{"id":24284,"date":"2026-04-14T17:34:35","date_gmt":"2026-04-14T10:34:35","guid":{"rendered":"https:\/\/b-company.jp\/?p=24284"},"modified":"2026-04-14T17:34:35","modified_gmt":"2026-04-14T10:34:35","slug":"vietnams-data-center-boom-the-infrastructure-race-behind-ai-growth","status":"publish","type":"post","link":"https:\/\/b-company.jp\/vi\/vietnams-data-center-boom-the-infrastructure-race-behind-ai-growth\/","title":{"rendered":"S\u1ef1 b\u00f9ng n\u1ed5 trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i Vi\u1ec7t Nam: Cu\u1ed9c \u0111ua c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng th\u00fac \u0111\u1ea9y s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a AI"},"content":{"rendered":"
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C\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng c\u1ee7a Nh\u1eadt B\u1ea3n \u0111\u1ea7u ti\u00ean t\u1ea1i Vi\u1ec7t Nam t\u1eeb n\u0103m 2008. Ch\u00fang t\u00f4i cung c\u1ea5p \u0111a d\u1ea1ng nh\u1eefng d\u1ecbch v\u1ee5 bao g\u1ed3m nh\u01b0 b\u00e1o c\u00e1o ng\u00e0nh, kh\u1ea3o s\u00e1t ng\u01b0\u1eddi ti\u00eau d\u00f9ng, k\u1ebft n\u1ed1i kinh doanh.<\/em><\/p>\n

B\u00e0i vi\u1ebft n\u00e0y \u0111\u01b0\u1ee3c vi\u1ebft b\u1eb1ng ti\u1ebfng Anh v\u00e0 b\u1ea3n d\u1ecbch t\u1ef1 \u0111\u1ed9ng \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng cho c\u00e1c phi\u00ean b\u1ea3n ng\u00f4n ng\u1eef kh\u00e1c. Vui l\u00f2ng tham kh\u1ea3o phi\u00ean b\u1ea3n ti\u1ebfng Anh \u0111\u1ec3 bi\u1ebft n\u1ed9i dung ch\u00ednh x\u00e1c. <\/p>\n<\/div>\n\t

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T\u00f3m t\u1eaft<\/strong><\/h3>\n

Vi\u1ec7t Nam \u0111ang n\u1ed5i l\u00ean nh\u01b0 m\u1ed9t trong nh\u1eefng \u0111i\u1ec3m \u0111\u1ebfn trung t\u00e2m d\u1eef li\u1ec7u h\u1ea5p d\u1eabn nh\u1ea5t \u0110\u00f4ng Nam \u00c1. N\u1ec1n kinh t\u1ebf s\u1ed1 ph\u00e1t tri\u1ec3n nhanh ch\u00f3ng, s\u1ef1 gia t\u0103ng \u1ee9ng d\u1ee5ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) trong nhi\u1ec1u ng\u00e0nh c\u00f4ng nghi\u1ec7p v\u00e0 m\u00f4i tr\u01b0\u1eddng ph\u00e1p l\u00fd hi\u1ec7n \u0111\u1ea1i h\u00f3a \u0111ang c\u00f9ng nhau th\u00fac \u0111\u1ea9y \u0111\u1ea7u t\u01b0 ch\u01b0a t\u1eebng c\u00f3 v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng d\u1eef li\u1ec7u. C\u1ea3 c\u00e1c nh\u00e0 m\u1ea1ng vi\u1ec5n th\u00f4ng trong n\u01b0\u1edbc v\u00e0 c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 qu\u1ed1c t\u1ebf \u0111\u1ec1u \u0111ang \u0111\u1ea9y m\u1ea1nh cam k\u1ebft c\u1ee7a m\u00ecnh, \u0111\u01b0a Vi\u1ec7t Nam tr\u1edf th\u00e0nh m\u1ed9t \u1ee9ng c\u1eed vi\u00ean n\u1eb7ng k\u00fd trong cu\u1ed9c \u0111ua c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng khu v\u1ef1c. \u0110\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi s\u1ef1 t\u0103ng tr\u01b0\u1edfng k\u1ef9 thu\u1eadt s\u1ed1 m\u1ea1nh m\u1ebd v\u00e0 khung ph\u00e1p l\u00fd \u0111ang ph\u00e1t tri\u1ec3n, th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a Vi\u1ec7t Nam d\u1ef1 ki\u1ebfn s\u1ebd m\u1edf r\u1ed9ng nhanh ch\u00f3ng trong th\u1eadp k\u1ef7 t\u1edbi, \u0111\u00f3ng vai tr\u00f2 quan tr\u1ecdng trong vi\u1ec7c th\u00fac \u0111\u1ea9y chi\u1ebfn l\u01b0\u1ee3c ph\u00e1t tri\u1ec3n AI v\u00e0 chuy\u1ec3n \u0111\u1ed5i s\u1ed1 c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc.<\/p>\n

