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The investment environment has become less favourable to late comers in new data centre development in numerous areas:
1) Land is becoming scarce in Johor prime area especially in Kulai where it has high tension power cables and high speed fibre connections to Singapore. Land prices there have shot through the roof.
2) I gather that the HV tension power lines in Kulai are close to max capacity, and Tenaga has been struggling to plant up new capacity to meet the new power demand from all these new data centres.
3) Water supply may be another issue to the new data centre developers in Johor or any other state in Peninsular Malaysia. Recall that most of the water companies in many states have been under investing in new water treatment plant capacities in past decade or so, hence the Non-Revenue Water (NRW) is high in many states and often residents and commercials get water rationing. Ranhill as the only water company in Johor is prepared to ramp up its water treatment capacities in order to meet the huge demand from new data centres, but a potential bottleneck could be in PAAB which is the state-owned enterprise that owns and manages the water piping network in Johor. PAAB may not have the financial capability to lay hundreds of kilometers of water piping fast enough to cater for the data centre needs.
See: https://klse.i3investor.com/web/forum/forum-thread/608991480
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