Against the backdrop of new policy waves and restrictions on China tech, the underlying infrastructure of data centers sees more plans focused on sustained growth, energy savings, utilization, and geographic distribution.

At least according to the “Three-year Action Plan for the Development of New Data Centers (2021-23)" published in July by the Ministry of Industry and Information Technology. 

By the end of 2023:

-average annual growth of the number of data center racks to stay at about 20%
-average utilization to exceed 60%
-total computing power will exceed 200 EFLOPS
-high-performance computing power of national hub nodes would account for more than 70%
-PUE of newly-built large-scale and larger data centers to decrease below 1.3
-In principle, the end-to-end network one-way delay of the data center in the national hub node should be less than 20 milliseconds

Plans include speeding up the construction of new data center clusters, including Beijing-Tianjin-Hebei, Yangtze River Delta, Greater Bay Area, and Chengdu-Chongqing economic zone, and utilization improvements in Guizhou, Inner Mongolia, Gansu, Ningxia. 

With Signallium(TM) Data Centers module, we cover the latest policy, transactions, projects and corporate activity in the sector, combining quarterly research reports with databases of projects and deals, and monitoring 'real time' signals from 3,000+ curated online sources. Originally focused on China, now more on APAC and beyond.