作者：Neil Jerome Morales Globe Telecom Inc. 正押注人工智能热潮能将其数据中心业务打造成为下一个十亿美元级业务，与此同时，其金融科技子公司 Mynt Inc. 正冲刺菲律宾史上最大规模首次公开募股（IPO）。
By Neil Jerome Morales Globe Telecom Inc. is betting the artificial intelligence boom can turn its data-center venture into its next billion-dollar business as fintech arm Mynt Inc. heads for a record Philippine initial public offering.
总裁兼首席执行官 Carl Raymond Cruz 周一在接受采访时表示，该运营商计划 2027 年至少投入 10 亿美元，主要用于拓展数据业务。未来几年资本支出预计将占收入的 23% 至 28%。
The carrier plans to spend at least $1 billion in 2027, mainly to expand its data business, President and Chief Executive Officer Carl Raymond Cruz said in an interview Monday. Capital expenditures are expected to equal 23% to 28% of revenue over the next few years.
“我们需要持续投资网络建设，”他说。“我们将继续这样做，但会非常有选择性，高度聚焦于主要与数据和数字经济相关的领域。” 作为菲律宾第二大电信企业，Globe 正寻求超越传统业务的下一个增长点，因为 AI 正在引发全球算力争夺战。数十亿美元资金正涌入亚洲该领域，云服务商和科技公司纷纷布局以满足激增的需求。
“We need to continue investing in the network,” he said. “We will continue to do that but with very selective, highly-prioritized areas mainly related to data and the digital economy.”The country’s second-largest telecommunications firm is looking beyond its traditional operations for its next leg of growth as AI fuels a global race for computing capacity. Billions of dollars are pouring into the sector across Asia as cloud providers and technology companies seek to meet surging demand.
Globe 已通过 ST Telemedia Global Data Centres Philippines 占据先机，该合资企业由母公司 Ayala Corp. 与 Singapore Technologies Telemedia Pte. 共同持有。据 Cruz 透露，这家数据中心运营商目前拥有五座设施，产能预计将在 2026 年底达到 30 至 35 兆瓦，随后三年内通过新建站点和扩建现有设施提升至 124 兆瓦。
Globe already has a foothold through ST Telemedia Global Data Centres Philippines, a venture with parent Ayala Corp. and Singapore Technologies Telemedia Pte. The data-center operator runs five facilities, with capacity set to reach 30 to 35 megawatts by the end of 2026 before rising to 124 MW over the following three years through new sites and expansion of existing facilities, according to Cruz.
上市融资是正在考虑的为进一步扩张筹资的选项之一，他说：“市场对数字经济相关的任何业务估值都相当慷慨。”
A listing of the venture is among the options being considered to fund further expansion, he said. “Anything related to the digital economy is valuated quite generously by the market.”
他说，泰国、新加坡和马来西亚的产能限制意味着菲律宾是数据中心客户的下一个目的地。“随着人工智能的发展，未来几年数据流量可能会增加三到五倍。”不过，根据惠誉旗下BMI的一份报告，菲律宾不能仅依赖来自马来西亚和印度尼西亚的溢出需求。要赢得大型云项目，它需要利用其连接发达亚洲市场的海底光缆，同时确保获得电力和土地。
Capacity constraints in Thailand, Singapore and Malaysia mean the Philippines is the next destination for data-center customers, he said. “You’ll see data traffic increase by probably three to five times in the next couple of years with AI.”Still, the Philippines cannot rely solely on demand spilling over from Malaysia and Indonesia, according to a report by BMI, a unit of Fitch Solutions. To win large cloud projects, it will need to leverage its undersea cable links to developed Asian markets, alongside secured access to power and land.
根据BMI追踪的亚洲市场数据，菲律宾拥有44个数据中心，数量倒数第二，现有运营产能约140兆瓦，另有264兆瓦正在建设或规划中。
The country has 44 data centers, the second-fewest among the Asian markets tracked by BMI, with about 140 MW of live capacity and another 264 MW under construction or planned.
在国内，Globe正试图在由竞争对手PLDT公司主导的市场中追赶，后者的数据中心子公司VITRO Inc.正寻求通过房地产投资信托基金（REIT）首次公开募股（IPO）筹集高达242亿比索（约3.87亿美元）。Converge ICT Solutions Inc.也在扩大自己的版图。
At home, Globe is trying to catch up in a market led by rival PLDT Inc., whose data-center subsidiary VITRO Inc. is seeking up to 24.2 billion pesos ($387 million) in a real estate investment trust IPO. Converge ICT Solutions Inc. is also expanding its own footprint.
政府正寻求吸引更多数据中心投资落地。小费迪南德·马科斯总统于7月签署了一项行政命令，要求政府最敏感的数字信息保留在菲律宾司法管辖范围内，这可能会提振对本地设施的需求。
The government is seeking to draw more of that data-center investment onshore. President Ferdinand Marcos Jr. signed an executive order in July requiring the government’s most sensitive digital information to remain under Philippine jurisdiction, potentially boosting demand for local facilities.
这一数据中心押注紧随Globe旗下Mynt的成功，后者是菲律宾最大移动钱包GCash的运营商。Mynt在2024年最后一轮融资中的估值达到50亿美元，其预计下月进行的IPO将募集约600亿比索，将成为该国规模最大的IPO。
The data-center bet follows Globe’s success with Mynt, the company behind GCash, the Philippines’ largest mobile wallet. Mynt was valued at $5 billion in its last funding round in 2024 and its IPO is expected to raise about 60 billion pesos next month that would be the country’s biggest.
Cruz表示，随着这家金融科技公司扩展信贷、投资、储蓄和保险服务，Globe打算继续保持Mynt单一最大股东的地位。
Globe intends to remain Mynt’s single largest shareholder as the fintech expands its credit, investment, savings and insurance services, Cruz said.