From Real Estate Foresight’s latest quarterly piece on data centers, “the factories of the 21st century”, in China - more signs of a slowdown for most, though still at the high growth figures for major players.
The broader domestic policy and investment push for (sustainable) digital infrastructure, however, continues.
On the other hand, major players are expanding on opportunities in Southeast Asia, driven by demand from Chinese customers.
Our quarterly covers the latest deals, projects, strategies, and policy developments to Sep 9 and draws on the quarterly disclosures (esp. GDS, VNET, Chindata, Shanghai AtHub, Guangzhou Aofei, Dr Peng, Sinnet), 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.