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Foreign ownership pilots, AI-driven demand, and stricter efficiency rules are re-writing China’s data centre market. For investors, this is creating clearer entry points— but they must price power, permitting and partner risk with care. João Marques Lima explores one of the world’s fastest-growing digital infrastructure markets, which remains largely unfamiliar to international investors.
Updated November 11, 2025 / Original November 11, 2025
Founder and Editor, The Tech Capital
11 Mins
November 11, 2025 | 1:10 AM GMT
China’s data centre industry is entering a new phase. Artificial intelligence (AI) is redrawing the economics of storage and compute, foreign ownership rules are shifting, and government targets for efficiency and localisation are tightening.
Founder and Editor, The Tech Capital
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