Alibaba expands in Seoul. GDS targets 1GW. CoreWeave lands in Indonesia.

So first one was Ali launching their third cloud data center in South Korea.

This is a year after the last one, and this will be capacity taken up quite downtown Seoul, right? Yeah, I guess

that's not downtown Seoul, but it's in kind of the Seoul metro, this deployment.

When Ali talked about building a data center...

Like I said, it typically refers to them taking colo capacity.

But I think this is interesting, just speaks to the fact that Chinese cloud providers and people like ByteDance, Alibaba, Tencent, they are taking more capacity in markets where previously they'd been pretty small and pretty tentative about previously.

So it's an interesting trend to watch.

And like I said, this is their third major deployment in China.

In Seoul.

Yeah, and that's two categories they're buying now.

So they're buying the cloud deployments, which are bigger than they used to be.

And they're also buying the AI workloads that they want to put outside of China or outside of the United States, which are even bigger workloads.

So they're serious customers.

And another one of those is Tencent, who historically, Tencent, I think, were basically a tenant for the likes of, or a customer for the likes of Equinix or STT, those kind of like Pops in downtown, but they are building their own clouds in bigger and bigger scale.

So they're planning a region in Malaysia.

Yeah, again, this is going into Johor.

So this capacity has been kind of contracted over the last little while.

This is kind of more akin to, I suppose, a Microsoft or AWS cloud region, which will have three independent availability zones.

And it's growing as per the report here, which I think is accurate.

23 cloud regions and 66 availability zones.

ByteDance is no longer the only player in Johor.

There's obviously significant deployments with ByteDance.

Tencent being the latest to, I suppose, announce it.

Yeah, they're more than just phone games.

Microsoft has also launched India South Central, which is a Hyderabad cloud region.