柔佛数据中心用电需求或占半岛新增发电量逾90% | Johor Data Centres Could Absorb Over 90% of Peninsular Malaysia’s New Power Generation

BMI警告，柔佛AI数据中心扩张可能在2031年前吸收半岛超过90%的新增发电量，电网连接将成为项目推进关键。 | BMI warns that Johor’s AI data-centre expansion could absorb over 90% of Peninsular Malaysia’s additional generation by 2031, making grid connections critical.

中文：BMI于2026年10月22日的报告指出，柔佛目前约有825MW运营数据中心容量，未来3至5年预计再增加3.9GW。按基准情景，柔佛数据中心到2031年每年可能需要约30TWh电力，占半岛预计供电量约18.5%，并吸收超过90%的新增发电量。报告也指出，Sedenak与Nusajaya等集中区域的变电站及输电网络连接可能比总发电量更快成为瓶颈。

English: In a report dated 22 October 2026, BMI said Johor has about 825MW of operational data-centre capacity and another 3.9GW could be developed over the next three to five years. Under its base case, Johor data centres could require about 30TWh of electricity annually by 2031, equal to around 18.5% of Peninsular Malaysia’s projected supply and more than 90% of additional generation. BMI also said substations and grid connections in concentrated hubs such as Sedenak and Nusajaya may become the immediate bottleneck.

实际意义 / Why it matters: 电力、水源和接电时程会影响柔佛工业及数据中心项目的选址、成本与落地速度。 / Power, water and connection timelines may affect site selection, costs and delivery schedules for Johor industrial and data-centre projects.