China is steering its data center boom toward where power is plentiful and cheaper. National computing hubs are concentrating large projects in areas where land, electricity and fiber can be planned together. As capacity more than doubles through 2030, power-intensive computing is increasingly shifting toward North and Northwest China, where electricity is cheaper and renewable supply is abundant. That differs from the more market-led development seen in places such as the US. Established Chinese markets including Shanghai and Beijing remain important for workloads that need to stay close to users. So how is access to power reshaping where China builds its next generation of data centers? On today’s show, Kamala Schelling is joined by BloombergNEF’s head of Asia research, Fauziah Marzuki, to discuss the note “China Data Center Market Prospects.”

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

China Data Center Market Prospects - https://www.bnef.com/insights/40341