B\u1ee9c tranh th\u1ecb tr\u01b0\u1eddng<\/strong><\/h3>\n

Ng\u00e0nh trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a Vi\u1ec7t Nam hi\u1ec7n \u0111ang \u1edf giai \u0111o\u1ea1n \u0111\u1ea7u nh\u01b0ng ph\u00e1t tri\u1ec3n r\u1ea5t nhanh. T\u1ed5ng c\u00f4ng su\u1ea5t ho\u1ea1t \u0111\u1ed9ng d\u1ef1 ki\u1ebfn \u0111\u1ea1t 104 MW v\u00e0o n\u0103m 2025. [1]<\/a>M\u1ee9c c\u00f4ng su\u1ea5t n\u00e0y ch\u1ec9 b\u1eb1ng kho\u1ea3ng m\u1ed9t ph\u1ea7n m\u01b0\u1eddi so v\u1edbi 1.071 MW c\u1ee7a Th\u01b0\u1ee3ng H\u1ea3i v\u00e0 th\u1ea5p h\u01a1n nhi\u1ec1u so v\u1edbi 738 MW c\u1ee7a Singapore, nh\u01b0ng t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng r\u1ea5t nhanh. C\u00f4ng su\u1ea5t b\u1ed5 sung theo k\u1ebf ho\u1ea1ch d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t 589 MW sau n\u0103m 2030, representing m\u1ee9c t\u0103ng g\u1ea5p 5,6 l\u1ea7n quy m\u00f4 th\u1ecb tr\u01b0\u1eddng t\u1ed5ng th\u1ec3, v\u1edbi Th\u00e0nh ph\u1ed1 H\u1ed3 Ch\u00ed Minh d\u1ef1 b\u00e1o s\u1ebd t\u0103ng 811% v\u00e0 t\u1ec9nh B\u00ecnh D\u01b0\u01a1ng c\u0169 t\u0103ng 1.071%.[2]<\/a>Hi\u1ec7p h\u1ed9i Internet Vi\u1ec7t Nam (VIA) c\u00f2n \u0111\u01b0a ra m\u1ee9c tr\u1ea7n cao h\u01a1n, d\u1ef1 b\u00e1o t\u1ed5ng c\u00f4ng su\u1ea5t c\u00f3 th\u1ec3 \u0111\u1ea1t g\u1ea7n 1.000 MW v\u00e0o c\u00f9ng k\u1ef3. Kho\u1ea3ng c\u00e1ch gi\u1eefa quy m\u00f4 hi\u1ec7n t\u1ea1i v\u00e0 kh\u1ed1i l\u01b0\u1ee3ng d\u1ef1 \u00e1n \u0111ang \u0111\u01b0\u1ee3c tri\u1ec3n khai ch\u00ednh l\u00e0 \u0111i\u1ec1u thu h\u00fat v\u1ed1n \u0111\u1ea7u t\u01b0 qu\u1ed1c t\u1ebf.<\/p>\n

C\u00f4ng su\u1ea5t v\u1eadn h\u00e0nh trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a Vi\u1ec7t Nam (MW)<\/strong><\/p>\n

\"\"<\/em><\/p>\n

Ngu\u1ed3n: B\u00e1o c\u00e1o CBRE 2025 [3]<\/a><\/em><\/p>\n

Nhu c\u1ea7u \u0111ang \u0111\u01b0\u1ee3c \u0111\u1ecbnh h\u00ecnh b\u1edfi hai \u0111\u1ed9ng l\u1ef1c h\u1ed9i t\u1ee5: n\u1ec1n kinh t\u1ebf s\u1ed1 r\u1ed9ng l\u1edbn h\u01a1n v\u00e0 c\u00e1c y\u00eau c\u1ea7u c\u1ee5 th\u1ec3, \u0111\u00f2i h\u1ecfi nhi\u1ec1u c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng c\u1ee7a tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI). \u0110\u1ea7u n\u0103m 2024, Vi\u1ec7t Nam c\u00f3 g\u1ea7n 79 tri\u1ec7u ng\u01b0\u1eddi d\u00f9ng internet, t\u01b0\u01a1ng \u1ee9ng v\u1edbi t\u1ef7 l\u1ec7 th\u00e2m nh\u1eadp internet l\u00e0 79,1%. [4]<\/a>C\u00e1c n\u1ec1n t\u1ea3ng ph\u1ee5c v\u1ee5 nh\u00f3m ng\u01b0\u1eddi d\u00f9ng n\u00e0y \u2014 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed, ng\u00e2n h\u00e0ng s\u1ed1, ph\u00e1t tr\u1ef1c tuy\u1ebfn v\u00e0 m\u1ed9t l\u1edbp \u1ee9ng d\u1ee5ng d\u1ef1a tr\u00ean tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o \u0111ang m\u1edf r\u1ed9ng trong s\u1ea3n xu\u1ea5t, t\u00e0i ch\u00ednh v\u00e0 b\u00e1n l\u1ebb \u2014 t\u1ea1o ra kh\u1ed1i l\u01b0\u1ee3ng d\u1eef li\u1ec7u m\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng hi\u1ec7n c\u00f3 ch\u01b0a \u0111\u1ee7 kh\u1ea3 n\u0103ng x\u1eed l\u00fd \u1edf quy m\u00f4 l\u1edbn. Vi\u1ec7c \u0111\u00e0o t\u1ea1o m\u00f4 h\u00ecnh m\u00e1y h\u1ecdc, suy lu\u1eadn quy m\u00f4 l\u1edbn v\u00e0 c\u00e1c d\u1ecbch v\u1ee5 \u0111\u00e1m m\u00e2y doanh nghi\u1ec7p \u0111\u1ec1u \u0111\u00f2i h\u1ecfi m\u1ed9t lo\u1ea1i c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng m\u1eadt \u0111\u1ed9 cao, \u0111\u1ed9 tr\u1ec5 th\u1ea5p m\u00e0 Vi\u1ec7t Nam m\u1edbi ch\u1ec9 b\u1eaft \u0111\u1ea7u x\u00e2y d\u1ef1ng. B\u00e1o c\u00e1o Trung t\u00e2m d\u1eef li\u1ec7u c\u1ee7a CBRE t\u1ea1i Vi\u1ec7t Nam x\u00e1c \u0111\u1ecbnh vi\u1ec7c \u1ee9ng d\u1ee5ng AI l\u00e0 \u0111\u1ed9ng l\u1ef1c c\u1ea5u tr\u00fac ch\u00ednh th\u00fac \u0111\u1ea9y t\u0103ng tr\u01b0\u1edfng nhu c\u1ea7u d\u00e0i h\u1ea1n v\u1ec1 dung l\u01b0\u1ee3ng trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n

