Jinshi data news on February 18th, CITIC Construction Investment Research Report pointed out that the three major operators, cloud vendors, various industry-related software/application companies, etc., successively announced the listing or deployment of DeepSeek, DeepSeek as an Open Source AI large model, cloud vendors or application vendors can choose to localize or deploy in the cloud, which is expected to further drive demand for Computing Power infrastructure. The IDC industry turning point is approaching, with the consumption of existing old data centers combined with the release of high-power new demand, expected to start a new round of cycles. Focus on IDC industry opportunities, IDC operators, IDC construction and Computing Power equipment-related chain manufacturers are expected to benefit. It is recommended to focus on IDC enterprises with high listing rates of existing data centers and new businesses focusing on GPU Computing Power. In the construction process, in the construction cost per kilowatt of IDC, cooling, diesel power generation, and UPS have relatively high value, it is recommended to follow the business flexibility of related manufacturers. With the completion and listing of IDCs, the related server, switch, and supporting product segments will also benefit from the overall rise in demand.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
4 Likes
Reward
4
2
Repost
Share
Comment
0/400
GateUser-85e9e425
· 02-18 00:30
Golden Finance reported that Bowman, a member of the Federal Reserve, said that the relevant regulations for core bank issues by the Federal Reserve have "matured and are pending review," and the establishment of new banks has stalled, with a disturbing trend of regulatory inaction.
CITIC Construction Investment: The inflection point of the IDC industry is imminent, and is expected to enter a new cycle
Jinshi data news on February 18th, CITIC Construction Investment Research Report pointed out that the three major operators, cloud vendors, various industry-related software/application companies, etc., successively announced the listing or deployment of DeepSeek, DeepSeek as an Open Source AI large model, cloud vendors or application vendors can choose to localize or deploy in the cloud, which is expected to further drive demand for Computing Power infrastructure. The IDC industry turning point is approaching, with the consumption of existing old data centers combined with the release of high-power new demand, expected to start a new round of cycles. Focus on IDC industry opportunities, IDC operators, IDC construction and Computing Power equipment-related chain manufacturers are expected to benefit. It is recommended to focus on IDC enterprises with high listing rates of existing data centers and new businesses focusing on GPU Computing Power. In the construction process, in the construction cost per kilowatt of IDC, cooling, diesel power generation, and UPS have relatively high value, it is recommended to follow the business flexibility of related manufacturers. With the completion and listing of IDCs, the related server, switch, and supporting product segments will also benefit from the overall rise in demand.