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If the cash flow of 39 million VND is truly disbursed quickly in the period 2026–2030, which businesses will "change their lives" and who will be left behind?
Vietnam is entering what is considered the largest infrastructure development cycle since the Doi Moi era
From the North-South highway, deep-water seaport, LNG, offshore wind power, metro, AI data centers to cross-border logistics... the entire economy is entering a "super construction site" with a capital scale of nearly 1,500 billion USD, equivalent to about 39 million billion VND.
The remarkable thing is that this is no longer a slogan or a plan on paper. A series of projects are being pushed to an unprecedented disbursement rate, leading to a huge race between construction, energy, logistics and financial corporations.
Bloomberg Businessweek Vietnam organizes a series of strategic dialogues on infrastructure for the first time with the topic
“Infrastructure – The Foundation for Vietnam’s Next Growth Engine”
Time
July 9, 2026
13:30 – 17:30
Ho Chi Minh City
Scale of Vietnam's infrastructure wave 2026–2030
Field Expected investment scale
Highway traffic Millions and billions of VND
LNG and gas power More than 500,000 billion VND
AI Data Center Extreme Acceleration
Logistics & seaports Expand nationwide
Urban metro in Hanoi and Ho Chi Minh City accelerates
Offshore wind power racing for GW capacity
Vietnam is competing directly with Indonesia, Thailand and India to attract new infrastructure and supply chain capital flows.
While Indonesia is strong in nickel and EV batteries, Thailand is strong in the automobile industry, Vietnam is being considered a "new production transit point" of Southeast Asia thanks to its geopolitical advantages and speed of reform.
⚠️ But the biggest bottleneck lies in energy and logistics
If electricity is unstable, seaports are congested, and logistics costs are higher than China and Thailand, Vietnam has absolutely no choice