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AI and Compute Infrastructure: Shaping ASEAN’s Digital Foundation
ASEAN is transforming from a digital consumer to a digital infrastructure hub, crucial for AI and compute ecosystems. Geopolitical shifts and rising demand for data centers drive regional competitiveness, with significant foreign investments.
ASEAN at an AI Inflection Point
ASEAN is navigating a significant transition from being a region of digital consumption to one of digital infrastructure formation. As global supply chains reconfigure, the ASEAN-6 economies are positioning themselves as critical nodes in the global artificial intelligence (AI) and compute ecosystem. This shift is driven by the recognition of computing infrastructure not merely as a utility, but as a strategic asset essential for national competitiveness and economic resilience.
The region’s evolution is occurring against a backdrop of geopolitical diversification, often described as the China Plus One strategy, where multinational enterprises seek to diversify their production and digital footprints.
Consequently, ASEAN is witnessing a structural reconfiguration where data centres, semiconductor manufacturing, and connectivity networks are converging to form a regional digital backbone. This infrastructure is foundational to the region’s digital economy, which is projected to reach $2 trillion by 2030, supported by frameworks such as the ASEAN Digital Economy Framework Agreement (DEFA). The trajectory suggests a move toward deeper integration into global value chains, specifically in high-value segments like semiconductor packaging and hyperscale data processing.
The Surge in Compute Demand
Demand for compute capacity within ASEAN is being driven by a confluence of enterprise modernization, public sector digitalization, and the proliferation of latency-sensitive applications, such as real-time AI inference, online gaming, and digital payments and financial trading.
Enterprise adoption of AI is accelerating, with businesses increasingly migrating workloads to the cloud to leverage data analytics and generative AI capabilities.
The consumption patterns are distinct across the region. In financial hubs like Singapore, demand is characterized by high-performance computing required for fintech and advanced AI modeling. In emerging digital markets like Indonesia, Vietnam and Philipines, demand is propelled by consumer internet usage, e-commerce platforms, and a young demographic driving data generation. Furthermore, the rollout of 5G networks across the region is catalyzing the need for edge computing to support Internet of Things (IoT) applications and real-time processing.
Public sector initiatives are also significant demand drivers. Governments are digitizing services, as seen in Singapore’s Smart Nation initiatives and Indonesia’s 100 Smart Cities program, necessitating robust domestic compute capabilities. Consequently, the region is facing a requirement to expand data centre capacity significantly. The Asia-Pacific (APAC) region is projected to account for 34% of global operational capacity for data centres by 2028, with ASEAN contributing 51% of the pipeline in key APAC markets.
Data Centres as Strategic Infrastructure
The six largest ASEAN economies – Indonesia, Malaysia, the Philippines, Singapore, Thailand, and Vietnam – are rapidly positioning themselves as the next global hubs for data centre development, with power demand for data centres set to quadruple from 2.6 GW to 10.7 GW between 2025 and 2035, accounting for 3-4% of peak demand by 2035.
The deployment of data centres across ASEAN-6 reflects a divergence in strategy and resource availability.
Singapore remains the region’s primary hub, hosting significant capacity. However, land and energy constraints have led to a more selective approval process for new facilities, emphasizing high energy efficiency and sustainability standards.
This constraint in Singapore has generated spillover effects, benefiting neighboring markets. Malaysia, particularly the Johor region, has emerged as a major beneficiary, attracting hyperscale investments due to its proximity to Singapore and lower land and power costs. Malaysia has the biggest data centre project pipeline in Southeast Asia, accounting for 3.4 GW, or 60%, of all proposed projects across the region.
Indonesia continues to expand its capacity, primarily in Greater Jakarta and Batam, with a focus on serving its massive domestic market.
Thailand has seen a marked increase in investment activity. The Board of Investment (BOI) reported a 67% surge in investment applications in 2025, largely driven by data centre and cloud service projects valued at approximately US$ 24 billion.
The Philippines is also pursuing hyperscale ambitions, though it faces challenges regarding high electricity costs and grid reliability issues.
Vietnam is experiencing growth driven by data localization regulations, though it must navigate infrastructure upgrades to support larger facilities. While the country presently has the smallest projected data centre capacity in the region, it has set an ambitious target to place among the top 50 globally in the ICT Development Index and to become the third-largest digital economy in ASEAN by 2030.
