Thailand Has Enough Electricity to Power an AI Boom. So Why Are Data Centers Stuck Waiting?

Thailand is sitting on a strange contradiction. The country has the electricity generation capacity, the industrial land, and now the corporate ambition to become a serious player in Asia’s data center race. What it may not have, according to one of its biggest energy players, is a rulebook flexible enough to let any of that … Read more

Thailand’s Economy Just Got a Surprise Upgrade — But Half the Country Won’t Feel It

Thailand’s economic forecasters just did something unusual: they raised their growth outlook in the middle of a year full of global uncertainty. The University of the Thai Chamber of Commerce (UTCC) — one of Thailand’s most closely watched university-affiliated economic think tanks, roughly equivalent to how markets in the West track forecasts from a national … 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