Polibeli Reportedly Exploring a Shift Toward Computing Power, Global Digital Supply Chain Leader Eyes Cross-Industry Expansion

Less than a year after going public, Polibeli Group (stock code: PLBL) is drawing market attention with new strategic developments. Recently, several sources close to the company revealed that this Jakarta-based global digital supply chain platform is quietly evaluating the possibility of expanding into the computing power infrastructure sector.

At present, the global computing power market is experiencing explosive growth. Gartner forecasts that total global spending on artificial intelligence will reach $2.52 trillion by 2026, with AI infrastructure spending expected to account for as much as $1.37 trillion. Meanwhile, the global data center market is projected to grow at a compound annual growth rate of 12.7%, exceeding $800 billion by 2033. Against the backdrop of surging demand for computing power, industrial capital is rapidly flowing into data centers and high-performance computing facilities.

Polibeli provides one-stop digital supply chain solutions to small and medium-sized retailers across Asia-Pacific, Europe, and the Americas through its digital platform. Its services cover product sourcing, cross-border logistics, channel distribution, and brand operations. The company went public on the Nasdaq in August 2025 through a SPAC merger, and its financial report shows that revenue grew by nearly 33% year-on-year in 2024.

According to an anonymous insider, leveraging its global operational network and accumulated resources, Polibeli is planning to extend its footprint into the computing power sector. The company has internally established a dedicated task force to assess the feasibility of building computing power centers overseas. Regions with abundant power resources, such as Central Asia, as well as high-end customer markets like Japan, are being prioritized for evaluation. The source noted that the initiative “is still in the early research stage and no final decision has been made.”

Another source close to the company stated that Polibeli’s long-term ambitions may extend beyond computing power centers, potentially expanding further into key segments of the industry chain such as liquid cooling solutions and customized chips.

Industry analysts suggest that this strategic consideration has clear commercial logic. On one hand, the core digital supply chain business is entering a growth plateau; on the other, the global AI computing power market remains highly robust, offering a well-defined transformation pathway for companies with capital strength and operational capabilities. If Polibeli successfully leverages its international business experience to enter this sector, it could not only unlock a second growth curve but also potentially achieve a revaluation in the capital markets.

All signs indicate that this digital supply chain service provider may have already begun its quiet cross-industry exploration.