Vietnam\u2019s Internet Usage Status<\/strong><\/p>\n

\"Vietnam\u2019s<\/p>\n

Ngu\u1ed3n: B\u00e1o c\u00e1o k\u1ef9 thu\u1eadt s\u1ed1 CBRE 2025, datareportal [5]<\/a><\/em><\/p>\n

Hi\u1ec7n t\u1ea1i, Vi\u1ec7t Nam c\u00f3 41 trung t\u00e2m d\u1eef li\u1ec7u \u0111ang ho\u1ea1t \u0111\u1ed9ng v\u1edbi t\u1ed5ng c\u00f4ng su\u1ea5t 221 MW, trong \u0111\u00f3 c\u00f3 12 nh\u00e0 \u0111\u1ea7u t\u01b0 trung t\u00e2m d\u1eef li\u1ec7u tr\u00ean th\u1ecb tr\u01b0\u1eddng.[6]<\/a>Th\u1ecb tr\u01b0\u1eddng v\u1eabn t\u1eadp trung cao \u0111\u1ed9: n\u0103m nh\u00e0 m\u1ea1ng l\u1edbn \u2014 ch\u1ee7 y\u1ebfu l\u00e0 c\u00e1c nh\u00e0 khai th\u00e1c vi\u1ec5n th\u00f4ng thu\u1ed9c s\u1edf h\u1eefu nh\u00e0 n\u01b0\u1edbc \u2014 chi\u1ebfm t\u1ed5ng c\u00f4ng su\u1ea5t 97%, trong \u0111\u00f3 Viettel IDC d\u1eabn \u0111\u1ea7u v\u1edbi 41% (42 MW), ti\u1ebfp theo l\u00e0 VNPT v\u1edbi 25 MW.. <\/u>M\u1eb7c d\u00f9 s\u1ef1 t\u1eadp trung n\u00e0y ph\u1ea3n \u00e1nh nh\u1eefng r\u00e0o c\u1ea3n gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng th\u1ef1c s\u1ef1, nh\u01b0ng b\u1ed1i c\u1ea3nh ph\u00e1p l\u00fd \u0111ang thay \u0111\u1ed5i. Lu\u1eadt Vi\u1ec5n th\u00f4ng Vi\u1ec7t Nam, c\u00f3 hi\u1ec7u l\u1ef1c t\u1eeb th\u00e1ng 7 n\u0103m 2024, hi\u1ec7n cho ph\u00e9p c\u00e1c c\u00f4ng ty n\u01b0\u1edbc ngo\u00e0i s\u1edf h\u1eefu v\u00e0 v\u1eadn h\u00e0nh ho\u00e0n to\u00e0n c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u \u2014 m\u1ed9t s\u1ef1 thay \u0111\u1ed5i mang t\u00ednh c\u1ea5u tr\u00fac \u0111\u00e3 tr\u1ef1c ti\u1ebfp th\u00fac \u0111\u1ea9y s\u1ef1 quan t\u00e2m qu\u1ed1c t\u1ebf t\u1eeb c\u00e1c c\u00f4ng ty nh\u01b0 STT Telemedia Global Data Centres, Alibaba v\u00e0 Hyosung Corporation c\u1ee7a H\u00e0n Qu\u1ed1c.<\/p>\n

