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Speaker 1: Hello. Since you're a subscriber to this Bloomberg podcast, we

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Speaker 1: thought you'd be interested in a sponsored podcast called Stewards

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Speaker 1: of Compassion, produced by Bigrim and Bloomberg Media Studios. It

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Speaker 1: explores how to build for a lasting digital future. We

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Speaker 1: hope you enjoyed this episode. Bigrim is Thailand's oldest established company.

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Speaker 1: It will celebrate its one hundred and fiftieth anniversary in

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Speaker 1: twenty twenty eight. In this episode of Stewards of Compassion,

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Speaker 1: we look at a new chapter in that story. Across

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Speaker 1: the region, countries are building the infrastructure that will shape

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Speaker 1: the future of technology. In Thailand, Bigrim is part of

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Speaker 1: that shift through a major renewable energy powered data center project.

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Speaker 1: In John Burrie, Artificial intelligence may be the defining technology

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Speaker 1: of the next decade, but every AI breakthrough depends on

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Speaker 1: something far less visible, data centers. This is the story

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Speaker 1: of how Thailand is building its place in the digital

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Speaker 1: economy and what it takes to do that responsibly. The

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Speaker 1: Stewards of Compassion. Let's hear from doctor Harold Link, chairman

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Speaker 1: of b GRIM.

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Speaker 2: There's a change in the world in which now everybody

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Speaker 2: who wants to use artificial intelligence in their lives. Data

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Speaker 2: centers are mushrooming. If you are able to build, supply electricity,

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Speaker 2: manage these data centers, then you are nowadays in very

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Speaker 2: high demand. And so this is a separate business, very

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Speaker 2: suitable for Begrim because we have always been good in

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Speaker 2: building buildings and are very good in providing electricity day

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Speaker 2: and nine to two industrial users.

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Speaker 1: For doctor Link, this is part of a much bigger shift.

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Speaker 1: Ai needs physical infrascare structure, It needs power, cooling, connectivity

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Speaker 1: and people who know how to run systems at scale.

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Speaker 2: If you look at Bigrim history, we always brought very

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Speaker 2: modern technology to Thailand or we're part of the modern

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Speaker 2: technology development. So this is what we want to continue

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Speaker 2: to do. And Thailand wants to build another three thousand

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Speaker 2: makeup of artificial data centers and we are only scratching

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Speaker 2: the surface. We are only now at one hundred megap one,

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Speaker 2: so there's enormous future demand.

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Speaker 1: Doctor Link says. The opportunity is not only to host

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Speaker 1: more digital infrastructure, but to build more of the knowledge

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Speaker 1: and capability around it. Here in Thailand.

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Speaker 2: We have Thai companies who know how to do these things,

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Speaker 2: who know how to build and operate data centers, and

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Speaker 2: know how to improve the knowledge of the young people

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Speaker 2: in Thailand to become good developers of IT systems of

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Speaker 2: applications of software. BIGRIM is one of them.

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Speaker 1: That is the big picture. As demand for AI accelerates globally,

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Speaker 1: data centers are becoming one of the world's fastest growing

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Speaker 1: sources of electricity demand. Now, let's hear how BIGRIM is

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Speaker 1: turning that into a business and infrastructure plan. On the ground.

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Speaker 1: Not Paday leads Bigrim's business across Thailand, Malaysia and energy

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Speaker 1: and industrial solutions.

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Speaker 3: The vision is to create an ex generation digital infrastructure

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Speaker 3: that can service the hyperscalar customers with reliability sustainable energy,

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Speaker 3: especially for their Eastern Economic Corridors or EEC area, which

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Speaker 3: has been the top destination for industrial sectors.

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Speaker 1: Not per Date says the Eastern Economic Corridor including Chomburry

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Speaker 1: stands out because the infrastructure is already there.

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Speaker 3: Have a readiness of the infrastructure like subse cable, power generation, transmission, distribution,

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Speaker 3: water management and so on, so it's very well recognized

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Speaker 3: in the market to be their hub for AI digital infrastructure.

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Speaker 3: All these projects help Thailand to move beyond being just

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Speaker 3: a connectivity market to becoming a compute and AI RADI destination.

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Speaker 1: That thinking is already turning into something concrete. BGRIM and

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Speaker 1: Digital Edge have invested one billion dollars in a new

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Speaker 1: AI focused data center in Chomburry so will.

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Speaker 3: Be fully in operation by early next year. The good

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Speaker 3: news is that we have fully contracted with the whole

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Speaker 3: capacity of the data center with the top tier Hyperscaler,

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Speaker 3: and we are about to build an additional from what

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Speaker 3: we have today is to reach the target of three

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Speaker 3: hundred metawaks within twenty thirty.

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Speaker 1: Notepaday It says this is bigger than one site for BGRIM.

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Speaker 1: It opens up a wider digital infrastructure business.

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Speaker 3: We have three areas that we can call invest One

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Speaker 3: is the hyperscalar and wholesale location data center operator. Second

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Speaker 3: is the energy platform as a service a last is

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Speaker 3: on their digital f ingnatrial solutions.

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Speaker 1: All of this runs on energy, and as demand grows,

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Speaker 1: so does the pressure to build that capacity in a

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Speaker 1: cleaner way. Not Padat says this goes beyond one site.

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Speaker 1: BGRIM sees opportunities around the data center itself, the energy

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Speaker 1: platform behind it, and the digital services industrial customers will need.

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Speaker 3: Next, we can locate our green energy wherever we can

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Speaker 3: have the optimal sun radiation or the optimal wind speed

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Speaker 3: that can generate the ellergricity at best, and we can

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Speaker 3: transmit it to the site that can be able to

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Speaker 3: trace where the green energy is coming from.

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Speaker 1: In other words, not Paday says Bigram wants customers to

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Speaker 1: know where that power comes from and how it connects

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Speaker 1: to their own climate goals.

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Speaker 3: But also the load management, the energy management platform that

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Speaker 3: we actually can serve the customers to have reliable green

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Speaker 3: energy and very competitive terms of condition altogether. And lastly,

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Speaker 3: the industrial solution would be become more and more driving

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Speaker 3: by digital technology that ma be provided to serve inters

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Speaker 3: of the demand side management, energy efficiency, energy management system

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Speaker 3: and also enable with the other technology to reduce their

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Speaker 3: combon emission.

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Speaker 1: And that only works if the system behind it is strong.

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Speaker 1: Not paday It says Bigrim has spent decades building the

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Speaker 1: networks and power supply that support those services.

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Speaker 3: So over the past thirty years, we have been developing

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Speaker 3: the largest transmission discrition work with a two hundred kilometers

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Speaker 3: length of our distribution networks covering eleven in less estates

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Speaker 3: in Thailand and in Vietnam.

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Speaker 1: Notpaday's point is simple. Bigrim already has the energy system,

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Speaker 1: the network, and the industrial base. Now it is building

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Speaker 1: new tools on top of that foundation so it can

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Speaker 1: bring more renewable energy into the mix and respond to

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Speaker 1: what customers need next. For doctor Link, that matters beyond

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Speaker 1: one company, He says, Thailand needs local businesses that understand

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Speaker 1: how to build and run this kind of infrastructure. That

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Speaker 1: is the bigger story taking shape here as Thailand builds

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Speaker 1: for a more digital future. This is more than a

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Speaker 1: data center. It is about ensuring that next generation has

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Speaker 1: the skills in infrastructure to compete in the digital economy,

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Speaker 1: and for BGRIM, that work is already under way in Chomburry.

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Speaker 1: B GRIM empowering the world compassionately