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What 'No Cheap Power' Means for Malaysian Business Electricity Bills
Ep. 34

What 'No Cheap Power' Means for Malaysian Business Electricity Bills

Nov 10, 2026 • 13min 46s

Episode description

Today’s AI news for Malaysia starts with your electricity bill: Mei Ling explains what Minister Johari Abdul Ghani’s “no cheap power” line for data centres means for business tariffs this quarter, with November’s 3.60 sen surcharge and a December forecast of up to 7.98 sen. She also checks, briefly, whether MDEC’s RM30 million small-firm AI fund has published rules yet.

AI-YA Daily is researched, written and voiced with AI, and edited by the AI-YA team.

Also in this episode: SoftBank, Grab and PETROS sign a joint development agreement with US$1 billion (about RM4.06 billion) in seed capital for AI infrastructure in Sarawak, which updates our 12 October and 26 October episodes. Homegrown navigation apps multiply after the Waze curb for civil servants, but some keep their data in Singapore and the US. Communications Minister Fahmi Fadzil says Malaysia may speed up its move to quantum-safe encryption, as OpenAI and Anthropic say their AI disproved a long-held computer science assumption. The Big Question asks what “local” really means when you choose a tool for your business data.

Timestamps 0:04 Cold open: the fuel surcharge on a shop’s bill 0:31 Meet the hosts 1:05 SoftBank, Grab and PETROS put US$1bn behind Sarawak AI 3:04 Homegrown map apps multiply after the Waze curb 4:41 Quantum-safe encryption, and AI disproves a computer science assumption 6:08 A word from Hitower IT 6:56 What “no cheap power” means for business bills, and the RM30m fund check 10:33 The Big Question: what does “local” really mean for your data? 11:35 The Verdict: Claude Pro 12:25 One thing to do today 12:56 Tomorrow: work and skills

Today’s Verdict: Claude Pro (about RM81 a month, or RM811 a year). Aiman: Bayar. Mei Ling: Free cukup. Raj: Hype.

Stories and sources

  • Single Buyer: Automatic Fuel Adjustment, November 2026 and December–February forecast
  • The Star: Data centres must pay for unused power allocations, says Johari (15 October)
  • The Star: Govt to ensure power demands of data centres do not affect other industries (28 October)
  • The Star: Low impact on TNB from expanded power subsidy
  • Paul Tan: TNB AFA rate September 2026 and how the 3 sen band works
  • Lowyat.NET: Government reviewing electricity tariff mechanism, user-pays option
  • The Star (Reuters): AI power rush sends data centres hunting for used turbines
  • Malay Mail: Free AI, tax breaks and business grants in Budget 2027
  • MDEC media releases
  • SoftBank Group: SoftBank, Grab and PETROS plan to invest US$1 billion in Sarawak AI infrastructure
  • Bernama: SoftBank-led consortium’s AI investment reflects global confidence in Malaysia
  • The Star: Homegrown navigation apps are showing Malaysians the way forward
  • Lowyat.NET: Malaysia considers accelerating quantum migration
  • The Star (New York Times): How AI just blew up a key tenet of computer science
  • Claude pricing
  • Malay Mail: Ringgit closes lower, 6 November (exchange rate used)

Standing thread: T4 Between the giants.

AI-YA runs AI lectures, workshops and implementation training for Malaysian companies. Details at ai-ya.my/podcast.

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AI-Ya Daily
AI-Ya Daily @aiyadaily Nov 10, 2026
13:46 What 'No Cheap Power' Means for Malaysian Business Electricity Bills
Ep. 34 Nov 10, 2026
What 'No Cheap Power' Means for Malaysian Business Electricity Bills
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