C\u00e1c nh\u00e0 cung c\u1ea5p ch\u00ednh trong l\u0129nh v\u1ef1c trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i Vi\u1ec7t Nam<\/strong><\/p>\n\n\n\n\n\n\n\n\n
T\u00ean<\/strong><\/td>\nNg\u01b0\u1eddi s\u1edf h\u1eefu<\/strong><\/td>\nKhu v\u1ef1c <\/strong>(m2)<\/em><\/td>\nDung t\u00edch <\/strong>(MW)<\/em><\/td>\nC\u1ed5 phi\u1ebfu t\u1ea1i Vi\u1ec7t Nam <\/strong>(%)<\/em><\/td>\n<\/tr>\n
Viettel IDC<\/td>\nDoanh nghi\u1ec7p nh\u00e0 n\u01b0\u1edbc<\/td>\n47,500<\/td>\n42<\/td>\n41<\/td>\n<\/tr>\n
VNPT<\/td>\nDoanh nghi\u1ec7p nh\u00e0 n\u01b0\u1edbc<\/td>\n52,200<\/td>\n25<\/td>\n24<\/td>\n<\/tr>\n
CMC Telecom<\/td>\nLi\u00ean doanh<\/td>\n17,750<\/td>\n13<\/td>\n12<\/td>\n<\/tr>\n
FPT Telecom<\/td>\nDoanh nghi\u1ec7p c\u00f4ng c\u1ed9ng<\/td>\n8,837<\/td>\n12<\/td>\n11<\/td>\n<\/tr>\n
VNG Cloud<\/td>\nDoanh nghi\u1ec7p t\u01b0 nh\u00e2n<\/td>\n7,800<\/td>\n10<\/td>\n9<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Ngu\u1ed3n: B\u00e1o c\u00e1o k\u1ef9 thu\u1eadt s\u1ed1 CBRE 2025 [3]<\/em><\/p>\n

C\u00e1c y\u1ebfu t\u1ed1 th\u00fac \u0111\u1ea9y s\u1ef1 m\u1edf r\u1ed9ng trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i Vi\u1ec7t Nam<\/strong><\/h3>\n

S\u1ef1 t\u0103ng tr\u01b0\u1edfng nhanh ch\u00f3ng c\u1ee7a th\u1ecb tr\u01b0\u1eddng trung t\u00e2m d\u1eef li\u1ec7u Vi\u1ec7t Nam \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi m\u1ed9t s\u1ed1 y\u1ebfu t\u1ed1 li\u00ean k\u1ebft v\u1edbi nhau, bao g\u1ed3m chuy\u1ec3n \u0111\u1ed5i s\u1ed1, \u1ee9ng d\u1ee5ng c\u00f4ng ngh\u1ec7 v\u00e0 chi\u1ebfn l\u01b0\u1ee3c ph\u00e1t tri\u1ec3n qu\u1ed1c gia.<\/p>\n

\u2013 S\u1ed1 h\u00f3a nhanh ch\u00f3ng tr\u00ean kh\u1eafp c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p: <\/strong>N\u1ec1n kinh t\u1ebf s\u1ed1 c\u1ee7a Vi\u1ec7t Nam \u01b0\u1edbc t\u00ednh t\u0103ng tr\u01b0\u1edfng 20% v\u00e0o n\u0103m 2024, \u0111\u00f3ng g\u00f3p 18,3% v\u00e0o GDP.[7]<\/a> \u2013 G\u1ea5p ba l\u1ea7n t\u1ed1c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng kinh t\u1ebf chung c\u1ee7a c\u1ea3 n\u01b0\u1edbc \u2013 bi\u1ebfn Vi\u1ec7t Nam tr\u1edf th\u00e0nh n\u1ec1n kinh t\u1ebf s\u1ed1 ph\u00e1t tri\u1ec3n nhanh nh\u1ea5t \u0110\u00f4ng Nam \u00c1. C\u00e1c doanh nghi\u1ec7p trong c\u00e1c l\u0129nh v\u1ef1c s\u1ea3n xu\u1ea5t, t\u00e0i ch\u00ednh, b\u00e1n l\u1ebb v\u00e0 logistics \u0111ang nhanh ch\u00f3ng \u00e1p d\u1ee5ng c\u00e1c n\u1ec1n t\u1ea3ng k\u1ef9 thu\u1eadt s\u1ed1, t\u1ea1o ra kh\u1ed1i l\u01b0\u1ee3ng d\u1eef li\u1ec7u m\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng truy\u1ec1n th\u1ed1ng kh\u00f4ng th\u1ec3 x\u1eed l\u00fd. Quy m\u00f4 c\u1ee7a s\u1ef1 chuy\u1ec3n \u0111\u1ed5i n\u00e0y th\u1ec3 hi\u1ec7n r\u00f5 nh\u1ea5t trong th\u01b0\u01a1ng m\u1ea1i: Ng\u00e0nh th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed c\u1ee7a Vi\u1ec7t Nam \u0111\u1ea1t 25 t\u1ef7 USD v\u00e0o n\u0103m 2024, \u0111\u01b0a c\u1ea3 n\u01b0\u1edbc \u0111\u1ee9ng th\u1ee9 ba \u0110\u00f4ng Nam \u00c1 v\u00e0 b\u00e1n l\u1ebb tr\u1ef1c tuy\u1ebfn chi\u1ebfm 9% trong t\u1ed5ng doanh thu b\u00e1n l\u1ebb \u2014 t\u0103ng t\u1eeb ch\u1ec9 5,5% trong giai \u0111o\u1ea1n 2016-2027.[8]<\/a>M\u1ed7i giao d\u1ecbch, mua b\u00e1n v\u00e0 t\u01b0\u01a1ng t\u00e1c k\u1ef9 thu\u1eadt s\u1ed1 n\u00e0y \u0111\u1ec1u t\u1ea1o ra d\u1eef li\u1ec7u c\u1ea7n \u0111\u01b0\u1ee3c x\u1eed l\u00fd, l\u01b0u tr\u1eef v\u00e0 b\u1ea3o m\u1eadt \u2014 t\u1ea1o ra nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng v\u00e0 mang t\u00ednh c\u1ea5u tr\u00fac \u0111\u1ed1i v\u1edbi dung l\u01b0\u1ee3ng trung t\u00e2m d\u1eef li\u1ec7u v\u00e0 k\u1ebft n\u1ed1i t\u1ed1c \u0111\u1ed9 cao.<\/p>\n

