USDC Technology JSC.

18/02/2026

🚀 USDC Technology JSC. – A Leading Player in Vietnam’s Data Center Market 🇻🇳

Vietnam’s data center market is entering a high-growth phase, fueled by digital transformation, cloud adoption, AI workloads, and strong government support. Industry reports project robust CAGR and multi-billion-dollar market expansion over the coming years.

In this rapidly evolving landscape, USDC Technology JSC. stands out as a key contributor — delivering advanced engineering capabilities, modular data center solutions, and scalable infrastructure to support next-generation digital demands.

As Vietnam accelerates toward a cloud-first and AI-driven economy, USDC Technology JSC. is well-positioned to help shape the country’s digital infrastructure future.

Discover the booming Vietnam data center market! This in-depth analysis reveals key trends, drivers, and restraints shaping the industry's growth from 2019-2033, focusing on major players like Viettel and FPT Telecom. Explore market segmentation, regional analysis, and future projections for Hanoi,....

22/01/2026

Warm-Water Cooling: Directionally Correct, Systemically Challenging

AI workloads continue to push power density higher, and air cooling alone cannot scale indefinitely. Industry leaders are right in identifying the limits of air cooling and the need to move liquid closer to silicon.

Warm-water cooling itself is not radical. From a thermodynamic perspective, once heat is removed directly at the chip, the coolant does not need to be cold. Higher coolant temperatures can improve facility efficiency and simplify heat rejection.

At a directional level, this is correct.
However, direction alone is not implementation.

In current industry discussions and early experiments, warm-water cooling is typically applied only at the chip level rather than as a complete replacement for air cooling. Direct-to-chip liquid interfaces are proposed to manage CPU and GPU heat, while many other server components continue to rely on conventional air cooling. This approach implies a hybrid thermal concept, where liquid and air cooling assumptions coexist within the same server and rack environment.

This introduces conflicting thermal assumptions. In practice, the coldest requirement often dictates overall operating conditions, limiting theoretical efficiency gains. At the same time, higher thermal demand typically requires increased coolant flow and pressure. While risks can be managed, no liquid system eliminates them entirely.

Hybrid cooling therefore increases both CAPEX (a second cooling system added, not substituted) and OPEX(complexity, maintenance, monitoring, and conservative operation after incidents). Efficiency gains are real — but they are not free.

At Hai Nam, and across our ecosystem, we follow developments in data center engineering closely and with genuine enthusiasm. Industry leaders are right in identifying the limits of air cooling and the need to move liquid closer to silicon. Our role is to examine how that direction translates into real infrastructure, where physics, operations, and economics must align.

Warm-water cooling is directionally correct.
Direction must be respected, but systems must be proven. That distinction matters.

20/01/2026

💡 AI data centers are being designed to serve AI infrastructure — not simply to host servers.

As rack densities move beyond 40–100+ kW, airflow-based cooling reaches its limits. Modern AI facilities respond with liquid-first thermal design, modular power blocks, and tightly integrated cooling and electrical systems. These choices reshape facility layout, operational models, and long-term economics.

Cooling is no longer an operational detail. It is a structural constraint that determines how far AI compute can scale.

👉 Full analysis on USDC website: https://news.usdc.vn/cooling-and-infrastructure-design-for-high-density-ai-data-centers/

Why data centers must be rebuilt—thermally and electrically—to serve AI infrastructure From IT Support Systems to AI-Enabling Infrastructure AI data centers are not conventional facilities running heavier workloads. They are purpose-built environments where cooling and power infrastructure defin...

31/12/2025

💡 AI isn’t just increasing demand for data centers — it is changing what a data center is.

Rack power that once sat at 5–10 kW has climbed to 30–100+ kW in AI clusters. According to McKinsey, average global rack density is expected to reach ~30 kW by 2027, driven largely by AI workloads.

This shift turns IT load from a background technical metric into a strategic capacity indicator, with data centers increasingly planned and valued in megawatts of IT load, not rack counts.

This is Part 1 of our series “AI Data Centers: Power, Cooling, Design and the New Economics.”

