KUALA LUMPUR: RHB Research says it is confident that the US government’s recent move to restrict exports of artificial intelligence (AI) chips will have a minimal impact on Malaysia’s key data centre contractors, particularly Gamuda Bhd
and Sunway Construction Group Bhd.
In a research note yesterday, RHB Research said this is due to the high likelihood of their data-centre clients from Tier-One countries being eligible to apply for the Universal Validated End User programme, allowing larger quantities of AI chips to be brought into Tier-Two countries like Malaysia if certain conditions are met.
