<p>[雅加达] 印尼的首个主权财富基金正在投资于一系列基金和私营公司，押注于围绕人工智能的基础设施，这是该领域全球投资热潮的一部分。</p>
<p>印尼投资管理局及其共同投资者迄今已投入约 74.5 万亿印尼卢比（54 亿新元），其中约 30% 用于数字基础设施，首席投资官克里斯托弗·加尼斯在一次采访中表示。</p>
<p>加尼斯表示，管理超过 80 亿美元的 INA 已经完成了一些数字基础设施交易，包括参与中国 GDS Holdings 的子公司 DayOne 数据中心的融资轮。</p>
<p>该基金对人工智能基础设施的承诺凸显了全球对数据中心及其他受益于机器学习革命的投资热潮。根据穆迪评级的预测，未来五年将有至少 3 万亿美元流入与数据中心相关的投资，为像 INA 这样的基金创造巨大的机会。</p>
<p>数字化是这个成立五年的基金的五个重点领域之一，加尼斯表示，该基金每年将为该领域预留多达 30% 的资金。虽然 “许多这些人工智能发展来自印尼以外，但这并不意味着我们会忽视这一趋势，” 他说。</p>
<p>INA 预计人工智能热潮将使印尼受益，因为公司将培训和研究中心带到这个拥有亚洲最年轻人口的国家。根据其网站，其投资组合包括计划容量为 74 兆瓦的数据中心，且承诺的入住率为 100%。</p>
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<p>在美国和中国竞争人工智能的时刻，加尼斯表示，INA 将采取 “非集团” 方式与多种合作伙伴合作。</p>
<p>加尼斯表示，人工智能是一个 “多极世界” 的领域，各国将推动创建国家或地区的冠军。但他补充说，公司会将印尼视为一个可以提升生产力和扩张的市场。</p>
<p>尽管中东冲突对像印尼这样的净石油进口国施加压力，加尼斯表示，该国现有的数据中心位于具有安全电力供应的工业区内。不过，他对油价可能进一步上涨持谨慎态度。</p>
<p>另见</p>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/8fbca3469f4e81c6e796c9bb9705a219c2ba9c6042f3786cee985c296d84e9d4/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/8fbca3469f4e81c6e796c9bb9705a219c2ba9c6042f3786cee985c296d84e9d4/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>三个主权财富基金支持新的中 - 东盟投资平台；首轮融资已锁定 5.2 亿美元</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/6b720a2e259ced0d5044c6feaed8f85f568d5ba9a6443d26fab72509e891082e/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/6b720a2e259ced0d5044c6feaed8f85f568d5ba9a6443d26fab72509e891082e/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>印尼财富基金 INA 联合首席投资官辞职，领导层缺口加大</h3>
<p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c4af12ed4958550d1339524c23808525763e3188b4269e435470d5b60642b6da/query-ZHByPTEmZj13ZWJwJnc9MjQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c4af12ed4958550d1339524c23808525763e3188b4269e435470d5b60642b6da/query-ZHByPTEmZj13ZWJwJnc9MjQw"/></p>
<h3>印尼主权基金 INA 在丹安塔拉之后重设策略，转向私营部门交易</h3>
<p>“我认为你不能对影响做出笼统的声明，” 加尼斯说，并补充说该基金必须评估包括未来电力合同在内的因素，以查看影响。</p>
<p>该主权基金成立于 2020 年 12 月，最近经历了一系列领导层变动。其同行丹安塔拉的任务更大，也在寻求投资数据中心。</p>
<p>INA 最初专注于投资于少数股权结构的私募股权，随后扩展到私募信贷和房地产。该基金最初由政府股权和现金资助，主要依靠股票分红和利息作为收入。加尼斯预计，随着投资收入占比逐渐增加，这一部分将逐渐减少。彭博社</p>
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万国数据-SW

<p>印度尼西亚的主权财富基金 INA 正在投资数字基础设施，特别是在与人工智能相关的项目上，目前已分配约 74.5 万亿印尼卢比（54 亿新元）。其中约 30% 的投资针对数字基础设施，包括对 DayOne 数据中心的资金支持。INA 旨在利用未来五年内预计达到 3 万亿美元的数据中心投资热潮，同时应对全球人工智能领域的变化以及油价上涨可能带来的影响</p>

<p>[JAKARTA] Indonesia’s first sovereign wealth fund is investing in a mix of funds and private companies as it bets on infrastructure around artificial intelligence, part of a global investment boom in the sector.</p>
<div class="lb-trans"><p>[雅加达] 印尼的首个主权财富基金正在投资于一系列基金和私营公司，押注于围绕人工智能的基础设施，这是该领域全球投资热潮的一部分。</p>
</div><p>The Indonesia Investment Authority and its co-investors have deployed around 74.5 trillion rupiah (S$5.4 billion) so far, and about 30 per cent of that has gone into digital infrastructure, chief investment officer Christopher Ganis said in an interview.</p>