👉 Read the full analysis:
https://news.usdc.vn/it-load-in-ai-data-centers-how-ai-is-redefining-the-power-foundation-of-data-centers/

AI workloads are driving a step-change in IT load: rack power has increased from traditional ~5–10 kW to 30–100+ kW in AI clusters. (See Figure 1.) Data centers must now be planned and measured in MW of IT load rather than rack counts. The shift impacts power distribution, cooling design, site s...

05/12/2025

📈 The AI era demands a new kind of infrastructure.

Today’s high‑density racks already draw 30–300 kW, and industry leaders are planning for 500 kW to 1 MW per rack. This surge isn’t just about bigger power budgets; it’s about rethinking how we power and cool the machines that power AI.

What’s driving this shift?
Large language models and generative AI rely on clusters of thousands of GPUs housed in a single rack. Classic 48 V power shelves struggle beyond 100 kW, so hyperscalers are moving to three‑phase, high‑voltage DC busbars and disaggregated rack designs, where power supplies and batteries sit in side‑car enclosures.

Why traditional cooling won’t cut it:
Room‑level air conditioning maxes out around 20 kW per rack, and even in‑row or rear‑door coolers top out around 50 kW. As AI workloads climb toward 300 kW and beyond, the industry is embracing sealed enclosures, direct‑to‑chip liquid cooling, and immersion cooling. These technologies allow us to remove heat right at the component level and support the megawatt racks of the future.

In our latest article, we explore how these trends intersect and outline practical steps for preparing your data center: from evaluating your current racks and cooling capacity to planning liquid‑cooling deployments and high‑voltage power upgrades.

👉 Read the full analysis on our website to understand how AI‑ready rack designs will shape the next decade: https://news.usdc.vn/ai-ready-infrastructure-preparing-data-centers-for-high-density-racks-and-advanced-cooling/

The AI era demands a new kind of infrastructure The computational intensity of artificial‑intelligence workloads is forcing a wholesale re‑think of data‑center design. Where a standard rack once drew 5–10 kW of power, today’s AI high‑density racks consume 30–300 kW, and hyperscale oper...

16/11/2025

🇬🇧 Vietnam’s electricity price in ASEAN: positioning & structural drivers (USD/kWh)
(Tiếng Việt bên dưới)

Vietnam’s retail electricity price — ~0.074 USD/kWh (household) and ~0.076 USD/kWh (business) — ranks among the lowest in ASEAN (GlobalPetrolPrices, Mar 2025), shaped by several structural advantages.

🔍 Why is Vietnam lower?
• A regulated retail tariff that shields users from fuel price volatility.
• Strong role of hydropower with stable, low marginal cost.
• Early phases of low-cost solar expansion.
• Lower LNG import exposure compared with regional peers.

⚡ Implications
This enhances Vietnam’s competitiveness in manufacturing and especially data center development, where electricity dominates OPEX. Still, businesses should monitor regulatory changes, FiT adjustments and EVN’s cost pressures.

📌 Recommendation
Apply scenario-based cost modelling, explore DPPA and invest in efficiency measures to secure long-term cost stability.

----------------------------

🇻🇳 Giá điện Việt Nam trong ASEAN: vị trí & những yếu tố cấu trúc đằng sau mức giá thấp (USD/kWh)

Giá điện bán lẻ của Việt Nam hiện ở mức ~0.074 USD/kWh (hộ gia đình) và ~0.076 USD/kWh (doanh nghiệp) — thuộc nhóm thấp nhất ASEAN theo GlobalPetrolPrices (Mar 2025). Mức giá này phản ánh một số đặc điểm khá riêng của hệ thống điện Việt Nam.

🔍 Vì sao Việt Nam có mức giá thấp hơn?
• Biểu giá được điều tiết tập trung → giảm tác động tức thời từ biến động giá nhiên liệu quốc tế, khác với các thị trường bán lẻ tự do.
• Tỷ trọng thủy điện lớn → chi phí biên thấp và ổn định hơn so với LNG.
• Giai đoạn đầu của năng lượng tái tạo có suất đầu tư thấp → giảm chi phí vận hành ở nhiều thời điểm.
• Phụ thuộc LNG thấp → tránh được cú sốc giá như Singapore hay Philippines.

