Singtel CEO sees limited impact on data center business amid Nvidia fallout
Singtel Group CEO Yuen Kuan Moon says the company is not heavily affected by the Nvidia news, despite using Nvidia’s GPUs. He attributes this to its data centers also serving cloud and enterprise customers, not just AI workloads. He also says Singtel builds slightly behind demand, with about 90% of capacity contracted by commissioning, which keeps capex measured.
Singtel Group CEO Yuen Kuan Moon says the company is not heavily affected by the Nvidia news, despite using Nvidia’s GPUs. He attributes this to its data centers also serving cloud and enterprise customers, not just AI workloads. He also says Singtel builds slightly behind demand, with about 90% of capacity contracted by commissioning, which keeps capex measured.
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