ARB IOT Group Secures $45M AI Data Centre Server Order

ARB IOT Group Limited (NASDAQ: ARBB) has secured a significant order worth approximately US$45 million for AI data centre server solutions, marking a major milestone for the company. This deal, signed with Gajah Kapitalan Sdn Bhd (GKSB), involves the supply of 500 units of ARB-222 AI servers, providing high-performance immersible computer servers to GKSB. This agreement highlights ARB IOT's commitment to expanding its presence in the rapidly growing data centre sector and leveraging its expertise in AI server solutions.



The agreement with GKSB, an entity dedicated to empowering Malaysian businesses through technological innovation, reflects ARB IOT's strategic positioning in the AI data centre market. By tapping into the rising demand for digital assets and leveraging its expertise in AI server solutions, ARB IOT is well-positioned to seize new opportunities driven by the latest advancements in AI. This deal not only strengthens ARB IOT's collaboration with GKSB but also drives its continued growth and expansion in the market.

Dato’ Sri Liew Kok Leong, CEO of ARB IOT, expressed his enthusiasm about the collaboration, stating, "Our collaboration with GKSB strengthens our mission to provide leading-edge AI server solutions and to deliver significant cost savings and operational efficiencies to the customers. Such order represents a significant milestone for the Company and highlights the growing demand for the AI Products. This not only strengthens our collaboration but also drives our continued growth and expansion in the market."

Muhammad Badrun Almuhaimin Bin Baharon, Director of GKSB, emphasized the potential of this partnership, saying, "We look forward to enhancing our technological capabilities and providing valuable market insights that will enable ARB IOT to better serve the needs of our target audience where AI is universally accessible, leading to diverse applications and breakthroughs across industries."



ARB IOT Group's AI server solutions cater to the growing demand for high-performance, energy-efficient computing infrastructure. The company's immersible server technology aligns with the increasing need for energy-efficient cooling solutions in high-density AI computing environments. This deal positions ARB IOT in the rapidly expanding market for specialized AI compute infrastructure, with the ARB-222 immersible servers targeting the liquid cooling segment – an important technology as AI workloads generate exponentially more heat than traditional computing.

The Malaysian market represents an interesting strategic choice for ARB IOT, as Southeast Asia is emerging as a significant data centre hub due to favorable climate conditions, improving digital infrastructure, and growing regional compute demands. GKSB's focus on serving Malaysian enterprises suggests ARB IOT is targeting domestic compute needs rather than hyperscaler deployments, indicating a strong potential for growth in the local market.

Key metrics to watch will be delivery timeline achievement, additional order flow, and whether this partnership expands regionally beyond Malaysia. ARB IOT's technology success will depend on its thermal management efficiency, power consumption metrics, and compatibility with leading AI accelerators. The company's ability to secure this large deployment suggests its value proposition is resonating in at least one segment of the market.

In conclusion, ARB IOT Group's $45 million AI server supply agreement with Gajah Kapitalan Sdn Bhd represents a transformative deal that positions the company in the rapidly expanding AI data centre market. This deal validates ARB IOT's AI server technology in the Malaysian enterprise market and indicates a strong competitive positioning, as the company has secured a significant order for its immersible server technology, which aligns with growing demands for energy-efficient cooling solutions in high-density AI computing environments.