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 June 6 and draws on the quarterly disclosures (esp. GDS, VNET, 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.

Chart below - our index of the relative frequency of mentions of 'new infrastructure' in Chinese media. The economic stimulus measures recently announced make many references to the investments in new infrastructure, the big theme since 2020.