Vietnam data-center site selection shifts toward power deliverability as AI demand rises
DataNews Editorial Team
Savills says growing AI and data-center demand is changing how industrial sites are assessed in Vietnam, elevating dependable power, digital connectivity, cooling and expansion potential above land cost alone. Arizton estimates Vietnam’s colocation market revenue at US$212 million in 2025, with a forecast of US$760 million by 2031.
- Savills identifies power reliability, connectivity, cooling and scalability as key data-center site-selection requirements in Vietnam.
- Grid proximity and power-supply commitments do not necessarily ensure timely interconnection or adequate capacity for future phases.
- Arizton forecasts Vietnam colocation-market revenue to rise from US$212 million in 2025 to US$760 million by 2031.
- Ho Chi Minh City and Hanoi are cited as having commercial-demand and digital-infrastructure advantages for data-center development.
- The market outlook does not confirm specific data-center projects, available power capacity or operational readiness.
Vietnam’s industrial real-estate market is being reshaped by demand associated with AI and data centers, according to Savills. The firm identifies dependable electricity supply, digital connectivity, cooling and scalability as core site-selection criteria for data-center development.
The shift matters because data centers require greater redundancy and outage resilience than many other forms of industrial real estate. A site’s proximity to transmission infrastructure, or a commitment to provide power, does not by itself demonstrate that a connection will be delivered on time or that sufficient capacity will be available for subsequent project phases.
Ho Chi Minh City and Hanoi are identified as locations with advantages in commercial demand and digital infrastructure for data-center development. However, the analysis indicates that the competitiveness of sites across Vietnam may increasingly depend on demonstrated ability to connect and expand power supply, rather than nominal grid proximity or lower land costs.
Arizton estimates Vietnam’s colocation-market revenue at US$212 million in 2025 and forecasts US$760 million by 2031. This is a revenue forecast, not a measure of commissioned or planned data-center capacity.
For operators and investors, the practical implication is that infrastructure execution risk may shape both delivery schedules and project economics. Developers able to establish a workable infrastructure timetable and support reliable operations could be better positioned as requirements for power certainty and expansion capability rise.
For data-center operators, industrial-park developers and investors, the constraint is increasingly the deliverability of infrastructure rather than land availability. Confirmed grid connection, resilient power supply, connectivity and a credible path to later expansion could increasingly determine project timing and economics.
- — / October 27, 2026 · ChineseSource →
This article was prepared by the DataNews editorial team based on the sources listed above.