China Datacenter Model

A comprehensive model details China's datacenter market, tracking over a thousand buildings and sixty operators from 2017 through 2032. It provides building-by-building data on capacity ramps, capital expenditures, and load growth for major hyperscalers including ByteDance, Alibaba, and Tencent. The analysis distinguishes between self-built and leased capacity, aligning with the national 'Eastern data, western computing' strategy. Furthermore, the model estimates the compute capacity of AI labs by implying megawatts from their chip deployments, providing a clear view of the underlying AI infrastructure.