Khi c\u00e1c c\u00f4ng ty s\u1ed1 h\u00f3a ho\u1ea1t \u0111\u1ed9ng c\u1ee7a m\u00ecnh, nhu c\u1ea7u v\u1ec1 d\u1ecbch v\u1ee5 \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y v\u00e0 n\u1ec1n t\u1ea3ng d\u1eef li\u1ec7u doanh nghi\u1ec7p ti\u1ebfp t\u1ee5c t\u0103ng l\u00ean. Xu h\u01b0\u1edbng n\u00e0y t\u1ea1o ra nhu c\u1ea7u m\u1ea1nh m\u1ebd \u0111\u1ed1i v\u1edbi c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng trung t\u00e2m d\u1eef li\u1ec7u c\u00f3 kh\u1ea3 n\u0103ng h\u1ed7 tr\u1ee3 x\u1eed l\u00fd d\u1eef li\u1ec7u quy m\u00f4 l\u1edbn v\u00e0 k\u1ebft n\u1ed1i t\u1ed1c \u0111\u1ed9 cao.<\/p>\n

\u2013 T\u0103ng c\u01b0\u1eddng \u1ee9ng d\u1ee5ng Tr\u00ed tu\u1ec7 Nh\u00e2n t\u1ea1o: <\/strong>Vi\u1ec7c \u1ee9ng d\u1ee5ng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) \u0111ang nhanh ch\u00f3ng tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c th\u00fac \u0111\u1ea9y m\u1ea1nh m\u1ebd nh\u1ea5t nhu c\u1ea7u v\u1ec1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng trung t\u00e2m d\u1eef li\u1ec7u. Vi\u1ec7t Nam c\u0169ng d\u1eabn \u0111\u1ea7u \u0110\u00f4ng Nam \u00c1 v\u1ec1 t\u0103ng tr\u01b0\u1edfng truy\u1ec1n th\u00f4ng tr\u1ef1c tuy\u1ebfn, v\u1edbi d\u1ef1 b\u00e1o t\u1ed5ng gi\u00e1 tr\u1ecb giao d\u1ecbch (GMV) s\u1ebd \u0111\u1ea1t 6 t\u1ef7 USD v\u00e0o n\u0103m 2024, v\u00e0 c\u00e1c \u1ee9ng d\u1ee5ng d\u1ef1a tr\u00ean AI \u0111ang \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p v\u00e0o th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed, logistics v\u00e0 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh v\u1edbi t\u1ed1c \u0111\u1ed9 ng\u00e0y c\u00e0ng t\u0103ng.7<\/sup>C\u00e1c m\u00f4 h\u00ecnh h\u1ecdc m\u00e1y \u0111\u00f2i h\u1ecfi s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n \u0111\u00e1ng k\u1ec3 cho c\u1ea3 qu\u00e1 tr\u00ecnh hu\u1ea5n luy\u1ec7n v\u00e0 tri\u1ec3n khai, d\u1ef1a v\u00e0o ph\u1ea7n c\u1ee9ng GPU chuy\u00ean d\u1ee5ng v\u00e0 c\u00e1c t\u1eadp d\u1eef li\u1ec7u \u0111\u1ed9c quy\u1ec1n l\u1edbn m\u00e0 c\u00e1c t\u1ea7ng \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y th\u01b0\u01a1ng m\u1ea1i ti\u00eau chu\u1ea9n kh\u00f4ng \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf \u0111\u1ec3 h\u1ed7 tr\u1ee3. V\u1edbi chi\u1ebfn l\u01b0\u1ee3c qu\u1ed1c gia nh\u1eb1m th\u00fac \u0111\u1ea9y n\u1ec1n kinh t\u1ebf s\u1ed1, n\u1ec1n kinh t\u1ebf s\u1ed1 c\u1ee7a Vi\u1ec7t Nam d\u1ef1 ki\u1ebfn s\u1ebd chi\u1ebfm 20% GDP v\u00e0o n\u0103m 2025 v\u00e0 30% GDP v\u00e0o n\u0103m 2030. [9]<\/a> \u2013 m\u1ed9t m\u1ee5c ti\u00eau kh\u00f4ng th\u1ec3 \u0111\u1ea1t \u0111\u01b0\u1ee3c n\u1ebfu kh\u00f4ng c\u00f3 s\u1ef1 m\u1edf r\u1ed9ng t\u01b0\u01a1ng \u1ee9ng v\u1ec1 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng \u0111i\u1ec7n to\u00e1n m\u1eadt \u0111\u1ed9 cao, s\u1eb5n s\u00e0ng cho tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o.<\/p>\n