⚡ Ý nghĩa đối với doanh nghiệp
Giá điện ổn định giúp Việt Nam duy trì lợi thế chi phí cho các ngành sản xuất, logistics và đặc biệt là data center, khi điện chiếm tới 40–60% OPEX. Tuy nhiên, doanh nghiệp vẫn cần theo dõi rủi ro từ việc điều chỉnh FiT, đầu tư lưới truyền tải và áp lực tài chính của EVN.

📌 Lời khuyên
Doanh nghiệp nên mô phỏng các kịch bản giá điện 3–5 năm, cân nhắc DPPA / hợp đồng dài hạn và đầu tư vào hiệu quả năng lượng để tối ưu chi phí dài hạn.

📚Resources / Tài liệu tham khảo
1. GlobalPetrolPrices — Vietnam electricity prices (March 2025)
https://www.globalpetrolprices.com/Vietnam/electricity_prices/
2. Reuters — Vietnam power sector & renewable investment coverage
• Over $13 billion in solar, wind investment risk in Vietnam: https://www.reuters.com/business/energy/over-13-billion-solar-wind-investment-risk-vietnam-industry-letter-says-2025-03-10/
• EVN loss-making & potential tariff adjustment: https://www.reuters.com/sustainability/boards-policy-regulation/vietnam-considers-rule-change-allowing-loss-making-evn-raise-power-prices-2025-08-18/

…và tổng hợp từ: IEEFA, IKEA, Mirae Asset Electricity Sector Report 2025, EVN.

Vietnam is planning to tweak its regulations to allow state utility EVN to adjust retail electricity prices to cover its losses, which stood at nearly $1.5 billion at the end of last year.

08/11/2025

⚡️ Vietnam’s Net-Zero Power Shift: Is Clean Electricity Now a Competitive Advantage? 🇻🇳
(Bản tiếng Việt bên dưới)

Vietnam’s power sector is entering a transformative decade — where electricity is no longer just an input cost, but a competitive advantage for industries and the economy.

According to the Energy Transition Partnership (ETP, 2024), Vietnam’s journey toward a net-zero electricity system by 2050 is driven by four key shifts:

🔹 Diversified & cleaner power mix
• Installed capacity to reach ~155 GW by 2030 (2× today)
• Renewables rise to 52% by 2050, coal drops below 10%

🔹 Industry & data centers lead demand growth
• Industry accounts for 54% of national electricity consumption
• Electrification reshapes load profiles across manufacturing and logistics

🔹 Regional clean-energy clusters emerge
• South-Central remains the renewable hub
• North & Central industrial zones become major load centers → urgent need for grid expansion & storage

🔹 Grid flexibility & modernization
• VN needs ~30 GW flexible capacity by 2050 (storage, VPP, demand response)

💡 Electricity is becoming a competitive pillar for Vietnam in ASEAN — not just an energy supply issue.

———

🇻🇳 Điện sạch – lợi thế cạnh tranh mới của Việt Nam?

Việt Nam đang bước vào giai đoạn tái cấu trúc ngành điện: vừa mở rộng công suất, vừa phải đảm bảo đủ – sạch – ổn định để giữ vị thế cạnh tranh.

3 điểm nhấn:

⚡ Điện tái tạo tăng mạnh, than giảm sâu
🏭 Công nghiệp & Data Center dẫn dắt nhu cầu điện
🔌 Lưới điện & lưu trữ năng lượng phải “chạy kịp” tăng trưởng

💡 Điện không chỉ là chi phí — mà đang trở thành lợi thế chiến lược cho doanh nghiệp & quốc gia.

📘 Source: ETP (2024)
👉 Read full article: https://news.usdc.vn/vietnams-power-sector-outlook-2025-2050-toward-a-low-carbon-and-reliable-future/

Vietnam’s power sector is entering a decisive decade that will shape the country’s industrial competitiveness and energy security for generations to come. Electricity demand has grown eightfold since 2002, surpassing 240 TWh in 2022, and is projected to reach 1,200 TWh by 2050 — a fivefold inc...

