如果你有注意bloomberg文章说anything can be changed. 等待9/7关税出炉这个大概就知道。 如何控制申请还是减少或者要马来西亚协定合约。无论是什么结果AI Chips都不会减弱的马来西亚减少别的国家肯定增加。 YTL AI Centre会影响嘛？ 目前不会AI芯片早就进来在库存里，以后呢在打算啦 老爷喜欢roti canai anything can change. 最重要是关税anything 20 and below 就可以庆祝了。

That would be good for YTL Power as competition on data centre lease will be less, and YTL Green DC Park in Kulai will be one of the very few viable data centres that have access to Nvidia AI chips (note that YTL Power has been classified as one of the preferred neocloud partners to Nvidia).

The US industry is currently suffocating from the shortage of rare earth. If this issue is not addressed expediently, foreclosures and unemployment rate will surge thus crippling the already highly debted economy. With this in hand, Trump is highly likely to lift strategic trade restrictions including semiconductor and AI chips in return of selective usage of rare earth from China. This U-turn in policy by Trump isn't a surprise at all as he's known for its feat, as always.

(July 7): Secretary of State Marco Rubio is set to make his first trip to Asia as top US diplomat this week to discuss trade and security with regional counterparts who are looking to avoid President Donald Trump’s looming tariff increases.

Rubio flies to Kuala Lumpur, Malaysia on Tuesday for a gathering of the Association of Southeast Asian Nations. While the US isn’t a full member of Asean, American officials often participate in its summits, as do China and Russia.

Rubio “is focused on reaffirming the United States’ commitment to advancing a free, open, and secure Indo-Pacific region,” the State Department said in a statement.

The gathering will bring Rubio together with peers from export-reliant nations that are anxious about the July 9 expiration of a 90-day pause on higher trade taxes. Trump initially rolled out reciprocal tariffs in early April, but the White House reversed course, froze those rates at 10% for three months, and opened negotiations amid tumbling markets and fears of a US recession.

Rubio will also likely face questions about Trump’s threat Sunday to impose an additional 10% tariff on any country that aligns itself with what he called the “anti-American policies” of the BRICS grouping of Brazil, Russia, India and South Africa.

Indonesia became a full BRICS member in January, while Malaysia, Vietnam and Thailand joined as partner nations.

China’s Foreign Minister Wang Yi is expected and Russian Foreign Minister Sergei Lavrov is confirmed. President Vladimir Putin’s government, entrenched in the war in Ukraine, is deepening ties in Southeast Asia through energy and defence deals.

For weeks, the administration has signaled its tariffs will revert to their higher April 2 levels for countries that fail to strike accords aimed at reducing US trade imbalances. Other nations will seek to follow the example of Asean member Vietnam, which last week reached a deal for a 20% tariff on its exports — compared with a 46% duty originally threatened — though goods deemed to be transshipped face a 40% rate — a provision largely aimed at China.

US Treasury Secretary Scott Bessent has indicated that some countries lacking an agreement by the July 9 deadline will be able to negotiate until the tariffs kick in on August 1. While the job of negotiating trade deals falls mainly to Bessent and others, Rubio is one of the first Trump cabinet members to travel to Asia.

杨忠礼能源（YTLPOWR，6742，主要板公用事业）至今已对人工智能（AI）和AI基础设施投资100亿令吉，并鼓励本地企业投资AI和利用这些基础设施。

杨忠礼电力是杨忠礼机构（YTL，4677，主要板公用事业）子公司。

杨忠礼能源执行董事杨恭翰指出，公司已积极投资数据中心，打造全球最大数据中心园区之一，同时也投资图形处理器（GPU）及大语言模型（LLM）。


“我们有200兆瓦的营运能力，最高可达600兆瓦。我们的园区拥有全球最大的超大规模计算中心，并与辉达（NVIDIA）建立了合作伙伴关系，共同研发GPU晶片。”


他是于巴西里约热内卢，在首相拿督斯里安华结束意大利、法国及巴西访问时对记者指出：“我们位于大马的数据中心目前配置了全世界最快的晶片——GB200 Blackwell超级晶片，该数据中心很快会投入使用。”

他说，安华了解AI和AI技术对国家的影响力，并鼓励公司进一步加大在该领域的投资。

他指出，以大马代表团成员身份参与欧洲与南美之行，让公司有机会与巴黎、罗马及里约当地的合作伙伴会面并深入交流，盼望未来能将杨忠礼能源的知识、专业与技术出口至全球市场。

他说，公司将推出首个本土研发的大语言模型ILMU 1.0，以及首个AI驱动的数码银行Ryt Bank。

anwar我觉得也搞不定，美国现在的总统就是流氓，就是要割我们韭菜为他的债务买单。amwar就是那种你感觉他很努力做了很多东西但是根本没任何结果的员工。。他在jail太久了，然后就是一直跟不同派系斗拿选票罢了，现在国家政治就是马戏团，认真做东西的国家的人没几个。个个在位想办法捞更多钱坐更久罢了。。