--- title: "Malaysia’s AI investment boom will tilt towards Sarawak as Johor struggles to secure power." description: "On 24 October, Malaysia’s prime minister said SoftBank had chosen Kuching and Peninsular Malaysia for its investments. However, SoftBank has yet to confirm the plan, and its 8 October agreement with G" url: "https://bilby.ai/predictions/p/193/malaysia-s-ai-investment-boom-will-tilt-towards-sarawak-as-johor-struggles-to-se" markdown: "https://bilby.ai/predictions/p/193/malaysia-s-ai-investment-boom-will-tilt-towards-sarawak-as-johor-struggles-to-se.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # Malaysia’s AI investment boom will tilt towards Sarawak as Johor struggles to secure power. - **Made:** 28 Oct 2026 - **By:** Owen Bae - **Market:** Malaysia - **Outcome:** Unresolved On 24 October, Malaysia’s prime minister said SoftBank had chosen Kuching and Peninsular Malaysia for its investments. However, SoftBank has yet to confirm the plan, and its 8 October agreement with Grab and PETROS does not commit either side to construction. Data centres need guaranteed electricity supplies before banks will finance them. With SoftBank expected to cover only part of the costs, investment will go first to locations that can secure power. Sarawak has an advantage. Sarawak Energy offers electricity contracts lasting 15–20 years at around RM0.40 per kilowatt-hour and plans to increase capacity from 5.9 to 10 gigawatts by 2030. Johor faces greater constraints. Its planned data-centre demand of 3.8 gigawatts already exceeds the state’s current total electricity demand of 2.6 gigawatts, while new substations are still needed. Across Malaysia, only 4.5 of the 8.3 gigawatts of contracted data-centre demand is connected to the grid. Sarawak is therefore likely to secure Malaysia’s largest new AI campus ahead of Johor because it can offer power sooner. ![Causal flowchart for AI investment shifting from Johor towards Sarawak](https://cms.bilby.ai/api/media/file/adt-2026-10-28-prediction-193.png?prefix=cms-media) [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Malaysia%E2%80%99s%20AI%20investment%20boom%20will%20tilt%20towards%20Sarawak%20as%20Johor%20struggles%20to%20secure%20power.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Malaysia%E2%80%99s%20AI%20investment%20boom%20will%20tilt%20towards%20Sarawak%20as%20Johor%20struggles%20to%20secure%20power.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Malaysia%E2%80%99s%20AI%20investment%20boom%20will%20tilt%20towards%20Sarawak%20as%20Johor%20struggles%20to%20secure%20power.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Malaysia%E2%80%99s%20AI%20investment%20boom%20will%20tilt%20towards%20Sarawak%20as%20Johor%20struggles%20to%20secure%20power.) ## More from Malaysia 4 predictions on Malaysia so far, newest first. - 10 Nov 2026 · [NVIDIA will win AI GPU orders for SoftBank’s Sarawak campus worth US$500 million.](https://bilby.ai/predictions/p/212/nvidia-will-win-ai-gpu-orders-for-softbank-s-sarawak-campus-worth-us-500-million) · Unresolved - 28 Oct 2026 · [Malaysia’s decision to ease rare-earth export restrictions will give US-backed companies greater access, challenging Australian producer Lynas.](https://bilby.ai/predictions/p/192/malaysia-s-decision-to-ease-rare-earth-export-restrictions-will-give-us-backed-c) · Unresolved - 11 Sep 2026 · [Malaysia's approved Indian-linked manufacturing portfolio will cross US$3.5 billion by mid-2027, but the additional growth will come disproportionately from transport and metals projects rather than pharmaceuticals or renewables.](https://bilby.ai/predictions/p/98/malaysia-s-approved-indian-linked-manufacturing-portfolio-will-cross-us-3-5-bill) · Unresolved [All 4 from Malaysia](https://bilby.ai/predictions/log?tag=malaysia) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)