麦肯锡&EDB：2026东南亚人工智能（AI）：机遇时代研究报告（英文版）（64页）.pdf

1、February 2026AI in Southeast Asia:An era of opportunitySoutheast Asia is entering a pivotal era for AIfrom scaling up adoption to capturing value to shape the regions digital future.By Vinayak HV and Vivek Lath with Amy Yu and Saurish BasuIn collaboration withIntroduction.8Chapter 1:Southeast Asias

2、AI moment:A region on the rise for AI opportunities.12Digital use is accelerating.13The tech ecosystem is thriving and has become a competitive arena for global cloud players.16Scalable start-ups are growing,but need more investment.20Data centers are fast growingand come with challenges.22Regional

3、coordination positions countries in Southeast Asia as responsible AI leaders.23Chapter 2:Southeast Asias AI acceleration:Leapfrogging amid infrastructure and talent challenges.26Scaling up:Nearly half of companies are moving beyond pilots.27Size and pricing matter:Enterprise leaders advance in AI,wh

4、ile MSMEs face pricing pressures.30Industry leaders:Technology,media,and telecommunications and advanced industries are ahead.31The next frontier:Agentic AI is emerging across the enterprise but usage will take time.35Chapter 3:From adoption to impactvalue capture is steadily increasing.38Southeast

5、Asias priority barriers to value capture.39Higher performers are pursuing AI boldly.45Moving from piloting to performance.51Chapter 4:The way forward building an enabling ecosystem collaboratively.54A collaboration agenda for Southeast Asia.55Creating an enabling ecosystem.56Acknowledgements.58About

6、 the authors.59ContentsOverUS$50 billionhas been invested by hyperscalers such Singapore alone hosts more than60AI CoEs,including those of AlibabaCloud(China),IBM,NVIDIA,and Oracle(US)AWS has committed an additional US$9 billioninvestment in Singapore by 2028 and Google announced aUS$2 billiondata c