
A | 近期,全球及区域企业纷纷在马来西亚柔佛州长堤彼岸设立数据中心,这一趋势引起了人们对新加坡作为东南亚数据中心领先地位的关注。业内人士普遍认为,新加坡和柔佛在数据中心领域各有优势,作用不尽相同,并不会对彼此构成竞争关系,而是呈互补之势。图源:FACEBOOK人工智能企业WATT AI的创办人兼总裁罗骁表示,他从去年就开始考虑,并在今年将他的公司迁移到新加坡。 WASHINGTON -- President Joe Biden is considering a trip to Israel in the coming days, but nothing has been finalized, a senior administration official said Sunday.A trip would send the strongest message yet that the U.S. is behind Israel following the Oct. 7 attack by Hamas. The administration has already pledged military support, sending U.S. aircraft carriers to the region as well as aid. Officials have said they would ask Congress for upward of $2 billion in aid for both Israel and Ukraine.The official could not publicly discuss internal deliberations about the potential presidential travel and spoke to The Associated Press on condition of anonymity. THIS IS A BREAKING NEWS UPDATE. AP’s earlier story follows below.Egypt's president criticized Israel’s military operation in Gaza in a stern pushback Sunday to the United States as America's top diplomat extended his frenetic travels across the Mideast trying to prevent the war with Hamas from igniting a broader regional conflict.With an Israeli ground offensive looming, U.S. Secretary of State Antony Blinken reaffirmed in some of his strongest language to date that Washington would stand with Israel “today, tomorrow and every day” in a partnership of shared democratic values, but that Israel must take “every possible precaution to avoid harming civilians.” He leveled no direct public criticism of Israel or its bombing campaign that has killed civilians in Gaza.From Cairo, where President Abdel Fattah el-Sissi conveyed his criticism, Blinken went to Jordan and planned to return to Israel on Monday, carrying to Israeli leaders the feedback he received in a rush of meetings with leaders throughout the Arab world.His second visit to Israel in recent days will come amid heightening fears that a looming Israeli move into Gaza could spark a wider war with devastating humanitarian consequences, a growing concern for the Biden administration. And the death toll of U.S. citizens rose to 30, with 13 still missing.Egypt’s state-run media said el-Sissi told Blinken that Israel’s Gaza operation has exceeded “the right of self-defense” and turned into “a collective punishment."Blinken told reporters before leaving Egypt that “Israel has the right, indeed it has the obligation to defend itself against these attacks from Hamas and to try to do what it can to make sure that this never happens again." Mindful of the potential human cost in Gaza, Blinken said "the way that Israel does this matters. It needs to do it in a way that affirms the shared values that we have for human life and human dignity, taking every possible precaution to avoid harming civilians.’’Earlier Sunday, the envoy met with Saudi Crown Prince Mohammed bin Salman in Riyadh, talks that built upon earlier sessions with the leaders of the United Arab Emirates, Bahrain, Qatar, Jordan and the Palestinian Authority. Blinken said that what he heard in every meeting with Arab leaders “was a determination of shared view that we have to do everything possible to make sure this doesn’t spread to other places, a shared view to safeguard innocent lives, a shared view to get assistance to Palestinians in Gaza who need it and we’re working very much on that.”The White House also appointed David Satterfield, a former ambassador to Lebanon and Turkey, to lead U.S. efforts to get humanitarian assistance to “vulnerable people through the Middle East.” Satterfield was expected to arrive in Israel on Monday.From Washington, President Joe Biden’s national security adviser said the U.S. was not “making requests or demands of Israel with respect to its military operations.” Jake Sullivan, making the rounds of the Sunday TV news shows, said the administration was “simply stating our basic principles — the principles upon which this country is based and all democracies, including Israel, are based. It’s what makes us different from the terrorists, that in fact we respect civilian life.”He said the U.S. was not “not interfering in their military planning or trying to give them instructions or requests specific.” Sullivan said the U.S. is conveying the message in public and in private that “all military operations should be conducted consistent with law of war, that civilians should be protected, that civilians should have a real opportunity to get to safety” and have access to food, water, medicine and shelter.Those remarks marked a shift in the U.S. administration's comments in recent days as officials have heard concerns from Arab leaders about the consequences of what a humanitarian catastrophe resulting from an Israeli ground offensive would do not only to Palestinians but also in inflaming public opinions in Arab nations and potentially destabilizing relatively friendly countries.Sullivan also said the U.S. has been unable so far to get American citizens out of Gaza through Egypt’s Rafah crossing with Gaza. “It has been difficult to execute that operation to facilitate their passage out. … It’s a high priority,” acknowledging that “I’m not aware of anyone else being able to get out at this time.” The crossing was closed because of airstrikes early in the war. There are an estimated 500 Americans living in Gaza, but that number is imprecise, officials have said.U.S. officials have said the Arab reaction to Blinken’s message has been generally positive — acknowledging Israel has a right to respond to the Hamas attacks but expressing deep concern about the humanitarian situation in Gaza and unable to stay silent about the Palestinian civilian casualties that result. The Arab leaders have also said the current situation cannot be resolved without an Israeli-Palestinian peace deal that gives the Palestinians an independent state.Blinken made clear in Egypt that the U.S. will not waver in supporting Israel, saying, "We will stand with it today, tomorrow and every day and we’re doing that in word and also in deed.’’In his roughly hourlong meeting with Prince Mohammed at the de facto Saudi leader’s private farm outside Riyadh, Blinken “highlighted the United States’ unwavering focus on halting terrorist attacks by Hamas, securing the release of all hostages, and preventing the conflict from spreading,” the State Department said.“The two affirmed their shared commitment to protecting civilians and to advancing stability across the Middle East and beyond,” according to a department statement.The Saudi description of the meeting focused primarily on Palestinian civilians, echoing the sentiments that the other Arab leaders with whom Blinken has met. It said Saudi Arabia would object to the targeting of “civilians in any way or disrupt(ing) infrastructure and vital interests that affect their daily lives.”The prince “stressed the need to work to discuss ways to stop the military operations that claimed the lives of innocent people,“ the Saudi Press Agency said in a report about the meeting.___Associated Press writers Sam Magdy in Cairo, Colleen Long in Washington and Michelle L. Price in New York contributed to this report.。之所以将公司迁到新加坡,主要原因是近年来的地缘冲突、大国关系不佳,导致公司难以买到最先进的人工智能图形处理器,如英伟达的DGX H100,阻碍了公司的发展,在新加坡则没有这些限制。新加坡-柔佛作用不同 不存在竞争该公司的商业模式,是希望在新加坡建立一个GPU云平台,并将DGX H100组成集群,再租给客户。

