AI Data Centers Put Southeast Asia’s Power Systems Under Pressure — Eter News

Enriched Analysis 深度解析

AI Data Centers Put Southeast Asia’s Power Systems Under Pressure人工智能数据中心给东南亚电力系统带来压力

The World Bank says electricity demand from data centers could triple globally by 2035 and reach 4% of total power production. Malaysia’s low electricity prices are supporting its growth as a data-center hub, but rapid expansion in Johor has raised concerns over grid strain, pollution and water scarcity.世界银行表示，到2035年，全球数据中心的用电需求可能增加至目前的三倍，占总发电量的4%。马来西亚较低的电价正支持其发展成为数据中心枢纽，但柔佛州的快速扩张也引发了电网压力、污染和水资源短缺等担忧。

Jakarta Globe 7 Oct 2026 2026年10月7日

22

Data-center electricity demand growth by 2030截至2030年的数据中心用电需求增幅

0.0630.063

Malaysia electricity price马来西亚电价

01The Story新闻事实

The World Bank says electricity demand from data centers could triple globally by 2035 and reach 4% of total power production. Malaysia’s low electricity prices are supporting its growth as a data-center hub, but rapid expansion in Johor has raised concerns over grid strain, pollution and water scarcity.世界银行表示，到2035年，全球数据中心的用电需求可能增加至目前的三倍，占总发电量的4%。马来西亚较低的电价正支持其发展成为数据中心枢纽，但柔佛州的快速扩张也引发了电网压力、污染和水资源短缺等担忧。

  • The IEA forecasts that global electricity demand from data centers will double by 2030 and triple by 2035, reaching as much as 4% of total electricity production.国际能源署预测，全球数据中心的用电需求到2030年将翻倍，到2035年将增至三倍，占总发电量的最高比例可达4%。
  • A 500-megawatt AI data center would consume nearly 15% of average baseload power available in emerging market and developing economies in East Asia and the Pacific.一座500兆瓦的人工智能数据中心，将消耗东亚和太平洋地区新兴市场及发展中经济体平均可用基荷电力的近15%。
  • AI-related data centers increased their electricity demand by 17% in 2025, according to the World Bank’s account of IEA estimates.根据世界银行引用的国际能源署估算，人工智能相关数据中心的用电需求在2025年增加了17%。
  • Malaysia’s electricity price was around $0.063 per kilowatt-hour, compared with $0.096 in Indonesia and $0.093 in Vietnam.马来西亚电价约为每千瓦时0.063美元，而印度尼西亚和越南分别约为0.096美元和0.093美元。
  • Johor, described as Southeast Asia’s fastest-growing data-center hub, has faced community concerns about pollution and water scarcity.被称为东南亚增长最快的数据中心枢纽的柔佛州，面临社区对污染和水资源短缺的担忧。

Malaysia’s data-center advantage depends not only on relatively low electricity prices but also on whether power, water and environmental planning can keep pace with expansion.马来西亚的数据中心优势不仅取决于相对较低的电价，也取决于电力、水资源和环境规划能否跟上扩张速度。

024 Dimensions维度分析

Future signal前瞻信号

Global demand trajectory全球需求走势

Data-center electricity demand is projected to rise sharply through 2035, increasing pressure on generation capacity and grid reliability. The World Bank says AI infrastructure could make this pressure especially significant in emerging economies.预计数据中心用电需求将在2035年前大幅上升，从而加大发电能力和电网可靠性压力。世界银行表示，在新兴经济体中，人工智能基础设施可能使这种压力尤为突出。

Data-center electricity demand growth by 2030截至2030年的数据中心用电需求增幅

20302030年2 times

20352035年3 times

20352035年4 %

  • The IEA forecasts that data-center electricity demand will double by 2030 and triple by 2035.国际能源署预测，数据中心用电需求到2030年将翻倍，到2035年将增至三倍。
Comparison对比

Malaysia’s cost advantage马来西亚的成本优势

Malaysia’s reported electricity price is lower than those of Indonesia and Vietnam, which may support its attractiveness for energy-intensive data-center operations. Energy nevertheless accounts for about 65% of annualized operating expenditure.报道显示，马来西亚电价低于印度尼西亚和越南，这可能增强其对高耗能数据中心运营的吸引力。不过，能源成本仍约占数据中心年化运营支出的65%。

