国能总裁兼总执行长Datuk Megat Jalaluddin Megat Hassan（摄影：Sam Fong/The Edge）

（吉隆坡9日讯）国家能源（Tenaga Nasional Bhd）认为，数据中心是基建设施项目极具吸引力的客户，可提供极好的投资回报率（ROI）。

国能总裁兼总执行长Datuk Megat Jalaluddin Megat Hassan周四在2025年大马经济论坛小组会议上表示：“在建设基建设施方面，数据中心是我们最好的客户，因为投资回报率（ROI）将非常高。”

他指出，他们始终如一的能源消耗（体现在全天恒定的负荷率上），使他们成为了理想的客户。

尽管这些耗电巨大的数据中心会导致电力需求增加，但Megat Jalaluddin表示，国能计划中的电网更新将满足这一需求。

根据稍早前的报道，国能预计到2035年数据中心的电力需求将达到5000兆瓦，占全国总电力需求的15%至20%。

最近，能源及水务转型部预测，到2040年数据中心的电力需求将达到20.9吉瓦（GW）。

根据国能内部的专职单一买家数据，去年7月25日，总能源需求峰值达到2万66兆瓦。国能是我国发电厂电力的唯一买家。

国能对核能持开放态度

关于核能，Megat Jalaluddin表示，集团认为核能是煤炭发电的潜在替代品。

他说：“如果我们要淘汰煤炭，我们可以从技术角度探索这一点——除非我们拥有碳捕获技术。”

“我认为，我们必须寻找新的清洁能源。核能是国家未来可以考虑，并可能采用的一种潜在清洁能源。”

KUALA LUMPUR (Jan 9): Tenaga Nasional Bhd (TNB), Malaysia’s largest utility company, views data centres as highly attractive customers for its infrastructure projects, offering excellent returns on investment (ROI).

“When it comes to building infrastructure, data centres are the best customer for us because the return on investment (ROI) is going to be very good,” TNB president and CEO Datuk Megat Jalaluddin Megat Hassan told a panel session at the Malaysia Economic Forum 2025 on Thursday.

Megat Jalaluddin said their consistent energy consumption, as reflected in the constant load factor throughout the day, make them ideal customers.

While these power guzzling data centres lead to increased power demand, Megat Jalaluddin said its planned grid updates will cater to this.

It was previously reported that TNB expects to see electricity demand from data centres reach 5,000MW by 2035, accounting for 15-20% of total electricity demand in the country then.

More recently, the Ministry of Energy Transition and Water Transformation projected that electricity demand for data centres would hit 20.9GW by 2040.

Peak total energy demand last year stood at 20,066MW on July 25, according to ring-fenced Single Buyer within TNB, which acts as the sole buyer of electricity from power generators in the country.

TNB open to nuclear energy

On nuclear energy, Megat Jalaluddin said the group sees it as a potential replacement for coal-based power generation.

“This is something we can explore technology-wise, if we are going to do away with coal — unless we have carbon capture technology in,” he said.

“I think it is imperative that we search for new, clean power generation. I think nuclear power is one potential clean generation the country can look at and possibly adopt in the future,” he said. 

TNB’s shares fell 20 sen or 1.4% to RM14.12 on Thursday, giving the group a market capitalisation of RM82.31 billion. The stock has gained over 33% in the past year.

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