\u2013 Chi ph\u00ed ph\u00e1t tri\u1ec3n c\u1ea1nh tranh: <\/strong>So v\u1edbi c\u00e1c trung t\u00e2m c\u00f4ng ngh\u1ec7 l\u1edbn kh\u00e1c \u1edf ch\u00e2u \u00c1, Vi\u1ec7t Nam c\u00f3 chi ph\u00ed x\u00e2y d\u1ef1ng v\u00e0 v\u1eadn h\u00e0nh th\u1ea5p h\u01a1n cho vi\u1ec7c ph\u00e1t tri\u1ec3n trung t\u00e2m d\u1eef li\u1ec7u. S\u1ef1 s\u1eb5n c\u00f3 c\u1ee7a \u0111\u1ea5t \u0111ai, chi ph\u00ed lao \u0111\u1ed9ng c\u1ea1nh tranh v\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng \u0111ang m\u1edf r\u1ed9ng khi\u1ebfn qu\u1ed1c gia n\u00e0y tr\u1edf th\u00e0nh \u0111i\u1ec3m \u0111\u1ebfn h\u1ea5p d\u1eabn \u0111\u1ed1i v\u1edbi c\u00e1c c\u00f4ng ty c\u00f3 k\u1ebf ho\u1ea1ch \u0111\u1ea7u t\u01b0 quy m\u00f4 l\u1edbn v\u00e0o trung t\u00e2m d\u1eef li\u1ec7u.<\/p>\n

Nh\u1eefng l\u1ee3i th\u1ebf n\u00e0y \u0111ang khuy\u1ebfn kh\u00edch c\u1ea3 c\u00e1c c\u00f4ng ty vi\u1ec5n th\u00f4ng trong n\u01b0\u1edbc v\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 n\u01b0\u1edbc ngo\u00e0i m\u1edf r\u1ed9ng n\u0103ng l\u1ef1c c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng t\u1ea1i Vi\u1ec7t Nam.<\/p>\n

H\u1ed7 tr\u1ee3 c\u1ee7a Ch\u00ednh ph\u1ee7 cho C\u01a1 s\u1edf h\u1ea1 t\u1ea7ng s\u1ed1<\/strong><\/h3>\n

Vai tr\u00f2 c\u1ee7a ch\u00ednh ph\u1ee7 Vi\u1ec7t Nam trong vi\u1ec7c m\u1edf r\u1ed9ng trung t\u00e2m d\u1eef li\u1ec7u kh\u00f4ng ch\u1ec9 d\u1eebng l\u1ea1i \u1edf vi\u1ec7c qu\u1ea3n l\u00fd m\u00e0 c\u00f2n l\u00e0 nh\u00e0 x\u00e2y d\u1ef1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng tr\u1ef1c ti\u1ebfp v\u00e0 l\u00e0 \u0111\u1ed9ng l\u1ef1c chi\u1ebfn l\u01b0\u1ee3c cho tham v\u1ecdng tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) c\u1ee7a \u0111\u1ea5t n\u01b0\u1edbc. V\u1ec1 ph\u00eda \u0111\u1ea7u t\u01b0, nh\u00e0 n\u01b0\u1edbc \u0111\u00e3 th\u00e0nh l\u1eadp Trung t\u00e2m D\u1eef li\u1ec7u Qu\u1ed1c gia \u0111\u1ea7u ti\u00ean c\u1ee7a Vi\u1ec7t Nam, duy tr\u00ec quy\u1ec1n ki\u1ec3m so\u00e1t ch\u1ee7 quy\u1ec1n \u0111\u1ed1i v\u1edbi l\u1edbp l\u00f5i c\u1ee7a c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng \u0111i\u1ec7n to\u00e1n qu\u1ed1c gia v\u00e0 coi AI l\u00e0 n\u1ec1n t\u1ea3ng c\u1ee7a n\u1ec1n kinh t\u1ebf s\u1ed1 - c\u00f3 t\u1ea7m quan tr\u1ecdng qu\u1ed1c gia t\u01b0\u01a1ng \u0111\u01b0\u01a1ng v\u1edbi \u0111i\u1ec7n l\u1ef1c v\u00e0 vi\u1ec5n th\u00f4ng.<\/p>\n