<div class="lb-trans"><p>印尼投资管理局及其共同投资者迄今已投入约 74.5 万亿印尼卢比（54 亿新元），其中约 30% 用于数字基础设施，首席投资官克里斯托弗·加尼斯在一次采访中表示。</p>
</div><p>INA, which manages more than US$8 billion, has closed a handful of digital infrastructure deals, he said, including participating in a funding round for DayOne Data Centres, a spinoff of Chinese company GDS Holdings.</p>
<div class="lb-trans"><p>加尼斯表示，管理超过 80 亿美元的 INA 已经完成了一些数字基础设施交易，包括参与中国 GDS Holdings 的子公司 DayOne 数据中心的融资轮。</p>
</div><p>The fund’s commitment to AI infrastructure underscores a global rush to invest in data centres and other beneficiaries of the machine- learning revolution. At least US$3 trillion is set to flow into data centre-related investments over the next five years, according to Moody’s Ratings, creating huge opportunities for funds like INA.</p>
<div class="lb-trans"><p>该基金对人工智能基础设施的承诺凸显了全球对数据中心及其他受益于机器学习革命的投资热潮。根据穆迪评级的预测，未来五年将有至少 3 万亿美元流入与数据中心相关的投资，为像 INA 这样的基金创造巨大的机会。</p>
</div><p>Digital is one of five focus areas for the five-year-old fund, which will earmark as much as 30 per cent of its annual allocations to the sector, Ganis said. While “a lot of these AI developments are coming outside of Indonesia, it does not mean that’s a trend that we will just skip,” he said.</p>
<div class="lb-trans"><p>数字化是这个成立五年的基金的五个重点领域之一，加尼斯表示，该基金每年将为该领域预留多达 30% 的资金。虽然 “许多这些人工智能发展来自印尼以外，但这并不意味着我们会忽视这一趋势，” 他说。</p>
</div><p>INA expects the AI boom to benefit Indonesia as companies bring training and research centres to the country, which has one of the youngest populations in Asia. Its investment portfolio includes data centres with 74 megawatts of planned capacity and a 100 per cent committed occupancy rate, according to its website.</p>
<div class="lb-trans"><p>INA 预计人工智能热潮将使印尼受益，因为公司将培训和研究中心带到这个拥有亚洲最年轻人口的国家。根据其网站，其投资组合包括计划容量为 74 兆瓦的数据中心，且承诺的入住率为 100%。</p>
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</div><p>At a time when the US and China are competing over AI, Ganis said INA will take a “non-bloc” approach to work with a variety of partners.</p>
<div class="lb-trans"><p>在美国和中国竞争人工智能的时刻，加尼斯表示，INA 将采取 “非集团” 方式与多种合作伙伴合作。</p>
</div><p>AI is a sector in a “multi-polar world” where countries will push to create national or regional champions, Ganis said. But companies will see Indonesia as a market where they can boost their productivity and expansion, he added.</p>
<div class="lb-trans"><p>加尼斯表示，人工智能是一个 “多极世界” 的领域，各国将推动创建国家或地区的冠军。但他补充说，公司会将印尼视为一个可以提升生产力和扩张的市场。</p>
</div><p>While the Middle East conflict is putting pressure on net oil importers like Indonesia, Ganis said the country’s existing data centres are operating in industrial zones with secure power supplies. Still, he’s cautious about a further potential surge in oil prices.</p>
