00:00Pilihan Menteri.
00:30Saya nak beritahu Yang Mohamad.
00:31Kalau dari segi power.
00:32Kalau dari segi power ni.
00:35Dulu kalau Yang Mohamad datang nak minta data center.
00:39Nak minta 200 megawatt.
00:42Kita bagi 200 megawatt.
00:44Lepas tu awak buat.
00:45Awak pakai.
00:46Tetapi mungkin awak pakai cuma 100.
00:49Lagi 100 awak tak pakai.
00:51Tapi oleh kerana TNB dah sign agreement dengan awak 200.
00:54Saya dah tak boleh ambil 100 tu.
00:55I have to wait for you.
00:57Because kalau awak increase awak punya business.
00:59Then kalau ambil awal.
01:01Jadi awak takkan ada power tu.
01:03Jadi apa yang kita buat sekarang ni.
01:06Kalau Yang Mohamad datang nak buat data center.
01:08Minta 200 megawatt.
01:10Tapi bila kita dah ready.
01:12Data center dah ready.
01:13Power dah ready.
01:14Tapi awak pakai only 100.
01:15Yang lagi 100 tak pakai.
01:17Tunggu kita assume awak dah pakai.
01:18Kita bayar.
01:19Charge awak.
01:20That's what kita punya policy now.
01:22Nombor dua.
01:24Bila dia kena bayar.
01:25Kalau dia tak bayar.
01:27We tell them.
01:29Then you cannot operate this.
01:30They have already invest billion of dollars.
01:33Saya nak bagi contoh.
01:35Kalau dari segi tiga group yang akan dapat benefit dari data center.
01:39Pertama.
01:41TNB and our water supply ni.
01:43Kalau kita know how to control.
01:46You will get the benefit.
01:49Macam TNB will get the benefit.
01:50Every power.
01:51Dia tak ada subsidi.
01:52Dia jual power ni based on dia punya cost.
01:55And dia punya margin.
01:56Margin can reach between 5 to 10%.
01:59Kalau tengok co-locator.
02:01Because dia datang.
02:02Bawa dia punya investment.
02:03Dia pun nak.
02:04Dia punya return.
02:05Nak pulang balik.
02:05Dia punya capital.
02:06So dia make.
02:07Dia punya margin.
02:08Approximately about 10 to 20%.
02:09Tapi dia kena cover dia punya cost.
02:11Nak buat data center ni.
02:13Kemudian hyperscaler.
02:14Hyperscaler ni is all the big data center player.
02:17AWS.
02:19Microsoft.
02:20Google.
02:20Oracle.
02:21Biden.
02:21Salibaba ni semua ni.
02:23Dia orang ni.
02:24Dia bawa dia teknologi.
02:26Macam kalau you tengok tadi.
02:27Cloud computing.
02:28AI services.
02:30Generative AI.
02:32Ini semua data storage.
02:33Cyber security.
02:34E-commerce.
02:35Ini semua memang kita perlu.
02:37Tetapi kita nak.
02:39Rakyat kita must be able to access the technology.
02:42Jadi dia jangan buat kat sini.
02:44Lepas tu dia langsung tak fikirkan pasal kita punya.
02:47Kita punya kehendak.
02:48and dia bagi prioriti kepada customer dari luar negara.
02:51No.
02:51We cannot.
02:52We need to make sure that the engagement yang kita punya universiti.
02:55Kita build one day.
02:57Semua teknologi ni.
02:59Rakyat kita boleh bangunkan.
03:01Kerana kita ada facility ni.
03:03Yang telah di invest oleh pelabur luar.
03:06Dan telah di manage oleh the super hyperscaler kat dalam dunia ni.
03:09Dan kita dapat benefit.
03:11Now you will not see this benefit.
03:13Maybe next 10 years.
03:14If we build our talent.
03:15kita akan dapat benefit without reinvesting what we see there.
