# APAC Data Centers: Understanding the current market and investment implications

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Text version: https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142/apac-data-centers-understanding-the-current-market-and-investment-implications.md
Podcast: [UBS Global Research Pod Hub](https://stenobird.com/podcast/ubs-global-research-pod-hub-6511142)
Published: 2025-07-07T13:47:00+00:00
Episode link: https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/20250619-david-vogt-john-lam-phil-cambell-v3-emea.mp3
Audio file: https://www.ubs.com/content/dam/assets/ib/global/podcast/research-podcasts/20250619-david-vogt-john-lam-phil-cambell-v3-emea.mp3
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Duration seconds: 830

## Resource

David Vogt, IT Hardware analyst, John Lam, Head of APAC property research and Phil Campbell, TMT analyst, all from UBS Investment Bank, discuss the APAC data center market. Amongst the surge in AI and accelerating cloud migration, they delve into the dynamics of capacity additions vs demand growth, the potential challenges of power supply constraints and what these trends mean for investors. *(This information is subject to a disclaimer at the end of this podcast. Please ensure that you listen to the disclaimer and go to www.ubs.com for further information about UBS).

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## Transcript

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