V\u1ec1 m\u1eb7t ch\u00ednh s\u00e1ch, Ngh\u1ecb quy\u1ebft 57-NQ\/TW ban h\u00e0nh th\u00e1ng 12 n\u0103m 2024 \u0111\u00e3 thi\u1ebft l\u1eadp khu\u00f4n kh\u1ed5 chi\u1ebfn l\u01b0\u1ee3c th\u00fac \u0111\u1ea9y \u0111\u1ea7u t\u01b0 t\u01b0 nh\u00e2n v\u00e0 n\u01b0\u1edbc ngo\u00e0i song song v\u1edbi vi\u1ec7c x\u00e2y d\u1ef1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng nh\u00e0 n\u01b0\u1edbc. C\u00e1c trung t\u00e2m d\u1eef li\u1ec7u quy m\u00f4 l\u1edbn v\u00e0 trung t\u00e2m d\u1eef li\u1ec7u AI hi\u1ec7n \u0111\u01b0\u1ee3c x\u1ebfp v\u00e0o lo\u1ea1i d\u1ef1 \u00e1n c\u00f4ng ngh\u1ec7 chi\u1ebfn l\u01b0\u1ee3c, \u0111\u1ee7 \u0111i\u1ec1u ki\u1ec7n \u0111\u01b0\u1ee3c c\u1ea5p ph\u00e9p nhanh ch\u00f3ng \u2013 r\u00fat ng\u1eafn th\u1eddi gian x\u00e2y d\u1ef1ng t\u1eeb ch\u00edn \u0111\u1ebfn m\u01b0\u1eddi hai th\u00e1ng \u2013 c\u00f9ng v\u1edbi m\u1ee9c thu\u1ebf thu nh\u1eadp doanh nghi\u1ec7p \u01b0u \u0111\u00e3i th\u1ea5p t\u1edbi 5%. Hai h\u01b0\u1edbng \u0111i n\u00e0y, \u0111\u1ea7u t\u01b0 tr\u1ef1c ti\u1ebfp c\u1ee7a nh\u00e0 n\u01b0\u1edbc v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng qu\u1ed1c gia v\u00e0 m\u00f4i tr\u01b0\u1eddng gi\u00e0u \u01b0u \u0111\u00e3i cho c\u00e1c nh\u00e0 khai th\u00e1c th\u01b0\u01a1ng m\u1ea1i, c\u00f9ng nhau t\u1ea1o ra c\u00e1c \u0111i\u1ec1u ki\u1ec7n c\u1ea7n thi\u1ebft \u0111\u1ec3 Vi\u1ec7t Nam \u0111\u1ea1t \u0111\u01b0\u1ee3c m\u1ee5c ti\u00eau n\u1eb1m trong top ba qu\u1ed1c gia \u0110\u00f4ng Nam \u00c1 v\u1ec1 nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n AI v\u00e0o n\u0103m 2030.<\/p>\n

T\u00e1c \u0111\u1ed9ng c\u1ee7a vi\u1ec7c m\u1edf r\u1ed9ng trung t\u00e2m d\u1eef li\u1ec7u \u0111\u1ebfn h\u1ec7 sinh th\u00e1i AI c\u1ee7a Vi\u1ec7t Nam<\/strong><\/h3>\n

C\u00e1c y\u00eau c\u1ea7u k\u1ef9 thu\u1eadt \u0111\u1eb7c th\u00f9 c\u1ee7a AI \u0111ang bu\u1ed9c ph\u1ea3i xem x\u00e9t l\u1ea1i m\u1ed9t c\u00e1ch c\u01a1 b\u1ea3n v\u1ec1 vai tr\u00f2 c\u1ee7a trung t\u00e2m d\u1eef li\u1ec7u. \u00d4ng L\u00ea Ho\u00e0i Nam, Ch\u1ee7 t\u1ecbch C\u00e2u l\u1ea1c b\u1ed9 \u0110i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y v\u00e0 Trung t\u00e2m d\u1eef li\u1ec7u Vi\u1ec7t Nam, nh\u1eadn \u0111\u1ecbnh r\u1eb1ng c\u00e1c trung t\u00e2m d\u1eef li\u1ec7u AI l\u00e0 m\u1ed9t b\u01b0\u1edbc ngo\u1eb7t l\u1edbn so v\u1edbi c\u00e1c c\u01a1 s\u1edf truy\u1ec1n th\u1ed1ng, \u0111\u00f2i h\u1ecfi k\u1ebft n\u1ed1i n\u1ed9i b\u1ed9 t\u1ed1c \u0111\u1ed9 cao, ph\u1ea7n c\u1ee9ng chuy\u00ean d\u1ee5ng v\u00e0 thi\u1ebft k\u1ebf t\u1ed1i \u01b0u h\u00f3a cho vi\u1ec7c hu\u1ea5n luy\u1ec7n m\u00f4 h\u00ecnh \u2014 khi\u1ebfn vi\u1ec7c \u0111\u00e1nh gi\u00e1 l\u1ea1i thi\u1ebft k\u1ebf v\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng truy\u1ec1n th\u1ed1ng l\u00e0 \u0111i\u1ec1u kh\u00f4ng th\u1ec3 tr\u00e1nh kh\u1ecfi.[10]<\/a><\/p>\n

C\u00e1c \u0111\u1ed1i t\u00e1c n\u01b0\u1edbc ngo\u00e0i \u0111ang \u0111\u00e1p tr\u1ea3 b\u1eb1ng nh\u1eefng cam k\u1ebft c\u1ee5 th\u1ec3: NVIDIA \u0111\u00e3 h\u1ee3p t\u00e1c v\u1edbi FPT x\u00e2y d\u1ef1ng nh\u00e0 m\u00e1y AI tr\u1ecb gi\u00e1 200 tri\u1ec7u USD t\u1ea1i H\u00e0 N\u1ed9i, d\u1ef1 ki\u1ebfn \u0111i v\u00e0o ho\u1ea1t \u0111\u1ed9ng t\u1eeb th\u00e1ng 11 n\u0103m 2024, \u0111\u1ed3ng th\u1eddi h\u1ee3p t\u00e1c v\u1edbi GreenNode \u0111\u1ec3 t\u0103ng c\u01b0\u1eddng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng AI t\u1ea1i trung t\u00e2m d\u1eef li\u1ec7u T\u00e2n Thu\u1eadn. [11]<\/u><\/a>.<\/u> Trong khi \u0111\u00f3, Viettel \u0111ang ph\u00e1t tri\u1ec3n c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng bao g\u1ed3m kho\u1ea3ng 800 si\u00eau m\u00e1y t\u00ednh v\u00e0 6.000 card GPU v\u1edbi s\u1ef1 h\u1ee3p t\u00e1c c\u1ee7a NVIDIA. [12]<\/u><\/a> \u2014 \u0110\u1ecbnh v\u1ecb Vi\u1ec7t Nam \u0111\u1ec3 th\u1ef1c hi\u1ec7n c\u00e1c t\u00e1c v\u1ee5 AI trong n\u01b0\u1edbc thay v\u00ec ph\u1ea3i th\u00f4ng qua Singapore ho\u1eb7c Tokyo.<\/p>\n

