Jinwu Financial News | GDS Holdings (09698) fluctuated upward. As of the time of reporting, it rose by 7.04%, priced at 21.03 HKD, with a trading volume of 22.5876 million HKD.
The "Eastern Data and Western Computing" project launched in 2022 has also achieved phased results. The construction of eight national hub nodes and ten datacenter clusters is steadily progressing. Among them, Shanghai has developed particularly rapidly in intelligent computing power, with an expected scale exceeding 30 EFLOPS by 2025.
China Securities Co.,Ltd. stated that with the increase in AI computing power demand, especially with positive changes on both the supply and demand sides domestically, there will also be an increasing demand for datacenters, particularly for high-power ultra-large datacenter machine rooms. This also puts higher requirements on electrical utilities, temperature control, and other aspects, suggesting a focus on the Industry Chain of IDC, including IDC service providers, electrical equipment, liquid cooling temperature control, and other links.