Wendy Lo

Schneider Electric's sidecar moves power conversion outside AI racks heading toward 1 MW density, targeting 800V DC by 2027. US regulators are already drafting fault ride-through rules for AI campuses.

NVIDIA's DSX platform tackles AI factory overprovisioning—up to 40% wasted power—while Vera CPU delivers 1.8x faster agentic workloads. Taiwan supply chain now spans 150 partners for Vera Rubin.

New Wide Group cut Vietnam plant emissions 50% ahead of SBTi targets using biomass. But Scope 3 upstream materials now exceed Scope 1+2 combined—the next frontier for Taiwanese textile makers.

Vietnam's northern grid hit a record 29,667 MW as temperatures neared 40°C. PDP8 projects are falling behind, and El Niño from July could cut hydropower output further.

Eco Wave Power's onshore wave systems cost ~USD 1.5M/MW at commercial scale and can plug directly into coastal data centers. Taiwan's Suao Port is its first Asia-Pacific market, with 400 MW identified.

The Philippines has secured 16.9 GW via green energy auctions, but S&P Global forecasts only 27–28% renewable share by 2030. Solar WACC runs 10–11%—3 to 4 points above regional peers.

Castrol deployed 1.5 GW of liquid-cooled AI capacity in the past year and is tracking green PPA demand, LNG-backed gas turbines, and solid-state battery deployments as next data center power trends.

Indonesia's Danantara subsidiary DSI will become sole export channel for coal, palm oil and nickel. IDX fell 3.54% on the announcement as S&P warned of execution risk and trade disruption.