Nation Thailand
Delta CEO puts power and skills at heart of Thailand’s AI push
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Thailand needs stronger power infrastructure, a larger pool of AI talent and deeper local innovation to turn rising investment in artificial intelligence and electrification into lasting economic value, according to Victor Cheng, CEO of Delta Electro
Key facts
- Speaking at the Delta Future Industry Summit 2026 on Friday (August 14), Cheng described AI and electrification as two major opportunities developing simultaneously, while warning that their rapid expansion would put increasing pressure on
- Cheng estimated that hyperscale operators would invest more than US$600 billion this year, with the pace of expansion already putting considerable strain on supply chains.
- About 40% of announced capacity has been delayed because of power interconnection issues rather than difficulties in constructing the hardware itself.
- He projected that electricity demand would roughly double between 2024 and 2030 to about 950 terawatt‑hours.
- He pointed to Thailand’s National Semiconductor Roadmap for 2025–2050, which aims to move the country beyond assembly and further into chip design and fabrication.
Summary
Speaking at the Delta Future Industry Summit 2026 on Friday (August 14), Cheng described AI and electrification as two major opportunities developing simultaneously, while warning that their rapid expansion would put increasing pressure on electricity supply, networks and industrial resources.
Demand for AI computing is roughly doubling each year, he noted, while electrification is accelerating across electric vehicles, buildings, infrastructure and factory automation. Supporting both trends will require energy that is reliable, efficient and, where possible, clean and renewable.