Hanoi, Feb. 13 -- The surge in AI demand is significantly impacting plans on data centre investment and expansion in Vietnam as global tech giants and local players are racing to capture the market.

In the past year, tech behemonths like Microsoft, Meta, Alphabet and Amazon injected more than 200 billion USD into data centres and AI-related tool development, with a substantial portion flowing into Asia, where land is affordable, electricity is cheap, and demand for AI is soaring.

However, most Asian data centres have not been equipped to host AI servers, presenting a significant opportunity for upgrading existing facilities and building new AI-capable data centres with better capacity across Asia.

In Vietnam, local tech companies, includ...