Hyperscalers Major Contributors to FDI in ASEAN
Chart 2: ASEAN – Top five industries by announced greenfield investment, 2023 and 2024 (Billions of dollars)
Source: ASEAN Investment Report 2025
According to analysis in the ASEAN Investment Report 2025, announced greenfield investment in electronics and electrical equipment increased by 15% to US$31 billion, reflecting sustained momentum in semiconductors and printed circuit boards.
Meanwhile, greenfield investment in the information and communication sector rose 43% to US$30 billion, driven by accelerating demand for data centres, cloud infrastructure, data processing, and broader digital activities.
Foreign Direct Investment (FDI) in digital infrastructure has surged, with global hyperscalers establishing cloud regions to secure market share and comply with data sovereignty requirements. Amazon Web Services (AWS), Google, and Microsoft have committed multi-billion-dollar investments across Thailand, Malaysia, and Indonesia. For instance, AWS launched a region in Malaysia in 2024 with a substantial investment pledge, and Google launched a new cloud region in Thailand, a key milestone in their $1 billion investment in the country’s digital infrastructure.
As latency becomes a critical performance metric for AI and IoT applications, infrastructure is also moving closer to the user. Edge computing is gaining traction, particularly in archipelagic markets like Indonesia and the Philippines where centralized data centres cannot efficiently serve all remote populations.
The expansion of 5G networks across the region is a primary driver, necessitating localized data centres to handle the influx of mobile data traffic and enable real-time processing. Telcos are playing a pivotal role here; for example, SK Telecom has partnered to develop AI data centres in the region, starting with Vietnam, signaling a convergence of telecommunications and compute infrastructure.
Semiconductor Manufacturing Accelerates
The symbiotic relationship between compute infrastructure and semiconductor manufacturing is becoming a central theme in ASEAN industrial policy.
Malaysia, already a global hub for semiconductor packaging and testing, has introduced a National Semiconductor Strategy to move up the value chain into integrated circuit design and advanced packaging. This aligns with the friendshoring trend, where global firms diversify supply chains to politically stable regions.
Vietnam is aggressively pursuing semiconductor capability, aiming to train 50,000 engineers by 2030 and attracting investments from major players for packaging and testing facilities, such as Intel, Samsung, and Amkor.
Singapore continues to lead in advanced manufacturing and wafer fabrication, serving as a high-value anchor for the region’s semiconductor ecosystem. The city-state currently accounts for 5% of global wafer fabrication capacity, 20% of semiconductor equipment production, and 10% of total semiconductor output.
Indonesia primarily participates in the back end (assembly, testing, and packaging) and materials segments of the semiconductor global value chain. The country hosts back-end manufacturing facilities for several major Integrated Device Manufacturers (IDMs). Companies with an IDM presence in Indonesia include Infineon Technologies, Renesas, Rohm, Sanken Electric, and Toshiba.
The Philippines and Thailand are also integrated into this hardware supply chain, primarily in assembly and testing. The region’s collective capacity is vital for the AI hardware supply chain, as AI applications drive demand for specialized chips and high-performance computing hardware. This integration allows ASEAN to function not just as a user of compute power, but as a critical producer of the underlying hardware.
The Role of Software Ecosystems & Sovereign AI
While infrastructure creates the foundation, the software ecosystem defines utilization. Singapore has advanced its National AI Strategy 2.0, focusing on becoming a global centre for responsible AI thought leadership and deployment. Indonesia has also articulated a National AI Strategy to guide adoption in healthcare and bureaucracy.
The startup ecosystem is responding to these signals. In 2024, Singapore hosted approximately 44% of the region’s Generative AI startups, according to a survey of 250 GenAI-native startups surveyed by GenAI Fund, followed by Vietnam at 27%, indicating a concentration of development talent. However, a talent gap persists. While infrastructure can be built relatively quickly, the human capital required to develop and manage AI systems is slower to accumulate.
The ASEAN Responsible AI Roadmap attempts to address governance and skills at a regional level, promoting ethical standards and harmonized regulations to foster a trusted environment for AI development.
Singapore
NAIS 2.0: S$1B investment for AI computing & talent; “AI for the Public Good” focus
Model AI Governance Framework & AI Verify: responsible AI testing toolkit
Green Computing Funding Initiative: S$30M for energy-efficient software R&D
RIE 2025 Plan: S$13.6B (2021–2025) for semiconductor R&D and innovation
Manufacturing 2030: embeds semiconductor plans for high-value manufacturing
Green Data Centre Roadmap: DC-CFA process; targets PUE ≤1.3 and green energy
Digital Connectivity Blueprint: sustainable growth standards; aims to double submarine cable landings
Malaysia
AI Untuk Rakyat: national program to increase AI literacy among citizens
NIMP 2030: focuses on tech adoption and digitalization across industries
Malaysia National AI Office (NAIO): aims to accelerate the nation’s AI adoption, promote innovation, and ensure the ethical development of AI.