B | 罗骁指出,尽管将数据中心设在柔佛州可以降低营运成本,但对于金融、医疗、自动驾驶、互联网等对数据传输速度有极高要求的领域而言,新加坡依然是更理想的选择。图源:FACEBOOK他说:“我以前理解的数据中心应该处于较偏远的地方,但客户要求做到高性能和低延时,他们也愿意承担更高的价格。

C | ”罗骁认为,设在柔佛的数据中心,可满足对性能和延时没有高要求的客户的需求。人工智能底层大模型的训练,一般都需要好几个月,因此也就不必力求快那几秒钟。图源:FACEBOOK今年3月,数据基础设施公司VAST Data宣布在新加坡设立区域总部,为亚太与日本地区提供服务。VAST Data亚太与日本地区副总裁查万(Sunil Chavan)指出,本区域六成的数据中心都在新加坡。为了加强东南亚的人工智能生态系统,VAST Data与新加坡和马来西亚的人工智能数据中心保持密切合作。查万强调,要让人工智能和深度学习产生重大影响,不仅需要海量数据,还需要优质的数据。这些数据必须正确组织,并在需要时和需要的地方随时可用。他说:“通过将我们的区域总部设在关键合作伙伴的所在地,我们希望与他们更紧密合作,帮助他们的客户将数据转化为强大的生成式AI应用程序,并开启AI辅助发现的大门。”柔佛数据中心容量将超越新加坡 目前,新加坡在东南亚地区的租赁数据中心发展水平居于领先地位,但预计到2028年,马来西亚柔佛州的租赁数据中心容量将达到955兆瓦,这将超过新加坡的825兆瓦。根据标普全球市场财智最近举办的线上研讨会显示,随着生成式人工智能(GenAI)的发展推动全球数据中心市场的快速增长,许多以新加坡为东南亚中心的企业开始转向在马来西亚柔佛州建立数据中心。图源:FACEBOOK由于数据中心的服务对象并不一定需要位于其设立地点,而且在新加坡建立和运营数据中心的成本相对较高,微软、字节跳动等大型云服务提供商(hyperscalers)都选择在地理位置接近新加坡但成本更低的柔佛州设立数据中心。据标普数据显示,2022年时,新加坡的租赁数据中心总容量为627兆瓦,而当时柔佛的数据中心容量仅为31兆瓦。这些数据仅涵盖可租赁的数据中心容量,不包括企业和机构自行开发和使用的数据中心。

D | 根据最新的官方数据,新加坡的数据中心容量超过1.4吉瓦,拥有70多个云端、企业和主机托管数据中心,这些数据中心托管着云平台、数字服务和人工智能的高强度工作负载。目前,新加坡的租赁数据中心市场规模在亚太地区排名第五,前四名依次是中国环渤海、长三角、珠三角地区以及日本东京。综上所述,新加坡和柔佛在数据中心领域各有优势,且作用不尽相同,并不会对彼此构成竞争关系,而是呈互补之势。尽管柔佛州的数据中心发展迅速,但新加坡作为东南亚数据中心领先地位的地位依然稳固。同时,新加坡在电力效率和基础设施方面仍有提升空间,有望成为更具吸引力的数据中心选址。

E |
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