\u1ede c\u1ea5p \u0111\u1ed9 doanh nghi\u1ec7p, th\u1ecb tr\u01b0\u1eddng \u0111i\u1ec7n to\u00e1n \u0111\u00e1m m\u00e2y n\u1ed9i \u0111\u1ecba c\u1ee7a Vi\u1ec7t Nam d\u1ef1 ki\u1ebfn s\u1ebd \u0111\u1ea1t 2,5 t\u1ef7 USD v\u00e0o n\u0103m 2029.[13]<\/a>Trong \u0111\u00f3, c\u00e1c n\u1ec1n t\u1ea3ng \u0111\u00e1m m\u00e2y \u0111\u00f3ng vai tr\u00f2 l\u00e0 k\u00eanh ph\u00e2n ph\u1ed1i AI ch\u00ednh cho c\u00e1c doanh nghi\u1ec7p v\u1eeba v\u00e0 nh\u1ecf. \u0110\u1ebfn n\u0103m 2028, tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o (AI) d\u1ef1 ki\u1ebfn \u200b\u200bs\u1ebd chi\u1ebfm 15-20% t\u1ed5ng m\u1ee9c ti\u00eau th\u1ee5 n\u0103ng l\u01b0\u1ee3ng c\u1ee7a trung t\u00e2m d\u1eef li\u1ec7u, t\u0103ng t\u1eeb 8% v\u00e0o n\u0103m 2023.10<\/sup>Cu\u1ed9c \u0111ua x\u00e2y d\u1ef1ng c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng ph\u00eda tr\u01b0\u1edbc l\u00e0 m\u1ed9t qu\u00e1 tr\u00ecnh x\u00e2y d\u1ef1ng nhi\u1ec1u giai \u0111o\u1ea1n \u2014 c\u00e1c trung t\u00e2m si\u00eau quy m\u00f4, c\u00e1c c\u01a1 s\u1edf ph\u1ee5 tr\u1ee3 v\u00e0 m\u1ed9t l\u1edbp m\u1ea1ng bi\u00ean m\u1edbi n\u1ed5i ph\u1ee5c v\u1ee5 c\u00e1c khu c\u00f4ng nghi\u1ec7p, b\u1ec7nh vi\u1ec7n v\u00e0 c\u00e1c n\u1ec1n t\u1ea3ng th\u00e0nh ph\u1ed1 th\u00f4ng minh tr\u00ean to\u00e0n qu\u1ed1c.<\/p>\n

Nh\u00ecn chung, nh\u1edd s\u1ef1 h\u1ed7 tr\u1ee3 m\u1ea1nh m\u1ebd t\u1eeb c\u1ea3 khung ph\u00e1p l\u00fd mang t\u00ednh c\u00e1ch m\u1ea1ng h\u01b0\u1edbng t\u1edbi s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a trung t\u00e2m d\u1eef li\u1ec7u t\u1eeb ph\u00eda ch\u00ednh ph\u1ee7 v\u00e0 s\u1ef1 nhi\u1ec7t t\u00ecnh c\u1ee7a c\u00e1c c\u00f4ng ty c\u00f4ng ngh\u1ec7 qu\u1ed1c t\u1ebf, Vi\u1ec7t Nam \u0111\u00e3 v\u01b0\u01a1n l\u00ean tr\u1edf th\u00e0nh \u0111i\u1ec3m \u0111\u1ebfn trung t\u00e2m d\u1eef li\u1ec7u tri\u1ec3n v\u1ecdng nh\u1ea5t khu v\u1ef1c \u0110\u00f4ng Nam \u00c1. S\u1ef1 b\u00f9ng n\u1ed5 trung t\u00e2m d\u1eef li\u1ec7u t\u1ea1i Vi\u1ec7t Nam l\u00e0 d\u1ea5u hi\u1ec7u m\u1edf \u0111\u1ea7u cho s\u1ef1 ph\u00e1t tri\u1ec3n h\u01a1n n\u1eefa c\u1ee7a c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng cho ng\u00e0nh c\u00f4ng nghi\u1ec7p AI, y\u1ebfu t\u1ed1 s\u1ebd quy\u1ebft \u0111\u1ecbnh m\u1ee9c \u0111\u1ed9 t\u0103ng tr\u01b0\u1edfng c\u1ee7a n\u1ec1n kinh t\u1ebf trong t\u01b0\u01a1ng lai.<\/p>\n

\u0110\u1ecdc th\u00eam<\/strong><\/h3>\n

Chuy\u1ec3n \u0111\u1ed5i s\u1ed1 trong l\u0129nh v\u1ef1c ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe t\u1ea1i Vi\u1ec7t Nam<\/a><\/p><\/blockquote>\n