subsea cable systems, carrier engagement and commercialisation.Cushman & Wakefield 作为主承包商负责采购框架、财务模型和总体规划，APTelecom 则贡献国际互联互通、海底电缆系统、运营商合作及商业化等电信专业能力。

  • Cushman & Wakefield's Asia Pacific data centre group head Andrew Green said connectivity is an increasingly important part of the data centre development equation as campuses scale for hyperscale, cloud and AI requirements.Cushman & Wakefield 亚太数据中心集团负责人 Andrew Green 表示，随着园区为超大规模、云和 AI 需求而扩张，互联互通在数据中心开发中的重要性日益提升。
  • APTelecom co-founder and CEO Eric Handa described Stavian Digital Park as an opportunity to demonstrate combined capabilities in the digital infrastructure market.APTelecom 联合创始人兼 CEO Eric Handa 称 Stavian Digital Park 是展示数字基础设施市场综合能力的机会。
Future signal前瞻信号

Vietnam's data centre capacity ambitions越南的数据中心容量雄心

Stavian positions the Ho Chi Minh City park as one of the largest planned data centre campuses in Southeast Asia, aiming to equip Vietnam with infrastructure for modern AI computing and to attract international technology investment.Stavian 将该胡志明市园区定位为东南亚规模最大的规划数据中心园区之一，旨在为越南提供现代 AI 计算所需基础设施并吸引国际科技投资。

  • Tony Dinh said the project aims to help Vietnam become a regional hub for AI and cloud computing.Tony Dinh 表示，该项目旨在帮助越南成为 AI 与云计算的区域枢纽。
Historical context历史脉络

US engagement in Southeast Asian digital infrastructure美国对东南亚数字基础设施的参与

The USTDA has now funded two feasibility studies in recent weeks involving APTelecom, including a proposed subsea cable linking Thailand with the US via Vietnam, Singapore, the Philippines, Malaysia and Indonesia.近几周 USTDA 已资助两个涉及 APTelecom 的可行性研究，包括一条经越南、新加坡、菲律宾、马来西亚和印尼连接泰国与美国的拟建海底电缆。

  • In September, Thailand's state-owned National Telecom selected APTelecom to conduct the USTDA-funded subsea cable study.9 月，泰国国有 National Telecom 选择 APTelecom 开展 USTDA 资助的海底电缆研究。

03Timeline时间线

  1. 2026-09 USTDA announced funding for a feasibility study for a subsea cable system linking Thailand with the US via Vietnam, Singapore, the Philippines, Malaysia and Indonesia.USTDA 宣布资助一项海底电缆系统可行性研究，该系统经越南、新加坡、菲律宾、马来西亚和印尼连接泰国与美国。
  2. 2026-09 USTDA signed an agreement with Stavian Hightech Infrastructure JSC to fund the Stavian Digital Park feasibility study; Stavian selected Cushman & Wakefield.USTDA 与 Stavian Hightech Infrastructure JSC 签署协议，资助 Stavian Digital Park 可行性研究；Stavian 选定 Cushman & Wakefield。
  3. 2026-10-02 APTelecom announced it is joining the Stavian Digital Park feasibility study as a specialist subcontractor.APTelecom 宣布作为专业分包商加入 Stavian Digital Park 可行性研究。

Key takeaway核心结论

A USTDA-funded, US-linked consortium is studying one of Southeast Asia's largest proposed hyperscale data centre campuses in Ho Chi Minh City, with connectivity expertise from APTelecom.由 USTDA 资助、与美国关联的联合体正为胡志明市拟建的东南亚最大超大规模数据中心园区之一开展研究，APTelecom 提供互联互通专业支持。

04What to Watch后续关注

  1. Outcomes of the feasibility study, including the master plan, financial model and procurement framework for the campus.可行性研究的成果，包括园区总体规划、财务模型和采购框架。
  2. Whether US-based hyperscale cloud and AI operators commit as the park's first major customers.美国超大规模云与 AI 运营商是否成为园区的首批主要客户。
  3. Progress of the parallel USTDA-funded Thailand-US subsea cable feasibility study involving APTelecom.涉及 APTelecom 的 USTDA 资助的泰美海底电缆可行性研究的进展。

05Uncertainties不确定因素

  • No timeline, capacity figures or investment amounts for Stavian Digital Park have been disclosed; these would emerge from the feasibility study.Stavian Digital Park 的时间表、容量数字或投资金额尚未披露，这些信息将由可行性研究得出。
  • The study's funding amount and how the 'secure equipment' criteria will be defined and applied are not specified.研究资助金额以及'安全设备'准则的具体定义和执行方式均未说明。

06Sources信息来源

  1. APTelecom joins USTDA-backed Stavian Digital Park study in Vietnam - Developing TelecomsAPTelecom joins USTDA-backed Stavian Digital Park study in Vietnam - Developing Telecoms Developing Telecoms · 2026-10-02

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