越南数据中心赛道迎数十亿美元投资竞逐
数十亿美元投资竞逐越南数据中心赛道
越南数据中心市场因AI、云计算等需求增长进入新阶段，一批数十亿美元级大型数据中心项目正启动推进；胡志明市已有20个数据中心运营、9个项目拟议，另有多个大型项目处于立项或建设过程中，第一太平戴维斯越南预测相关容量与收入增长。
CDCC 2026-09-21 11:44 北京
随着人工智能、云计算和大规模数据处理需求持续增长，越南数据中心市场正进入新的发展阶段，一批投资规模达数十亿美元的大型数据中心项目正在陆续启动并推进。胡志明市科学技术厅数据显示，目前胡志明市已有20个数据中心投入运营，另有9个数据中心项目处于拟议阶段。新建数据中心项目正从传统形态转型，朝着融合人工智能及其他数字基础设施的大型综合体方向发展。
图为越南邮电集团位于和乐高科技园区的数据中心
其中最受关注的项目之一，是位于胡志明市新富中工业园区的SGI-HCM Campus 数据中心及人工智能综合体。该项目由京北城市发展总公司与Accelerated Infrastructure Capital及越南工商银行（VietinBank）联合投资。项目预计投资约21亿美元，并已于7月21日获得投资登记证书。
另一个重大拟议项目是由阿联酋公司G42、微软、FPT集团、Viet Thai Group和VinaCapital联合投资的人工智能超级数据中心项目，总投资规模达20亿美元。该项目预计将促进越南经济增长，增强越南对外国投资者的吸引力。
7月下旬，胡志明市有关部门及跨部门工作组与G42、微软和其他投资者会面，讨论《可信数据协议》及相关法律问题。投资方正继续完善项目方案，并研究潜在项目选址。
西贡高科技园区还有若干大型项目正处于立项或建设过程中，相关投资方包括贝华工业发展股份公司、华平投资、Digital Realty、Sembcorp-BB Holding、NTT Global Data Centers以及CMC集团。这些项目的投资规模从2.5亿美元到8.5亿美元不等。
在数据基础设施需求快速增长的背景下，越南数据中心建设热潮持续升温。房地产服务与咨询机构第一太平戴维斯越南（Savills Vietnam）预测，到2030年，越南数据中心容量有望从2025年的524.7兆瓦增至约950兆瓦；到2031年，市场收入预计将超过30亿美元，年增长率超过20%。
第一太平戴维斯越南公司工业服务部总监约翰·坎贝尔（John Campbell）表示，越南正处于新一轮重要数据中心发展周期的起点。他指出，在年轻人口结构、较高技术接受度和快速数字化进程的支撑下，越南的数据中心需求多年来一直存在。
过去四五年来，大型云服务提供商也在持续关注越南市场。这表明需求并非近期才出现，而是越南市场正日益具备加速增长的条件。
监管政策调整也为市场发展注入了新的动力。自2025年起，外资已可独资设立数据中心服务企业，扫除了此前限制国际资本进入该领域的一项障碍。
Vietnam’s data centre market is entering a new phase as a wave of large-scale projects worth billions of US dollars is being proposed and rolled out, driven by rising demand for artificial intelligence (AI), cloud computing and large-scale data processing. Ho Chi Minh City currently has 20 operational data centres and nine proposed projects, according to the municipal Department of Science and Technology. New projects are moving beyond traditional data centres toward large complexes integrating AI and other digital infrastructure.
Among the most notable is the SGI-HCM Campus data centre and AI complex at Tan Phu Trung Industrial Park, invested in by Kinh Bac City Development Holding Corporation (KBC) in partnership with Accelerated Infrastructure Capital (AIC) and VietinBank. The project has an estimated investment of about 2.1 billion USD and received its investment registration certificate on July 21.
Another major proposal is a 2-billion-USD AI super data centre by UAE-based G42, Microsoft, FPT Corporation, Viet Thai Group and VinaCapital. The project is expected to contribute to economic growth and strengthen Vietnam’s appeal to foreign investors.
In late July, Ho Chi Minh City authorities and an inter-agency working group met with G42, Microsoft and other investors to discuss the Trusted Data Agreement and related legal issues. Investors are continuing to refine the project and study potential locations.
Several other large projects are also being carried out or proposed at the Saigon Hi-Tech Park, including those involving BW Industrial Development, Warburg Pincus and Digital Realty; Sembcorp-BB Holding; NTT Global Data Centers; and CMC Corporation. Their investment values range from 250 million USD to 850 million USD.
The surge comes as demand for data infrastructure grows rapidly. Savills Vietnam forecasts that the country’s data center capacity could reach around 950 MW by 2030, up from about 524.7 MW in 2025. Market revenue is projected to exceed 3 billion USD by 2031, with annual growth of more than 20%.
John Campbell, Director of Industrial Services at Savills Vietnam, said Vietnam was at the beginning of a significant data centre development cycle. He noted that demand had existed for years, supported by the country’s young population, high technology adoption and rapid digitalisation.
Large cloud service providers have also been showing interest in Vietnam for the past four to five years, indicating that demand is not new but that the market is becoming increasingly ready for faster growth.
Regulatory changes are providing additional momentum. Since 2025, foreign investors have been allowed to own 100% of companies providing data centre services, removing one of the barriers that previously limited international investment in the sector.
资料来源
VietnamPlus网站：
关注我们
往期回顾
● 智能世界 物理基石｜2026 CDCC SUMMIT 第 14 届数据中心标准大会正式启动
● “2026数据中心算电协同大会暨第三届中国电力行业数据中心高峰论坛”将于12月16-17日在广州召开
● 重塑算力底座 共拓算电新程｜第15届中国数据中心设计高峰论坛将于10月15日在上海举行
来源：CDCC · mp.weixin.qq.com