Preface:

East west are project launch in an all-round way. This marks, the west-east gas, China to send, after the three super project, the fourth cross-regional resource allocation super project officially fall to the ground.

The author | Fang Wen

Image | networks

AI core world 丨 丨 pull billions of new infrastructure investment, east west are all kinds of good inventory

Eight countries work force hub and 10 large data centers

At present, the layout of the eight countries to calculate power hub, 10 large data centers.

Data center cluster, 10 countries are among the eight hub.

Eight countries calculate hub node, in addition to covering the four national urban agglomeration, also covers the guizhou, Inner Mongolia, gansu, ningxia, four provinces in the west and can be regarded as the embodiment of the coordinated development.

Behind this trend is the national data center, a change in the past to concentrate resources in the pattern of the central cities, and layout in the surrounding region, including less developed areas.

AI core world 丨 丨 pull billions of new infrastructure investment, east west are all kinds of good inventory

Number of east west to calculate the total amount of influence

To affect supply, after the first demand, is a continuous and large thematic investment opportunities throughout the year.

Demand side on the structural guided more pull in the western region of the related industries such as energy, infrastructure, alleviate the pressure of the east, the same situation more optimal configuration, in order to satisfy the demands of the future release.

Supply side is due to the data center infrastructure construction demand amplification scale expansion.

Therefore, medium-term and short-term positive supply side, because the construction scale enlarged.

Such as data center construction order