National Semiconductor Strategy (NSS): RM25B (~US$ 5.3B) fiscal support; three-phase plan: Building Foundations → Moving to the Frontier → Innovating at the Frontier
Golden Pass: specialized tax incentives for front-end manufacturing and IC design
Digital Ecosystem Acceleration (DESAC): incentive scheme for data centres adopting green technology
Green Lane Pathway (TNB): expedited electricity supply; reduces power infrastructure lead times
Vietnam
National Digital Transformation Programme: targets top 50 ICT ranking by 2030; drives demand for compute and AI infrastructure
National Strategy (Decision No. 1018/QD-TTg): 2030–2050 roadmap using “C = SET + 1” formula(Chips, Specialized, Electronics, Talent, +Vietnam)
Law on Digital Technology Industry (eff. 2026): preferential CIT rates (10% for 15 yrs; up to 37 yrs for large projects); land rent exemptions
Investment Support Fund (Decree 182/2024): cash grants; up to 50% of R&D costs covered
100% Foreign Ownership: Law on Telecommunications 2023 allows full foreign ownership in data centre services
National Digital Transformation Programme: targets top 50 ICT, driving compute infrastructure demand
Thailand
AI for All Thais: initiative to train 1 million citizens in AI skills
Digital Technology Foresight 2035: addresses blockchain, AI, and data privacy trends
National Semiconductor Board (est. 2025): chaired by Prime Minister; steers national strategy
BOI Advanced Electronics Incentives: 10-yr tax exemption for front-end wafer fab; 8-yr for advanced IC & PCB machinery
BOI Incentive Schemes (revised 2025): tiered structure: High-Efficiency DCs (8-yr CIT exemption);
Other DCs (5-yr); criteria based on PUE and water usage
Indonesia
National AI Strategy 2020–2045: guides public service digitization and regulatory frameworks
Making Indonesia 4.0: prioritizes AI, automation, and IoT in manufacturing
Downstreaming Industry Strategy (2023–2040): domestic processing of silica & nickel to support semiconductor, EV battery, and solar panel manufacturing
Special Economic Zones (SEZs): e.g. Nongsa Digital Park: up to 20-yr tax holidays, 100% foreign ownership, streamlined permitting for data centres and cloud
Philippines
National AI Strategy Roadmap 2.0: positions country as centre of excellence in AI R&D
Center for AI Research (CAIR): new institution supporting the AI Strategy
Green Lanes (Executive Order): expedited permits and licenses for strategic semiconductor investments
CREATE MORE Bill: enhanced incentives addressing power costs for energy-intensive industries
Administrative Order No. 31: advisory council to enhance global competitiveness of the semiconductor industry
Strategic Investment Priority Plan (SIPP): classifies data centres as strategic investments eligible for tax incentives
Digital Cities 2025: expands digital infrastructure and IT-BPM capacity beyond Metro Manila
Regionally, the ASEAN Digital Economy Framework Agreement (DEFA) aims to harmonize digital trade rules, potentially doubling the regional digital economy by 2030 by reducing fragmentation and facilitating cross-border data flows.
Structural Constraints & Risks
Despite the capital inflows, structural constraints pose significant risks to the realization of ASEAN’s digital backbone. Power availability is the most acute constraint. The energy intensity of AI workloads threatens to overwhelm grid capacity in specific locales. For instance, data centre power demand in Malaysia is expected to rise sharply, potentially straining national power reserves if grid upgrades do not keep pace.
Sustainability is a collateral risk. The cooling requirements for data centres place pressure on water resources, and the carbon footprint of expanded compute capacity challenges national decarbonization goals. Regulatory fragmentation remains a hurdle; disparate data privacy laws and localization requirements across the ten member states create compliance costs that can deter regional scaling.
Furthermore, the talent war is intensifying. A shortage of skilled engineers and AI specialists is evident across Vietnam, Thailand, and Indonesia, potentially creating a ceiling on how fast the digital economy can expand. There is also a risk of infrastructure overbuild in specific sub-markets if speculative investments outpace actual tenant demand, a phenomenon observed in previous infrastructure cycles.
