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 on a feasibility study for Stavian Digital Park, a proposed hyperscale data centre campus in Ho Chi Minh City. Cushman & Wakefield will serve as prime contractor, covering power, cooling, connectivity, procurement and financial modelling. The park aims to attract hyperscale cloud and AI operators, especially US-based firms.APTelecom与Cushman & Wakefield及美国贸易发展署（USTDA）合作，为位于胡志明市的Stavian Digital Park超大规模数据中心园区开展可行性研究。Cushman & Wakefield担任主承包商，研究涵盖供电、冷却、连接、采购框架与财务模型。该园区旨在吸引超大规模云与AI运营商，尤其是美国企业。

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 on a feasibility study for Stavian Digital Park, a proposed hyperscale data centre campus in Ho Chi Minh City. Cushman & Wakefield will serve as prime contractor, covering power, cooling, connectivity, procurement and financial modelling. The park aims to attract hyperscale cloud and AI operators, especially US-based firms.APTelecom与Cushman & Wakefield及美国贸易发展署（USTDA）合作，为位于胡志明市的Stavian Digital Park超大规模数据中心园区开展可行性研究。Cushman & Wakefield担任主承包商，研究涵盖供电、冷却、连接、采购框架与财务模型。该园区旨在吸引超大规模云与AI运营商，尤其是美国企业。

  • APTelecom announced on Thursday it is joining Cushman & Wakefield and USTDA on the Stavian Digital Park feasibility study, as a specialist subcontractor.APTelecom于周四宣布，将以专业分包商身份加入Cushman & Wakefield和USTDA的Stavian Digital Park可行性研究。
  • 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，为该可行性研究提供资金。
  • Cushman & Wakefield will develop a procurement framework, financial model and master plan, including criteria requiring customers to use secure equipment.Cushman & Wakefield将制定采购框架、财务模型和总体规划，并设立要求客户使用安全设备的标准。
  • APTelecom will contribute expertise in international connectivity, subsea cable systems, carrier engagement and commercialisation.APTelecom将贡献国际连接、海底电缆系统、运营商合作与商业化方面的专业能力。
  • The park, located in Ho Chi Minh City, is designed to attract hyperscale cloud and AI infrastructure operators, especially US-based firms, and is open to any trusted telecommunications provider.该园区位于胡志明市，旨在吸引超大规模云和AI基础设施运营商，尤其是美国企业，并向任何可信的电信供应商开放。
  • This is the second USTDA-funded feasibility study in recent weeks involving APTelecom, following September's study for a subsea cable linking Thailand with the US via five other Southeast Asian countries.这是近几周内第二项涉及APTelecom的USTDA资助可行性研究，此前9月开展了连接泰国与美国、途经五个东南亚国家的海底电缆研究。

US government-backed feasibility work for a major Vietnamese AI and cloud data centre campus signals growing American engagement in Southeast Asia's digital infrastructure buildout, with secure-equipment criteria shaping vendor choices.美国政府资助对越南大型AI与云数据中心园区开展可行性研究，显示美国日益深入参与东南亚数字基础设施建设，且安全设备标准将影响供应商选择。

024 Dimensions维度分析

Cause因果关系

US-backed digital infrastructure push in Vietnam美国支持下的越南数字基础设施布局

USTDA funding plus secure-equipment criteria tie the project to US strategic interests in regional connectivity and trusted-vendor supply chains.USTDA的资金支持加上安全设备标准，将该项目与美国在区域连接和可信供应商供应链方面的战略利益联系起来。

  • The study will establish criteria requiring customers to use secure equipment.研究将设立要求客户使用安全设备的标准。
  • The park is designed to attract hyperscale cloud and AI operators, especially US-based firms.园区旨在吸引超大规模云与AI运营商，尤其是美国企业。
Stakeholder impact利益相关方

Connectivity as core to hyperscale campus design连接能力成为超大规模园区设计核心

APTelecom's role covering subsea cables and carrier strategy reflects how connectivity planning is increasingly integrated into data centre development as campuses scale for AI and cloud.APTelecom负责海底电缆与运营商策略的角色，反映出随着园区为AI和云扩容，连接规划正日益融入数据中心开发。

  • Cushman & Wakefield's Andrew Green said connectivity is an increasingly important part of the data centre development equation as campuses scale to support hyperscale, cloud and AI requirements.Cushman & Wakefield的Andrew Green表示，随着园区为超大规模、云和AI需求扩容，连接在数据中心开发中的重要性日益提升。
Future signal前瞻信号

Vietnam's regional AI and cloud ambitions越南的区域AI与云雄心

Stavian positions the park as one of the largest planned data centre campuses in Southeast Asia, aiming to make Vietnam a regional hub for AI and cloud computing and attract international investment.Stavian将该园区定位为东南亚规模最大的规划数据中心园区之一，旨在使越南成为区域AI与云计算枢纽并吸引国际投资。

  • Stavian Group chairman and CEO Tony Dinh said the park would significantly expand Vietnam's data centre capacity.Stavian集团董事长兼CEO Tony Dinh表示，该园区将显著扩大越南的数据中心容量。
Historical context历史脉络

Pattern of USTDA feasibility funding in the regionUSTDA在区域内的可行性研究资助模式

This is the second USTDA-funded study in weeks involving APTelecom, following a September study for a Thailand-US subsea cable transiting Vietnam, Singapore, the Philippines, Malaysia and Indonesia.这是近几周内第二项涉及APTelecom的USTDA资助研究，此前9月开展了经越南、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。

  • Thailand's state-owned National Telecom selected APTelecom for the subsea cable study.泰国国有企业National Telecom选定APTelecom开展该海底电缆研究。

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.USTDA与Stavian Hightech Infrastructure JSC签署协议，资助Stavian Digital Park可行性研究。
  3. 2026-10 APTelecom announced it is joining the Stavian Digital Park feasibility study as specialist subcontractor.APTelecom宣布以专业分包商身份加入Stavian Digital Park可行性研究。

Key takeaway核心结论

USTDA-backed feasibility work for Stavian Digital Park positions Vietnam's planned hyperscale campus at the intersection of AI infrastructure demand, US connectivity strategy and regional digital investment.USTDA支持的Stavian Digital Park可行性研究，将越南规划中的超大规模园区置于AI基础设施需求、美国连接战略与区域数字投资的交汇点。

04What to Watch后续关注

  1. Outcomes of the feasibility study, including the procurement framework, financial model and master plan.可行性研究的成果，包括采购框架、财务模型和总体规划。
  2. Which hyperscale cloud and AI operators, particularly US firms, commit as anchor customers.哪些超大规模云与AI运营商（尤其是美国企业）将作为主要客户加入。
  3. Progress of the related USTDA-backed Thailand-US subsea cable study involving APTelecom.涉及APTelecom的USTDA支持泰美海底电缆研究进展。

05Uncertainties不确定因素

  • The source does not specify the campus's capacity, investment value or study timeline.报道未说明园区容量、投资金额或研究时间表。
  • Whether the project advances beyond feasibility to construction remains to be seen.该项目能否从可行性研究推进到实际建设仍有待观察。

06Sources信息来源

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

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