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 early December 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.

And regarding all that demand for computing power driven by AI, I just asked ChatGPT a question, then tried to see how poetic it can be (picture below).