Globe Telecom plans to invest $1 billion in data centers by 2027 to support rising AI-driven demand in the Philippines. The company is also considering a public listing for its data center venture, which currently operates through a joint venture with ST Telemedia Global Data Centres.
This massive capital commitment signals a shift in Southeast Asian infrastructure, as the Philippines attempts to transition from a regional laggard to a primary hub for AI and cloud services. For the streaming ecosystem, localized hyperscale capacity reduces latency and improves delivery for high-bandwidth video applications across the archipelago. However, Globe Telecom and competitors like ePLDT face significant hurdles in power supply and permitting that could delay these deployments relative to established markets in Malaysia and Indonesia. Watch for the formal filing of a data center IPO as a primary indicator of investor appetite for Philippine digital infrastructure.
Globe Telecom is investing $1 billion by 2027 to expand its data center infrastructure in the Philippines. This initiative aims to support surging AI workloads and improve streaming latency. The company is also considering an IPO for its data center unit to fund this growth and capitalize on digital infrastructure demand.
Globe Telecom plans to invest $1 billion in its data center infrastructure by 2027.
The expansion aims to meet the surging demand for AI workloads and cloud services while increasing IT load capacity to support high-bandwidth applications.
Yes, management is currently evaluating a public listing for its data center venture to help fund the expansion and capitalize on high market valuations.
Globe Telecom is working with ST Telemedia Global Data Centres to expand its IT load capacity.
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