18/10/2025

⚡️ Electricity Outlook 2025: Vietnam’s Industrial Power Shift 🇻🇳

(Full article: news.usdc.vn/global-and-regional-electricity-outlook-2025-focus-on-asia-and-vietnam/)

🌍 Global electricity consumption is entering its fastest growth phase in decades — driven by three unstoppable forces shaping the next “Age of Electricity”:
🔹 Industrial electrification
🔹 Digitalization
🔹 Clean energy transition

Asia is powering this surge, accounting for 85% of global demand growth, with China, India, and Southeast Asia leading the way.

🏭 In Vietnam, industry and data centers now dominate power demand — making reliability, cost, and clean energy key strategic priorities.
The country’s Power Development Plan VIII (PDP8) charts a bold path to 2030 and 2050:
⚡ Doubling electricity demand by 2030
⚡ Raising renewables to 21% of capacity
⚡ Peaking emissions before 2030

As the IEA highlights, the challenge ahead lies not only in adding capacity, but in ensuring flexibility, grid resilience, and financing innovation to sustain industrial growth.

💡 Electricity is no longer just a cost — it’s a competitive advantage.

📘 Source: IEA – Electricity Report 2025
👉 Read full analysis: news.usdc.vn/global-and-regional-electricity-outlook-2025-focus-on-asia-and-vietnam/

⸻

⚡ Triển vọng ngành điện 2025: Việt Nam và bước chuyển công nghiệp xanh 🇻🇳

Ngành điện toàn cầu đang bước vào kỷ nguyên tăng trưởng mới – được thúc đẩy bởi điện hóa công nghiệp, số hóa hạ tầng, và năng lượng sạch.

Tại Việt Nam, nhu cầu điện tăng mạnh nhờ sản xuất – chế tạo và trung tâm dữ liệu, trong khi PDP8 định hướng rõ ràng cho giai đoạn 2030–2050 với trọng tâm vào điện tái tạo và lưới linh hoạt.

💡 Điện không chỉ là chi phí, mà là lợi thế cạnh tranh chiến lược.

Đọc toàn bộ bài phân tích tại:
news.usdc.vn/global-and-regional-electricity-outlook-2025-focus-on-asia-and-vietnam/

Surge in Global Electricity Demand Global electricity consumption is entering a new phase of acceleration. Between 2025 and 2027, demand will grow by around 4% each year, following a 4.3% rise in 2024. This means the world will add about 3,500 TWh of electricity use in only three years — equivalen...

29/09/2025

🚀 Running a Data Center Today Is More Than “Keeping the Lights On”

Modern data center operations demand more than uptime — they require leaders who can navigate advancing technologies, labor shortages, and the high-stakes nature of mission-critical environments.

That’s where the (Certified Data Center Facilities Operations Manager) course comes in.

🇻🇳 USDC Technology JSC., as the local EPI partner, is proud to support this initiative to empower data center leaders across Vietnam.

Join our free 60-minute webinar to:
✅ Get a guided walkthrough of the CDFOM course
✅ Learn risk-mitigation methods & leadership practices for mission-critical ops
✅ See how CDFOM helps leaders drive measurable improvements in operations, compliance, and team performance

📅 Don’t miss it – reserve your spot today:
🔗 Register Here - https://lnkd.in/gHvnfqhH

21/09/2025

The global data center consulting services market is on track to hit USD 16–17 billion in 2025, with forecasts suggesting it could reach USD 20–30 billion by 2033.

Growth is fueled by cloud migration, AI, IoT, and the urgent need for sustainable data centers. While North America leads in innovation, the real growth story is unfolding in Asia-Pacific, where industrialization, 5G, and smart city initiatives are accelerating demand.

From global leaders like IBM, Deloitte, and Accenture to regional specialists such as USDC Technology in Vietnam, consulting firms are shaping the future of digital infrastructure with smarter, greener, and more efficient solutions.

The global data center consulting market, valued at USD 16–17 billion in 2025, is projected to reach USD 20–30 billion by 2033. Learn about growth drivers, regional trends, and competitive dynamics.