Conclusion: Building a Regional Digital Backbone
ASEAN-6 is transitioning from a digital consumption market to a strategic production hub for the global AI economy. Supply chain diversification and enterprise demand have attracted large-scale investments from hyperscalers and semiconductor firms, positioning the region as a key node in global digital infrastructure.
Growth is complementary, not uniform. Singapore anchors high-value R&D, financing, and chip design, while Malaysia, Vietnam, and Thailand scale packaging, testing, and hyperscale data hosting. This division of labor enables ASEAN to offer an integrated, end-to-end digital supply chain.
However, there are structural constraints. AI-driven energy demand is pressuring grids and decarbonization targets, requiring accelerated renewable deployment and grid upgrades. At the same time, engineering talent shortages remain a binding bottleneck.
ASEAN’s long-term competitiveness will hinge on aligning national industrial strategies with regional integration. As initiatives like the ASEAN Digital Economy Framework Agreement (DEFA) progress, regulatory harmonization and infrastructure interoperability will determine whether the region evolves into a cohesive and resilient digital ecosystem.
Source : AI & Compute Infrastructure: Building ASEAN’s Digital Backbone
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Wall Street Week Ahead | Seeking Alpha
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Wall Street heads into the final full week of June with investors focused on inflation data, AI-related earnings, and the health of the banking sector.
The week’s marquee earnings report arrives Wednesday when Micron Technology (MU) reports results. As one of the biggest beneficiaries of the AI boom, Micron’s outlook for memory demand and datacenter spending could have implications across the semiconductor sector. Investors will also be watching investor events from Nvidia (NVDA) and Qualcomm (QCOM) for fresh commentary on AI trends.
Consumer spending will be another major theme. Amazon’s (AMZN) four-day Prime Day event begins Tuesday, while Walmart (WMT), Target (TGT), Best Buy (BBY), and Kohl’s (KSS) are expected to run competing promotions, offering a real-time test of consumer demand.
On the macro front, Thursday’s core PCE report will provide the latest reading on inflation. Economists expect the Fed’s preferred inflation gauge to rise to 3.4%, while durable goods orders and remarks from New York Fed President John Williams could offer additional clues on the economic outlook.
Bank stocks may see heightened attention Wednesday evening when the Federal Reserve releases its annual stress-test results for the largest U.S. lenders, including JPMorgan (JPM), Bank of America (BAC), Goldman Sachs (GS), and Morgan Stanley (MS).
Elsewhere, investors will watch the Russell index reconstitution and GTA VI pre-orders.
Earnings spotlight: Tuesday, June 23: FedEx (FDX), Carnival Corporation (CCL). See the full earnings calendar.
Earnings spotlight: Wednesday, June 24: Micron (MU). See the full earnings calendar.
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1. Strategic Wave Investments: Stephen Tobin remains a long-term bull on the stock market, citing over a century of market resilience and a history of stocks recovering from major crises. While he expects inflation, rising money supply, and strong corporate earnings to support further gains in the S&P 500, he is monitoring a growing long-term risk: widespread unemployment driven by AI and corporate cost-cutting. He believes large-scale job losses could eventually weaken consumer spending and economic growth, making unemployment the key threat to the current bull market. Full Article (no paywall)
2. Option Income Builder: The author views Astera Labs as a compelling long-term AI infrastructure play, highlighting its networking and connectivity solutions as critical to addressing growing data center bottlenecks. He believes Astera’s expanding product portfolio, particularly its Scorpio platform, could drive revenue beyond $5.5 billion by 2030, outpacing Wall Street expectations. While acknowledging valuation, execution, and competitive risks, the author argues that Astera’s strategic position within the AI ecosystem supports significant long-term growth potential and maintains a Buy rating on the stock. Full Article (no paywall)
3. Wolf of Value: The author remains cautious on Hitachi despite its strong business fundamentals, arguing that the stock’s valuation has become disconnected from reality. He believes investors are overestimating the long-term benefits of Hitachi’s AI and digital transformation efforts while overlooking rising costs, heavy capital spending, and exposure to weaker end markets such as Chinese construction. Given the stock’s significant premium to historical valuation levels, the author sees limited upside, meaningful downside risk, and maintains a Hold rating with a reduced price target. Full Article (no paywall)
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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Hidden Insult Trick Catches Solvers Off Guard
Sunday’s edition of The New York Times’ popular word-grouping game served up a grid that rewarded sitcom knowledge, weather vocabulary, and a genuinely devious wordplay twist that left even experienced solvers second-guessing their early progress.
