Just published to clients our Quarterly Market Report on Data Centers in China by Real Estate Foresight / Robotic Online Intelligence. It covers the latest deals, projects, strategies and policy developments to August 27, and draws on the Q2 disclosures (esp. GDS, 21Vianet, Chindata, Shanghai AtHub, Guangzhou Aofei, Dr Peng), our Projects & Deals database, and other intel from Signallium(TM) Data Centers market intelligence platform - originally focused on China and now extending to APAC and global sources.
The sector, or at least the major players in China, continue with strong revenue growth and in expansion mode. The policy is supportive of the underlying 'new infrastructure' development and pushes for digitalization, though certain customer types may be more impacted by the recent policy clampdowns.
If you are an institutional investor, fund, developer/operator, or lender, we can share the summary with you, just drop us a message via the link in the first comment below.