From Gas Pipelines to AI Pipelines: Why Thailand’s Biggest Power Company Just Bet Its Future on Data Centers

Picture a company that spent two decades building gas plants, pipelines, and power lines — the unglamorous plumbing of an economy. Now imagine that same company standing on stage and declaring itself the backbone of Southeast Asia’s artificial intelligence boom. That is exactly what Gulf Development Public Company Limited (GULF) — Thailand’s largest privately-run power … Read more

Why Every AI Company in Asia Should Be Watching Thailand’s Biggest Energy Bet

A homegrown Thai energy conglomerate just told the world it’s no longer in the gas business — it’s in the business of keeping the artificial intelligence economy running. Here’s why that matters far beyond Bangkok. If you’ve followed the global AI boom from London, Singapore, or San Francisco, you’ve probably heard the refrain by now: … Read more

Thailand and Singapore Are Wiring Themselves Together Under the Ocean — Here’s Why Every AI Investor in Southeast Asia Should Care

On September 10, 2026, two of Southeast Asia’s biggest infrastructure players announced they are going to lay new fiber-optic cable across the seabed between Thailand and Singapore. GULF (formally Gulf Development Public Company Limited, a Thai energy conglomerate listed on the Stock Exchange of Thailand, or SET — Thailand’s national stock market, roughly the equivalent … Read more

Why a Cable at the Bottom of the Ocean Could Decide Who Wins Southeast Asia’s AI Race

Two of Southeast Asia’s biggest infrastructure players just placed a multi-billion-baht bet that has nothing to do with factories, tourism, or exports — Thailand’s classic economic pillars. Instead, it’s about fiber-optic glass strands running along the seabed of the Gulf of Thailand and the South China Sea. On September 10, 2026, Gulf Development and Singtel … Read more