Malaysia electricity price马来西亚电价

20262026年0.063 USD/kWh

20262026年0.096 USD/kWh

20262026年0.093 USD/kWh

Energy share of annualized operating expenditure能源占年化运营支出比例65 %

  • Energy represents about 65% of annualized data-center operating expenditure.能源约占数据中心年化运营支出的65%。
Stakeholder impact利益相关方

Johor’s infrastructure trade-offs柔佛州的基础设施权衡

Johor’s rapid data-center growth is creating local concerns beyond electricity supply, including pollution and water scarcity. The World Bank points to consultation, environmental impact assessments and integrated land- and water-use planning as ways to address these risks.柔佛州数据中心的快速增长带来的地方担忧，不仅涉及电力供应，也包括污染和水资源短缺。世界银行提出，可通过公众协商、环境影响评估以及土地和水资源综合规划来应对这些风险。

  • Johor is described as Southeast Asia’s fastest-growing data-center hub.报道将柔佛州描述为东南亚增长最快的数据中心枢纽。
  • Community backlash has focused on concerns over pollution and water scarcity.社区反弹主要集中在对污染和水资源短缺的担忧上。
Cause因果关系

Power supply and energy security电力供应与能源安全

The World Bank says countries will need significant investment in new generation capacity as AI infrastructure expands. Renewable sources such as solar and wind are presented as options for adding capacity while reducing dependence on imported fossil fuels.世界银行表示，随着人工智能基础设施扩张，各国需要对新增发电能力进行大量投资。太阳能和风能等可再生能源被视为增加产能、同时减少对进口化石燃料依赖的选择。

  • High baseload consumption can strain electricity grids and increase the risk of grid failures.较高的基荷用电量可能令电网承压，并增加电网故障风险。
  • Malaysia has introduced corporate renewable energy schemes to give companies access to renewable power.马来西亚已推出企业可再生能源计划，为企业提供使用可再生电力的渠道。

03Timeline时间线

  1. 2025 AI-related data centers increased their electricity demand by 17%.人工智能相关数据中心的用电需求增加了17%。
  2. 2026-06 China’s national average electricity price was reported at around $0.078–$0.079 per kilowatt-hour as of mid-2026.截至2026年年中，中国全国平均电价据报约为每千瓦时0.078至0.079美元。
  3. 2030 Global electricity demand from data centers is forecast to double.预计全球数据中心用电需求将翻倍。
  4. 2035 Global electricity demand from data centers is forecast to triple and reach as much as 4% of total electricity production.预计全球数据中心用电需求将增至三倍，占总发电量的最高比例可达4%。

Key takeaway核心结论

Malaysia’s position in the AI data-center economy brings potential demand for its relatively low-cost electricity alongside growing requirements for reliable, sustainable and locally accepted infrastructure.马来西亚在人工智能数据中心经济中的地位，既带来了对其相对低成本电力的潜在需求，也提出了对可靠、可持续且获得当地接受的基础设施的更高要求。

04What to Watch后续关注

  1. Whether Malaysia’s corporate renewable energy schemes can support expanding data-center electricity demand.马来西亚的企业可再生能源计划能否支持不断增长的数据中心用电需求。
  2. Whether power generation and grid investment keep pace with AI infrastructure expansion.发电能力和电网投资能否跟上人工智能基础设施的扩张。
  3. How Johor addresses community concerns over pollution and water scarcity through consultation and planning.柔佛州将如何通过公众协商和规划应对社区对污染及水资源短缺的担忧。
  4. Whether renewable generation reduces exposure to imported fossil-fuel risks as regional electricity demand rises.随着区域用电需求上升，可再生能源发电能否降低对进口化石燃料风险的暴露。

05Uncertainties不确定因素

  • The 4% figure is an IEA forecast cited by the World Bank, not a confirmed future outcome.4%的数字是世界银行引用的国际能源署预测，并非已经确定的未来结果。
  • The source does not specify the amount of new generation or grid capacity Malaysia would need for future data-center growth.来源没有说明马来西亚未来数据中心增长所需新增的发电能力或电网容量。
  • The source identifies concerns over Johor’s pollution and water scarcity but does not quantify their scale or provide a resolution timeline.来源指出柔佛州面临污染和水资源短缺担忧，但没有量化其规模，也没有提供解决时间表。

06Sources信息来源

  1. ⁠ AI Data Centers Could Consume 4% of Global Power by 2035, World Bank Says⁠ AI Data Centers Could Consume 4% of Global Power by 2035, World Bank Says Jakarta Globe · 2026-10-07

Share this analysis 分享此深度分析

X Facebook LinkedIn WhatsApp