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SEA Daily Brief: BDx locks in Indonesia's largest data-centre power commitment at 1.2 GW, Nvidia adds Vietnam to its sovereign-AI roster with FPT and Viettel, and Carsome's Q1 EBITDA jumps 85%

Singapore-based BDx Data Centers signed agreements with Indonesia's state utility PLN for 1.2 GW of power — the single largest power commitment by any data-centre operator in the country — anchoring a build-out led by an Nvidia DGX-ready AI campus. Nvidia formally brought Vietnam into its sovereign-AI program, releasing a population-scale Nemotron dataset built with FPT while Viettel fine-tunes a Vietnamese legal model. And Malaysia's Carsome posted an 85% year-on-year EBITDA jump to RM29 million on record per-unit economics, evidence that the region's largest used-car platform is compounding profitability.

June 3, 20264 min readIndonesia · Vietnam · Malaysia · AI · Data Centers · Sovereign AI · Energy · E-Commerce
Editorial photograph of high-voltage electricity transmission towers and power lines stretching across a tropical Indonesian landscape at golden hour, with a low-rise industrial data-centre campus visible in the distance, no people in frame.
BDx's 1.2 GW commitment from state utility PLN underscores that power, not capital, is now the binding constraint on Southeast Asia's AI data-centre build-out.

BDx Secures 1.2 GW From State Utility PLN, Indonesia's Largest Single Data-Centre Power Commitment

Singapore-headquartered BDx Data Centers signed agreements with PT PLN, Indonesia's state-owned electricity provider, securing 1.2 GW of power capacity across its Indonesian portfolio — described as the single largest power commitment secured by any data-centre operator in the country. The agreements were formalised at a signing ceremony in Jakarta and announced on June 3. The allocation breaks down as 788 MVA for the CGK4 AI campus in Jatiluhur, West Java; a 60 MVA expansion at CGK3A in Cilandak, South Jakarta; and up to 385 MVA at CGK5 in Suryacipta, West Java.

CGK4 is Indonesia's first Nvidia DGX-Ready-certified campus, already supporting H100-class GPU deployments for AI training and sovereign-cloud workloads. BDx CEO Agus Hartono Wijaya framed reliable, scalable power as foundational to Indonesia's AI build-out, while PLN director Adi Priyanto cast the utility's role as enabling the country's digital economy. The commitment follows a US$320 million loan BDx secured in April for AI expansion.

Nvidia Adds Vietnam to Its Sovereign-AI Program With an FPT-Built Dataset and a Viettel Legal Model

Nvidia formally brought Vietnam into its sovereign-AI program on June 3, naming the country among a dozen receiving dedicated resources to build AI tuned to local languages, laws and context. As part of the push, Nvidia released the Nemotron-Personas-Vietnam dataset — a population-scale synthetic dataset reflecting Vietnamese demographics, developed with local technology group FPT. Separately, Viettel AI, the AI arm of state-linked telecoms group Viettel, is fine-tuning Nvidia's Nemotron 3 Super model for a national legal application.

Both firms are established Nvidia partners. FPT operates an AI Factory running thousands of Nvidia GPUs since early 2025, and Viettel runs a cluster of 22 Nvidia DGX B200 systems capable of up to 1.5 exaFLOPs. The sovereign-AI framing is explicit: keeping sensitive model development and data processing inside Vietnam, with infrastructure shared across research institutes, businesses and startups.

Malaysia's Carsome Posts 85% EBITDA Jump to RM29 Million on Record Per-Unit Economics

Carsome, the Kuala Lumpur-headquartered used-car platform, reported that EBITDA rose 85% year-on-year to RM29 million (about US$7.3 million) in the quarter ended March 31, as it pushed toward sustained profitability. Gross profit per unit — the company's core measure of how much it earns on each car sold — climbed 30% to roughly RM5,300, the highest quarterly figure in its history and a fifth consecutive quarter of year-on-year expansion. Total gross profit rose 25% to RM158 million.

Management attributed the gains to stronger retail sales, improved financing penetration and efficiency in refurbishment and inventory operations. Malaysia and Singapore led, while Indonesia and Thailand faced a more cautious credit environment; Carsome also extended its JACCS financing partnership into Singapore and opened five new showrooms and inspection centres. CEO Eric Cheng said the business is showing greater consistency across growth, profitability and unit economics.

Eyes on the Day Ahead

Nothing major is formally docketed in the next 24 hours, so look to the next few days. On BDx, the detail to track is execution sequencing — whether PLN's contracted load translates into energised capacity on the CGK4, CGK5 and CGK3A timelines, and whether competing Jakarta and Batam operators move to lock in their own utility commitments in response. On Vietnam's sovereign-AI push, watch for the first concrete deployments of the Viettel legal model and any commercial pricing around FPT's Nvidia-backed cloud. And for Carsome, the Q2 guidance of sequential EBITDA growth sets a clear bar against which the next quarter — and the Indonesia and Thailand recovery — will be measured.

Layer 7 Ventures is a research-driven firm focused on AI and cryptocurrency in Southeast Asia. Views expressed are those of the firm and do not constitute investment advice.

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