Latest Search
Quote
| Back Zoom + Zoom - | ||||
|
<Research>M Stanley: If CN Invests RMB2T in Data Centers via SOE Telecom Operators, It Will Lead to Severe Oversupply
Recommend 46 Positive 52 Negative 44 |
||||
|
||||
|
Recent media reports about the Chinese government's potential investment in building data centers have aroused market concerns over competition between data centers and public cloud services, Morgan Stanley's research report said, while highlighting the relevant news has not been officially confirmed. Morgan Stanley believed the reports may refer to an official government policy interpretation released in January last year, which mentioned RMB2 trillion in spending. However, the expenditure was related to network construction among data centers rather than direct investment in data center construction. The broker noted that the biggest bottleneck in China’s AI development lies in chipset production and design, rather than data center infrastructure. If the recent reports are true and China proceeds with RMB2 trillion of data center investment through SOE telecom operators, it would lead to severe oversupply and have a significant negative impact on the data center industry, the broker opined. Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
AASTOCKS Financial News |
||||
Copied to Clipboard
 |
||||