<div class="lb-trans"><p>尽管中东冲突对像印尼这样的净石油进口国施加压力，加尼斯表示，该国现有的数据中心位于具有安全电力供应的工业区内。不过，他对油价可能进一步上涨持谨慎态度。</p>
</div><p>SEE ALSO</p>
<div class="lb-trans"><p>另见</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/8fbca3469f4e81c6e796c9bb9705a219c2ba9c6042f3786cee985c296d84e9d4/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/8fbca3469f4e81c6e796c9bb9705a219c2ba9c6042f3786cee985c296d84e9d4?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Three sovereign wealth funds anchor new China-Asean investment platform; US$520 million secured in first close</h3>
<div class="lb-trans"><h3>三个主权财富基金支持新的中 - 东盟投资平台；首轮融资已锁定 5.2 亿美元</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/6b720a2e259ced0d5044c6feaed8f85f568d5ba9a6443d26fab72509e891082e/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/6b720a2e259ced0d5044c6feaed8f85f568d5ba9a6443d26fab72509e891082e?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Indonesian wealth fund INA Co-CIO resigns as leadership gap widens</h3>
<div class="lb-trans"><h3>印尼财富基金 INA 联合首席投资官辞职，领导层缺口加大</h3>
</div><p><img src="https://imageproxy.pbkrs.com/https://cassette.sphdigital.com.sg/image/businesstimes/c4af12ed4958550d1339524c23808525763e3188b4269e435470d5b60642b6da/query-ZHByPTEmZj13ZWJwJnc9MjQw" alt="" original-src="https://cassette.sphdigital.com.sg/image/businesstimes/c4af12ed4958550d1339524c23808525763e3188b4269e435470d5b60642b6da?w=240&amp;dpr=1&amp;f=webp"/></p>
<h3>Indonesia’s sovereign fund INA resets strategy to private-sector deals post-Danantara</h3>
<div class="lb-trans"><h3>印尼主权基金 INA 在丹安塔拉之后重设策略，转向私营部门交易</h3>
</div><p>“I don’t think you can make a broad-stroke statement on the impact,” Ganis said, adding that the fund would have to assess factors including future power contracts to see the effect.</p>
<div class="lb-trans"><p>“我认为你不能对影响做出笼统的声明，” 加尼斯说，并补充说该基金必须评估包括未来电力合同在内的因素，以查看影响。</p>
</div><p>The sovereign fund, which was established in December 2020, has experienced a series of leadership reshuffles recently. Its peer Danantara, with a much larger mandate, is also looking to invest in data centres.</p>
<div class="lb-trans"><p>该主权基金成立于 2020 年 12 月，最近经历了一系列领导层变动。其同行丹安塔拉的任务更大，也在寻求投资数据中心。</p>
</div><p>INA started with a focus on investing in private equity with minority shareholding structures, and has since expanded into private credit and real estate. The vehicle was funded initially with government equity holdings and cash and relied on stock dividends and interest for most of its income. Ganis expects the portion to gradually tail off as investment income makes up a bigger share. BLOOMBERG</p>
<div class="lb-trans"><p>INA 最初专注于投资于少数股权结构的私募股权，随后扩展到私募信贷和房地产。该基金最初由政府股权和现金资助，主要依靠股票分红和利息作为收入。加尼斯预计，随着投资收入占比逐渐增加，这一部分将逐渐减少。彭博社</p>
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印尼主权财富基金 INA 参与数据中心的繁荣发展