Problem with South Asia will be reliable power infrastructure. Of course there will be state run companies in China that would love to help the out on that regard. Hopefully BJP behaves like a moron and reject those investments on grounds of national security.Southeast Asia will be the next data center hotspot (because the Middle East is a bit of a mess, and nobody will choose Europe), where a large number of Chinese companies are already building servers using Nvidia chips; the infrastructure is already there. If the executive order is indeed issued, some hosting providers will definitely choose the move there
The current executive order is insufficient to prevent such behavior.

