Vobile Group to Build 50 MW NVIDIA-Based AI Center in Brunei with National Telecom Operator

Vobile Group (SEHK: 3738) is establishing a significant artificial intelligence computing presence in Southeast Asia, entering a strategic partnership with Brunei's national telecommunications operator to build a high-capacity data center. According to a company announcement on September 3, the move aims to secure scarce computing resources to power its AI-driven content generation and monetization services.

Securing Strategic Compute Capacity

The agreement, made through a Vobile subsidiary, is with Unified National Networks (UNN), Brunei's sole national telecom operator. The deal outlines the development of an AI computing cluster with an initial capacity of 25 megawatts (MW), with an option to expand by an additional 25 MW for a total of 50 MW.

The facility will be built using liquid-cooling and high-power-density technologies and will be based on NVIDIA computing cores. The partnership with a state-backed entity like UNN is strategic, potentially offering Vobile advantages in GPU procurement, power allocation, and regulatory compliance in a globally competitive market for AI infrastructure.

Powering the DreamMaker Platform

Vobile's new "AI Factory" is not intended as a standalone compute leasing business. Instead, it will directly support the company's DreamMaker platform, an ecosystem for film studios, producers, and creators to generate AI-powered content. This creates a vertically integrated model from raw computing power to monetizable digital assets.

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The company is embedding its long-standing copyright protection and monetization technology directly into the AI generation process. This allows content created on the DreamMaker platform to be instantly rights-cleared and distributed through Vobile's global network, creating what the source material describes as a "generation-to-monetization" pipeline.

Financial Performance and Outlook

The strategic shift is already showing early signs of commercial viability, according to the company's recently disclosed first-half financial results. Key figures from the report include:

• Group profit reached HK$195 million, a 92.7% increase year-over-year.
• AI-related revenue, driven by the DreamMaker platform, was recorded for the first time, reaching the tens of millions of U.S. dollars.

Following these results, Vobile has reportedly raised its full-year revenue growth forecast from an initial 20% to 35%. By building its own AI infrastructure, Vobile aims to shift its cost structure from variable external compute expenses to fixed asset amortization, which is expected to significantly lower the marginal cost of its AI services as platform utilization grows.