Industry Analysis
The launch of Zankore signals a pivotal shift in Southeast Asia's AI infrastructure development. The integration of NVIDIA DSX and GB300 NVL72 will accelerate demand for 3nm EUV semiconductor nodes, reshaping upstream supply chains. Indosat and Ooredoo’s localized execution, combined with Nokia’s AI-native networking, challenges global vendors like Huawei and Cisco. If successful, this initiative could force global AI chipmakers to deepen regional investments, creating a compute hub centered on Indonesia. Over the next 12 months, sustained policy support may lead to capital consolidation and localized technical standards, reshaping global AI ecosystem dynamics.
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