How the Game Works
For newcomers, NYT Connections presents 16 words that must be sorted into four thematic groups of four. Players are limited to four mistakes, and the color-coded difficulty system, with yellow being easiest and purple being trickiest, means surface-level connections often mislead solvers into incorrect groupings. Since its June 2023 launch, Connections has carved out its own niche in the Times’ puzzle ecosystem, standing alongside Wordle and the crossword as a daily ritual for millions of players worldwide.
Sunday’s Four Categories
The themes and answers for the June 21, 2026, NYT Connections puzzle were as follows:
Yellow Group: Precipitation — DRIZZLE, RAIN, SHOWERS, SPRINKLES.
Green Group: Bowls Over — FLOORS, ROCKS, STUNS, SURPRISES.
Blue Group: NBC Sitcoms — COMMUNITY, FRIENDS, SCRUBS, WINGS.
Purple Group: Starting With Kinds of Insults — BARBADOS, DIGGITY, DISSECT, SLAPDASH.
Breaking Down the Categories
Puzzle #1106 registers as moderate difficulty with a sting in the tail. Yellow falls quickly for weather watchers, while Green requires recognizing figurative language, though ROCKS might briefly send solvers down a geology rabbit hole before they realize the category actually centers on verbs meaning to overwhelm, impress, or astonish someone.
Blue separates the sitcom streamers from the casual viewers, drawing together four popular television shows that all originally aired on the same network. The category particularly favors NBC fans and anyone familiar with the network’s long history of beloved comedy programming.
The Purple Category’s Wordplay Trap
As is typical for Connections puzzles, the purple category delivered the day’s most challenging twist, built around a hidden prefix scheme rather than any straightforward thematic connection. Purple, predictably, is the streak-ender — that hidden-insult-prefix trick won’t reveal itself without serious lateral thinking about word construction rather than word meaning.
The category required players to recognize that each of the four words begins with a term that, on its own, functions as a mild insult or criticism. BARBADOS looks like a Caribbean vacation, not a diss track waiting to happen, while the remaining words in the category similarly disguised their insult-prefix connection behind everyday vocabulary that gave no immediate indication of the underlying wordplay.
Where Players Got Tripped Up
Beyond the purple category’s central trick, several individual words throughout the grid were specifically designed to mislead solvers into incorrect early groupings. SCRUBS could have been mistaken for cleaning or medical terms, and WINGS might have sent solvers toward birds or aviation, rather than their actual placement within the NBC sitcoms category.
One puzzle solver who completed Sunday’s grid without any mistakes described their solving order as starting with the more straightforward categories before tackling the trickier ones. “I didn’t make any mistakes this time. Here’s the order I solved them in: yellow, green, blue, purple,” the solver noted, describing their experience working through Sunday’s puzzle.
Tips for Future Puzzles
Connections veterans continue to recommend scanning for the most straightforward, tightly defined categories first, such as colors, numbers, animals, or other clearly bounded groupings, since these tend to be the easiest to lock down early and build solving momentum. Puzzle editor Wyna Liu is famous for mixing categories that overlap, so when a word seems to fit multiple potential groups, solvers are encouraged to assume the puzzle is deliberately trying to mislead them rather than taking the most obvious interpretation at face value.
Purple is specifically designed for wordplay and misdirection, frequently incorporating idioms, homophones, or cultural references that only become clear once the more straightforward categories have already been solved and removed from the board.
The Game’s Continued Popularity
Launched in June 2023, Connections is one of the New York Times’ newest puzzle hits, second only to Wordle in overall popularity among the publication’s growing portfolio of daily games. The game’s format, which combines straightforward vocabulary categories with increasingly abstract and wordplay-driven groupings, has helped it build a dedicated daily following that treats the puzzle as an essential complement to Wordle in their daily routine.
Where to Find More Puzzle Help
Beyond Connections, The New York Times Games collection includes several related puzzles such as Wordle, Strands, the Mini Crossword, and a dedicated Connections Sports Edition that tests knowledge of athletic trivia using the same grouping format. Sunday’s slate also included Strands puzzle number 840 and Connections Sports Edition puzzle number 636, giving puzzle enthusiasts a broad menu of additional daily challenges beyond the standard Connections grid alone.
With Sunday’s puzzle now solved by players who successfully navigated both the NBC sitcom category and the hidden insult-prefix trick in purple, attention turns to Monday’s edition, puzzle number 1107, when a fresh sixteen-word grid and an entirely new set of hidden categories will be waiting for the Connections community’s next daily challenge.
