ITEL leverages AI growth and network strength for Data Center demand

MGR Online•Economy•1d ago

Reader Briefing

Interlink Telecom anticipates revenue growth in 2026 from Hyperscaler projects and AI-driven data center expansion in Thailand.

•Interlink Telecom (ITEL) sees AI growth driving a jump in data transmission and network demand.
•22 Data Center projects in the EEC area have requested a total of 5,461 megawatts of electricity.
•ITEL expects 2-3 Hyperscaler customers to begin operations within 2026.
•The period from late 2026 to early 2027 is identified as a key timeframe for revenue recognition.

Overview

•AI growth increases data transmission volumes, driving demand for high-speed, stable fiber optic networks from global Cloud providers and Data Center operators.
•Nattanai Anantaramphon stated that network data capacity demand has increased by approximately 330%.
•The Eastern Economic Corridor (EEC), covering Chonburi, Rayong, and Chachoengsao, is becoming a hub with 22 Data Center projects requesting 5,461 megawatts of power.
•Nattanai Anantaramphon emphasized that connectivity networks are critical components that enable Data Centers to function and generate actual revenue.
•Interlink Telecom utilizes a nationwide fiber optic network covering railways and highways with 24-hour engineering support to serve corporate clients and Data Centers.
•Interlink Telecom expects projects developed with Hyperscalers over the past 2-3 years to enter the service phase in 2026.
•Investors are encouraged to monitor cash flow from late 2026 to early 2027 as customers begin operations and recognize revenue per contracts.

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Key Quotes

Nattanai Anantaramphon

"We see a clear increase in network demand from jump-starting data transmission volumes, resulting in network data capacity demand increasing by around 330%."

เราเห็นความต้องการใช้โครงข่ายที่เพิ่มขึ้นอย่างชัดเจน จากปริมาณการรับส่งข้อมูลที่เติบโตแบบก้าวกระโดด ส่งผลให้ความต้องการขีดความสามารถในการรองรับข้อมูลของโครงข่ายเพิ่มขึ้นราว 330%

Nattanai Anantaramphon

"Data Center investment costs hundreds of billions of baht, but without a supporting network, it cannot operate at full potential."

การลงทุน Data Center ใช้เงินหลายแสนล้านบาท แต่หากไม่มีโครงข่ายที่พร้อมรองรับ ก็ไม่สามารถเปิดให้บริการได้เต็มศักยภาพ

Key Entities

Organization

Interlink Telecom(อินเตอร์ลิ้งค์ เทเลคอม)

A telecommunications and network infrastructure provider known as ITEL.

Bualuang Securities Public Company Limited(บริษัทหลักทรัพย์ บัวหลวง จำกัด (มหาชน))

The organizer of the BLS x ITEL Virtual Conference.

Person

Nattanai Anantaramphon(ณัฐนัย อนันตรัมพร)

Chief Executive Officer of Interlink Telecom Public Company Limited.

Place

Eastern Economic Corridor(เขตพัฒนาพิเศษภาคตะวันออก)ℹ️

An area referred to as EEC that is becoming a hub for the Data Center industry.

Chonburi(ชลบุรี)ℹ️

A province in the EEC area covered by Data Center power requests.

Rayong(ระยอง)ℹ️

A province in the EEC area covered by Data Center power requests.

Chachoengsao(ฉะเชิงเทรา)ℹ️

A province in the EEC area covered by Data Center power requests.