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 April 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.

Recent waves of policy themes include the 'East Data, West Compute' tagline, the 14th Five-Year Plan for Digital Economy Development, all with the power quota/ environmental focus as well as targeted distribution of different types of data centres into hubs and clusters. Then there is a digital transformation push and 'Go to the Cloud'. Metaverse adds another driver for computation demand. At the same time, big tech remains under policy scrutiny. 

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