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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(VIDEO) Super-Sub Undav Scores Twice as Germany Stuns Ivory Coast With 94th-Minute Winner
TORONTO — Substitute Deniz Undav emerged as Germany’s hero with a dramatic 94th-minute winner that completed his side’s stunning comeback win against Ivory Coast and booked their place in the World Cup knockout stages.
The four-time winners endured a frustrating outing after going behind to a 30th-minute goal from Ivory Coast captain Franck Kessie, but Julian Nagelsmann turned to his bench in search of a response — and Undav delivered emphatically with a second-half double.
Undav’s Decisive Impact off the Bench
The Stuttgart forward applied a smart finish to fellow substitute Nadiem Amiri’s cross to break Ivory Coast’s resistance in the 68th minute before scoring the winner in the 94th minute to inflict a painful defeat on the African nation. Undav had also scored a goal and provided two assists after coming off the bench in Germany’s 7-1 opening win against Curaçao, continuing a remarkable pattern of impact substitute appearances through the tournament’s early stages.
Ivory Coast’s Path Still Open
Despite the painful late defeat, the dejected Ivorians can still progress from Group E behind Germany with a win against World Cup debutants Curaçao in their final game, leaving their tournament hopes alive heading into the decisive final round of group matches.
An Energetic Start From the Ivorians
Emerse Fae’s side impressed with their energy and directness early on in Toronto, but it was Germany who carved out the clearer of chances in the opening stages. The Germans had the ball in the back of the net in the 22nd minute through Aleksandar Pavlovic, but his header from a corner was ruled out for a foul on goalkeeper Yahia Fofana.
Kessie Breaks Through
Ivory Coast then took the lead as their exciting 19-year-old winger Yan Diomande found Amad Diallo, whose close-range effort was blocked by Nathaniel Brown, only for Kessie to convert the rebound and put the Ivorians in front.
A Second Disallowed Goal Compounds Germany’s Frustration
Germany’s frustration grew as Kai Havertz had a goal disallowed for a foul on Emmanuel Agbadou by Jamal Musiala in the build-up, while an unmarked Christ Inao Oulai and Kessie spurned chances to double the Ivorians’ lead. Those misses ultimately proved costly as Germany were undone by the injury-time winner from Undav.
Fofana had kept out efforts from Brown and Amiri late on, but there was nothing he could do as Undav expertly trapped a pass from Felix Nmecha and slotted past the goalkeeper on the turn to break Ivorian hearts in the dying seconds.
Nagelsmann’s Bench Comes Through Again
Germany put on a show in their opener as they delivered a thrashing of Curaçao for the biggest win of the opening round. But an exciting Ivory Coast side, brimming with confidence from a late victory against Ecuador in their opener, posed an altogether different challenge.
Diomande, linked with a move to Liverpool, showcased his pace and raw ability on the left flank for the Ivorians, while Manchester United winger Amad, Kessie, and 20-year-old Oulai all caused problems for the German defense, which has now kept just one clean sheet in its past six matches.
Ultimately, though, Germany were rescued by the quality of their substitutes. With his side trailing 1-0, Nagelsmann made a triple change in the 60th minute, bringing on Jamie Leweling, Amiri, and Undav, with the latter duo combining for the equalizer only eight minutes later.
Undav’s Rising Profile
Undav then struck a second to take his tally to nine goals in just 11 appearances for Germany and make his case for a starting spot again, helping his side put embarrassing group-stage exits in 2018 and 2022 behind them. That scoring rate places him among the most efficient finishers in the current squad, despite his role so far in the tournament being limited primarily to appearances off the bench.
Heartbreak for Ivory Coast, but Genuine Promise Remains
Ivory Coast, meanwhile, can take a lot of heart from their performance despite the last-gasp defeat. This group of players remains well-placed to achieve a feat that eluded the likes of Didier Drogba, Yaya Touré, Kolo Touré, and Salomon Kalou before them — taking their country to the knockout stages of a World Cup.
With the result, Germany have secured their place in the knockout rounds and put two consecutive disappointing group-stage exits behind them, a significant marker of progress for Nagelsmann’s side after the team’s struggles at the previous two tournaments. For Ivory Coast, the final group match against Curaçao now represents a must-win scenario to keep their own knockout-stage ambitions alive, with the Elephants still well-positioned despite Sunday’s heartbreaking finish, given the broader competitiveness and quality they displayed for long stretches against one of the tournament’s traditional powerhouses.
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